XLE · Insider trading · 13F holders · Congress trades
SPDR Select Sector Fund - Energy Select Sector (XLE)
Who is buying and selling XLE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 502
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 5
XLE at a glance
- No open-market insider purchases or sales of XLE were filed in the last 90 days.
- 502 13F filers hold XLE among their 50 largest positions, worth $5.7B combined. The biggest bets by portfolio weight are Cadence Wealth Management LLC (12.8%), Cabana LLC (10.3%) and Briaud Financial Planning Inc (9.8%). In their latest 13Fs, 13 managers opened a new position and 87 added to one.
- Members of Congress have disclosed 15 XLE trades since 2015, 1 purchase and 4 sales in the past year; the latest was Debbie Wasserman Schultz (D-FL), selling $1K–15K on Aug 19, 2022.
- XLE last closed at $69.60 on Oct 30, 2026.
XLE insider trading
No open-market insider purchases or sales of XLE were filed in the last 90 days.
Who owns XLE? Hedge funds and superinvestors
502 13F filers hold XLE among their 50 largest positions, worth $5.7B combined. The biggest bets by portfolio weight are Cadence Wealth Management LLC (12.8%), Cabana LLC (10.3%) and Briaud Financial Planning Inc (9.8%). In their latest 13Fs, 13 managers opened a new position and 87 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd.Investment manager | 1.4% | $366.0M | 6,891,100 | -20.5% shares | Q2 2026 |
| Saudi Central BankSovereign wealth fund | 3.3% | $249.2M | 4,321,004 | +0.0% shares | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.Insurance company | 1.6% | $243.8M | 4,589,946 | +257.9% shares | Q2 2026 |
| Factory Mutual Insurance CoInsurance company | 2.2% | $236.4M | 4,450,445 | +65.9% shares | Q2 2026 |
| Caxton Associates LLPHedge fund | 4.4% | $235.4M | 4,432,763 | — | Q2 2026 |
| Allen Investment Management, LLCWealth manager | 1.8% | $154.1M | 2,900,688 | +22.7% shares | Q2 2026 |
| Main Management Fund Advisors LLCMutual fund manager | 10.5% | $148.9M | 2,802,700 | +283.4% shares | Q2 2026 |
| Hamilton Capital, LLCWealth manager | 8.2% | $145.6M | 2,367,600 | -46.2% shares | Q3 2026 |
| Wealthfront Advisers LLCWealth manager | 0.2% | $128.1M | 2,411,472 | -2.9% shares | Q2 2026 |
| Mufg Bank, Ltd.Bank & trust | 3.3% | $116.4M | 2,191,000 | New | Q2 2026 |
| Main Management ETF Advisors, LLCMutual fund manager | 3.0% | $98.5M | 1,853,850 | — | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.3% | $97.5M | 1,585,020 | -1.1% shares | Q3 2026 |
| PGIM Custom Harvest LLCWealth manager | 1.2% | $97.3M | 1,831,848 | +0.6% shares | Q2 2026 |
| Cornerstone Advisors, LLCWealth manager | 3.0% | $90.4M | 1,702,048 | -4.2% shares | Q2 2026 |
| J.Safra Asset Management CorpWealth manager | 4.0% | $85.8M | 1,616,362 | +0.1% shares | Q2 2026 |
| Phoenix Financial Ltd.Investment manager | 0.5% | $80.2M | 1,509,197 | -1.4% shares | Q2 2026 |
| Varma Mutual Pension Insurance CoPension fund | 0.3% | $63.6M | 1,196,643 | -91.5% shares | Q2 2026 |
| Capstone Investment Advisors, LLCHedge fund | 0.6% | $61.9M | 1,164,746 | +0.1% shares | Q2 2026 |
| Jump Financial, LLCInvestment manager | 0.5% | $49.6M | 934,555 | -11.5% shares | Q2 2026 |
| Forbes J M & Co LLPInvestment manager | 3.6% | $47.4M | 770,089 | +0.5% shares | Q3 2026 |
| Briaud Financial Planning IncWealth manager | 9.8% | $44.4M | 722,267 | +12855.5% shares | Q3 2026 |
| True Freedom Investing, LLCWealth manager | 6.6% | $42.1M | 684,265 | +19.0% shares | Q3 2026 |
| GenTrust, LLCWealth manager | 1.6% | $41.2M | 775,290 | +2.6% shares | Q2 2026 |
