SS Energy Select SectorXLEETF
13F holders, Q4 2024 (December 31)1,887holders +134
134new positions
123sold out
8famous investors
$85.67avg. 13F price*
At the end of Q4 2024, 1,887 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 134 from Q3 2024. 134 opened new positions and 123 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.2B). 8 famous investors held it, including Paul Tudor Jones (2.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Energy Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $381.4M |
| Exits | 123 | $287.2M |
All 13F filers, Q3 2024 → Q4 2024: 24,633,531 shares bought and 34,254,279 shares sold, net −9,620,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,887 holders
| Bank of America Corp. | 0.26% | Reduce -23.3% | 33,225,233 | $2.8B |
| Morgan Stanley | 0.11% | Add +0.7% | 17,825,587 | $1.5B |
| Wells Fargo & Company | 0.29% | Reduce -4.4% | 14,266,374 | $1.2B |
| UBS Group AG | 0.18% | Add +30.4% | 9,458,812 | $810.2M |
| Goldman Sachs Group Inc. | 0.15% | Add +10.0% | 8,882,978 | $760.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -4.9% | 7,917,749 | $678.2M |
| LPL Financial LLC | 0.25% | Add +1.4% | 7,187,325 | $615.7M |
| BNP Paribas Financial Markets | 0.33% | Add +49.2% | 4,887,568 | $418.7M |
| Ameriprise Financial Inc. | 0.09% | Reduce -5.5% | 3,929,212 | $336.7M |
| Royal Bank of Canada | 0.06% | Reduce -5.4% | 3,357,245 | $287.6M |
| Raymond James Financial Inc. | 0.11% | — | 3,355,536 | $287.4M |
| Hamilton Capital, LLC | 21.65% | Reduce -1.0% | 3,323,652 | $284.7M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -6.6% | 3,014,945 | $258.3M |
| Saudi Central Bank | 19.19% | No change | 2,160,502 | $204.2M |
| Tudor Investment Corporation | 2.05% | Add +132.9% | 2,256,026 | $193.3M |
| Harel Insurance Investments & Financial Services Ltd. | 3.04% | Reduce -0.0% | 2,164,882 | $185.4M |
| Jane Street Group, LLC | 0.28% | Add +5480.6% | 2,002,916 | $171.6M |
| Provida Pension Fund Administrator | 2.97% | Reduce -25.2% | 1,701,614 | $145.8M |
| Cibc World Market Inc. | 0.33% | Reduce -42.0% | 1,648,931 | $141.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.27% | Add +70.6% | 1,450,000 | $124.2M |
| Barclays PLC | 0.06% | Reduce -73.2% | 1,384,752 | $118.6M |
| Northern Trust Corp. | 0.02% | Add +4.3% | 1,370,568 | $117.4M |
| Bank of Montreal | 0.06% | Add +73.6% | 1,356,677 | $116.2M |
| Canada Pension Plan Investment Board | 0.11% | Add +42.1% | 1,350,000 | $115.6M |
| Menora Mivtachim Holdings LTD. | 0.66% | Add +199.2% | 1,234,700 | $105.8M |
| Wealthfront Advisers LLC | 0.31% | Reduce -4.9% | 1,234,552 | $105.8M |
| Stifel Financial Corp. | 0.11% | Reduce -0.7% | 1,207,871 | $103.5M |
| HighTower Advisors, LLC | 0.14% | Add +3.5% | 1,169,747 | $100.2M |
| Susquehanna International Group, LLP | 0.14% | Add +40.0% | 1,082,044 | $92.7M |
| Phoenix Financial Ltd. | 1.24% | Add +4627.8% | 1,057,760 | $90.6M |
| TD Asset Management Inc | 0.08% | Reduce -0.2% | 1,038,767 | $89.0M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.4% | 1,031,964 | $88.4M |
| Citigroup Inc. | 0.08% | Add +48.0% | 939,133 | $80.4M |
| Balyasny Asset Management L.P. | 0.19% | Add +98.3% | 929,568 | $79.6M |
| Cetera Investment Advisers | 0.16% | Reduce -3.8% | 915,183 | $78.4M |
| Osaic Holdings, Inc. | 0.17% | Add +3.7% | 859,196 | $73.6M |
| D. E. Shaw & Co. | 0.09% | New | 839,638 | $71.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +2.1% | 788,363 | $67.5M |
| RiverFront Investment Group, LLC | 1.52% | Add +3.3% | 780,809 | $66.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +245.4% | 750,673 | $64.3M |
| Corient Private Wealth LP | 0.10% | Add +11.6% | 762,453 | $61.4M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +34.4% | 711,606 | $61.0M |
| J.Safra Asset Management Corp | 4.75% | Add +174.1% | 691,163 | $58.4M |
| Squarepoint Ops LLC | 0.15% | Reduce -34.9% | 677,309 | $58.0M |
| Dynasty Wealth Management, LLC | 0.99% | New | 666,888 | $57.1M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -5.5% | 664,557 | $56.9M |
