SS Energy Select SectorXLEETF
13F holders, Q3 2024 (September 30)1,753holders −56
100new positions
156sold out
7famous investors
$87.83avg. 13F price*
At the end of Q3 2024, 1,753 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 56 from Q2 2024. 100 opened new positions and 156 sold out. The largest holders were Bank of America Corp. ($3.8B), Morgan Stanley ($1.6B) and Wells Fargo & Company ($1.3B). 7 famous investors held it, including Paul Tudor Jones (0.9% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Energy Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2024)
- CUSIP
- 81369Y506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $245.5M |
| Exits | 156 | $559.6M |
All 13F filers, Q2 2024 → Q3 2024: 23,624,437 shares bought and 29,950,657 shares sold, net −6,326,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,753 holders
| Bank of America Corp. | 0.33% | Add +5.4% | 43,312,371 | $3.8B |
| Morgan Stanley | 0.11% | Add +0.4% | 17,699,996 | $1.6B |
| Wells Fargo & Company | 0.32% | Add +26.3% | 14,917,429 | $1.3B |
| JPMorgan Chase & Co. | 0.06% | Add +20.7% | 8,323,494 | $730.8M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -2.8% | 8,075,777 | $709.1M |
| UBS Group AG | 0.18% | Reduce -4.3% | 7,253,104 | $636.8M |
| LPL Financial LLC | 0.28% | Reduce -12.4% | 7,090,455 | $622.5M |
| Barclays PLC | 0.20% | Add +66.2% | 5,161,376 | $453.2M |
| Ameriprise Financial Inc. | 0.09% | Reduce -9.3% | 4,155,937 | $364.9M |
| Royal Bank of Canada | 0.07% | Reduce -16.2% | 3,550,353 | $311.7M |
| Hamilton Capital, LLC | 22.05% | Add +5.7% | 3,358,057 | $297.5M |
| BNP Paribas Financial Markets | 0.28% | Add +15.2% | 3,276,748 | $287.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +4.0% | 3,228,527 | $283.5M |
| Cibc World Market Inc. | 0.56% | Add +62.7% | 2,843,714 | $249.7M |
| Provida Pension Fund Administrator | 4.35% | Reduce -14.1% | 2,275,154 | $199.8M |
| Harel Insurance Investments & Financial Services Ltd. | 3.28% | Reduce -0.1% | 2,165,516 | $190.1M |
| Saudi Central Bank | 18.31% | No change | 2,160,502 | $189.7M |
| Bessemer Group Inc. | 0.30% | Add +29.7% | 2,050,736 | $180.1M |
| Raymond James & Associates | 0.10% | Reduce -1.1% | 1,935,540 | $169.9M |
| Clal Insurance Enterprises Holdings Ltd | 1.42% | Add +5339.3% | 1,823,525 | $160.1M |
| Northern Trust Corp. | 0.02% | Reduce -10.0% | 1,314,161 | $115.4M |
| Wealthfront Advisers LLC | 0.35% | Reduce -2.1% | 1,297,756 | $113.9M |
| Citadel Advisors | 0.12% | Add +24.2% | 1,255,701 | $110.3M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -12.2% | 1,247,042 | $109.5M |
| Stifel Financial Corp. | 0.11% | Reduce -0.3% | 1,216,610 | $106.8M |
| HighTower Advisors, LLC | 0.15% | Add +0.3% | 1,130,258 | $99.2M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -10.4% | 1,047,143 | $91.9M |
| Squarepoint Ops LLC | 0.30% | Reduce -8.6% | 1,040,360 | $91.3M |
| TD Asset Management Inc | 0.08% | Reduce -0.1% | 1,041,255 | $90.8M |
| Nwi Management LP | 10.64% | Add +4518.2% | 1,016,000 | $89.2M |
| Condire Management, LP | 11.06% | Add +204.3% | 1,001,911 | $88.0M |
| Tudor Investment Corporation | 0.93% | Add +116.6% | 968,748 | $85.1M |
| Cetera Investment Advisers | 0.18% | Add +0.9% | 951,386 | $83.5M |
| Canada Pension Plan Investment Board | 0.08% | No change | 950,000 | $83.4M |
| Exchange Traded Concepts, LLC | 1.92% | Reduce -12.3% | 919,576 | $80.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.18% | New | 850,000 | $74.6M |
| Osaic Holdings, Inc. | 0.16% | Reduce -17.6% | 828,427 | $72.8M |
| Bank of Montreal | 0.03% | Add +4.0% | 781,543 | $68.1M |
| Susquehanna International Group, LLP | 0.12% | Reduce -74.2% | 772,833 | $67.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.7% | 771,994 | $67.8M |
| RiverFront Investment Group, LLC | 1.56% | Add +4.3% | 755,866 | $66.4M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -1.3% | 703,192 | $61.8M |
| Baird Financial Group, Inc. | 0.12% | Reduce -32.5% | 698,016 | $61.3M |
| Corient Private Wealth LP | 0.09% | Add +2.3% | 683,302 | $60.0M |
