SS Energy Select SectorXLEETF

13F holders, Q2 2026 (June 30)
2,045holders −77
136new positions
210sold out
9famous investors
$53.24avg. 13F price*

At the end of Q2 2026, 2,045 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 77 from Q1 2026. 136 opened new positions and 210 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($1.5B) and JPMorgan Chase & Co. ($992.7M). 9 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2026)
CUSIP
81369Y506
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,816Q1 2024Q2 2024: 1,809Q2 2024Q3 2024: 1,753Q3 2024Q4 2024: 1,887Q4 2024Q1 2025: 1,843Q1 2025Q2 2025: 1,752Q2 2025Q3 2025: 1,740Q3 2025Q4 2025: 1,868Q4 2025Q1 2026: 2,122Q1 2026Q2 2026: 2,045Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions136$1.1B
Exits210$1.1B

All 13F filers, Q1 2026 → Q2 2026: 76,958,298 shares bought and 100,175,949 shares sold, net −23,217,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,045 holders

Bank of America Corp. 0.18% Add +34.3% 53,253,223 $2.8B
Morgan Stanley 0.08% Reduce -10.5% 29,181,455 $1.5B
JPMorgan Chase & Co. 0.06% Reduce -10.7% 18,527,307 $992.7M
Goldman Sachs Group Inc. 0.10% Reduce -44.5% 18,568,423 $986.2M
Wells Fargo & Company 0.16% Reduce -6.5% 17,004,305 $903.1M
LPL Financial LLC 0.18% Reduce -1.4% 15,224,241 $808.6M
UBS Group AG 0.10% Reduce -19.7% 11,619,663 $617.1M
Envestnet Asset Management Inc. 0.09% Add +38.6% 7,561,300 $401.6M
Ameriprise Financial Inc. 0.08% Add +14.8% 7,547,004 $401.1M
D. E. Shaw & Co. 0.26% Add +45712.7% 7,531,605 $400.0M
Royal Bank of Canada 0.06% Reduce -14.5% 6,938,422 $368.5M
Menora Mivtachim Holdings LTD. 1.43% Reduce -20.6% 6,891,100 $366.0M
Raymond James Financial Inc. 0.09% Add +2.5% 6,032,809 $320.4M
Two Sigma Investments, LP 0.24% New 5,819,502 $309.1M
Barclays PLC 0.09% Reduce -15.4% 5,480,248 $291.1M
Saudi Central Bank 3.27% No change 4,321,004 $249.2M
Migdal Insurance & Financial Holdings Ltd. 1.56% Add +257.9% 4,589,946 $243.8M
Factory Mutual Insurance Co. 2.22% Add +65.9% 4,450,445 $236.4M
Caxton Associates LLP 4.42% New 4,432,763 $235.4M
Hamilton Capital, LLC 11.57% Add +2.1% 4,398,711 $233.6M
Bank of Montreal 0.08% Reduce -23.8% 4,252,768 $225.9M
Osaic Holdings, Inc. 0.25% Add +11.2% 4,027,798 $213.9M
BNP Paribas Financial Markets 0.10% Reduce -42.1% 3,610,313 $191.7M
Susquehanna International Group, LLP 0.14% Reduce -39.6% 3,008,433 $159.8M
Allen Investment Management, LLC 1.83% Add +22.6% 2,900,688 $154.1M
Squarepoint Ops LLC 0.29% Add +133.9% 2,817,819 $149.7M
Main Management Fund Advisors LLC 10.53% Add +283.4% 2,802,700 $148.9M
Citigroup Inc. 0.07% Reduce -71.0% 2,714,640 $144.2M
Millennium Management 0.10% Add +215.9% 2,693,397 $143.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.2% 2,657,590 $141.1M
Jane Street Group, LLC 0.09% Add +1617.8% 2,652,560 $140.9M
Cetera Investment Advisers 0.12% Add +3.5% 2,535,993 $134.7M
Wealthfront Advisers LLC 0.25% Reduce -2.9% 2,411,472 $128.1M
Stifel Financial Corp. 0.10% Add +4.9% 2,263,630 $120.2M
HSBC Holdings PLC 0.06% Add +77.0% 2,237,385 $119.6M
Mufg Bank, LTD. 3.27% New 2,191,000 $116.4M
Northern Trust Corp. 0.01% Reduce -2.5% 2,106,774 $111.9M
Citadel Advisors 0.06% Add +152.9% 2,031,148 $107.9M
Qube Research & Technologies Ltd 0.12% Add +133.7% 2,002,260 $106.3M
Cibc World Market Inc. 0.18% Reduce -47.9% 1,985,004 $105.4M
Focus Partners Wealth 0.11% Reduce -36.8% 1,955,523 $103.9M
MML Investors Services, LLC 0.21% Add +44.7% 1,953,117 $103.7M
Main Management ETF Advisors, LLC 2.98% New 1,853,850 $98.5M
