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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,013 managers (2,039 13F filers) reported a position in XLE shares at 2026-06-30, 441,249,606 shares in all. 135 filers opened a position and 214 filers sold out during the quarter.

Managers
2,013
13F filers
2,039
New
135
Added
778
Reduced
847
Sold out
214
Shares held by filers
441,249,606

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Crescent Grove Advisors, LLC201,640$10.7M0.91%-22413F-HRTimeline
JBF Capital, Inc.200,000$10.6M1.39%new13F-HRTimeline
Arkadios Wealth Advisors198,251$10.5M0.16%+90713F-HRTimeline
NTV Asset Management LLC196,871$10.5M1.02%-10,98513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.196,467$10.4M0.03%-55,20313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.194,861$10.3M0.02%-38813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …192,568$10.2M0.07%-18,79913F-HRTimelineGroup
Ausdal Financial Partners, Inc.189,623$10.1M0.39%-43,34013F-HRTimeline
Strategic Equity Management188,569$10M3.36%+20,57713F-HRTimeline
Concentric Capital Strategies, LP188,488$10M0.62%+184,00113F-HRTimeline
Ted Buchan & Co187,481$9.96M3.26%+3,52313F-HRTimeline
Busey Bank187,335$9.95M0.24%+76313F-HRTimeline
Bellwether Advisors, LLC186,936$9.93M1.47%+152,30213F-HRTimeline
J.W. COLE ADVISORS, INC.186,006$9.88M0.17%-26,86013F-HRTimeline
Lake Hills Wealth Management, LLC184,271$9.79M4.45%+53,78613F-HRTimeline
Foundations Investment Advisors, LLC183,749$9.76M0.1%-116,30513F-HRTimeline
Foguth Wealth Management, LLC.168,340$9.75M1.11%+30,87913F-HRTimeline
Madrona Financial Services, LLC183,490$9.75M1.8%+7,65613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP182,863$9.71M0.95%+13,27913F-HRTimeline
Vickerman Investment Advisors, Inc.182,273$9.68M1.88%-22,42613F-HRTimeline
Valmark Advisers, Inc.179,688$9.54M0.1%-17,22613F-HRTimeline
Biltmore Wealth Management, LLC179,193$9.52M2.97%-6,56913F-HRTimeline
SIMON QUICK ADVISORS, LLC176,958$9.4M0.38%-2,00713F-HRTimeline
FMR LLCin group FMR LLC176,838$9.39M<0.01%-378,73813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC176,610$9.38M0.18%-57,18613F-HRTimeline
GTS SECURITIES LLC176,367$9.37M0.2%-362,89813F-HRTimeline
Prime Capital Investment Advisors, LLC175,246$9.31M0.09%+84,70913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.174,973$9.29M0.75%+48,01913F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT174,918$9.29M0.5%-3,59213F-HRTimelineGroup
Baker Avenue Asset Management, LP173,815$9.23M0.18%-25,91713F-HRTimeline
Prospera Financial Services Inc172,618$9.17M0.13%+18,22613F-HRTimeline
Verition Fund Management LLC171,216$9.09M0.06%+33,23213F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA171,152$9.09M0.04%+2,58313F-HRTimelineGroup
WBH ADVISORY INC168,827$8.97M0.6%+22,62313F-HRTimeline
CHEMUNG CANAL TRUST CO167,908$8.92M1.65%-13,23513F-HRTimeline
Bryn Mawr Trust Advisors, LLC167,860$8.92M0.39%-5,09513F-HRTimeline
Gotham Asset Management, LLC167,707$8.91M0.02%+64,28813F-HRTimeline
Warwick Investment Management, Inc.162,692$8.64M0.97%+75313F-HRTimeline
Krilogy Financial LLC161,986$8.6M0.25%-1,57013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC161,345$8.57M2.89%+9,27213F-HRTimeline
Kiker Wealth Management, LLC159,977$8.5M3.32%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL158,803$8.43M0.03%-236,78013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC158,410$8.41M0.43%+43,85813F-HRTimeline
FAGAN ASSOCIATES, INC.158,083$8.4M1.03%-1,58313F-HRTimeline
