SS Energy Select SectorXLEETF
13F holders, Q1 2025 (March 31)1,843holders −44
146new positions
170sold out
8famous investors
$93.28avg. 13F price*
At the end of Q1 2025, 1,843 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 44 from Q4 2024. 146 opened new positions and 170 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.3B). 8 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Energy Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $321.9M |
| Exits | 170 | $538.6M |
All 13F filers, Q4 2024 → Q1 2025: 31,565,251 shares bought and 36,029,782 shares sold, net −4,464,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,843 holders
| Bank of America Corp. | 0.23% | Reduce -16.3% | 27,812,844 | $2.6B |
| Morgan Stanley | 0.11% | Reduce -8.4% | 16,321,234 | $1.5B |
| Wells Fargo & Company | 0.32% | Reduce -0.2% | 14,233,237 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +32.7% | 10,506,201 | $981.8M |
| UBS Group AG | 0.19% | Reduce -0.7% | 9,388,407 | $877.3M |
| Goldman Sachs Group Inc. | 0.13% | Reduce -17.1% | 7,363,996 | $688.2M |
| LPL Financial LLC | 0.24% | Reduce -6.3% | 6,730,761 | $629.0M |
| Barclays PLC | 0.25% | Add +324.7% | 5,881,142 | $549.6M |
| Menora Mivtachim Holdings LTD. | 3.05% | Add +305.6% | 5,007,550 | $468.0M |
| BNP Paribas Financial Markets | 0.26% | Reduce -25.2% | 3,654,715 | $341.5M |
| HSBC Holdings PLC | 0.21% | Add +829.6% | 3,418,739 | $319.8M |
| Hamilton Capital, LLC | 18.95% | Add +0.8% | 3,350,019 | $313.1M |
| Citigroup Inc. | 0.23% | Add +238.4% | 3,177,782 | $297.0M |
| Raymond James Financial Inc. | 0.11% | Reduce -6.9% | 3,124,815 | $292.0M |
| Royal Bank of Canada | 0.06% | Reduce -10.2% | 3,014,390 | $281.7M |
| Cibc World Market Inc. | 0.63% | Add +78.8% | 2,948,791 | $275.6M |
| Ameriprise Financial Inc. | 0.07% | Reduce -28.0% | 2,829,677 | $265.2M |
| Susquehanna International Group, LLP | 0.38% | Add +127.0% | 2,455,934 | $229.5M |
| Harel Insurance Investments & Financial Services Ltd. | 2.65% | Reduce -0.0% | 2,164,752 | $202.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -41.7% | 1,756,662 | $164.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.36% | Add +20.7% | 1,750,000 | $163.5M |
| Phoenix Financial Ltd. | 2.37% | Add +56.6% | 1,656,002 | $154.8M |
| Migdal Insurance & Financial Holdings Ltd. | 2.05% | Add +18164.7% | 1,558,341 | $145.6M |
| Bank of Montreal | 0.07% | Add +3.9% | 1,409,476 | $131.7M |
| Canada Pension Plan Investment Board | 0.12% | No change | 1,350,000 | $126.2M |
| State Street Corp. | 0.01% | Add +717.1% | 1,336,477 | $124.9M |
| Northern Trust Corp. | 0.02% | Reduce -5.7% | 1,292,764 | $120.8M |
| Wealthfront Advisers LLC | 0.31% | Reduce -0.0% | 1,234,488 | $115.4M |
| Quantitative Investment Management, LLC | 9.77% | New | 1,136,868 | $106.2M |
| TD Asset Management Inc | 0.09% | Add +0.0% | 1,039,055 | $97.1M |
| Provida Pension Fund Administrator | 1.92% | Reduce -40.1% | 1,019,687 | $95.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.2% | 1,019,475 | $95.3M |
| Stifel Financial Corp. | 0.10% | Reduce -15.7% | 1,017,838 | $95.1M |
| HighTower Advisors, LLC | 0.13% | Reduce -15.4% | 989,765 | $92.5M |
| Cetera Investment Advisers | 0.17% | Add +4.3% | 954,684 | $89.2M |
| Osaic Holdings, Inc. | 0.20% | Add +10.5% | 949,670 | $88.8M |
| Allen Investment Management, LLC | 0.90% | Add +135.4% | 829,570 | $77.5M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -14.7% | 793,098 | $74.1M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +9.6% | 779,564 | $72.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.9% | 765,232 | $71.5M |
| Exchange Traded Concepts, LLC | 1.19% | Add +72.1% | 715,068 | $66.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.3% | 710,835 | $66.4M |
| J.Safra Asset Management Corp | 5.38% | Add +2.5% | 708,247 | $66.2M |
| RiverFront Investment Group, LLC | 1.36% | Reduce -16.4% | 652,989 | $61.0M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -11.2% | 590,166 | $55.2M |