State Street Corp. 0.00% Add +85.3% 1,852,648 $98.4M
PGIM Custom Harvest LLC 1.22% Add +0.6% 1,831,848 $97.3M
HighTower Advisors, LLC 0.09% Reduce -11.9% 1,771,737 $94.1M
Cornerstone Advisors, LLC 2.98% Reduce -4.2% 1,702,048 $90.4M
Commonwealth Equity Services, LLC 0.11% Reduce -4.1% 1,665,143 $88.4M
Assetmark, Inc. 0.15% Add +27.9% 1,634,072 $86.8M
J.Safra Asset Management Corp 3.95% Add +0.1% 1,616,362 $85.8M
Capital Investment Advisors, LLC 1.12% Add +2.6% 1,602,586 $85.1M
Bank of Nova Scotia 0.12% Add +96.4% 1,529,567 $81.2M
Phoenix Financial Ltd. 0.55% Reduce -1.4% 1,509,197 $80.2M
Rockefeller Capital Management L.P. 0.11% Reduce -6.2% 1,347,835 $71.6M
Janney Montgomery Scott LLC 0.13% Add +1.7% 1,254,128 $66.6M
EP Wealth Advisors, LLC 0.25% Reduce -2.0% 1,246,522 $66.2M
Varma Mutual Pension Insurance Co 0.34% Reduce -91.5% 1,196,643 $63.6M
Capstone Investment Advisors, LLC 0.57% Add +0.1% 1,164,746 $61.9M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -8.7% 1,155,057 $61.3M
Baird Financial Group, Inc. 0.08% Reduce -2.3% 1,064,108 $56.5M
Corient Private Wealth LP 0.08% Reduce -11.5% 1,033,858 $54.9M
Cerity Partners LLC 0.07% Add +1.6% 1,024,331 $54.4M
Agf Management Ltd. 0.21% Reduce -0.4% 998,820 $53.0M
Jump Financial, LLC 0.49% Reduce -11.5% 934,555 $49.6M
Mercer Global Advisors Inc. 0.06% Reduce -2.3% 932,699 $49.5M
Truist Financial Corp. 0.06% Add +4.0% 931,846 $49.5M
Jones Financial Companies LLLP 0.02% Reduce -1.8% 913,890 $49.2M
Fifth Third Bancorp 0.08% Reduce -5.0% 926,085 $49.2M
BlackRock, Inc. 0.00% Add +28.7% 858,575 $45.6M
PNC Financial Services Group, Inc. 0.02% Reduce -9.4% 849,282 $45.1M
Renaissance Technologies 0.06% New 832,534 $44.2M
Thrivent Financial for Lutherans 0.07% Add +76.3% 814,308 $43.2M
US Bancorp \de 0.05% Reduce -4.3% 814,122 $43.2M
Tradewinds Capital Management, LLC 7.51% Add +580.2% 795,536 $42.3M
GenTrust, LLC 1.58% Add +2.6% 775,290 $41.2M
Blue Chip Partners, LLC 2.58% Reduce -0.8% 768,144 $40.8M
Forbes J M & Co. LLP 3.20% Reduce -0.5% 765,897 $40.7M
Tocqueville Asset Management L.P. 0.54% Reduce -1.4% 762,726 $40.5M
Walleye Trading LLC 0.56% Reduce -19.2% 761,254 $40.4M
Onyx Bridge Wealth Group LLC 3.58% Add +3756.6% 749,677 $39.8M
Schroder Investment Management Group 0.03% Reduce -70.1% 714,341 $38.3M
Affinity Wealth Management LLC 4.85% Reduce -0.2% 708,338 $37.6M
Steward Partners Investment Advisory, LLC 0.19% Reduce -54.0% 700,172 $37.2M
Kestra Advisory Services, LLC 0.12% Reduce -9.3% 696,314 $37.0M
NewEdge Advisors, LLC 0.11% Add +38.8% 683,316 $36.3M
True Freedom Investing, LLC 2.76% Reduce -3.7% 575,117 $35.2M
RiverFront Investment Group, LLC 0.46% Add +0.2% 661,611 $35.1M
Oakworth Capital, Inc. 1.66% Reduce -3.3% 658,764 $34.9M
HRT Financial LP 0.06% Add +208.2% 649,974 $34.5M
KCM Investment Advisors LLC 1.02% Reduce -0.2% 645,182 $34.3M
Sanctuary Advisors, LLC 0.16% Reduce -4.1% 644,258 $34.2M
Benjamin Edwards Inc. 0.31% Add +407.8% 641,631 $34.1M
Cresset Asset Management, LLC 0.12% Add +2.1% 623,408 $33.1M
Captrust Financial Advisors 0.05% Add +16.0% 610,935 $32.4M
Equitable Trust Co. 1.33% Reduce -2.0% 602,179 $32.0M
Modern Wealth Management, LLC 0.36% Reduce -3.1% 574,550 $30.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +46.4% 574,479 $30.5M
UNIVEST FINANCIAL Corp 1.46% Add +1.9% 560,453 $29.8M
Private Advisor Group, LLC 0.13% Reduce -45.8% 553,518 $29.4M
Mariner, LLC 0.03% Add +6.7% 549,699 $29.2M

"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.

Show all 2,045 holders