Sigma Planning Corp157,801$8.38M0.21%+22,97913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC157,572$8.37M2.46%-28,52013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC156,284$8.3M0.03%+24,72113F-HRTimelineGroup
J. Goldman & Co LP155,153$8.24M0.29%+129,62813F-HRTimeline
Farther Finance Advisors, LLC154,804$8.22M0.06%+7,94613F-HRTimeline
Summit Financial, LLC151,986$8.07M0.09%-5013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC149,961$7.96M0.36%+64613F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV149,552$7.9M1.66%-98513F-HRTimeline
Cercano Management LLC148,672$7.9M1.05%013F-HR/ATimeline
IFP Advisors, Inc148,671$7.9M0.14%+93,74213F-HRTimeline
Royal Fund Management, LLC147,897$7.85M0.66%+138,02413F-HRTimeline
Hollow Brook Wealth Management LLC147,312$7.82M1.56%-6,58413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.146,918$7.8M0.16%-5,68813F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/146,911$7.8M0.16%-6,15313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC144,817$7.69M3.35%+1,67513F-HRTimeline
Cooper Capital Advisors LLC144,420$7.67M3.33%+140,13313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding144,169$7.66M-3,227,677Timeline
Scarborough Advisors, LLC132,843$7.65M0.88%-1,30713F-HRTimeline
Thomasville National Bank143,201$7.61M0.42%13F-HRTimeline
Financial Enhancement Group LLC142,533$7.57M0.9%+4,89613F-HRTimeline
Black Swift Group, LLC141,412$7.51M1.09%-32,22513F-HRTimeline
Kingsview Wealth Management, LLC141,338$7.51M0.09%-6,78413F-HRTimeline
Sequoia Financial Advisors, LLC141,274$7.5M0.04%+4,69813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC141,025$7.49M1.19%-9,84213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK140,399$7.46M0.03%-3,04913F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC139,668$7.42M0.53%-59013F-HRTimeline
Sharp Wealth Advisory, LLC136,380$7.24M3.36%+132,28013F-HRTimeline
IMZ Advisory Inc134,485$7.14M2.26%+23,61213F-HRTimeline
January Capital Advisors LLC133,886$7.11M5.94%+98,14013F-HRTimeline
Parallel Advisors, LLC133,842$7.11M0.11%-1,82213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp133,558$7.09M<0.01%-8,94013F-HRTimelineGroup
Traynor Capital Management, Inc.132,831$7.05M0.33%+1,49913F-HRTimeline
King Wealth Management Group131,503$6.98M0.76%-2,00613F-HRTimeline
HARBOUR INVESTMENTS, INC.131,395$6.98M0.09%-33,81113F-HRTimeline
Grove Bank & Trust129,408$6.87M0.68%-117,73713F-HRTimeline
Mutual Advisors, LLC129,047$6.85M0.13%-30,13513F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.128,950$6.85M0.05%-62,64713F-HRTimeline
HighPoint Advisor Group LLC128,162$6.81M0.24%+30,21513F-HRTimeline
Savant Capital, LLC117,435$6.72M0.02%+57,57313F-HRTimeline
Magnus Financial Group LLC125,791$6.68M0.47%+69913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…125,837$6.68M0.03%-14,94913F-HRTimelineGroup
Fisher Asset Management, LLC124,937$6.64M<0.01%-25,39613F-HRTimeline
One Wealth Map LLC112,418$6.59M3.08%+3,30313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI123,605$6.56M0.3%+3,15613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …123,795$6.54M0.01%+123,43113F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding122,732$6.52M-25,881Timeline
Algorithmic Investment Models, LLC120,252$6.39M7.39%+6,83613F-HRTimeline
Enclave Advisors LLC119,936$6.37M0.83%-14,15513F-HRTimeline
Financial Freedom, LLC118,822$6.31M2.9%-31713F-HRTimeline
MONEYWISE, INC.118,532$6.3M2.35%+16,68113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding117,300$6.23M-28,446Timeline
STERLING INVESTMENT MANAGEMENT, LLC117,244$6.23M3.42%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding116,608$6.19M+66,731Timeline
