SS Energy Select SectorXLEETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $266.6M |
| Exits | 132 | $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.