Security record · archived quarter
XLE
State Street Energy Select Sector SPDR ETF · Financial Services · Asset Management
101Tracked holders
-1Δ holders
272.43MShares held
$12.17BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -1.0% ·
share flow +10.8% ·
net new positions -1.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +3 | 292.30M | $15.54B | +9 | −6 |
| Q1 2026 | 107 | +4 | 303.54M | $18.58B | +9 | −5 |
| Q4 2025 | 101 | -1 | 272.43M | $12.17B | +1 | −2 |
| Q3 2025 | 15 | +1 | 48.07M | $4.29B | +1 | — |
| Q2 2025 | 11 | 0 | 3.45M | $292.29M | +1 | −1 |
| Q1 2025 | 9 | -1 | 2.05M | $191.62M | +1 | −2 |
| Q4 2024 | 10 | +1 | 2.53M | $216.39M | +1 | — |
| Q3 2024 | 8 | 0 | 2.02M | $177.46M | — | — |
| Q2 2024 | 8 | — | 2.05M | $186.73M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 45.16M | — | $2.02B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 29.44M | -3.8% | $1.32B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 23.67M | +11.9% | $1.06B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 23.67M | +11.9% | $1.06B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 23.67M | +11.9% | $1.06B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 23.67M | +11.9% | $1.06B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 20.26M | — | $905.90M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 20.26M | — | $905.90M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 20.26M | — | $905.90M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 20.26M | — | $905.90M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 20.26M | — | $905.90M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 16.72M | -57.6% | $747.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 13.96M | — | $624.14M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 13.96M | — | $624.14M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 13.96M | — | $624.14M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | UBS Group AG | 13.96M | — | $624.14M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 13.96M | — | $624.14M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | LPL Financial LLC | 12.87M | — | $575.61M | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 10.29M | — | $459.34M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 7.42M | — | $331.77M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Barclays Plc | 6.25M | — | $279.55M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Barclays Plc | 6.25M | — | $279.55M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Barclays Plc | 6.25M | — | $279.55M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Raymond James Financial Inc | 5.88M | — | $263.08M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 5.88M | — | $263.08M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Raymond James Financial Inc | 5.88M | — | $263.08M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Ameriprise Financial Inc | 5.58M | — | $249.72M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 5.58M | — | $249.72M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 5.58M | — | $249.72M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 5.58M | — | $249.65M | 0.2% | n/c | 1 | SEC ↗ |
| 75 | Citigroup Inc | 5.40M | — | $241.23M | 0.2% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 5.40M | — | $241.23M | 0.2% | n/c | 1 | SEC ↗ |
| 77 | Citigroup Inc | 5.40M | — | $241.23M | 0.2% | n/c | 1 | SEC ↗ |
| 78 | Envestnet Asset Management Inc | 4.41M | — | $196.97M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Healthcare Of Ontario Pension Plan… | 4.16M | — | $185.95M | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 3.82M | — | $170.60M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Cibc World Market Inc. | 3.25M | — | $145.43M | 0.3% | n/c | 1 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 2.84M | — | $127.05M | 0.2% | n/c | 1 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 2.84M | — | $127.05M | 0.2% | n/c | 1 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 2.84M | — | $127.05M | 0.2% | n/c | 1 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 2.84M | — | $127.05M | 0.2% | n/c | 1 | SEC ↗ |
| 94 | Canada Pension Plan Investment Board | 2.70M | — | $120.72M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Cetera Investment Advisers | 2.46M | — | $110.21M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Wealthfront Advisers LLC | 2.45M | — | $109.74M | 0.2% | n/c | 1 | SEC ↗ |
| 97 | Stifel Financial Corp | 2.28M | — | $101.76M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Stifel Financial Corp | 2.28M | — | $101.76M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Stifel Financial Corp | 2.28M | — | $101.76M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Stifel Financial Corp | 2.28M | — | $101.76M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $23.45M | was 0.0% |
| Wellington Management | $222,278 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,083 holders, 443.97M shares, $26.38B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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