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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
LFA - Lugano Financial Advisors SA360$22.1K0.01%new13F-HRTimeline
Citizens National Bank Trust Department360$22.1K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …364$21.5K<0.01%+1213F-HRTimelineGroup
BALLAST ADVISORS LLC346$21.2K0.01%+4613F-HR/ATimeline
Clean Yield Group345$21.1K0.01%+213F-HRTimeline
Clayton Financial Group LLC341$20.9K0.01%-10913F-HRTimeline
Turtle Creek Wealth Advisors, LLC330$20.2K<0.01%-24,89113F-HRTimeline
Perkins Coie Trust Co314$19.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…307$18.8K0.01%+1413F-HRTimelineGroup
GoalVest Advisory LLC306$18.7K<0.01%013F-HRTimeline
True Wealth Design, LLC300$18.4K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC295$18K0.01%013F-HRTimeline
Bernard Wealth Management Corp.291$17.8K0.01%-10413F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…280$17.2K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.280$17.2K<0.01%013F-HRTimeline
Avion Wealth292$17K<0.01%+5413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV284$17K<0.01%+213F-HR/ATimeline
Corsicana & Co.175$16.4K0.01%-17513F-HRTimeline
Greykasell Wealth Strategies, Inc.264$16.2K0.01%+4413F-HRTimeline
First PREMIER Bank254$16K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…260$15.9K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC257$15.8K<0.01%+25313F-HRTimeline
Lloyd Advisory Services, LLC.252$15.4K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.252$15.4K<0.01%+25113F-HRTimeline
Wealth Preservation Advisors, LLC250$15.3K0.01%-14813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …242$14.8K<0.01%new13F-HRTimelineGroup
Nvest Wealth Strategies, Inc.230$14.1K0.01%-1413F-HRTimeline
Smallwood Wealth Investment Management,…222$13.6K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC220$13.5K0.01%013F-HRTimeline
Silicon Valley Capital Partners216$13.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC212$13K<0.01%+6213F-HRTimeline
RETIREMITTEN FINANCIAL LLC212$13K0.01%13F-HRTimeline
Hamrick Investment Counsel, llc203$12.5K0.01%+113F-HRTimeline
Evergreen Advisors, LLC202$12.4K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors200$12.3K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC200$12.3K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC200$12.3K0.01%13F-HRTimeline
Vision Retirement, LLC185$11.3K<0.01%-10913F-HRTimeline
City State Bank180$11K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/182$10.8K<0.01%-60,20413F-HRTimelineGroup
WOLFF WIESE MAGANA LLC174$10.7K0.01%+16213F-HRTimeline
IMG Wealth Management, Inc.171$10.5K0.01%+113F-HRTimeline
Asset Dedication, LLC162$9.93K<0.01%-4013F-HRTimeline
Hurley Capital, LLC156$9.57K0.01%+113F-HRTimeline
Eukles Asset Management154$9.43K<0.01%+213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC150$9.19K<0.01%new13F-HRTimeline
Core Alternative Capital150$9.19K<0.01%013F-HRTimeline
Creative Capital Management Investments…148$9.07K<0.01%013F-HRTimeline
MASECO LLP142$8.7K<0.01%-2013F-HRTimeline
Richard Bernstein Advisors LLC139$8.5K<0.01%-6813F-HRTimeline
Kilter Group LLC138$8.45K<0.01%013F-HRTimeline
Bank & Trust Co134$8.21K0.01%013F-HRTimeline
Piscataqua Savings Bank130$7.96K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.120$7.35K<0.01%+5413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC116$7.11K<0.01%013F-HRTimeline
LM Advisors LLC415$6.77K0.11%+11213F-HRTimeline
GHP Investment Advisors, Inc.110$6.74K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC110$6.74K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC110$6.74K<0.01%-11913F-HRTimeline
American Capital Advisory, LLC106$6.49K<0.01%013F-HRTimeline
Aspect Partners, LLC102$6.26K<0.01%013F-HRTimeline
Summer Road LLC100$6.13K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SWAN Capital LLC96$5.88K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC96$5.88K<0.01%-18,13213F-HRTimeline
Robinswood Financial LLC92$5.68K<0.01%013F-HR/ATimeline
CURIO WEALTH, LLC86$5.27K<0.01%-21413F-HRTimeline
Financial Management Professionals, Inc.84$5.15K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC80$4.9K<0.01%013F-HRTimeline
Go Invest LLC73$4.47K<0.01%-2913F-HRTimeline
Ankerstar Wealth, LLC70$4.29K<0.01%-13013F-HRTimeline
Bogart Wealth, LLC68$4.18K<0.01%+1213F-HRTimeline
Kozak & Associates, Inc.68$3.88K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.54$3.31K<0.01%013F-HRTimeline
Atomic Invest LLC53$3.3K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc50$3.06K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC41$2.51K<0.01%+3313F-HRTimeline
3Chopt Investment Partners, LLC40$2.45K<0.01%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA40$2.45K<0.01%new13F-HRTimelineGroup
Lavaca Capital LLC36$2.18K<0.01%+113F-HRTimeline
Minot DeBlois Advisors LLC35$2.14K<0.01%-3513F-HRTimeline
Transce3nd, LLC32$1.96K0.02%013F-HRTimeline
Truvestments Capital LLC28$1.72K<0.01%-413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.28$1.72K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.21$1.29K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.18$1.1K<0.01%013F-HRTimeline
Brandywine Financial Group15$919<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC14$870<0.01%new13F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC14$858<0.01%13F-HRTimelineGroup
First Pacific Financial10$622<0.01%013F-HRTimeline
Valued Wealth Advisors LLC9$534<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division2$123<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…332,681$00%-164,85613F-HRTimelineValue filed as zero, left out of ratios.