SS Energy Select SectorXLEETF

13F holders, Q2 2025 (June 30)
1,752holders −91
102new positions
194sold out
7famous investors
$81.01avg. 13F price*

At the end of Q2 2025, 1,752 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 91 from Q1 2025. 102 opened new positions and 194 sold out. The largest holders were Bank of America Corp. ($2.3B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.3B). 7 famous investors held it, including Paul Tudor Jones (0.8% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions102$361.3M
Exits194$361.9M

All 13F filers, Q1 2025 → Q2 2025: 35,016,529 shares bought and 30,232,032 shares sold, net +4,784,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,752 holders

Bank of America Corp. 0.18% Reduce -4.2% 26,637,971 $2.3B
Morgan Stanley 0.10% Add +10.7% 18,060,860 $1.5B
Wells Fargo & Company 0.28% Add +3.8% 14,775,411 $1.3B
Goldman Sachs Group Inc. 0.18% Add +74.5% 12,847,695 $1.1B
UBS Group AG 0.17% Add +4.8% 9,837,775 $834.3M
JPMorgan Chase & Co. 0.05% Reduce -11.4% 9,304,939 $789.2M
LPL Financial LLC 0.19% Reduce -1.4% 6,635,128 $562.7M
BNP Paribas Financial Markets 0.31% Add +26.0% 4,605,089 $390.6M
Hamilton Capital, LLC 16.53% Add +5.9% 3,547,173 $300.8M
Ameriprise Financial Inc. 0.07% Add +16.4% 3,294,493 $279.4M
Citigroup Inc. 0.19% Add +3.5% 3,288,266 $278.9M
Royal Bank of Canada 0.05% Add +7.9% 3,251,567 $275.8M
Menora Mivtachim Holdings LTD. 1.43% Reduce -41.4% 2,936,400 $249.0M
Raymond James Financial Inc. 0.09% Reduce -6.4% 2,924,966 $248.1M
HSBC Holdings PLC 0.16% Reduce -17.4% 2,822,996 $240.4M
Jane Street Group, LLC 0.36% Add +512.8% 2,575,056 $218.4M
Barclays PLC 0.07% Reduce -62.9% 2,180,812 $185.0M
Harel Insurance Investments & Financial Services Ltd. 2.10% Reduce -0.1% 2,162,692 $183.4M
Saudi Central Bank 7.47% New 2,160,502 $183.2M
Healthcare of Ontario Pension Plan Trust Fund 0.36% Add +20.0% 2,100,000 $178.1M
Susquehanna International Group, LLP 0.24% Reduce -23.5% 1,878,634 $159.3M
Envestnet Asset Management Inc. 0.04% Reduce -10.4% 1,573,437 $133.4M
Canada Pension Plan Investment Board 0.10% No change 1,350,000 $114.5M
Tudor Investment Corporation 0.84% Add +130.6% 1,317,178 $111.7M
Wealthfront Advisers LLC 0.27% Reduce -1.6% 1,214,495 $103.0M
Bank of Montreal 0.05% Reduce -14.0% 1,212,069 $102.8M
Marshall Wace, LLP 0.12% Add +1204685.0% 1,204,785 $102.2M
Northern Trust Corp. 0.01% Reduce -8.3% 1,185,413 $100.5M
Commonwealth Equity Services, LLC 0.12% Add +0.7% 1,026,551 $87.1M
Stifel Financial Corp. 0.08% Add +0.4% 1,021,957 $86.7M
Cibc World Market Inc. 0.19% Reduce -66.5% 988,181 $83.8M
HighTower Advisors, LLC 0.10% Reduce -1.7% 973,167 $82.5M
Osaic Holdings, Inc. 0.14% Reduce -3.0% 920,689 $78.3M
Cetera Investment Advisers 0.13% Reduce -4.0% 916,118 $77.7M
Millennium Management 0.07% Add +1318.6% 905,819 $76.8M
Allen Investment Management, LLC 0.78% Add +1.9% 845,147 $71.7M
Phoenix Financial Ltd. 0.83% Reduce -55.4% 738,640 $62.6M
J.Safra Asset Management Corp 4.27% Add +2.0% 722,216 $61.3M
BlackRock, Inc. 0.00% Add +125.0% 718,011 $60.9M
Rockefeller Capital Management L.P. 0.13% Add +19.1% 702,677 $59.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 701,551 $59.5M
PNC Financial Services Group, Inc. 0.04% Reduce -12.8% 667,503 $56.6M
Migdal Insurance & Financial Holdings Ltd. 0.67% Reduce -57.3% 665,958 $56.5M
EP Wealth Advisors, LLC 0.34% Add +6.7% 602,459 $51.1M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -25.0% 584,630 $49.6M
