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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Burns Matteson Capital Management, LLC3,435$210K0.08%new13F-HRTimeline
American Financial Advisors, LLC3,431$210K0.03%new13F-HRTimeline
Talon Private Wealth, LLC3,430$210K0.03%13F-HRTimeline
Windward Private Wealth Management Inc.3,419$209K0.07%new13F-HRTimeline
Gray Private Wealth, LLC3,416$209K0.11%new13F-HRTimeline
Visionary Horizons, LLC3,405$209K0.1%new13F-HRTimeline
DeDora Capital, Inc.3,400$208K0.05%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC3,400$208K0.03%new13F-HRTimeline
Sendero Wealth Management, LLC3,400$208K0.02%new13F-HRTimeline
BCGM Wealth Management, LLC3,399$208K0.05%new13F-HRTimeline
Vertex Planning Partners, LLC3,393$208K0.04%new13F-HRTimeline
one8zero8, LLC3,384$207K0.05%+76413F-HRTimeline
Second Line Capital, LLC3,474$207K0.04%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,370$206K0.01%new13F-HRTimeline
Dynamic Financial Group3,370$206K0.17%new13F-HRTimeline
Ares Financial Consulting, LLC3,500$206K0.16%+1413F-HRTimeline
Financial Life Planners3,368$206K0.16%new13F-HRTimeline
BlackDiamond Wealth Management, LLC3,345$205K0.1%-3,02813F-HRTimeline
Chesley Taft & Associates LLC3,313$203K0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC3,400$201K0.27%-1,79013F-HRTimeline
Impact Partnership Wealth, LLC3,282$201K0.02%new13F-HRTimeline
SHP Wealth Management3,269$200K0.02%+10113F-HRTimeline
My Personal CFO, LLC3,265$200K0.09%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,133$192K0.03%+7113F-HRTimeline
Reyes Financial Architecture, Inc.3,131$192K0.16%+85113F-HRTimeline
Winch Advisory Services, LLC3,109$190K0.04%-3913F-HRTimeline
HORIZON BANCORP INC /IN/3,104$190K0.09%-6213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,074$188K0.08%-1213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,910$178K0.02%013F-HRTimeline
Peterson Wealth Services2,892$177K0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC2,867$176K0.02%+2913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,852$175K0.12%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,848$174K0.1%+1,49613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,826$173K0.02%-1,45413F-HRTimeline
Forum Finance Group S.A.3,600$173K0.09%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,801$172K0.01%-4313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,000$171K<0.01%013F-HRTimeline
Park Place Capital Corp2,781$170K0.03%+2,72213F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…2,749$168K0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC2,714$166K0.15%+2,01713F-HRTimeline
WFA of San Diego, LLC2,700$165K0.13%-80013F-HRTimeline
Bullseye Investment Management, LLC2,620$161K0.09%013F-HRTimeline
Addison Advisors LLC2,608$160K0.04%+6613F-HRTimeline
Providence Capital Advisors, LLC2,594$159K0.03%-31013F-HRTimeline
Founders Capital Management2,562$157K0.08%+313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,558$157K0.06%+1,67213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,524$155K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,817$154K0.07%-82613F-HRTimeline
Friedenthal Financial2,489$152K0.08%new13F-HRTimeline
Darwin Wealth Management, LLC2,469$151K0.05%-39,17413F-HRTimeline
Cranbrook Wealth Management, LLC2,413$148K0.03%-13113F-HRTimeline
HM PAYSON & CO2,400$147K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC2,392$147K0.02%-31613F-HRTimeline
Centerpoint Advisors, LLC2,330$143K0.05%013F-HRTimeline
McIlrath & Eck, LLC2,324$142K0.01%+413F-HRTimeline
Cheviot Value Management, LLC2,324$142K0.01%013F-HRTimeline
Roble, Belko & Company, Inc2,292$140K0.02%+1,55713F-HRTimeline
Abound Wealth Management2,283$140K0.03%+11413F-HRTimeline
Root Financial Partners, LLC2,281$140K0.01%+6213F-HRTimeline
Basecamp Wealth Advisors LLC2,278$140K0.03%013F-HRTimeline
Ameliora Wealth Management Ltd.2,260$138K0.04%013F-HRTimeline
Coston, McIsaac & Partners2,262$138K0.03%+2513F-HRTimeline
True Link Financial Advisors, LLC2,228$136K0.01%new13F-HR/ATimeline
Keating Financial Advisory Services, In…2,223$136K0.02%-42113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,154$132K0.01%-16,00013F-HRTimelineGroup
