SS Energy Select SectorXLEETF

13F holders, Q1 2026 (March 31)
2,122holders +254
365new positions
116sold out
8famous investors
$61.18avg. 13F price*

At the end of Q1 2026, 2,122 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 254 from Q4 2025. 365 opened new positions and 116 sold out. The largest holders were Bank of America Corp. ($2.4B), Goldman Sachs Group Inc. ($2.0B) and Morgan Stanley ($2.0B). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions365$2.1B
Exits116$267.1M

All 13F filers, Q4 2025 → Q1 2026: 109,487,973 shares bought and 35,048,182 shares sold, net +74,439,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,122 holders

Bank of America Corp. 0.18% Reduce -12.2% 39,650,027 $2.4B
Goldman Sachs Group Inc. 0.27% Add +41.3% 33,438,646 $2.0B
Morgan Stanley 0.12% Add +10.8% 32,617,347 $2.0B
JPMorgan Chase & Co. 0.09% Add +24.1% 20,741,750 $1.3B
Wells Fargo & Company 0.22% Reduce -10.2% 18,187,318 $1.1B
LPL Financial LLC 0.25% Add +20.0% 15,447,428 $946.3M
UBS Group AG 0.16% Add +3.7% 14,472,789 $886.6M
Varma Mutual Pension Insurance Co 5.05% New 14,067,185 $861.8M
Citigroup Inc. 0.37% Add +73.7% 9,373,290 $574.2M
Menora Mivtachim Holdings LTD. 2.52% Reduce -7.5% 8,673,100 $531.3M
Royal Bank of Canada 0.09% Add +9.4% 8,119,363 $497.4M
Ameriprise Financial Inc. 0.09% Add +17.8% 6,576,825 $403.7M
Barclays PLC 0.14% Add +3.6% 6,476,444 $396.7M
BNP Paribas Financial Markets 0.26% Add +11.8% 6,241,140 $382.3M
Raymond James Financial Inc. 0.11% Add +0.1% 5,887,465 $360.7M
Bank of Montreal 0.14% Add +46.2% 5,577,903 $341.7M
Envestnet Asset Management Inc. 0.09% Add +23.8% 5,454,793 $334.2M
Susquehanna International Group, LLP 0.40% Add +131.1% 4,981,510 $305.2M
Saudi Central Bank 5.60% No change 4,321,004 $264.7M
Hamilton Capital, LLC 13.67% Reduce -41.0% 4,306,753 $263.8M
Cibc World Market Inc. 0.41% Add +17.2% 3,811,299 $233.5M
Osaic Holdings, Inc. 0.33% Add +27.5% 3,622,326 $221.9M
Mizuho Bank, Ltd. 54.38% New 3,280,000 $200.9M
Focus Partners Wealth 0.21% Add +360.2% 3,092,580 $189.5M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Reduce -35.1% 2,701,000 $165.5M
Charles Schwab Investment Management Inc. 0.03% Add +96.8% 2,689,336 $164.7M
Factory Mutual Insurance Co. 1.85% Add +385.1% 2,683,330 $164.4M
Wealthfront Advisers LLC 0.33% Add +1.2% 2,483,501 $152.1M
Cetera Investment Advisers 0.16% Reduce -0.6% 2,450,864 $150.1M
Schroder Investment Management Group 0.12% Add +212.4% 2,392,565 $148.2M
Allen Investment Management, LLC 1.79% Add +11.0% 2,364,983 $144.9M
Northern Trust Corp. 0.02% Add +3.8% 2,161,565 $132.4M
Stifel Financial Corp. 0.12% Reduce -5.2% 2,157,385 $132.2M
HighTower Advisors, LLC 0.13% Add +11.7% 2,010,195 $123.1M
Quadrature Capital Ltd 1.42% Add +999.4% 1,951,573 $119.6M
PGIM Custom Harvest LLC 1.74% Add +10.3% 1,821,657 $111.6M
Cornerstone Advisors, LLC 4.00% Add +24.2% 1,776,143 $108.8M
Main Management Fund Advisors LLC 9.00% Reduce -69.8% 731,100 $107.2M
Commonwealth Equity Services, LLC 0.15% Reduce -4.5% 1,736,203 $106.4M
J.Safra Asset Management Corp 5.33% Add +3.8% 1,615,019 $98.9M
Capital Investment Advisors, LLC 1.40% Add +5.3% 1,561,870 $95.7M
Phoenix Financial Ltd. 0.89% Add +135.5% 1,530,654 $93.8M
Steward Partners Investment Advisory, LLC 0.48% Add +34.4% 1,522,713 $93.3M
Rockefeller Capital Management L.P. 0.16% Reduce -6.9% 1,436,875 $88.0M
