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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,025 managers (2,051 13F filers) reported a position in XLE shares at 2026-06-30, 441,429,295 shares in all. 136 filers opened a position and 215 filers sold out during the quarter.

Managers
2,025
13F filers
2,051
New
136
Added
782
Reduced
853
Sold out
215
Shares held by filers
441,429,295

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST UNITED BANK & TRUST1,806$95.9K0.03%-20413F-HRTimeline
Smithfield Trust Co1,770$94K<0.01%013F-HRTimeline
VIMA LLC1,769$94K0.09%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,740$92.4K0.02%013F-HRTimeline
Bullseye Investment Management, LLC1,720$91.3K0.04%-90013F-HRTimeline
Glassman Wealth Services1,710$90.8K0.01%+37013F-HRTimeline
Bravera Wealth1,696$90.1K0.03%new13F-HRTimeline
WEST PACES ADVISORS INC.1,687$89.6K0.02%+113F-HRTimeline
Darwin Wealth Management, LLC1,671$88.8K0.02%-79813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,648$88K<0.01%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Reyes Financial Architecture, Inc.1,632$86.7K0.05%-1,49913F-HRTimeline
Holos Integrated Wealth LLC1,584$86.6K0.04%+113F-HRTimeline
Integrity Financial Corp /WA1,600$85K0.04%013F-HRTimeline
Mascoma Wealth Management LLC1,588$84.3K0.02%+42213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,556$82.6K0.06%-313F-HRTimeline
Viewpoint Capital Management LLC1,490$81.8K0.04%-4,35013F-HRTimeline
Monetary Solutions, Ltd1,540$81.8K0.07%013F-HRTimeline
Biltmore Family Office, LLC1,518$80.6K0.01%+1813F-HRTimeline
Gleason Group, Inc.1,502$79.8K0.01%+1113F-HRTimeline
CSS LLC/IL1,486$78.9K<0.01%-5,53413F-HRTimeline
PlanVest Financial, Inc1,476$78.4K0.05%+113F-HRTimeline
Markowski Investments1,407$74.7K0.02%13F-HRTimeline
Brentview Investment Management LLC1,400$74.4K0.03%013F-HRTimeline
Topsail Wealth Management, LLC1,400$74.4K0.01%013F-HRTimeline
Dorato Capital Management1,348$74.2K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.1,395$74.1K0.02%new13F-HRTimeline
Olistico Wealth, LLC1,390$73.8K0.03%013F-HRTimeline
Owl Creek Wealth Partners LLC1,381$73.3K0.02%+1013F-HRTimeline
Seneschal Advisors, LLC1,363$72.4K0.05%+5013F-HRTimeline
Nemes Rush Group LLC1,357$72.1K0.01%+613F-HRTimeline
Physician Wealth Advisors, Inc.1,353$71.9K0.01%+9613F-HRTimeline
BOCHK Asset Management Ltd1,350$71.7K0.01%-65013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,345$71.4K0.01%-38713F-HRTimeline
Delos Wealth Advisors, LLC1,322$70.2K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,294$69K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,288$68.4K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,264$67.1K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC1,249$66.3K0.01%+46713F-HRTimeline
Nova Wealth Management, Inc.1,239$65.8K0.04%-90313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,235$65.6K0.03%-4313F-HRTimeline
Morse Asset Management, Inc1,196$63.5K0.01%-1013F-HRTimeline
Compagnie Lombard Odier SCmA1,187$63K<0.01%013F-HRTimeline
Hilltop National Bank1,170$62.1K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,161$61.7K0.05%+1013F-HRTimeline
Rosenberg Matthew Hamilton1,150$61.1K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,129$60K<0.01%+2513F-HRTimeline
DARA CAPITAL US, INC.1,100$58.9K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,088$57.8K0.02%13F-HRTimeline
BALLAST ADVISORS LLC1,071$56.9K0.01%+72513F-HRTimeline
Collier Financial1,064$56.5K0.04%013F-HRTimeline
Highland Investment Advisors LLC1,054$56K0.02%13F-HRTimeline
Synergy Investment Management, LLC1,038$55.1K0.01%-26813F-HRTimeline
LifeSteps Financial, Inc.1,024$54.4K0.03%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC1,022$54.3K0.02%+713F-HRTimeline
JDM Financial Group LLC1,008$53.5K0.02%013F-HRTimeline
Eurizon Asset Management Hungary Ltd.1,000$53.1K0.06%-9,00013F-HRTimeline
TRUST CO OF VERMONT986$52.4K<0.01%13F-HRTimeline
StrongBox Wealth, LLC984$52.3K0.01%new13F-HRTimeline
Bollard Group LLC983$52K<0.01%-18513F-HRTimeline
WestEnd Advisors, LLC971$51.6K<0.01%+15013F-HRTimeline
Family Manage LLC928$49.3K0.01%013F-HRTimeline
Fortitude Family Office, LLC920$48.9K0.01%+52013F-HRTimeline
