SS Energy Select SectorXLEETF
13F holders, Q4 2025 (December 31)1,868holders +128
142new positions
103sold out
8famous investors
$44.64avg. 13F price*
At the end of Q4 2025, 1,868 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 128 from Q3 2025. 142 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($1.3B) and Goldman Sachs Group Inc. ($1.1B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% 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 (Q4 2025)
- CUSIP
- 81369Y506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $304.2M |
| Exits | 103 | $148.3M |
All 13F filers, Q3 2025 → Q4 2025: 28,605,377 shares bought and 35,925,716 shares sold, net −7,320,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,868 holders
| Bank of America Corp. | 0.15% | Reduce -2.9% | 45,161,229 | $2.0B |
| Morgan Stanley | 0.08% | Reduce -3.8% | 29,438,378 | $1.3B |
| Goldman Sachs Group Inc. | 0.15% | Add +11.9% | 23,673,582 | $1.1B |
| Wells Fargo & Company | 0.18% | Reduce -2.9% | 20,261,657 | $905.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -15.3% | 16,718,824 | $747.5M |
| UBS Group AG | 0.12% | Reduce -13.6% | 13,959,683 | $624.1M |
| LPL Financial LLC | 0.16% | Reduce -0.1% | 12,874,212 | $575.6M |
| Menora Mivtachim Holdings LTD. | 1.97% | Add +29.8% | 9,373,600 | $419.1M |
| Royal Bank of Canada | 0.06% | Reduce -7.0% | 7,420,456 | $331.8M |
| Hamilton Capital, LLC | 16.33% | — | 7,305,472 | $326.6M |
| Barclays PLC | 0.11% | Reduce -25.8% | 6,252,526 | $279.6M |
| Raymond James Financial Inc. | 0.08% | Add +4.0% | 5,884,072 | $263.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -6.2% | 5,584,738 | $249.7M |
| BNP Paribas Financial Markets | 0.16% | Add +4.5% | 5,583,822 | $249.7M |
| Citigroup Inc. | 0.17% | Add +0.2% | 5,395,330 | $241.2M |
| HSBC Holdings PLC | 0.13% | Add +0.5% | 5,142,588 | $229.7M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -8.4% | 4,405,598 | $197.0M |
| Saudi Central Bank | 7.22% | No change | 4,321,004 | $193.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.32% | Add +54.0% | 4,159,000 | $185.9M |
| Bank of Montreal | 0.07% | Add +59.9% | 3,815,600 | $170.6M |
| Cibc World Market Inc. | 0.26% | Reduce -21.1% | 3,252,712 | $145.4M |
| Osaic Holdings, Inc. | 0.19% | Reduce -3.9% | 2,841,235 | $127.0M |
| Canada Pension Plan Investment Board | 0.08% | No change | 2,700,000 | $120.7M |
| Cetera Investment Advisers | 0.12% | Add +3.6% | 2,464,891 | $110.2M |
| Wealthfront Advisers LLC | 0.25% | Add +0.3% | 2,454,566 | $109.7M |
| Main Management Fund Advisors LLC | 9.87% | New | 2,420,800 | $108.2M |
| Stifel Financial Corp. | 0.09% | Add +12.4% | 2,275,957 | $101.8M |
| Susquehanna International Group, LLP | 0.13% | Reduce -0.9% | 2,155,764 | $96.4M |
| Allen Investment Management, LLC | 1.06% | Add +8.2% | 2,130,644 | $95.3M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 2,082,527 | $93.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -3.1% | 1,818,072 | $81.3M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.2% | 1,800,359 | $80.5M |
| PGIM Custom Harvest LLC | 1.09% | Add +3.5% | 1,651,536 | $73.8M |
| J.Safra Asset Management Corp | 3.65% | Add +3.2% | 1,555,677 | $69.6M |
| Rockefeller Capital Management L.P. | 0.12% | Add +3.9% | 1,543,260 | $69.0M |
| Capital Investment Advisors, LLC | 1.01% | Add +720.4% | 1,483,398 | $66.3M |
| Cornerstone Advisors, LLC | 2.13% | Add +1954.1% | 1,429,652 | $63.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 1,366,342 | $61.1M |
| Marshall Wace, LLP | 0.06% | Add +36.7% | 1,272,923 | $56.9M |
| MML Investors Services, LLC | 0.13% | Add +6.9% | 1,236,516 | $55.3M |
| Alps Advisors Inc. | 0.31% | Add +11.8% | 1,198,522 | $53.6M |
| Capstone Investment Advisors, LLC | 0.54% | Add +7912.6% | 1,197,568 | $53.5M |
| EP Wealth Advisors, LLC | 0.27% | — | 1,157,946 | $51.8M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +3.9% | 1,132,716 | $50.6M |
| Cwm, LLC | 0.14% | Add +8.3% | 1,126,411 | $50.4M |
