72% buyers of institutions opening or closing positions this quarter
258 more new buyers than exits, quarter-over-quarter ownership change will be available once more quarters load, and 1 well-known fund manager in the top 25.
72% buyers of institutions opening or closing positions this quarter
Ownership % will appear once market cap data is linked
Hamilton Capital, LLC portfolio allocation
Loads once peer data is available
No Form 4 insider transactions on file
Latest positioning in XLE across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XLE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Kentucky Farm Bureau Mutual Insurance Co | 888K | $22.25B | β | β | 0.50% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.4M | $4.19B | +26.1% | β | 0.47% |
| 3 | BANK OF AMERICA CORP /DE/ | 39.7M | $2.43B | -12.2% | β | 0.18% |
| 4 | GOLDMAN SACHS GROUP INC | 34.9M | $2.14B | +27.3% | β | 0.25% |
| 5 | MORGAN STANLEY | 32.6M | $2.00B | +10.8% | β | 0.12% |
| 6 | CITIGROUP INC | 29.3M | $1.79B | -10.1% | β | 0.77% |
| 7 | CITADEL ADVISORS LLC | 26.4M | $1.61B | +35.9% | β | 0.26% |
| 8 | ROYAL BANK OF CANADA | 25.6M | $1.57B | +8.7% | β | 0.28% |
| 9 | WELLS FARGO & COMPANY/MN | 25.6M | $1.57B | β | β | 0.30% |
| 10 | UBS Group AG | 24.5M | $1.50B | +10.2% | β | 0.22% |
| 11 | LPL Financial LLC | 15.4M | $946.3M | +20.0% | β | 0.25% |
| 12 | American State Bank (Iowa) | 24K | $874.5M | β | β | 0.09% |
| 13 | Varma Mutual Pension Insurance Co | 14.1M | $861.8M | β | β | 5.08% |
| 14 | BNP PARIBAS ARBITRAGE, SA | 6.3M | $595.5M | +11.5% | β | 0.29% |
| 15 | Hamilton Capital, LLC | 11.6M | $590.5M | β | β | 15.02% |
| 16 | MENORA MIVTACHIM HOLDINGS LTD. | 8.7M | $531.3M | -7.5% | β | 2.52% |
| 17 | Walleye Trading LLC | 7.9M | $485.4M | β | β | 0.81% |
| 18 | Parallax Volatility Advisers, L.P. | 8.4M | $467.2M | β | β | 1.21% |
| 19 | BANK OF MONTREAL /CAN/ | 7.6M | $464.2M | +71.6% | β | 0.17% |
| 20 | AMERIPRISE FINANCIAL INC | 6.6M | $403.7M | +17.8% | β | 0.09% |
| 21 | Squarepoint Ops LLC | 6.4M | $393.1M | +359.9% | β | 0.46% |
| 22 | Jain Global LLC | 6.0M | $368.4M | +94.7% | β | 1.52% |
| 23 | Qube Research & Technologies Ltd | 6.0M | $367.3M | +3828.9% | β | 0.41% |
| 24 | RAYMOND JAMES FINANCIAL INC | 5.9M | $360.7M | +0.1% | β | 0.11% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 5.5M | $334.2M | +23.8% | β | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XLE β a direct measure of their conviction.
Filings activity in XLE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,039 | +14% | β | β | $61.07B | +147% |
| Q4 2025 | 1,781 | +7.1% | β | β | $24.76B | 7.9% |
| Q3 2025 | 1,663 | 1.2% | β | β | $26.90B | 21% |
| Q2 2025 | 1,684 | 5.1% | β | β | $34.03B | 4.4% |
| Q1 2025 | 1,774 | 0.9% | β | β | $35.58B | +31% |
| Q4 2024 | 1,791 | +6.7% | β | β | $27.12B | 12% |
| Q3 2024 | 1,679 | 2.6% | β | β | $30.77B | 65% |
| Q2 2024 | 1,724 | β | β | β | $88.20B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for XLE.
Quick answers to the most common questions about buying XLE stock.
Based on Q1 2026 13F filings, institutional ownership of Energy Select Sector SPDR Fund stands at not currently reported, held across 2,039 reporting institutions.
Kentucky Farm Bureau Mutual Insurance Co is the largest reported institutional holder of XLE, with approximately 887,662 shares worth $22.25B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of XLE, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for XLE is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
428 institutions opened new positions in XLE during Q1 2026, while 170 fully exited. 1,468 added to existing positions and 137 trimmed.
Quarter-over-quarter ownership change for XLE is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 67.2% of all reported 13F value in XLE, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.