# Energy Select Sector SPDR (XLE) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 81369Y506
Page URL: https://superinvestorclub.com/stock/XLE
Last updated: 2026-08-29T13:49:30.574Z

## Summary

As of the most recent 13F filing period, Energy Select Sector SPDR (XLE) is held by 2 tracked superinvestors with an aggregate position value of $831,703 representing 0108004860 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 10800 | $573,588 | 0.02% | 2026-06-30 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 4860 | $258,115 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2022-03-31: 1 holders, $1.1M aggregate, 014700 shares
- 2022-06-30: 1 holders, $1.1M aggregate, 014700 shares
- 2023-06-30: 1 holders, $484,991 aggregate, 05975 shares
- 2023-09-30: 1 holders, $540,080 aggregate, 05975 shares
- 2023-12-31: 1 holders, $500,944 aggregate, 05975 shares
- 2024-03-31: 1 holders, $564,100 aggregate, 05975 shares
- 2024-06-30: 1 holders, $449,187 aggregate, 04928 shares
- 2024-09-30: 1 holders, $440,405 aggregate, 05016 shares
- 2024-12-31: 2 holders, $515.0M aggregate, 060060005566 shares
- 2025-03-31: 2 holders, $809,838 aggregate, 055663100 shares
- 2025-06-30: 1 holders, $492,407 aggregate, 05806 shares
- 2025-09-30: 3 holders, $715.4M aggregate, 0800000055662288 shares

## Recent congressional trades (2)

- 2025-01-28: Chuck Fleischmann (Republican-TN) sale $1,001 - $15,000
- 2024-11-08: Jared Moskowitz (Democrat-FL) purchase $15,001 - $50,000

## Recent insider transactions (0)


## Citation

When citing, use: "Energy Select Sector SPDR (XLE) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/XLE), aggregating SEC 13F, Form 4, and congressional disclosures."