# 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: 2026-07-08T12:27:12.401Z

## Summary

As of the most recent 13F filing period, Energy Select Sector SPDR (XLE) is held by 1 tracked superinvestors with an aggregate position value of $285,105 representing 04654 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 4654 | $285,105 | 0.01% | 2026-03-31 |

## 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
- 2024-12-31: 1 holders, $514.5M aggregate, 06006000 shares
- 2025-03-31: 1 holders, $289,695 aggregate, 03100 shares
- 2025-09-30: 2 holders, $714.9M aggregate, 080000002288 shares
- 2025-12-31: 2 holders, $715.6M aggregate, 0160000004606 shares
- 2026-03-31: 1 holders, $285,105 aggregate, 04654 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."