SS Energy Select SectorXLEETF
13F holders, Q3 2025 (September 30)1,740holders −12
121new positions
122sold out
8famous investors
$89.25avg. 13F price*
At the end of Q3 2025, 1,740 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 12 from Q2 2025. 121 opened new positions and 122 sold out. The largest holders were Bank of America Corp. ($2.1B), Morgan Stanley ($1.4B) and Goldman Sachs Group Inc. ($944.6M). 8 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 (Q3 2025)
- CUSIP
- 81369Y506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $235.0M |
| Exits | 122 | $153.9M |
All 13F filers, Q2 2025 → Q3 2025: 15,723,018 shares bought and 41,159,078 shares sold, net −25,436,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,740 holders
| Bank of America Corp. | 0.16% | Reduce -12.7% | 23,252,519 | $2.1B |
| Morgan Stanley | 0.08% | Reduce -15.3% | 15,302,645 | $1.4B |
| Goldman Sachs Group Inc. | 0.14% | Reduce -17.7% | 10,573,084 | $944.6M |
| Wells Fargo & Company | 0.19% | Reduce -29.4% | 10,436,369 | $932.4M |
| JPMorgan Chase & Co. | 0.06% | Add +6.1% | 9,868,997 | $881.7M |
| UBS Group AG | 0.14% | Reduce -17.9% | 8,078,336 | $721.7M |
| LPL Financial LLC | 0.17% | Reduce -2.9% | 6,444,613 | $575.8M |
| Barclays PLC | 0.14% | Add +93.2% | 4,212,609 | $376.4M |
| Royal Bank of Canada | 0.06% | Add +22.7% | 3,990,064 | $356.5M |
| Menora Mivtachim Holdings LTD. | 1.64% | Add +22.9% | 3,610,100 | $322.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -9.6% | 2,978,213 | $266.1M |
| Raymond James Financial Inc. | 0.08% | Reduce -3.3% | 2,829,515 | $252.8M |
| Citigroup Inc. | 0.17% | Reduce -18.1% | 2,693,293 | $240.6M |
| BNP Paribas Financial Markets | 0.19% | Reduce -42.0% | 2,672,609 | $238.8M |
| HSBC Holdings PLC | 0.13% | Reduce -9.4% | 2,557,584 | $227.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +52.9% | 2,406,215 | $215.0M |
| Harel Insurance Investments & Financial Services Ltd. | 1.75% | Add +1.3% | 2,190,495 | $194.8M |
| Saudi Central Bank | 7.33% | No change | 2,160,502 | $193.0M |
| Cibc World Market Inc. | 0.38% | Add +108.5% | 2,060,689 | $184.1M |
| Osaic Holdings, Inc. | 0.19% | Add +60.5% | 1,477,562 | $132.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.22% | Reduce -35.7% | 1,350,000 | $120.6M |
| Canada Pension Plan Investment Board | 0.08% | No change | 1,350,000 | $120.6M |
| Wealthfront Advisers LLC | 0.26% | Add +0.7% | 1,223,195 | $109.3M |
| Bank of Montreal | 0.05% | Reduce -1.6% | 1,193,088 | $106.6M |
| Cetera Investment Advisers | 0.12% | Add +29.8% | 1,189,380 | $106.3M |
| Northern Trust Corp. | 0.01% | Reduce -7.1% | 1,101,306 | $98.4M |
| Susquehanna International Group, LLP | 0.14% | Reduce -42.1% | 1,088,020 | $97.2M |
| Stifel Financial Corp. | 0.08% | Reduce -0.9% | 1,012,440 | $90.5M |
| Allen Investment Management, LLC | 0.98% | Add +16.4% | 984,213 | $87.9M |
| Tudor Investment Corporation | 0.56% | Reduce -28.6% | 941,120 | $84.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -8.6% | 938,460 | $83.8M |
| HighTower Advisors, LLC | 0.09% | Reduce -4.5% | 929,833 | $83.1M |
| PGIM Custom Harvest LLC | 1.07% | New | 798,027 | $71.3M |
| Qube Research & Technologies Ltd | 0.10% | Add +10098.7% | 781,424 | $69.8M |
| J.Safra Asset Management Corp | 4.09% | Add +4.3% | 753,527 | $67.3M |
| Rockefeller Capital Management L.P. | 0.13% | Add +5.8% | 743,054 | $66.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 692,390 | $61.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.64% | Reduce -0.5% | 662,491 | $59.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.4% | 644,939 | $57.6M |
| BlackRock, Inc. | 0.00% | Reduce -11.2% | 637,673 | $57.0M |
| MML Investors Services, LLC | 0.14% | Add +42.0% | 578,215 | $51.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -1.4% | 576,325 | $51.5M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +166.8% | 545,187 | $48.7M |
| Alps Advisors Inc. | 0.27% | Add +1.2% | 536,033 | $47.9M |
