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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
United Community Bankin group United Community Bank110$9.42K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC110$9.42K0.01%13F-HRTimeline
Silicon Valley Capital Partners108$9.25K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP108$9.25K0.01%013F-HRTimeline
Covestor Ltd101$9K0.01%-1,15013F-HRTimeline
Minot DeBlois Advisors LLC105$8.99K0.01%13F-HRTimeline
Sachetta, LLC100$8.57K<0.01%013F-HRTimeline
Park Place Capital Corp100$8.55K<0.01%-51813F-HRTimeline
Versant Capital Management, Inc90$7.71K<0.01%013F-HRTimeline
Colony Family Offices, LLC87$7.45K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.83$7.1K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC81$6.95K<0.01%+113F-HRTimeline
Pacifica Partners Inc.80$6.93K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC80$6.85K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…78$6.68K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC77$6.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC77$6.51K0.01%+2613F-HRTimeline
EnRich Financial Partners LLC75$6.42K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC75$6.42K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC73$6.22K<0.01%+113F-HRTimeline
Menard Financial Group LLC72$6.17K<0.01%-11,80613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC72$6.17K<0.01%013F-HRTimeline
Bank & Trust Co67$5.74K<0.01%013F-HRTimeline
Elequin Capital, LP65$5.57K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC64$5.47K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC62$5.31K<0.01%13F-HRTimeline
City State Bank60$5.14K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$5.13K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC58$4.97K<0.01%013F-HRTimeline
Eukles Asset Management56$4.8K<0.01%013F-HRTimeline
Summer Road LLC50$4.51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspect Partners, LLC51$4.38K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC50$4.32K<0.01%-24013F-HRTimeline
LGT Financial Advisors LLC48$4.11K0.01%-8813F-HRTimeline
WPG Advisers, LLC44$3.75K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC44$3.73K<0.01%-2,33513F-HRTimeline
Brooklyn Investment Group43$3.68K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.39$3.34K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC39$3.3K<0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC36$3.08K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc30$2.57K<0.01%+1013F-HRTimeline
OARSMAN CAPITAL, INC.29$2.48K<0.01%-47713F-HRTimeline
Pingora Partners LLC29$2.48K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27$2.31K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division27$2.31K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.25$2.14K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC28$2K<0.01%-2013F-HRTimeline
Weaver Capital Management LLC23$1.97K<0.01%+313F-HRTimeline
Prestige Wealth Management Group LLC23$1.97K<0.01%013F-HR/ATimeline
Truvestments Capital LLC22$1.89K<0.01%-4713F-HRTimeline
Cedar Wealth Management, LLC20$1.71K<0.01%-30,22513F-HRTimeline
Tower View Wealth Management LLC19$1.63K<0.01%-813F-HRTimeline
Lavaca Capital LLC17$1.47K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.17$1.46K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.14$1.2K<0.01%13F-HRTimeline
Coston, McIsaac & Partners15$1K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.11$967<0.01%13F-HRTimeline
Valued Wealth Advisors LLC11$918<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.7$6690.06%-8,29313F-HRTimeline
AllSquare Wealth Management LLC3$257<0.01%013F-HRTimeline
West Oak Capital, LLC200$1710.01%013F-HR/ATimeline
RE Dickinson Investment Advisors, LLC160$1370.01%013F-HR/ATimeline
Parallax Volatility Advisers, L.P.1$86<0.01%-166,70913F-HRTimeline
Friedenthal Financial1$86<0.01%013F-HRTimeline
FLP Wealth Management, LLC1$86<0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC1$77<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC0$43<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$20<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.