XLE · State Street(R) Energy Select Sector SPDR(R) ETF ETF
$64.06
-0.56 (-0.87%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $1,603,486,119
Total Shares: 30,191,793
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 14 13F filers · Δ vs Mar 31, 2026Top Holder
93.7%
+48.1 pts
Top 5
99.5%
+8.6 pts
Top 10
99.9%
−0.1 pts
HHI
8,798
Highly concentrated+5,925
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
3
Decreased
0
Sold Out
6
Unchanged
0
Holder count:
+5
Institutional value:
+2353.5%
Shares held:
+2730.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | +17,374 | 64,427 | |
| Small TUCKER ASSET MANAGEMENT LLC | +1,599 | 92,467 | |
| Small Range Advisory, LLC | +633 | 9,193 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 28,295,948 | $1,502,797,798 | |
| Large Corient Private Wealth LLC | 1,033,858 | $54,908,197 | |
| Mega Allianz Asset Management GmbH | 472,500 | $25,094,475 | |
| Small January Capital Advisors LLC | 133,886 | $7,110,685 | |
| Mid 1607 Capital Partners, LLC | 41,370 | $2,197,160 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Provida Pension Fund Administrator | 486,848 | $29,824,308 | |
| Mid Dakota Wealth Management | 264,647 | $16,212,275 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 74,733 | $4,578,143 | |
| Large M&T Bank Corp | 51,815 | $3,174,186 | |
| Small VELA Investment Management, LLC | 30,724 | $1,882,152 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC XLE | $826,975,810 | 51.57% | 15,571,000 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC XLE | $567,947,718 | 35.42% | 10,693,800 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC XLE | $107,874,270 | 6.73% | 2,031,148 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC XLE | $54,908,197 | 3.42% | 1,033,858 | Shares | 2026-08-27 | |
| Mega Allianz Asset Management GmbH XLE | $25,094,475 | 1.56% | 472,500 | Put | 2026-09-02 | |
| Small January Capital Advisors LLC XLE | $7,110,685 | 0.44% | 133,886 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC XLE | $4,910,922 | 0.31% | 92,467 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC XLE | $3,421,717 | 0.21% | 64,427 | Shares | 2026-08-26 | |
| Mid 1607 Capital Partners, LLC XLE | $2,197,160 | 0.14% | 41,370 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank XLE | $945,464 | 0.06% | 17,802 | Shares | 2026-09-04 | |
| Small CARLSON FINANCIAL, INC. XLE | $800,473 | 0.05% | 15,072 | Shares | 2026-08-24 | |
| Small Range Advisory, LLC XLE | $488,240 | 0.03% | 9,193 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. XLE | $294,229 | 0.02% | 5,540 | Shares | 2026-08-25 | |
| Small NWM ADVISORS, LLC XLE | $268,736 | 0.02% | 5,060 | Shares | 2026-08-28 | |
| Small Second Line Capital, LLC XLE | $212,015 | 0.01% | 3,992 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. XLE | $36,008 | 0.00% | 678 | Shares | 2026-09-02 |