Provida Pension Fund Administrator 0.85% Reduce -45.7% 553,829 $47.0M
Truist Financial Corp. 0.07% Reduce -2.7% 545,117 $46.2M
CW Advisors, LLC 0.44% Add +4.3% 532,183 $45.1M
Alps Advisors Inc. 0.26% Add +8.9% 529,641 $44.9M
Corient Private Wealth LP 0.06% Reduce -7.3% 517,876 $43.9M
Baird Financial Group, Inc. 0.07% Add +29.8% 503,448 $42.7M
Janney Montgomery Scott LLC 0.11% Reduce -8.7% 491,768 $41.7M
DRW Securities, LLC 2.89% Add +2501.3% 484,579 $41.1M
US Bancorp \de 0.05% Reduce -1.9% 453,251 $38.4M
Clal Insurance Enterprises Holdings Ltd 0.37% New 440,000 $37.3M
Fifth Third Bancorp 0.13% Reduce -8.4% 429,646 $36.4M
MML Investors Services, LLC 0.10% Add +10.7% 407,240 $34.5M
Cwm, LLC 0.12% Reduce -2.5% 390,420 $33.1M
Cantor Fitzgerald, L. P. 0.82% Reduce -0.1% 390,094 $33.1M
Tocqueville Asset Management L.P. 0.50% Reduce -11.4% 390,018 $33.1M
Forbes J M & Co. LLP 2.92% Add +0.2% 376,244 $31.9M
Private Advisor Group, LLC 0.17% Reduce -16.1% 371,490 $31.5M
Blue Chip Partners, LLC 2.54% Add +3.4% 368,031 $31.2M
Agf Management Ltd. 0.14% Reduce -35.4% 364,521 $30.9M
Municipal Employees' Retirement System of Michigan 0.37% Add +37.7% 360,126 $30.5M
KCM Investment Advisors LLC 1.01% Reduce -0.0% 353,359 $30.0M
Focus Partners Wealth 0.06% Reduce -3.3% 347,344 $29.5M
Cerity Partners LLC 0.05% Reduce -2.4% 343,779 $29.2M
Modern Wealth Management, LLC 0.71% Add +7.5% 340,448 $28.9M
Affinity Wealth Management LLC 4.61% Add +0.9% 340,423 $28.9M
Equitable Trust Co. 1.41% Reduce -15.3% 333,668 $28.3M
GenTrust, LLC 1.31% Reduce -6.0% 328,097 $27.8M
RiverFront Investment Group, LLC 0.54% Reduce -50.4% 323,950 $27.5M
Avantax Advisory Services, Inc. 0.15% Reduce -1.4% 322,425 $27.3M
UNIVEST FINANCIAL Corp 1.56% Add +11.5% 307,155 $26.0M
Oakworth Capital, Inc. 1.58% Add +25481.5% 288,304 $24.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% No change 284,893 $24.2M
Sanctuary Advisors, LLC 0.15% Add +5.7% 282,693 $24.0M
CoreCap Advisors, LLC 0.95% Add +10.3% 277,079 $23.5M
Factory Mutual Insurance Co. 0.26% No change 276,600 $23.5M
Brown Advisory Inc. 0.03% Reduce -5.0% 273,671 $23.2M
Appleton Partners Inc. 1.64% Reduce -0.2% 272,588 $23.1M
Peapack Gladstone Financial Corp. 0.32% Reduce -0.8% 264,760 $22.5M
Cresset Asset Management, LLC 0.11% Reduce -2.0% 249,802 $21.2M
Kestra Advisory Services, LLC 0.10% Reduce -1.5% 246,742 $20.9M
SG Americas Securities, LLC 0.09% Add +170.7% 245,413 $20.8M
Capital Analysts, LLC 0.69% Reduce -1.6% 244,299 $20.7M
Franklin Resources Inc. 0.01% Reduce -7.3% 237,154 $20.1M
Mercer Global Advisors Inc. 0.04% Add +21.6% 236,129 $20.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.9% 226,210 $19.7M
Citadel Advisors 0.02% Reduce -3.9% 230,557 $19.6M
Toronto Dominion Bank 0.04% Add +65.4% 226,578 $19.2M
Ferguson Wellman Capital Management, Inc. 0.33% Reduce -1.5% 217,909 $18.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.52% Add +15.9% 215,973 $18.3M
Mariner, LLC 0.03% Reduce -7.1% 213,770 $18.1M
Crestwood Advisors Group, LLC 0.32% Reduce -28.4% 212,088 $18.0M
Trust Asset Management LLC 1.33% No change 211,348 $17.9M
Advisory Alpha, LLC 0.56% Add +1.8% 210,759 $17.9M
Jones Financial Companies LLLP 0.01% Add +30.7% 209,253 $17.8M
W.G. Shaheen & Associates DBA Whitney & Co 1.72% Add +0.5% 205,033 $17.4M

"% 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 1,752 holders