$XLE is held by 49 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.09%, with an average of 0.55% of portfolio. Largest holder: Ted Buchan & Co at 4.09%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SELECT SECTOR SPDR TR
13F holders
2,078
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 2,078 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
State Farm Mutual Automobile Insurance Co.
—
—
03
Evergreen Capital Management LLC
—
—
04
ARS Investment Partners, LLC
—
—
05
Solus Alternative Asset Management LP
—
—
06
Mizuho Bank, Ltd.
—
—
07
Taconic Capital Advisors LP
—
—
08
Radnor Capital Management, LLC
—
—
09
Northeast Financial Consultants Inc
—
—
10
Sheaff Brock Investment Advisors, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
49 holders · Q1 202601
Ted Buchan & Co
4.09% NEW
α +13.2pts
02
Mountain Hill Investment Partners Corp.
3.50% NEW
α +15.0pts
03
Level Financial Advisors
3.41% NEW
α +30.9pts
04
Intrinsic Value Partners, LLC
1.96% ↑ +0.6pp
α +13.8pts
05
Legend Financial Advisors, Inc.
1.74% ↑ +0.6pp
α +12.3pts
06
Laidlaw Wealth Management LLC
1.66% NEW
α +11.1pts
07
D L Carlson Investment Group Inc.
1.59% held
α +17.7pts
08
Wincap Financial LLC
1.55% NEW
α +14.0pts
09
Somerset Group LLC
1.03% NEW
α +64.8pts
10
Rokos Capital Management LLP
0.88% held
α +12.2pts
11
Pittenger & Anderson Inc.
0.82% NEW
α +21.3pts
12
Citigroup Inc.
0.77% NEW
α +26.3pts
13
One Plus One Wealth Management, LLC
0.63% held
α +21.1pts
14
Interactive Financial Advisors, Inc.
0.59% NEW
α +15.2pts
15
Tandem Wealth Advisors LLC
0.44% held
α +14.1pts
16
Narus Financial Partners, LLC
0.29% held
α +11.1pts
17
Cypress Capital Group
0.23% NEW
α +12.6pts
18
Bolthouse Investments, LLC
0.20% NEW
α +13.6pts
19
Terra Nova Asset Management LLC
0.19% NEW
α +11.1pts
20
Endeavor Private Wealth, Inc.
0.17% held
α +13.5pts
21
Caption Management, LLC
0.13% NEW
α +15.5pts
22
Stamos Capital Partners, L.P.
0.12% NEW
α +10.2pts
23
Fiduciary Alliance LLC
0.11% NEW
α +16.8pts
24
Principal Securities, Inc.
0.11% NEW
α +21.3pts
25
LM Advisors LLC
0.11% held
α +15.5pts
26
ELCO Management Co., LLC
0.10% NEW
α +10.8pts
27
RFG Advisory, LLC
0.10% held
α +16.2pts
28
Stelac Advisory Services LLC
0.06% held
α +13.4pts
29
Banco Santander, S.A.
0.05% held
α +12.6pts
30
Collier Financial
0.05% held
α +14.2pts
31
Courier Capital LLC
0.05% held
α +14.9pts
32
Banque Pictet & Cie SA
0.05% held
α +10.3pts
33
Walkner Condon Financial Advisors LLC
0.05% held
α +23.7pts
34
Greenwich Wealth Management LLC
0.04% held
α +12.7pts
35
Fulton Bank, N.a.
0.03% held
α +23.8pts
36
Impact Partnership Wealth, LLC
0.02% held
α +10.3pts
37
Venture Visionary Partners LLC
0.02% held
α +10.3pts
38
GM Advisory Group, LLC
0.02% held
α +16.5pts
39
Condor Capital Management
0.02% held
α +23.6pts
40
Bradley Foster & Sargent INC
0.02% held
α +11.1pts
41
Svb Wealth LLC
0.01% held
α +29.6pts
42
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
43
Costello Asset Management, INC
0.01% held
α +14.3pts
44
Corsicana & Co.
0.01% held
α +20.0pts
45
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
46
Choate Investment Advisors
0.01% held
α +13.8pts
47
Quarry LP
0.01% held
α +10.6pts
48
CV Advisors LLC
0.01% held
α +29.1pts
49
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XLE in the recent window.
Congress trades · last 90 days
2 disclosures · STOCK ActSOLD
$1K–$15K
Feb 10STOCK
BOUGHT
$15K–$50K
Dec 9STOCK
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $XLE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $XLE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:33 UTC.