Who owns XLE?
State Street Energy Select Sector SPDR ETF · State Street
2,038 institutions reported holding XLE, worth $23.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $2.8B | 53,253,223 | +13,603,196 shares |
| Morgan Stanley | New York, NY | $1.5B | 29,181,455 | −3,435,892 shares |
| JPMorgan Chase & Co | New York, NY | $992.7M | 18,527,307 | −2,214,443 shares |
| Goldman Sachs Group Inc. | New York, NY | $986.2M | 18,568,423 | −14,870,223 shares |
| Wells Fargo & Company | San Francisco, CA | $903.1M | 17,004,305 | −1,183,013 shares |
| LPL Financial LLC | Fort Mill, SC | $808.6M | 15,224,241 | −223,187 shares |
| UBS Group AG | Zurich, Switzerland | $617.1M | 11,619,663 | −2,853,126 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $401.6M | 7,561,300 | +2,106,507 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $401.1M | 7,547,004 | +970,179 shares |
| D. E. Shaw & Co., Inc. | New York, NY | $400.0M | 7,531,605 | +7,515,165 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLE?
2,038 institutional managers reported holding XLE in Form 13F filings for June 30, 2026, worth $23.6B in total. The largest reported position was held by Bank of America Corp., at $2.8B.
Did institutions buy or sell XLE last quarter?
Reported 13F value fell 16.7% from March 31, 2026, which includes price moves as well as buying and selling. 197 firms reported a new position and 211 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.