GW HENSSLER & ASSOCIATES LTD116,556$6.19M0.28%+813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC115,541$6.14M0.19%+21,18713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding113,927$6.05M+4,392Timeline
Advyzon Investment Management, LLC112,857$5.99M0.43%-32,52113F-HRTimeline
Investors Research Corp112,616$5.98M1.07%-3,36413F-HRTimeline
BOS Asset Management, LLC112,437$5.97M1.39%+10,02713F-HRTimeline
NorthRock Partners, LLC112,406$5.97M0.09%+36,38013F-HRTimeline
Bleakley Financial Group, LLC111,775$5.94M0.08%-55813F-HRTimeline
SCOTIA CAPITAL INC.111,544$5.92M0.02%-50,77913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC111,302$5.91M0.1%-96513F-HRTimeline
Harbour Wealth Management Group, Inc.110,291$5.86M3.96%+18,43713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC110,009$5.84M1.3%+34,71713F-HRTimeline
Focus Financial Network, Inc.109,738$5.83M0.18%+14,94513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management108,941$5.79M0.06%-159,90113F-HRTimelineGroup
World Investment Advisors101,393$5.75M0.1%+17,23013F-HRTimeline
Buska Wealth Management, LLC108,127$5.74M2.07%-8,47813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,101$5.7M0.03%-1,47613F-HRTimelineGroup
Corecam Pte. Ltd.107,050$5.69M2.15%new13F-HRTimeline
Western Wealth Management, LLC106,921$5.68M0.19%-9,25113F-HRTimeline
VAN STRUM & TOWNE INC.105,656$5.61M1.53%+1,74313F-HRTimeline
McCollum Christoferson Group LLC104,978$5.58M1.64%-2,77013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.103,811$5.51M3.76%-10,60313F-HRTimeline
IHT Wealth Management, LLC103,750$5.51M0.12%-86,27213F-HRTimeline
Roundview Capital LLC102,747$5.46M0.3%+49313F-HRTimeline
Integrated Advisors Network LLC102,396$5.44M0.25%+39,21213F-HRTimeline
AlphaCore Capital LLC102,010$5.42M0.1%-12,02913F-HRTimeline
Aptus Capital Advisors, LLC101,830$5.41M0.04%+69013F-HRTimeline
180 WEALTH ADVISORS, LLC101,817$5.41M0.54%-5,66713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC101,332$5.38M0.1%+3,69013F-HRTimeline
WealthCare Investment Partners, LLC100,666$5.35M1.3%+83313F-HRTimeline
3EDGE Asset Management, LP100,452$5.34M0.24%-10,38513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding100,255$5.32M+1,461Timeline
Global Retirement Partners, LLC100,035$5.31M0.08%13F-HRTimeline
Caption Management, LLC99,516$5.29M0.19%+76,40013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV99,434$5.28M0.25%+3,55313F-HRTimeline
Canton Hathaway, LLC99,060$5.26M1.01%+1,11513F-HRTimeline
Snowden Capital Advisors LLC99,051$5.26M0.12%+11,18713F-HRTimeline
Signal Advisors Wealth, LLC98,704$5.24M0.27%+23,51513F-HRTimeline
Telos Capital Management, Inc.98,251$5.22M0.46%+1,54013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC98,137$5.21M1.11%-7,51713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC97,683$5.19M0.06%-24,69713F-HRTimelineGroup
Rise Advisors, LLC97,371$5.17M1.46%-9,61313F-HRTimeline
Evolution Wealth Advisors, LLC97,200$5.16M0.6%-91613F-HRTimeline
Rockport Wealth LLC97,104$5.16M0.87%-24,97313F-HRTimeline
Jupiter Wealth Management LLC96,962$5.15M2.06%-6,84613F-HRTimeline
LS Investment Advisors, LLC96,956$5.15M0.7%+113F-HRTimeline
Mountain Hill Investment Partners Corp.96,624$5.13M2.91%+113F-HRTimeline
CWA Asset Management Group, LLC95,331$5.06M0.16%-2,92513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC95,238$5.06M0.19%+17,34413F-HRTimeline
Pekin Hardy Strauss, Inc.95,113$5.05M0.45%-10013F-HRTimeline
Maridea Wealth Management LLC94,059$5M0.54%-27,10813F-HRTimeline