| FIL Ltd | 0.04% | Add +2875.5% | 530,383 | $47.4M |
| Cwm, LLC | 0.14% | Add +33.2% | 520,133 | $46.5M |
| Baird Financial Group, Inc. | 0.07% | Add +1.4% | 510,716 | $45.6M |
| Truist Financial Corp. | 0.06% | Reduce -9.8% | 491,569 | $43.9M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -1.4% | 484,786 | $43.3M |
| Agf Management Ltd. | 0.19% | Add +33.0% | 484,626 | $43.3M |
| Renaissance Technologies | 0.06% | Add +9192.2% | 479,569 | $42.8M |
| Marshall Wace, LLP | 0.05% | Reduce -61.4% | 465,506 | $41.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.23% | Add +60.7% | 457,723 | $40.9M |
| Jane Street Group, LLC | 0.05% | Reduce -82.4% | 452,610 | $40.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.30% | Reduce -1.1% | 434,947 | $38.9M |
| Corient Private Wealth LP | 0.06% | Reduce -16.1% | 434,245 | $38.8M |
| US Bancorp \de | 0.05% | Reduce -4.5% | 432,840 | $38.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +81.7% | 429,007 | $38.3M |
| Fifth Third Bancorp | 0.12% | Reduce -4.2% | 411,689 | $36.8M |
| Cantor Fitzgerald, L. P. | 0.70% | Add +1.9% | 397,668 | $35.5M |
| Tocqueville Asset Management L.P. | 0.50% | Reduce -0.5% | 387,900 | $34.7M |
| Forbes J M & Co. LLP | 2.82% | Add +0.8% | 379,416 | $33.9M |
| Blue Chip Partners, LLC | 2.52% | Add +2.4% | 376,829 | $33.7M |
| Municipal Employees' Retirement System of Michigan | 0.37% | No change | 360,126 | $32.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.79% | Add +101.4% | 358,670 | $32.0M |
| Private Advisor Group, LLC | 0.16% | Reduce -4.2% | 355,936 | $31.8M |
| Affinity Wealth Management LLC | 4.56% | Add +2.4% | 348,640 | $31.1M |
| KCM Investment Advisors LLC | 0.99% | Reduce -2.8% | 343,427 | $30.7M |
| Modern Wealth Management, LLC | 0.60% | Add +0.2% | 341,215 | $30.5M |
| Cerity Partners LLC | 0.05% | Reduce -2.8% | 334,178 | $29.9M |
| RiverFront Investment Group, LLC | 0.51% | Add +0.8% | 326,534 | $29.2M |
| Focus Partners Wealth | 0.05% | Reduce -6.2% | 325,672 | $29.1M |
| Equitable Trust Co. | 1.34% | Reduce -2.5% | 325,368 | $29.1M |
| Phoenix Financial Ltd. | 0.35% | Reduce -56.0% | 325,317 | $29.1M |
| Kestra Advisory Services, LLC | 0.13% | Add +27.1% | 313,622 | $28.0M |
| GenTrust, LLC | 1.26% | Reduce -5.8% | 309,107 | $27.6M |
| Toronto Dominion Bank | 0.05% | Add +35.8% | 307,661 | $27.5M |
| Sanctuary Advisors, LLC | 0.15% | Add +5.5% | 298,380 | $26.7M |
| UNIVEST FINANCIAL Corp | 1.49% | Reduce -2.9% | 298,162 | $26.6M |
| Oakworth Capital, Inc. | 1.54% | Add +3.4% | 298,025 | $26.6M |
| CoreCap Advisors, LLC | 0.97% | Add +7.2% | 297,098 | $26.5M |
| Advisory Alpha, LLC | 0.71% | Add +36.9% | 288,555 | $25.5M |
| Provida Pension Fund Administrator | 0.44% | Reduce -49.4% | 280,134 | $25.0M |
| Factory Mutual Insurance Co. | 0.24% | No change | 276,600 | $24.7M |
| Appleton Partners Inc. | 1.62% | Reduce -0.8% | 270,307 | $24.1M |
| Peapack Gladstone Financial Corp. | 0.31% | Reduce -0.8% | 262,650 | $23.5M |
| D. E. Shaw & Co. | 0.02% | New | 262,468 | $23.4M |
| Brown Advisory Inc. | 0.03% | Reduce -4.1% | 262,441 | $23.4M |
| Cresset Asset Management, LLC | 0.10% | Add +3.4% | 258,178 | $23.1M |
| Jones Financial Companies LLLP | 0.02% | Add +17.5% | 245,936 | $22.6M |
| Squarepoint Ops LLC | 0.05% | Add +30.9% | 248,839 | $22.2M |
| Granger Management LLC | 6.48% | Add +30.3% | 248,473 | $22.2M |
| Quantitative Investment Management, LLC | 2.96% | Add +357.9% | 237,894 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.2% | 228,996 | $20.5M |
| GTS Securities LLC | 0.78% | Add +1167.8% | 227,903 | $20.4M |
| WNY Asset Management, LLC | 1.86% | Add +2116.6% | 215,701 | $19.3M |
| Ferguson Wellman Capital Management, Inc. | 0.31% | Reduce -1.1% | 215,610 | $19.3M |
| Mariner, LLC | 0.02% | Add +0.1% | 213,902 | $19.1M |
| AE Wealth Management LLC | 0.12% | Add +12.2% | 211,892 | $18.9M |
| Trust Asset Management LLC | 1.30% | No change | 211,348 | $18.9M |
"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.