Nova Wealth Management, Inc.2,142$131K0.09%+39413F-HRTimeline
Redwood Park Advisors LLC2,121$130K0.1%+1,25813F-HRTimeline
Game Plan Financial Advisors, LLC2,089$128K0.06%+30413F-HRTimeline
Global Wealth Strategies & Associates2,066$127K0.03%-36613F-HRTimeline
MTM Investment Management, LLC2,048$125K0.04%+713F-HRTimeline
Hilton Head Capital Partners, LLC2,040$125K0.07%013F-HRTimeline
Hickory Point Bank & Trust2,026$124K0.08%new13F-HRTimeline
FIRST UNITED BANK & TRUST2,010$123K0.04%+80813F-HRTimeline
BOCHK Asset Management Ltd2,000$123K0.03%new13F-HRTimeline
CVA Family Office, LLC1,999$122K0.01%+1713F-HRTimeline
Byrne Asset Management LLC1,969$121K0.07%-17813F-HRTimeline
HighMark Wealth Management LLC1,955$120K0.05%+313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,952$120K0.01%-1,07213F-HRTimeline
Versant Capital Management, Inc1,924$118K0.01%013F-HRTimeline
Bangor Savings Bank1,914$117K0.01%+3213F-HRTimeline
Strategic Investment Advisors / MI1,911$117K0.01%new13F-HRTimeline
TD Capital Management LLC1,870$115K0.01%-33913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,854$114K0.09%013F-HRTimeline
Axiom Investment Management LLC1,850$113K0.09%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,791$110K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,791$110K0.04%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,770$108K0.03%new13F-HRTimeline
Smithfield Trust Co1,770$108K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,740$107K0.03%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,732$106K0.01%+1,03613F-HRTimeline
WEST PACES ADVISORS INC.1,686$103K0.02%+113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC1,650$101K0.02%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,600$98K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA1,600$98K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,559$95.5K0.08%-113F-HRTimeline
Holos Integrated Wealth LLC1,583$95.2K0.05%+1,00513F-HRTimeline
Monetary Solutions, Ltd1,540$94.3K0.09%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,523$93K<0.01%+54113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC1,500$91.9K0.01%-25013F-HRTimeline
NFSG Corp1,492$91.4K0.02%-2,05513F-HRTimeline
Gleason Group, Inc.1,491$91.4K0.01%+913F-HRTimeline
PlanVest Financial, Inc1,475$90.4K0.07%13F-HRTimeline
Brentview Investment Management LLC1,400$85.8K0.04%013F-HRTimeline
Topsail Wealth Management, LLC1,400$85.8K0.01%013F-HRTimeline
DAGCO, INC.1,398$85.6K0.02%+1,00013F-HRTimeline
Olistico Wealth, LLC1,390$85.2K0.04%+10013F-HRTimeline
Owl Creek Wealth Partners LLC1,371$84K0.03%13F-HRTimeline
Nemes Rush Group LLC1,351$82.8K0.01%+213F-HRTimeline
Glassman Wealth Services1,340$82.1K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC1,322$81K0.05%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,317$80.7K0.01%-146,85913F-HRTimelineGroup
Seneschal Advisors, LLC1,313$80.4K0.06%-16113F-HRTimeline
Synergy Investment Management, LLC1,306$80K0.03%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,294$79K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,288$78.9K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$78.3K0.04%+113F-HRTimeline
Dorato Capital Management1,348$78.3K0.06%013F-HRTimeline
Millstone Evans Group, LLC1,264$77.4K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.1,257$77K0.01%-8913F-HRTimeline
Virginia Estate & Retirement Planning A…668$75.2K0.13%13F-HRTimeline
JPL Wealth Management, LLC1,220$74.8K0.02%new13F-HR/ATimeline
Morse Asset Management, Inc1,206$73.9K0.02%-4613F-HRTimeline
Compagnie Lombard Odier SCmA1,187$72.7K<0.01%+28513F-HRTimeline
Bollard Group LLC1,168$72K<0.01%+413F-HRTimeline
Hilltop National Bank1,170$71.7K0.02%-61013F-HRTimeline
Investors Portfolio Services LLC1,167$71.5K0.07%new13F-HRTimeline
Mascoma Wealth Management LLC1,166$71.4K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,151$70.5K0.07%-313F-HRTimeline
Rosenberg Matthew Hamilton1,150$70.5K0.01%013F-HRTimeline
Archer Investment Corp1,113$68.2K0.01%+91313F-HRTimeline
Wagner Wealth Management, LLC1,113$68.2K0.01%+14513F-HRTimeline
