Inst. Holders
50 funds
XL
XLE
SELECT SECTOR SPDR TR
$62.81 ▲ +0.18%
Prev close $62.7031 New Institutional Positions19 Institutional Exits
Snapshot
The big-picture read on XLE right now — valuation, ownership and activity at a glance.
Inst. Value
$28.6B
Inst. Activity
31 buys / 19 sells
SEC Reports
1
Congressional
1 trades
Price chart 30d -3.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: XLE — 71.4% short (9.6M / 13.5M)
Short: 9,639,153 | Exempt: 107,726 | TRF Vol: 13,506,381 | Short Ratio: 71.4% | Off-exchange volume
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
53,253,223 shares ($2.8B)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC GOLDMAN SACHS GROUP INC — TRIM
18,568,423 shares ($986.2M)
10 mega-passive and asset-manager institutions added or doubled XLE positions in Q4 2025, totaling $4.62B in current hol
INST-CLUSTER — Impact 5/10
Apr 28, 2026 Congress
Chuck Fleischmann buy
$1,001 - $15,000 — House
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: XLE — 71.4% short (9.6M / 13.5M)
Short: 9,639,153 | Exempt: 107,726 | TRF Vol: 13,506,381 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: XLE — 66.1% short (4.2M / 6.3M)
Short: 4,185,433 | Exempt: 18,001 | TRF Vol: 6,328,768 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: XLE — 66.4% short (6.1M / 9.2M)
Short: 6,091,751 | Exempt: 37,669 | TRF Vol: 9,169,782 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: XLE — 62.6% short (6.9M / 11.1M)
Short: 6,917,713 | Exempt: 6,107 | TRF Vol: 11,052,659 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: XLE — 67.5% short (5.7M / 8.4M)
Short: 5,673,691 | Exempt: 12,844 | TRF Vol: 8,402,333 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own XLE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $28.6B total value (515,269,692 shares) as of 2026-Q2. Top holders: BANK, MORGAN, SUSQUEHANNA. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 53,253,223 | $2.8B | 9.9% | ADD +34.3% |
| MORGAN STANLEY | 29,181,455 | $1.5B | 5.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,587,100 | $1.5B | 5.3% | TRIM -39.6% |
| CITIGROUP INC | 26,081,200 | $1.4B | 4.8% | TRIM -71.0% |
| BARCLAYS PLC | 23,266,500 | $1.2B | 4.3% | — |
| MILLENNIUM MANAGEMENT LLC | 22,617,400 | $1.2B | 4.2% | DOUBLED +215.9% |
| JANE STREET GROUP, LLC | 19,686,800 | $1.0B | 3.7% | DOUBLED +1617.7% |
| PeakShares LLC | 19,340 | $1.0B | 3.6% | — |
| JPMORGAN CHASE & CO | 18,527,307 | $992.7M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 18,568,423 | $986.2M | 3.5% | TRIM -44.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 39,650,027 | 53,253,223 | +34.3% | $2.8B |
| GOLDMAN SACHS GROUP INC | TRIM | 33,438,646 | 18,568,423 | -44.5% | $986.2M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 5,454,793 | 7,561,300 | +38.6% | $401.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 16,440 | 7,531,605 | +45712.7% | $400.0M |
| Migdal Insurance & Financial Holdings Ltd. | DOUBLED | 1,282,511 | 4,589,946 | +257.9% | $243.8M |
| FACTORY MUTUAL INSURANCE CO | ADD | 2,683,330 | 4,450,445 | +65.9% | $236.4M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 6,241,140 | 3,610,313 | -42.2% | $191.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 4,981,510 | 3,008,433 | -39.6% | $159.8M |
| Squarepoint Ops LLC | DOUBLED | 1,204,809 | 2,817,819 | +133.9% | $149.7M |
| CITIGROUP INC | TRIM | 9,373,290 | 2,714,640 | -71.0% | $144.2M |
Congressional trades
XLE trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund | May 13, 2026(16d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XLE.
Shares short
65,043,216
Settlement Sep 15, 2026
Change vs prior
+0.1%
Semi-monthly cycle
Days to cover
2.1
At avg daily volume
All XLE filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026