ALLIANCEBERNSTEIN L.P.80,981$4.96M<0.01%-13,03013F-HRTimeline
Allworth Financial LP93,149$4.95M0.02%-62613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC92,467$4.91M1.21%+1,59913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC92,376$4.91M1.53%-8,32113F-HRTimeline
Regal Investment Advisors LLC92,183$4.9M0.25%-2,37413F-HRTimeline
FOCUS Wealth Advisors, LLC92,091$4.89M2.27%-3,92913F-HRTimeline
Gateway Wealth Partners, LLC90,956$4.83M0.29%-44,55613F-HRTimeline
Crumly & Associates Inc.90,826$4.82M0.92%-24,62413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,619$4.79M0.05%-7,33113F-HRTimelineGroup
Point Nemo Capital, LLC90,131$4.79M2.42%new13F-HRTimeline
Larson Financial Group LLC90,081$4.78M0.13%+26,51213F-HRTimeline
Stillwater Capital Advisors, LLC89,601$4.76M0.49%-18713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC89,040$4.73M0.19%-68,88013F-HRTimeline
IEQ CAPITAL, LLC88,666$4.71M0.02%-8,94813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management88,090$4.68M0.01%-92,44613F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.87,406$4.64M0.01%+45,34413F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.84,594$4.64M1.96%-8,76113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC86,492$4.59M0.43%+5,62113F-HRTimeline
Horizon Investments, LLC86,355$4.59M0.05%-20,86113F-HRTimeline
Stockman Wealth Management, Inc.85,994$4.57M0.47%-3,12813F-HRTimeline
Turn8 Private Wealth Inc.80,760$4.57M3.05%-18,12013F-HRTimeline
Kovack Advisors, Inc.86,373$4.56M0.22%-24,16913F-HRTimeline
Eddie Patel Inc85,920$4.56M2.73%-66,43013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC85,919$4.56M0.05%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp84,533$4.49M0.11%+98913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC84,213$4.47M0.03%+6,34113F-HRTimeline
MONECO ADVISORS, LLC84,003$4.46M0.27%+4,34613F-HRTimeline
MRA Advisory Group83,685$4.44M1.61%-1,49413F-HRTimeline
Chicago Wealth Management, Inc.83,157$4.42M1.57%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC83,116$4.41M0.64%+48713F-HRTimeline
RH Tailwind Management, LLC83,000$4.41M2.06%+46,00013F-HRTimeline
M3 Advisory Group, LLC82,874$4.4M2.28%+1,72813F-HRTimeline
Winthrop Capital Management, LLC82,707$4.39M1.06%+1,68313F-HRTimeline
Financial Guidance Group, Inc.82,447$4.38M1.64%-27313F-HRTimeline
Compass Wealth Management, LLC/GA82,385$4.38M1.74%+2,78613F-HRTimeline
LOWE BROCKENBROUGH & CO INC82,336$4.37M0.19%-33013F-HRTimeline
Riggs Asset Managment Co. Inc.82,065$4.36M0.78%-11,56113F-HRTimeline
Headlands Technologies LLC81,995$4.35M0.46%-126,29313F-HRTimeline
Valor Advisors LLC81,790$4.34M3.2%013F-HRTimeline
Performance Wealth Partners, LLC81,626$4.34M0.11%-463,17513F-HRTimeline
Grand Central Investment Group81,436$4.33M3.62%-22013F-HRTimeline
PINNACLE ASSOCIATES LTD81,368$4.32M0.05%-32,93613F-HRTimeline
Meridian Wealth Management, LLC81,285$4.31M0.13%-93113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC80,669$4.28M0.07%-4,69713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.80,460$4.27M0.34%-3,76013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.79,575$4.26M0.14%new13F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC80,265$4.26M2.37%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC79,852$4.24M0.17%-78913F-HRTimeline
Strategic Financial Partners, Ltd.79,834$4.24M1.6%+13,89513F-HRTimeline
VestGen Advisors, LLC79,827$4.24M0.12%-5,44613F-HRTimeline
Private Wealth Advisors, LLC79,583$4.23M1.26%-43013F-HRTimeline
CWC Advisors, LLC.79,149$4.2M1.87%-2,61713F-HRTimeline