| BlackRock, Inc. | 0.00% | — | 648,736 | $57.0M |
| CHURCHILL MANAGEMENT Corp | 0.65% | Reduce -47.9% | 642,628 | $56.4M |
| Citigroup Inc. | 0.05% | Reduce -9.8% | 634,673 | $55.7M |
| Truist Financial Corp. | 0.09% | Reduce -12.7% | 634,109 | $55.7M |
| Agf Management Ltd. | 0.28% | Add +43.0% | 617,939 | $54.3M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -2.7% | 617,827 | $54.2M |
| Richard Bernstein Advisors LLC | 1.14% | Reduce -8.7% | 607,217 | $53.3M |
| Private Advisor Group, LLC | 0.33% | Reduce -8.4% | 603,025 | $52.9M |
| PGIM Custom Harvest LLC | 1.05% | Add +14.9% | 592,530 | $52.0M |
| MML Investors Services, LLC | 0.18% | Add +4.0% | 568,540 | $49.9M |
| US Bancorp \de | 0.06% | Reduce -5.5% | 565,037 | $49.6M |
| Quotient Wealth Partners, LLC | 1.63% | Add +0.5% | 564,454 | $49.6M |
| EP Wealth Advisors, LLC | 0.42% | Add +487.3% | 555,109 | $48.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -37.8% | 529,507 | $46.5M |
| Fifth Third Bancorp | 0.16% | Reduce -4.0% | 493,189 | $43.3M |
| CW Advisors, LLC | 0.58% | Reduce -28.5% | 492,624 | $43.3M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -29.7% | 468,791 | $41.2M |
| Summit Rock Advisors, LP | 15.85% | Add +39.2% | 461,590 | $40.5M |
| Capital Fund Management S.A. | 0.44% | Reduce -14.2% | 450,881 | $39.6M |
| Factory Mutual Insurance Co. | 0.40% | No change | 438,360 | $38.5M |
| Tocqueville Asset Management L.P. | 0.59% | Reduce -0.3% | 428,273 | $37.6M |
| Signature Estate & Investment Advisors LLC | 0.86% | Add +20.5% | 423,020 | $37.1M |
| Menora Mivtachim Holdings LTD. | 0.23% | Add +4755.3% | 412,700 | $36.2M |
| Alps Advisors Inc. | 0.23% | Add +11.8% | 398,812 | $35.0M |
| GenTrust, LLC | 1.58% | Reduce -11.0% | 368,798 | $32.4M |
| Sanctuary Advisors, LLC | 0.20% | Add +0.1% | 329,826 | $32.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.86% | Reduce -26.6% | 362,548 | $31.8M |
| Forbes J M & Co. LLP | 3.10% | Reduce -0.9% | 361,846 | $31.8M |
| KCM Investment Advisors LLC | 1.06% | Reduce -0.3% | 355,082 | $31.2M |
| Simplex Trading, LLC | 1.05% | Add +287.5% | 354,871 | $31.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.73% | Add +21.3% | 354,340 | $31.1M |
| Composition Wealth, LLC | 0.71% | Add +0.2% | 350,638 | $30.8M |
| Cerity Partners LLC | 0.07% | Add +1.9% | 348,311 | $30.6M |
| Blue Chip Partners, LLC | 2.65% | Add +0.3% | 347,697 | $30.5M |
| Prudential Financial Inc. | 0.04% | Reduce -41.8% | 336,095 | $29.5M |
| Affinity Wealth Management LLC | 5.06% | Add +2.7% | 324,615 | $28.5M |
| Bank of New York Mellon Corp | 0.01% | Add +113.1% | 324,021 | $28.4M |
| Crestwood Advisors Group, LLC | 0.54% | Reduce -0.1% | 323,258 | $28.4M |
| Municipal Employees' Retirement System of Michigan | 0.36% | Add +14.2% | 311,228 | $27.3M |
| Meiji Yasuda Life Insurance Co | 0.50% | Add +4.2% | 310,260 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -27.0% | 306,844 | $26.9M |
| Cwm, LLC | 0.12% | Add +10.5% | 304,908 | $26.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -1.5% | 295,542 | $26.4M |
| Cresset Asset Management, LLC | 0.10% | Reduce -0.7% | 289,960 | $25.5M |
| Millennium Management | 0.02% | Reduce -0.3% | 283,774 | $24.9M |
| UNIVEST FINANCIAL Corp | 1.60% | Add +188.8% | 276,856 | $24.3M |
| Peapack Gladstone Financial Corp. | 0.35% | Reduce -0.1% | 274,835 | $24.1M |
| Toronto Dominion Bank | 0.04% | Reduce -21.7% | 273,242 | $24.0M |
| Franklin Resources Inc. | 0.01% | Add +13.2% | 255,829 | $23.7M |
| Flagship Harbor Advisors, LLC | 1.29% | Add +371.3% | 268,322 | $23.6M |
| Unisphere Establishment | 0.22% | Add +53.5% | 261,000 | $22.9M |
| Granger Management LLC | 4.40% | No change | 255,063 | $22.4M |
| Appleton Partners Inc. | 1.64% | Add +6.4% | 253,528 | $22.3M |
| J.Safra Asset Management Corp | 2.09% | Add +3.6% | 252,187 | $22.0M |
| Mariner, LLC | 0.04% | Reduce -14.6% | 250,024 | $22.0M |
| Capital Analysts, LLC | 0.86% | Add +7.1% | 239,794 | $21.1M |
"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.