Paladin Advisory Group, LLC898$47.7K0.03%013F-HRTimeline
BIRCHBROOK, INC.881$46.8K0.02%+20113F-HRTimeline
MassMutual Private Wealth & Trust, FSB857$45.5K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA830$44.1K0.02%-3313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC816$43.3K0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC810$43K0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.800$42.5K0.01%013F-HRTimeline
Davis Capital Management800$42.5K0.03%013F-HRTimeline
Wagner Wealth Management, LLC767$40.7K0.01%-34613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC747$39.7K0.02%-13213F-HRTimeline
DHJJ Financial Advisors, Ltd.730$38.8K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.728$38.7K0.01%-113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…727$38.6K0.02%-23513F-HRTimeline
Towne Trust Company, N.A720$38.2K0.01%new13F-HRTimeline
Dunhill Financial, LLC712$37.8K0.01%-28113F-HRTimeline
PFS Partners, LLC712$37.8K0.02%+313F-HRTimeline
Bare Financial Services, Inc704$37.4K0.01%013F-HRTimeline
Networth Advisors, LLC702$37.3K0.02%+513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.678$36K0.01%new13F-HRTimeline
Register Financial Advisors LLC674$35.8K0.01%+113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…665$35.3K0.01%-19613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.663$35.2K<0.01%-65413F-HRTimelineGroup
Signature Resources Capital Management,…658$34.9K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC654$34.7K0.02%013F-HRTimeline
Forum Finance Group S.A.800$34K0.01%-2,80013F-HRTimeline
Caitlin John, LLC638$33.9K0.02%-46613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise617$33K<0.01%013F-HRTimelineGroup
Windsor Advisory Group, LLC618$32.8K0.02%-9,24213F-HRTimeline
Vermillion Wealth Management, Inc.618$32.8K0.01%+513F-HRTimeline
ALBION FINANCIAL GROUP /UT597$31.7K<0.01%+8313F-HRTimeline
Godfrey Financial Associates, Inc.582$30.9K0.02%013F-HRTimeline
Costello Asset Management, INC581$30.9K0.01%+413F-HRTimeline
Hartford Financial Management Inc.570$30.3K0.01%+3713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding568$30.2K-75,323Timeline
OBSIDIAN CIO, LLC562$29.8K0.02%-2,15213F-HRTimeline
Rialto Wealth Management, LLC550$29.2K0.01%-40013F-HRTimeline
CNB Bank547$29.1K0.01%013F-HRTimeline
WealthShield Partners, LLC534$28.4K<0.01%-42013F-HRTimeline
Raleigh Capital Management Inc.516$27.4K0.01%+413F-HRTimeline
MilWealth Group LLC512$27.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.506$26.9K0.01%+2013F-HRTimeline
Strengthening Families & Communities, L…504$26.8K0.01%+413F-HRTimeline
SUMMIT SECURITIES GROUP LLC500$26.6K0.01%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT500$26.6K0.01%013F-HRTimeline
Midway Capital Research & Management500$26.6K0.02%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC495$26.3K<0.01%+16513F-HRTimeline
Pacifica Partners Inc.490$26.1K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC487$25.7K0.02%+113F-HRTimeline
Avalon Trust Co480$25.5K<0.01%-45013F-HRTimeline
Plante Moran Financial Advisors, LLC464$24.6K<0.01%-60313F-HRTimeline
Kingdom Financial Group LLC.462$24.5K0.01%+21013F-HRTimeline
IAG Wealth Partners, LLC448$23.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC433$23K<0.01%+1513F-HRTimeline
HHM Wealth Advisors, LLC426$22.6K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL417$22.1K0.01%+1713F-HRTimeline
HOEY INVESTMENTS, INC400$21.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.400$21.2K0.05%013F-HRTimeline
Q Fund Management (Hong Kong) Ltd400$21.2K0.02%new13F-HRTimeline
Burnham & Co LLC400$21.2K0.02%13F-HRTimeline
Game Plan Financial Advisors, LLC399$21.2K0.01%-1,69013F-HRTimeline
SOA Wealth Advisors, LLC.393$20.9K<0.01%+313F-HRTimeline
Stone House Investment Management, LLC380$20.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC378$20.1K<0.01%+16613F-HRTimeline
CDKV HOLDINGS LLC365$19.4K0.02%+28513F-HRTimeline
Citizens National Bank Trust Department360$19.1K<0.01%013F-HRTimeline
Corsicana & Co.350$18.6K0.01%+17513F-HRTimeline
Clean Yield Group348$18.5K<0.01%+313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…328$17.4K<0.01%-10613F-HRTimeline