| Tudor Investment Corporation | 0.48% | Reduce -74.7% | 571,287 | $53.4M |
| EP Wealth Advisors, LLC | 0.42% | Add +0.9% | 564,828 | $52.8M |
| Agf Management Ltd. | 0.28% | Reduce -4.2% | 564,457 | $52.7M |
| Truist Financial Corp. | 0.08% | Reduce -5.0% | 560,105 | $52.3M |
| Corient Private Wealth LP | 0.09% | Reduce -26.7% | 558,585 | $52.2M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -10.2% | 538,731 | $50.3M |
| CW Advisors, LLC | 0.57% | Add +4.6% | 510,014 | $47.7M |
| Alps Advisors Inc. | 0.26% | Add +11.4% | 486,237 | $45.4M |
| Fifth Third Bancorp | 0.17% | Reduce -1.1% | 469,050 | $43.8M |
| US Bancorp \de | 0.06% | Reduce -6.7% | 461,917 | $43.2M |
| Private Advisor Group, LLC | 0.25% | Reduce -15.7% | 442,862 | $41.4M |
| Tocqueville Asset Management L.P. | 0.67% | Add +0.2% | 440,153 | $41.1M |
| Jane Street Group, LLC | 0.07% | Reduce -79.0% | 420,234 | $39.3M |
| Pathstone Holdings, LLC | 0.17% | Add +93.5% | 411,870 | $38.5M |
| Cwm, LLC | 0.15% | Add +9.1% | 400,208 | $37.4M |
| Equitable Trust Co. | 2.04% | Reduce -2.4% | 394,139 | $36.8M |
| Cantor Fitzgerald, L. P. | 1.37% | Add +56.2% | 390,404 | $36.5M |
| Signature Estate & Investment Advisors LLC | 0.96% | Reduce -13.1% | 387,861 | $36.2M |
| Baird Financial Group, Inc. | 0.07% | Reduce -38.4% | 387,811 | $36.2M |
| Forbes J M & Co. LLP | 3.40% | Add +3.4% | 375,606 | $35.1M |
| MML Investors Services, LLC | 0.11% | Reduce -44.6% | 367,822 | $34.4M |
| Focus Partners Wealth | 0.08% | Reduce -20.8% | 358,999 | $33.5M |
| Blue Chip Partners, LLC | 2.87% | Add +4.9% | 356,010 | $33.3M |
| KCM Investment Advisors LLC | 1.19% | Reduce 0.0% | 353,448 | $33.0M |
| Cerity Partners LLC | 0.07% | Reduce -7.0% | 352,053 | $32.9M |
| Advisors Preferred, LLC | 4.42% | Add +5453.0% | 349,840 | $32.9M |
| GenTrust, LLC | 1.57% | Reduce -0.1% | 348,979 | $32.6M |
| Capital Fund Management S.A. | 0.42% | Reduce -30.6% | 348,757 | $32.6M |
| Quadrature Capital Ltd | 0.70% | Add +18.2% | 337,895 | $31.6M |
| Affinity Wealth Management LLC | 5.85% | Add +3.3% | 337,248 | $31.5M |
| Avantax Advisory Services, Inc. | 0.19% | Add +47.4% | 326,934 | $30.6M |
| BlackRock, Inc. | 0.00% | Reduce -38.8% | 319,182 | $29.8M |
| Modern Wealth Management, LLC | 0.95% | Add +5.3% | 316,623 | $29.6M |
| Meiji Yasuda Life Insurance Co | 0.58% | No change | 310,260 | $29.0M |
| Crestwood Advisors Group, LLC | 0.53% | Reduce -4.5% | 296,208 | $27.7M |
| Qube Research & Technologies Ltd | 0.04% | New | 291,130 | $27.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.83% | Add +8.3% | 288,298 | $26.9M |
| Brown Advisory Inc. | 0.04% | Reduce -1.1% | 288,072 | $26.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1664.9% | 285,670 | $26.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.16% | Reduce -34.1% | 284,893 | $26.6M |
| Factory Mutual Insurance Co. | 0.30% | No change | 276,600 | $25.8M |
| UNIVEST FINANCIAL Corp | 1.68% | Add +0.9% | 275,537 | $25.7M |
| Appleton Partners Inc. | 1.97% | Add +6.5% | 273,017 | $25.5M |
| Sanctuary Advisors, LLC | 0.18% | Reduce -13.8% | 267,501 | $25.0M |
| Peapack Gladstone Financial Corp. | 0.37% | Reduce -1.9% | 266,977 | $24.9M |
| Municipal Employees' Retirement System of Michigan | 0.31% | Reduce -33.4% | 261,557 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +0.4% | 255,818 | $23.9M |
| AE Wealth Management LLC | 0.20% | Add +61.2% | 255,621 | $23.9M |
| Cresset Asset Management, LLC | 0.12% | Reduce -4.6% | 254,811 | $23.8M |
| CoreCap Advisors, LLC | 1.03% | Reduce -1.0% | 251,261 | $23.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -2.7% | 250,572 | $23.4M |
| Capital Analysts, LLC | 0.87% | Add +2.4% | 248,251 | $23.2M |
| Vestor Capital, LLC | 1.84% | Add +187.5% | 239,901 | $22.4M |
| Citadel Advisors | 0.02% | Reduce -4.9% | 239,799 | $22.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.1% | 230,468 | $21.5M |
"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.