| Corient Private Wealth LP | 0.07% | Add +29.6% | 1,125,967 | $50.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -5.7% | 1,086,712 | $48.6M |
| Baird Financial Group, Inc. | 0.07% | Add +4.6% | 1,068,610 | $47.8M |
| FIL Ltd | 0.04% | Add +0.3% | 1,064,050 | $47.6M |
| BlackRock, Inc. | 0.00% | Reduce -20.7% | 1,011,830 | $45.2M |
| Municipal Employees' Retirement System of Michigan | 0.50% | Add +37.6% | 991,274 | $44.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.22% | Add +2.4% | 937,446 | $41.9M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -5.6% | 915,235 | $40.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.25% | No change | 869,894 | $38.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.0% | 892,075 | $38.8M |
| US Bancorp \de | 0.04% | Reduce -1.3% | 854,470 | $38.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -35.1% | 837,606 | $37.4M |
| Truist Financial Corp. | 0.05% | Reduce -15.4% | 831,691 | $37.2M |
| Cantor Fitzgerald, L. P. | 1.11% | Add +4.2% | 828,463 | $37.0M |
| Millennium Management | 0.03% | Add +94.6% | 784,377 | $35.1M |
| Fifth Third Bancorp | 0.11% | Reduce -4.8% | 783,414 | $35.0M |
| Tocqueville Asset Management L.P. | 0.51% | No change | 775,630 | $34.7M |
| Schroder Investment Management Group | 0.03% | New | 765,960 | $34.4M |
| GenTrust, LLC | 1.49% | Add +24.5% | 769,916 | $34.4M |
| Blue Chip Partners, LLC | 2.49% | Add +2.0% | 768,613 | $34.4M |
| Forbes J M & Co. LLP | 2.77% | Add +1.0% | 766,392 | $34.3M |
| Cerity Partners LLC | 0.05% | Add +13.4% | 757,688 | $33.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.78% | Add +1.6% | 728,693 | $32.6M |
| Agf Management Ltd. | 0.14% | Reduce -25.2% | 724,762 | $32.4M |
| Modern Wealth Management, LLC | 0.59% | Add +5.7% | 721,273 | $32.2M |
| Affinity Wealth Management LLC | 4.52% | Add +1.9% | 710,877 | $31.8M |
| Private Advisor Group, LLC | 0.15% | Reduce -0.7% | 707,063 | $31.6M |
| Focus Partners Wealth | 0.03% | Add +3.2% | 672,030 | $30.3M |
| Oakworth Capital, Inc. | 1.61% | Add +10.7% | 659,541 | $29.5M |
| KCM Investment Advisors LLC | 0.95% | Reduce -4.2% | 657,883 | $29.4M |
| RiverFront Investment Group, LLC | 0.48% | Add +0.1% | 653,940 | $29.2M |
| Phoenix Financial Ltd. | 0.32% | Reduce -0.1% | 649,982 | $29.1M |
| CoreCap Advisors, LLC | 1.02% | Add +9.4% | 649,867 | $29.1M |
| Equitable Trust Co. | 1.28% | Reduce -1.8% | 638,996 | $28.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -0.2% | 625,891 | $28.0M |
| Citadel Advisors | 0.02% | Add +46.5% | 599,005 | $26.8M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -0.9% | 591,524 | $26.4M |
| UNIVEST FINANCIAL Corp | 1.40% | Reduce -0.9% | 591,160 | $26.4M |
| Cresset Asset Management, LLC | 0.11% | Add +10.6% | 570,828 | $25.5M |
| Factory Mutual Insurance Co. | 0.25% | No change | 553,200 | $24.7M |
| Jones Financial Companies LLLP | 0.02% | Add +12.3% | 552,326 | $24.7M |
| Appleton Partners Inc. | 1.60% | Add +0.5% | 543,535 | $24.3M |
| Peapack Gladstone Financial Corp. | 0.29% | Reduce -1.1% | 519,559 | $23.2M |
| Advisory Alpha, LLC | 0.62% | Reduce -11.9% | 508,163 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.6% | 497,537 | $22.7M |
| Brown Advisory Inc. | 0.03% | Reduce -4.7% | 500,368 | $22.4M |
| Granger Management LLC | 5.87% | No change | 496,946 | $22.2M |
| Trilogy Capital Inc. | 0.99% | Add +247.8% | 493,281 | $22.1M |
| Mariner, LLC | 0.03% | Add +10.3% | 471,809 | $21.1M |
| AE Wealth Management LLC | 0.12% | Add +9.5% | 464,076 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +60.0% | 451,001 | $20.2M |
| Passaic Partners LLC | 2.06% | New | 445,856 | $19.9M |
| Jefferies Financial Group Inc. | 0.16% | Add +211.2% | 431,005 | $19.3M |
| Van Eck Associates Corp. | 0.02% | Add +15.4% | 429,206 | $19.2M |
| Ferguson Wellman Capital Management, Inc. | 0.31% | Reduce -0.7% | 428,018 | $19.1M |
"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.