Perkins Coie Trust Co314$16.7K<0.01%013F-HRTimeline
GoalVest Advisory LLC306$16.3K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC300$15.9K<0.01%+15013F-HRTimeline
Your Advocates Ltd., LLP300$15.9K<0.01%new13F-HRTimeline
True Wealth Design, LLC300$15.9K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC295$15.6K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC292$15.6K<0.01%+3513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC291$15.5K0.01%+25013F-HRTimeline
Avion Wealth297$15K<0.01%+513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV286$15K<0.01%+213F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…280$14.9K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.280$14.9K<0.01%013F-HR/ATimeline
Atlantic Edge Private Wealth Management…260$13.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC258$13.7K<0.01%+14813F-HRTimeline
Montgomery Financial Services LLC258$13.7K0.01%13F-HRTimeline
IMG Wealth Management, Inc.257$13.6K0.01%+8613F-HRTimeline
Investors Portfolio Services LLC255$13.5K0.01%-91213F-HRTimeline
Virginia Estate & Retirement Planning A…254$13.5K0.02%-41413F-HRTimeline
Graney & King, LLC254$13.5K<0.01%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD243$12.9K<0.01%-3,42413F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …242$12.9K<0.01%13F-HRTimelineGroup
Nvest Wealth Strategies, Inc.230$12.2K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…222$11.8K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC220$11.7K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.220$11.7K<0.01%-4413F-HRTimeline
Silicon Valley Capital Partners216$11.5K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.211$11.2K<0.01%-8013F-HRTimeline
Hamrick Investment Counsel, llc205$10.9K0.01%+213F-HRTimeline
Newton One Investments LLC200$10.6K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC200$10.6K<0.01%013F-HRTimeline
First PREMIER Bank191$10K<0.01%-6313F-HRTimeline
Versant Capital Management, Inc180$9.56K<0.01%-1,74413F-HRTimeline
City State Bank180$9.56K<0.01%013F-HRTimeline
Planning Strategies Inc.176$9.35K0.01%13F-HRTimeline
Brooklyn FI, LLC157$9.29K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC171$9.07K<0.01%-313F-HRTimeline
Robinswood Financial LLC170$9.06K<0.01%+7813F-HRTimeline
Hurley Capital, LLC157$8.36K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.154$8.18K<0.01%+3413F-HRTimeline
Core Alternative Capital150$7.97K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC150$7.97K<0.01%new13F-HRTimeline
Asset Dedication, LLC144$7.65K<0.01%-1813F-HRTimeline
Eukles Asset Management144$7.65K<0.01%-1013F-HRTimeline
Orion Capital Management LLC139$7.38K<0.01%new13F-HRTimeline
Kilter Group LLC138$7.33K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC136$7.22K<0.01%new13F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC136$7.21K<0.01%new13F-HRTimeline
Bank & Trust Co134$7.12K<0.01%013F-HRTimeline
Vision Retirement, LLC132$7.01K<0.01%-5313F-HRTimeline
Piscataqua Savings Bank130$6.9K<0.01%013F-HRTimeline
Aspect Partners, LLC126$6.71K<0.01%+2413F-HRTimeline
Fairway Wealth LLC120$6.37K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC116$6.16K<0.01%013F-HRTimeline
Go Invest LLC115$6.12K<0.01%+4213F-HRTimeline
GHP Investment Advisors, Inc.110$5.84K<0.01%013F-HRTimeline
First Pacific Financial107$5.68K<0.01%+9713F-HRTimeline
American Capital Advisory, LLC106$5.63K<0.01%013F-HRTimeline
JPL Wealth Management, LLC100$5.31K<0.01%-1,12013F-HRTimeline
SWAN Capital LLC96$5.1K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC96$5.1K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC91$4.81K<0.01%-22,39713F-HRTimeline
Atomic Invest LLC89$4.74K<0.01%+3613F-HRTimeline
Mosley Wealth Management85$4.53K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.84$4.46K<0.01%013F-HRTimeline
Miller Global Investments, LLC83$4.41K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC70$3.72K<0.01%013F-HRTimeline
Bogart Wealth, LLC69$3.64K<0.01%+113F-HRTimeline
Community Financial Services Group, LLC68$3.59K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.68$3.59K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.60$3.19K<0.01%-19213F-HRTimeline