Cassaday & Co Wealth Management LLC1,104$67.6K<0.01%new13F-HRTimeline
Caitlin John, LLC1,104$67.6K0.04%+12213F-HRTimeline
DARA CAPITAL US, INC.1,100$67.4K0.06%013F-HRTimeline
Berbice Capital Management LLC1,100$67.4K0.04%+90013F-HRTimeline
Plante Moran Financial Advisors, LLC1,067$65.4K<0.01%-44213F-HRTimeline
Collier Financial1,064$65.2K0.05%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC1,015$62.2K0.02%+713F-HRTimeline
JDM Financial Group LLC1,008$61.8K0.02%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,000$61.3K0.01%013F-HRTimelineGroup
Dunhill Financial, LLC993$60.9K0.01%+313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…962$58.9K0.03%+26013F-HRTimeline
WealthShield Partners, LLC954$58.4K0.01%+10713F-HRTimeline
Rialto Wealth Management, LLC950$58.2K0.01%+10213F-HRTimeline
Avalon Trust Co930$57K<0.01%+45013F-HRTimeline
Family Manage LLC928$56.8K0.01%013F-HRTimeline
DecisionPoint Financial, LLC920$56.4K0.01%-46813F-HRTimeline
Paladin Advisory Group, LLC898$55K0.04%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC879$53.8K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA863$52.9K0.04%+3313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…861$52.7K0.01%+113F-HRTimeline
WestEnd Advisors, LLC821$50.3K<0.01%+5713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC816$50K0.02%013F-HRTimeline
Turim 21 Investimentos Ltda.800$49K0.01%013F-HRTimeline
Davis Capital Management800$49K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC782$47.9K0.01%+7413F-HRTimeline
DHJJ Financial Advisors, Ltd.730$44.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.729$44.6K0.02%+113F-HRTimeline
VELA Investment Management, LLC724$44.4K0.01%new13F-HR/ATimeline
PFS Partners, LLC709$43.4K0.02%-4813F-HRTimeline
Bare Financial Services, Inc704$43.1K0.01%013F-HRTimeline
Networth Advisors, LLC697$42.7K0.03%+45713F-HRTimeline
BIRCHBROOK, INC.680$41.7K0.02%013F-HRTimeline
Register Financial Advisors LLC673$41.2K0.02%+113F-HRTimeline
Signature Resources Capital Management,…658$40.3K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC654$40.1K0.03%013F-HRTimeline
Osbon Capital Management LLC633$38.8K0.03%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise617$38K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.613$37.5K0.01%+413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC600$35.7K0.02%new13F-HRTimeline
Godfrey Financial Associates, Inc.582$35.7K0.03%-5013F-HRTimeline
Costello Asset Management, INC577$35.4K0.01%-6613F-HRTimeline
CNB Bank547$33.5K0.01%+40713F-HRTimeline
Hartford Financial Management Inc.533$32.7K0.01%+18713F-HRTimeline
ALBION FINANCIAL GROUP /UT514$31.5K<0.01%new13F-HRTimeline
MilWealth Group LLC512$31.4K0.01%013F-HRTimeline
Raleigh Capital Management Inc.512$31.4K0.01%new13F-HRTimeline
Wellington Grp LLC512$31.4K0.01%-2,86013F-HRTimeline
Strengthening Families & Communities, L…500$30.6K0.01%+313F-HRTimeline
PETERSON WEALTH MANAGEMENT500$30.6K0.02%new13F-HRTimeline
Quarry LP500$30.6K0.01%new13F-HRTimeline
Midway Capital Research & Management500$30.6K0.03%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …496$30.4K<0.01%-144,56013F-HRTimelineGroup
Pacifica Partners Inc.490$30K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC486$29.8K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.486$29.8K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC454$27.8K0.01%+23413F-HRTimeline
IAG Wealth Partners, LLC448$27.4K<0.01%-22013F-HRTimeline
Washington Trust Advisors, Inc.445$27.3K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…434$26.6K<0.01%-1213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC431$26.4K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC425$26K<0.01%+213F-HRTimeline
REAP Financial Group, LLC418$25.6K0.01%+913F-HRTimeline
HOEY INVESTMENTS, INC400$24.5K<0.01%-60013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.400$24.5K0.07%013F-HRTimeline
Fortitude Family Office, LLC400$24.5K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$24.5K0.01%013F-HRTimeline
Trask Adam Roland400$24.5K0.02%13F-HRTimeline
SOA Wealth Advisors, LLC.390$23.9K<0.01%+213F-HRTimeline
Stone House Investment Management, LLC380$23.3K<0.01%013F-HRTimeline