SS Energy Select SectorXLEETF

13F holders, Q2 2024 (June 30)
1,809holders −7
122new positions
132sold out
7famous investors
$90.92avg. 13F price*

At the end of Q2 2024, 1,809 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 7 from Q1 2024. 122 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($3.7B), Morgan Stanley ($1.6B) and Wells Fargo & Company ($1.1B). 7 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2024)
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 2024 → Q2 2024

InstitutionsTotal Value
New Positions122$266.6M
Exits132$771.1M

All 13F filers, Q1 2024 → Q2 2024: 27,182,482 shares bought and 24,309,827 shares sold, net +2,872,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,809 holders

Bank of America Corp. 0.36% Add +4.7% 41,093,790 $3.7B
Morgan Stanley 0.12% Add +12.2% 17,628,451 $1.6B
Wells Fargo & Company 0.28% Add +17.5% 11,807,858 $1.1B
Goldman Sachs Group Inc. 0.15% Reduce -10.9% 8,308,173 $757.3M
LPL Financial LLC 0.37% Add +8.6% 8,093,261 $737.7M
UBS Group AG 0.21% Reduce -7.3% 7,583,136 $691.2M
JPMorgan Chase & Co. 0.05% Reduce -5.3% 6,898,321 $628.8M
Ameriprise Financial Inc. 0.11% Add +4.3% 4,582,118 $423.2M
Royal Bank of Canada 0.09% Add +4.0% 4,237,130 $386.2M
Hamilton Capital, LLC 22.00% Reduce -2.1% 3,177,884 $289.7M
Barclays PLC 0.13% Reduce -16.4% 3,105,972 $283.1M
Envestnet Asset Management Inc. 0.10% Add +27.6% 3,103,995 $282.9M
Susquehanna International Group, LLP 0.49% Add +111.7% 2,996,196 $273.1M
BNP Paribas Financial Markets 0.28% Add +250.2% 2,843,885 $259.2M
Provida Pension Fund Administrator 6.08% Reduce -4.4% 2,649,344 $241.6M
Harel Insurance Investments & Financial Services Ltd. 3.72% Reduce -0.2% 2,168,401 $197.6M
Saudi Central Bank 19.86% No change 2,160,502 $196.9M
Raymond James & Associates 0.12% Add +10.4% 1,956,986 $178.4M
Cibc World Market Inc. 0.40% Reduce -3.2% 1,748,250 $159.4M
Bessemer Group Inc. 0.25% Add +0.0% 1,580,794 $144.1M
FIL Ltd 0.13% Reduce -22.4% 1,483,162 $135.2M
Northern Trust Corp. 0.02% Reduce -2.3% 1,460,502 $133.1M
Raymond James Financial Services Advisors, Inc. 0.18% Add +20.2% 1,420,090 $129.4M
State Street Corp. 0.01% Add +747.1% 1,400,801 $127.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -5.5% 1,328,867 $121.1M
Wealthfront Advisers LLC 0.41% Reduce -3.2% 1,325,850 $120.9M
Rokos Capital Management LLP 2.85% No change 1,319,971 $120.3M
CHURCHILL MANAGEMENT Corp 1.33% Add +1.3% 1,232,869 $112.4M
Stifel Financial Corp. 0.13% Reduce -2.2% 1,219,765 $111.2M
Commonwealth Equity Services, LLC 0.17% Add +12.0% 1,168,154 $106.5M
Squarepoint Ops LLC 0.39% Add +85.3% 1,138,462 $103.8M
HighTower Advisors, LLC 0.16% Add +2.8% 1,127,398 $102.7M
FMR LLC 0.01% Add +0.6% 1,116,481 $101.8M
Bank of Nova Scotia 0.20% Add +63.2% 1,082,920 $98.7M
Exchange Traded Concepts, LLC 2.44% Add +414.6% 1,048,200 $95.5M
TD Asset Management Inc 0.09% Reduce -11.7% 1,042,704 $95.0M
Baird Financial Group, Inc. 0.20% Reduce -4.4% 1,034,449 $94.3M
Citadel Advisors 0.09% Reduce -56.8% 1,010,737 $92.1M
Osaic Holdings, Inc. 0.22% Reduce -17.7% 1,005,772 $91.7M
Canada Pension Plan Investment Board 0.09% No change 950,000 $86.6M
Cetera Investment Advisers 0.20% Add +0.9% 942,707 $85.9M
Cambridge Investment Research Advisors, Inc. 0.29% Add +55.4% 851,010 $77.6M
PNC Financial Services Group, Inc. 0.05% Reduce -4.2% 777,012 $70.8M