Marshall Wace, LLP 0.09% Add +11.9% 1,424,284 $87.3M
Optiver Holding B.V. 3.18% Add +397937.0% 1,377,208 $84.4M
MML Investors Services, LLC 0.23% Add +9.1% 1,349,399 $82.7M
Cwm, LLC 0.22% Add +19.1% 1,342,139 $82.2M
Tidal Investments LLC 0.25% Add +5228.1% 1,314,429 $80.5M
Migdal Insurance & Financial Holdings Ltd. 0.68% Add +6977.1% 1,282,511 $78.6M
Assetmark, Inc. 0.16% Add +7281.6% 1,277,309 $78.2M
EP Wealth Advisors, LLC 0.38% Add +9.8% 1,271,555 $77.9M
HSBC Holdings PLC 0.05% Reduce -75.4% 1,264,381 $77.6M
Cambridge Investment Research Advisors, Inc. 0.20% Add +16.4% 1,265,520 $77.5M
Janney Montgomery Scott LLC 0.19% Add +34.7% 1,233,145 $75.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.44% Add +30.4% 1,222,898 $74.9M
Squarepoint Ops LLC 0.16% Add +2855.9% 1,204,809 $73.8M
Capstone Investment Advisors, LLC 0.79% Reduce -2.9% 1,163,460 $71.3M
Baird Financial Group, Inc. 0.10% Add +2.0% 1,089,625 $66.8M
Corient Private Wealth LP 0.09% Add +3.8% 1,168,470 $65.4M
Jump Financial, LLC 1.06% Add +512.0% 1,056,101 $64.7M
AQR Capital Management 0.03% Add +599.5% 1,039,250 $63.7M
Private Advisor Group, LLC 0.29% Add +44.5% 1,021,790 $62.6M
Vestor Capital, LLC 4.48% Add +4.1% 1,010,538 $61.9M
Cerity Partners LLC 0.09% Add +33.1% 1,008,305 $61.8M
Agf Management Ltd. 0.28% Add +38.4% 1,003,155 $61.5M
State Street Corp. 0.00% Add +869.6% 999,596 $61.2M
Maven Securities LTD 3.58% New 999,976 $61.2M
Alps Advisors Inc. 0.28% Reduce -18.5% 976,586 $59.8M
Fifth Third Bancorp 0.11% Add +24.4% 974,509 $59.7M
Mercer Global Advisors Inc. 0.09% Add +7.0% 954,974 $58.5M
Jones Financial Companies LLLP 0.03% Add +68.5% 930,450 $58.2M
Walleye Trading LLC 1.19% New 942,096 $57.7M
PNC Financial Services Group, Inc. 0.03% Add +11.9% 937,281 $57.4M
FIL Ltd 0.04% Reduce -13.1% 925,135 $56.7M
Truist Financial Corp. 0.07% Add +7.7% 895,831 $54.9M
Clal Insurance Enterprises Holdings Ltd 0.33% Add +1.1% 879,894 $53.9M
Van Eck Associates Corp. 0.04% Add +101.6% 865,302 $53.0M
Qube Research & Technologies Ltd 0.07% Add +677.5% 856,827 $52.5M
Millennium Management 0.04% Add +8.7% 852,493 $52.2M
US Bancorp \de 0.06% Reduce -0.4% 851,064 $52.1M
Citadel Advisors 0.04% Add +34.1% 803,000 $49.2M
Bank of Nova Scotia 0.08% Add +2531.6% 778,736 $47.7M
Blue Chip Partners, LLC 3.42% Add +0.8% 774,638 $47.5M
Tocqueville Asset Management L.P. 0.70% Reduce -0.3% 773,725 $47.4M
Forbes J M & Co. LLP 3.99% Add +0.4% 769,522 $47.1M
Kestra Advisory Services, LLC 0.18% Add +22.6% 767,322 $47.0M
GenTrust, LLC 1.98% Reduce -1.9% 755,336 $46.3M
Affinity Wealth Management LLC 6.58% Reduce -0.2% 709,517 $43.5M
Oakworth Capital, Inc. 2.21% Add +3.3% 681,040 $41.7M
Sanctuary Advisors, LLC 0.22% Add +13.6% 671,814 $41.2M
BlackRock, Inc. 0.00% Reduce -34.1% 667,157 $40.9M
RiverFront Investment Group, LLC 0.63% Add +1.0% 660,579 $40.5M
KCM Investment Advisors LLC 1.32% Reduce -1.7% 646,525 $39.6M
Equitable Trust Co. 1.74% Reduce -3.8% 614,770 $37.7M
AE Wealth Management LLC 0.20% Add +32.4% 614,490 $37.6M
Cresset Asset Management, LLC 0.16% Add +7.0% 610,513 $37.4M
University of Illinois Foundation 7.55% New 601,034 $36.8M
Parallax Volatility Advisers, L.P. 2.05% Add +91.9% 657,322 $36.7M
True Freedom Investing, LLC 2.80% Add +316.6% 596,939 $36.6M

"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.

Show all 2,122 holders