| MML Investors Services, LLC | 0.20% | Add +16.8% | 663,916 | $56.9M |
| Baird Financial Group, Inc. | 0.10% | Reduce -9.8% | 629,946 | $54.0M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -2.9% | 599,963 | $51.4M |
| Quotient Wealth Partners, LLC | 1.67% | Add +5.5% | 595,248 | $51.0M |
| Truist Financial Corp. | 0.08% | Reduce -7.0% | 589,768 | $50.5M |
| Agf Management Ltd. | 0.25% | Reduce -4.7% | 589,107 | $50.5M |
| Richard Bernstein Advisors LLC | 1.12% | Reduce -4.9% | 577,360 | $49.5M |
| EP Wealth Advisors, LLC | 0.39% | Add +0.9% | 559,998 | $48.0M |
| Private Advisor Group, LLC | 0.25% | Reduce -12.9% | 525,151 | $45.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.6% | 521,732 | $44.7M |
| Marshall Wace, LLP | 0.06% | Add +265.8% | 507,536 | $43.5M |
| Capital Fund Management S.A. | 0.43% | Add +11.4% | 502,486 | $43.0M |
| US Bancorp \de | 0.06% | Reduce -12.4% | 495,181 | $42.4M |
| CW Advisors, LLC | 0.57% | Reduce -1.0% | 487,670 | $41.8M |
| Fifth Third Bancorp | 0.15% | Reduce -3.9% | 474,190 | $40.6M |
| PGIM Custom Harvest LLC | 0.77% | Reduce -22.4% | 459,781 | $39.4M |
| Focus Partners Wealth | 0.10% | Add +107.1% | 453,447 | $38.8M |
| Signature Estate & Investment Advisors LLC | 0.96% | Add +5.5% | 446,320 | $38.2M |
| Tocqueville Asset Management L.P. | 0.59% | Add +2.5% | 439,145 | $37.6M |
| Alps Advisors Inc. | 0.24% | Add +9.5% | 436,605 | $37.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.22% | Add +108.8% | 432,201 | $37.0M |
| Millennium Management | 0.03% | Add +52.1% | 431,667 | $37.0M |
| Exchange Traded Concepts, LLC | 0.72% | Reduce -54.8% | 415,557 | $35.6M |
| Equitable Trust Co. | 1.93% | New | 403,939 | $34.6M |
| Municipal Employees' Retirement System of Michigan | 0.46% | Add +26.1% | 392,435 | $33.6M |
| Cerity Partners LLC | 0.07% | Add +8.7% | 378,751 | $32.5M |
| HSBC Holdings PLC | 0.02% | Add +110.3% | 367,757 | $31.5M |
| Cwm, LLC | 0.13% | Add +20.3% | 366,886 | $31.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.28% | Reduce -79.9% | 366,525 | $31.4M |
| Forbes J M & Co. LLP | 3.00% | Add +0.4% | 363,324 | $31.1M |
| KCM Investment Advisors LLC | 1.05% | Reduce -0.5% | 353,456 | $30.3M |
| Allen Investment Management, LLC | 0.35% | Add +126.2% | 352,378 | $30.2M |
| Thrivent Financial for Lutherans | 0.06% | Add +9.6% | 336,286 | $30.0M |
| GenTrust, LLC | 1.30% | Reduce -5.3% | 349,252 | $29.9M |
| Blue Chip Partners, LLC | 2.50% | Reduce -2.4% | 339,507 | $29.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.68% | Reduce -6.7% | 330,705 | $28.3M |
| Sanctuary Advisors, LLC | 0.18% | Reduce -5.9% | 310,493 | $28.0M |
| Affinity Wealth Management LLC | 4.96% | Add +0.6% | 326,418 | $28.0M |
| Meiji Yasuda Life Insurance Co | 0.50% | No change | 310,260 | $26.6M |
| Crestwood Advisors Group, LLC | 0.50% | Reduce -4.1% | 310,057 | $26.6M |
| Modern Wealth Management, LLC | 0.96% | Add +1992.5% | 300,812 | $25.8M |
| WNY Asset Management, LLC | 3.18% | Add +149.1% | 299,004 | $25.6M |
| Brown Advisory Inc. | 0.03% | Add +39.1% | 291,283 | $25.0M |
| Quadrature Capital Ltd | 0.49% | New | 285,764 | $24.5M |
| Factory Mutual Insurance Co. | 0.26% | Reduce -36.9% | 276,600 | $23.7M |
| UNIVEST FINANCIAL Corp | 1.48% | Reduce -1.3% | 273,159 | $23.4M |
| Peapack Gladstone Financial Corp. | 0.34% | Reduce -1.0% | 272,061 | $23.3M |
| Cresset Asset Management, LLC | 0.11% | Reduce -7.9% | 267,011 | $22.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.66% | Reduce -26.6% | 266,214 | $22.8M |
| Kestra Advisory Services, LLC | 0.12% | Add +8.1% | 257,581 | $22.1M |
| Appleton Partners Inc. | 1.62% | Add +1.1% | 256,413 | $22.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.4% | 254,868 | $21.8M |
| CoreCap Advisors, LLC | 0.99% | Add +14.1% | 253,828 | $21.7M |
| Citadel Advisors | 0.02% | Reduce -79.9% | 252,115 | $21.6M |
"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.