Bank of Montreal 0.02% Reduce -11.5% 751,693 $68.8M
Truist Financial Corp. 0.10% Reduce -0.7% 726,618 $66.2M
RiverFront Investment Group, LLC 1.76% Add +3.2% 724,697 $66.1M
Rockefeller Capital Management L.P. 0.18% Add +8.2% 712,070 $64.9M
Sculptor Capital LP 2.06% No change 711,680 $64.9M
Citigroup Inc. 0.06% Add +11.4% 703,849 $64.2M
CW Advisors, LLC 1.00% Reduce -5.9% 688,992 $62.8M
Corient Private Wealth LP 0.11% Add +3.6% 667,680 $60.8M
Balyasny Asset Management L.P. 0.16% Reduce -4.0% 666,616 $60.8M
Richard Bernstein Advisors LLC 1.34% Reduce -4.4% 664,998 $60.6M
Private Advisor Group, LLC 0.40% Add +3.3% 658,250 $60.0M
Janney Montgomery Scott LLC 0.18% Add +8.1% 634,707 $57.9M
US Bancorp \de 0.07% Reduce -5.1% 597,849 $54.5M
Dynasty Wealth Management, LLC 1.56% New 580,682 $52.9M
Prudential Financial Inc. 0.08% Add +35.4% 577,550 $52.6M
BlackRock Inc. 0.00% Reduce -41.8% 564,511 $51.5M
Quotient Wealth Partners, LLC 1.79% Add +9537.9% 561,794 $51.2M
MML Investors Services, LLC 0.20% Add +37.7% 546,639 $49.8M
Assetmark, Inc. 0.15% Add +3.8% 544,936 $49.7M
Credit Agricole S A 0.30% Add +2603.3% 530,856 $48.4M
Capital Fund Management S.A. 0.54% Add +283.4% 525,180 $47.9M
PGIM Custom Harvest LLC 1.05% Add +8.6% 515,839 $47.0M
Fifth Third Bancorp 0.18% Add +0.7% 513,570 $46.8M
Horizon Investments, LLC 1.29% Reduce -5.5% 512,388 $46.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.35% Add +113.3% 494,253 $45.1M
Captrust Financial Advisors 0.13% Reduce -5.8% 450,740 $41.1M
Tudor Investment Corporation 0.46% Add +144.5% 447,229 $40.8M
Factory Mutual Insurance Co. 0.46% No change 438,360 $40.0M
Agf Management Ltd. 0.22% Reduce -2.7% 432,040 $39.4M
Tocqueville Asset Management L.P. 0.65% Reduce -0.2% 429,373 $39.1M
Thrivent Financial for Lutherans 0.08% Add +24.1% 420,495 $38.3M
GenTrust, LLC 2.05% Add +41.1% 414,555 $37.8M
Forbes J M & Co. LLP 3.41% Add +1.1% 365,105 $33.3M
Wellington Management Group LLP 0.01% Add +2636.5% 360,802 $32.9M
Moore Capital Management, LP 0.74% Reduce -59.6% 357,350 $32.6M
Alps Advisors Inc. 0.22% Add +9.5% 356,729 $32.5M
KCM Investment Advisors LLC 1.17% Add +2.0% 356,282 $32.5M
HSBC Holdings PLC 0.02% Reduce -45.4% 349,884 $32.0M
Signature Estate & Investment Advisors LLC 0.80% New 350,954 $32.0M
Composition Wealth, LLC 0.78% Reduce -5.0% 350,091 $31.9M
Toronto Dominion Bank 0.05% Reduce -69.8% 348,798 $31.8M
Kestra Advisory Services, LLC 0.18% Add +17.0% 347,422 $31.7M
Blue Chip Partners, LLC 2.92% Add +2.1% 346,680 $31.6M
Sanctuary Advisors, LLC 0.23% — 329,615 $31.6M
Cerity Partners LLC 0.08% Reduce -47.8% 341,879 $31.2M
Weiss Asset Management LP 2.43% New 337,000 $30.7M
GTS Securities LLC 0.63% Reduce -10.4% 334,331 $30.5M
Summit Rock Advisors, LP 9.34% Add +394.1% 331,507 $30.2M
Condire Management, LP 4.05% Add +11.6% 329,306 $30.0M
Crestwood Advisors Group, LLC 0.61% Add +9.1% 323,620 $29.5M
Affinity Wealth Management LLC 5.26% Add +17.4% 316,202 $28.8M
Meiji Yasuda Life Insurance Co 0.55% Add +18.4% 297,692 $27.1M
Mariner, LLC 0.05% Reduce -1.5% 292,765 $26.7M
Nan Shan Life Insurance Co., Ltd. 0.63% Add +149.8% 292,109 $26.6M
Cresset Asset Management, LLC 0.11% Add +4.2% 291,855 $26.6M
1832 Asset Management L.P. 0.05% Add +110.1% 287,080 $26.2M
Mercer Global Advisors Inc. 0.07% Add +4.9% 299,965 $26.1M

"% 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 1,809 holders