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XLE — SELECT SECTOR SPDR TR

Reported value held$17.27B
Funds holding (latest)44
Sector—
Funds holding (Q2 2026)31
Institutional value$16.19B · 304.35M sh
New / Add / Cut / Exit4 / 7 / 18 / 1
Top-5 / Top-10 concentration59.0% / 88.8%
Institutional holdings change Accumulating +7.2% (+20.55M sh)
Institutional value change Down -6.9%

As of Q2 2026, 31 SEC-registered investment managers reported holding XLE (SELECT SECTOR SPDR TR) in their latest 13F filings, with a combined reported value of $16.19B across 304.35M shares. That is +7.2% by share count (+20.55M shares) versus the previous quarter, while reported value moved -6.9%. Ownership is concentrated: the five largest holders account for 59.0% of reported value and the top ten for 88.8%.

Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 18 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 53.25M $2.83B 0.19% Add
Citigroup Inc history Q2 2026 35.54M $1.89B 0.66% Add
Millennium Management history Q2 2026 33.72M $1.79B 0.69% Add
Morgan Stanley history Q2 2026 29.18M $1.55B 0.09% Reduce
Citadel Advisors history Q2 2026 28.30M $1.50B 0.18% Add
Wells Fargo & Co history Q2 2026 23.29M $1.24B 0.21% Reduce
UBS Group AG history Q2 2026 21.52M $1.14B 0.15% Reduce
JPMorgan Chase & Co history Q2 2026 18.53M $992.69M 0.11% New
Goldman Sachs Group history Q2 2026 18.69M $992.58M 0.09% Reduce
Elliott Investment Management history Q4 2025 16.00M $715.36M 3.17% Add
Balyasny Asset Management history Q2 2026 8.66M $460.19M 0.60% Reduce
D. E. Shaw & Co history Q2 2026 7.53M $400.00M 0.21% Add
Two Sigma Investments history Q2 2026 5.82M $309.07M 0.24% New
Point72 Asset Management history Q2 2026 4.89M $259.68M 0.30% Reduce
Saudi Arabian Monetary Authority history Q2 2026 4.32M $249.24M 3.27% Hold
Charles Schwab Investment Management history Q2 2026 2.66M $141.14M 0.02% Reduce
CDPQ (Caisse de Depot) history Q4 2021 2.24M $124.32M 0.28% Reduce
CPP Investments history Q4 2025 2.70M $120.72M 0.08% Add
Northern Trust Corp history Q2 2026 2.11M $111.89M 0.01% Reduce
Soros Fund Management history Q2 2026 2.00M $106.22M 1.48% Reduce

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 76.62M 72.49M 52.55M 58.02M 63.64M 55.54M 47.63M 47.31M 53.99M 64.73M 55.62M 46.43M 54.44M 40.64M 37.52M 49.74M 39.24M 45.16M 39.65M 53.25M
Citigroup Inc 13.05M 7.43M 7.57M 8.90M 14.87M 8.19M 2.07M 1.86M 6.82M 3.46M 2.19M 1.52M 1.72M 4.34M 6.49M 7.27M 12.79M 32.60M 29.29M 35.54M
Millennium Management 14.47M 17.82M 17.39M 14.45M 11.49M 13.28M 9.23M 7.70M 10.35M 12.51M 13.05M 13.17M 6.95M 11.64M 11.47M 9.77M 18.29M 27.00M 32.07M 33.72M
Morgan Stanley 14.98M 14.85M 17.06M 16.93M 23.93M 17.35M 14.84M 15.87M 16.45M 16.02M 15.71M 17.63M 17.70M 17.83M 16.32M 18.06M 15.30M 29.44M 32.62M 29.18M
Citadel Advisors 26.03M 17.24M 17.13M 21.80M 24.90M 21.56M 23.50M 15.98M 24.88M 15.17M 13.54M 10.29M 8.44M 11.09M 11.62M 7.68M 7.50M 19.40M 26.36M 28.30M
Wells Fargo & Co 7.00M 6.30M 7.27M 10.26M 11.71M 14.01M 12.89M 13.63M 13.25M 12.35M 13.25M 15.04M 16.50M 16.08M 17.17M 18.40M 12.15M 25.13M 25.61M 23.29M
UBS Group AG 27.28M 28.33M 16.56M 20.48M 27.31M 19.71M 12.92M 9.83M 13.81M 10.87M 10.62M 9.61M 16.01M 29.32M 18.87M 18.91M 12.81M 22.19M 24.46M 21.52M
JPMorgan Chase & Co 6.28M 5.30M 7.52M 8.12M 9.64M 7.00M 6.50M 5.82M 8.06M 7.45M 7.29M 6.90M 8.32M 7.92M 10.51M 9.30M 9.87M 16.72M — 18.53M
Goldman Sachs Group 21.46M 20.22M 16.62M 15.31M 15.66M 12.29M 14.27M 8.83M 8.37M 8.24M 13.55M 12.77M 10.94M 11.43M 8.03M 14.35M 11.75M 27.43M 34.92M 18.69M
Balyasny Asset Management 700.00K 681.21K 340.62K 2.46M 985.34K 3.65M 1.84M 536.62K 1.30M 1.66M 2.40M 2.93M 5.70M 8.24M 6.77M 3.59M 3.66M 9.30M 10.79M 8.66M
D. E. Shaw & Co — — 1.18M 651.10K 1.46M 2.25M 129.70K 1.21M 2.43M 3.02M 2.95M — — 839.64K 170.95K — 262.47K — 16.44K 7.53M
Two Sigma Investments 245.42K 1.13M 744.63K 342.20K — 4.71K 119.00K 25.61K — — 94.89K 55.00K — — 94.20K — — — — 5.82M
Point72 Asset Management 915.33K 1.72M 2.86M 1.46M 2.41M 221.00K 770.00K 105.10K 830.20K 431.20K 458.90K 1.98M 1.10M 649.50K 1.07M 824.10K 864.00K 3.60M 5.25M 4.89M
Saudi Arabian Monetary Authority — — — — — 1.55M 2.16M 2.16M 2.16M 2.16M 2.16M 2.16M 2.16M 2.16M — 2.16M 2.16M 4.32M 4.32M 4.32M
Charles Schwab Investment Management 3.22M 3.12M 3.02M 1.65M 1.66M 1.75M 1.71M 2.30M 2.88M 1.71M 1.41M 1.33M 217.34K 750.67K 710.84K 701.55K 692.39K 1.37M 2.69M 2.66M
Northern Trust Corp 911.38K 1.07M 1.52M 1.93M 1.90M 1.94M 1.77M 1.59M 1.42M 1.43M 1.49M 1.46M 1.31M 1.37M 1.29M 1.19M 1.10M 2.08M 2.16M 2.11M
Soros Fund Management 1.65M — 500.00K 250.00K 1.35M — — — 400.00K — — — — — 750.00K — — 3.64M 4.95M 2.00M
BlackRock Inc — — — — — — — — — — — — 648.74K 521.73K 319.18K 718.01K 637.67K 1.01M 667.16K 858.58K
PNC Financial Services 522.77K 551.63K 565.11K 825.97K 1.03M 999.77K 934.36K 819.04K 863.86K 793.40K 810.96K 777.01K 771.99K 788.36K 765.23K 667.50K 644.94K 837.61K 937.28K 849.28K
Renaissance Technologies — 12.00K 107.40K 422.40K 16.10K 468.96K 438.96K 639.36K 93.86K 325.26K 409.87K 78.96K 196.06K 5.60K 119.66K 5.16K 479.57K 229.74K — 832.53K

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