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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Creative Capital Management Investments…148$6.62K<0.01%+7413F-HRTimeline
OPTIMA CAPITAL LLC148$6.6K<0.01%new13F-HRTimeline
CNB Bank140$6.26K<0.01%+7013F-HRTimeline
Kilter Group LLC138$6.17K<0.01%+6813F-HRTimeline
Bank & Trust Co134$5.99K<0.01%+6713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC116$5.19K<0.01%-21513F-HRTimeline
JNBA Financial Advisors114$5.1K<0.01%+2313F-HRTimeline
GHP Investment Advisors, Inc.110$4.92K<0.01%+5513F-HRTimeline
Private Wealth Management Group, LLC110$4.92K<0.01%+1013F-HRTimeline
American Capital Advisory, LLC106$4.74K<0.01%-3713F-HRTimeline
Go Invest LLC102$4.58K<0.01%13F-HRTimeline
Aspect Partners, LLC102$4.57K<0.01%+5113F-HRTimeline
Jessup Wealth Management, Inc98$4.38K<0.01%new13F-HRTimeline
SWAN Capital LLC96$4.29K<0.01%+3113F-HRTimeline
Robinswood Financial LLC92$4.15K<0.01%+4613F-HRTimeline
Beaird Harris Wealth Management, LLC89$4K<0.01%+4413F-HRTimeline
Financial Management Professionals, Inc.84$3.76K<0.01%+4213F-HRTimeline
CDKV HOLDINGS LLC80$3.58K<0.01%13F-HRTimeline
Kozak & Associates, Inc.68$3.17K<0.01%+3413F-HRTimeline
Minot DeBlois Advisors LLC70$3.13K<0.01%+2013F-HRTimeline
DiNuzzo Private Wealth, Inc.66$2.95K<0.01%-4813F-HRTimeline
Park Place Capital Corp59$2.63K<0.01%+2913F-HRTimeline
Bogart Wealth, LLC56$2.5K<0.01%+2813F-HRTimeline
Strategic Advocates LLC55$2.47K<0.01%+2713F-HRTimeline
Aventus Investment Advisors, Inc.54$2.41K<0.01%+1213F-HRTimeline
Advanced Asset Management Advisors Inc50$2.24K<0.01%+2513F-HRTimeline
WealthCollab, LLC40$1.79K<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC40$1.79K<0.01%+2013F-HRTimeline
Inlight Wealth Management, LLC40$1.79K<0.01%new13F-HRTimeline
Transce3nd, LLC32$1.59K0.01%+1613F-HRTimeline
Lavaca Capital LLC35$1.58K<0.01%+1713F-HRTimeline
Truvestments Capital LLC32$1.43K<0.01%+1013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.28$1.25K<0.01%-8013F-HRTimeline
Key Capital Management, INC26$1.16K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.23$1.04K<0.01%+1113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.18$919<0.01%13F-HRTimeline
SJS Investment Consulting Inc.16$716<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC12$537<0.01%+613F-HRTimeline
First Pacific Financial10$451<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.10$447<0.01%+513F-HRTimeline
Valued Wealth Advisors LLC9$390<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC8$371<0.01%-1,38713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$358<0.01%+413F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.8$358<0.01%13F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC4$182<0.01%+213F-HRTimeline
Central Pacific Bank - Trust Division2$89<0.01%+113F-HRTimeline
Kingdom Financial Group LLC.1$60<0.01%new13F-HRTimeline
New Millennium Group LLC1$23<0.01%+113F-HRTimeline
Vinland Capital Management Gestora de R…0$00%-3,40013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
VESTOR CAPITAL, LLC970,985$9.23K+890,53413F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.