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XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OXFORD FINANCIAL GROUP, LTD. LLC27$2.52K<0.01%013F-HRTimeline
Richardson Capital Management LLC22$2.06K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC21$1.96K<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC20$1.87K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$1.78K<0.01%-22,65013F-HRTimelineGroup
Lavaca Capital LLC17$1.61K<0.01%013F-HRTimeline
Asset Management One Co., Ltd.17$1.59K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.14$1.31K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.11$1.06K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC11$1.03K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC11$1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners15$1K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$824<0.01%+1013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4$374<0.01%-60013F-HRTimeline
AllSquare Wealth Management LLC3$280<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$188<0.01%new13F-HRTimeline
West Oak Capital, LLC200$1870.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$93<0.01%013F-HRTimeline
Schonfeld Strategic Advisors LLC1$93<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division1$93<0.01%-2613F-HRTimeline
EQ WEALTH ADVISORS, LLC1$93<0.01%new13F-HRTimeline
Park Place Capital Corp1$72<0.01%-9913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-72,31113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.