| Blue Chip Partners, LLCWealth manager | 2.6% | $40.8M | 768,144 | -0.8% shares | Q2 2026 |
| Oakworth Capital, Inc.Asset manager | 1.9% | $40.6M | 660,535 | +0.3% shares | Q3 2026 |
| Tocqueville Asset Management L.P.Asset manager | 0.5% | $40.5M | 762,726 | -1.4% shares | Q2 2026 |
| Walleye Trading LLCInvestment manager | 0.6% | $40.4M | 761,254 | -19.2% shares | Q2 2026 |
| Kcm Investment Advisors LLCWealth manager | 1.2% | $39.3M | 638,878 | -1.0% shares | Q3 2026 |
| Affinity Wealth Management LLCWealth manager | 4.8% | $37.6M | 708,338 | -0.2% shares | Q2 2026 |
| Equitable Trust CoBank & trust | 1.5% | $35.7M | 580,034 | -3.7% shares | Q3 2026 |
The 30 largest of 502 positions, by value. Each manager counts with its latest 13F (Q3 2026: 244, Q2 2026: 257, Q1 2026: 1). Screen XLE in the grand portfolio →
XLE stock trades by members of Congress
Members of Congress have disclosed 15 XLE trades since 2015, 1 purchase and 4 sales in the past year; the latest was Debbie Wasserman Schultz (D-FL), selling $1K–15K on Aug 19, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 24, 2022 | Debbie Wasserman SchultzD-FL · House | Sale | $1K–15K | Aug 19, 2022 | +75.2% |
| Aug 24, 2022 | Debbie Wasserman SchultzD-FL · House | Sale | $1K–15K | Aug 19, 2022 | +75.2% |
| Aug 24, 2022 | Debbie Wasserman SchultzD-FL · House | Sale | $1K–15K | Aug 19, 2022 | +75.2% |
| Feb 13, 2022 | Robert J. WittmanR-VA · House | Buy | $1K–15K | Jan 28, 2022 | +112.1% |
| Feb 11, 2022 | Pete SessionsR-TX · House | Sale | $15K–50K | Jan 18, 2022 | +114.9% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $250K–500K | Dec 26, 2018 | +143.4% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 26, 2018 | +143.4% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 26, 2018 | +143.4% |
| Aug 2, 2018 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Apr 6, 2018 | +106.7% |
| Feb 5, 2018 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jan 22, 2018 | +78.4% |
| Aug 4, 2017 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Mar 9, 2016 | +129.2% |
| Mar 22, 2016 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Mar 9, 2016 | +129.2% |
| Nov 9, 2015 | Richard L. HannaR-NY · House | Sale | $50K–100K | Oct 1, 2015 | +127.0% |
| Sep 21, 2015 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Aug 17, 2015 | +100.3% |
| Sep 9, 2015 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jul 14, 2015 | +86.7% |
6 members have traded XLE: Debbie Wasserman Schultz, Robert J. Wittman, Pete Sessions, Thomas MacArthur, Carlos Curbelo, Richard L. Hanna.
XLE questions and answers
Are insiders buying XLE stock?
No open-market insider purchases or sales of XLE were filed in the last 90 days.
Which hedge funds own XLE?
502 13F filers hold XLE among their 50 largest positions, worth $5.7B combined. The biggest bets by portfolio weight are Cadence Wealth Management LLC (12.8%), Cabana LLC (10.3%) and Briaud Financial Planning Inc (9.8%). In their latest 13Fs, 13 managers opened a new position and 87 added to one.
Has Congress traded XLE?
Members of Congress have disclosed 15 XLE trades since 2015, 1 purchase and 4 sales in the past year; the latest was Debbie Wasserman Schultz (D-FL), selling $1K–15K on Aug 19, 2022.
Who is the largest holder of XLE?
Among 13F filers, Menora Mivtachim Holdings Ltd. reports the largest XLE position, $366.0M (6,891,100 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cadence Wealth Management LLC's: 12.8% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.