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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HOWLAND CAPITAL MANAGEMENT LLC104,932$8.99M0.39%+43,65413F-HRTimeline
Fisher Asset Management, LLC103,891$8.9M<0.01%-35813F-HRTimeline
Eisler Capital Management Ltd.101,734$8.82M0.29%13F-HRTimeline
Vestcor Inc102,800$8.81M0.29%013F-HRTimeline
Buska Wealth Management, LLC102,565$8.79M2.81%+8,84513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD102,488$8.76M0.15%+30,73513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD99,658$8.75M0.5%013F-HRTimeline
ALERUS FINANCIAL NA101,873$8.73M0.67%+10,02013F-HRTimeline
Baker Avenue Asset Management, LP101,389$8.68M0.27%+20213F-HRTimeline
J. Goldman & Co LP100,053$8.57M0.3%+75,30613F-HRTimeline
Fortis Group Advisors, LLC99,094$8.49M1.58%+11,13413F-HRTimeline
Evolution Wealth Advisors, LLC97,886$8.38M1.4%+20,90813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP97,606$8.36M0.75%-5,32813F-HRTimeline
Biltmore Wealth Management, LLC96,845$8.3M3.45%+74613F-HRTimeline
MGO ONE SEVEN LLC95,766$8.2M0.32%+16,94713F-HRTimeline
Whitcomb & Hess, Inc.95,660$8.19M2.53%+30913F-HRTimeline
SG Americas Securities, LLC95,261$8.16M0.04%-33,13313F-HRTimeline
Carnegie Investment Counsel95,197$8.15M0.23%+10,45613F-HRTimeline
Bryn Mawr Trust Advisors, LLC94,779$8.12M0.44%-37113F-HR/ATimeline
Capital Investment Advisors, LLC94,340$8.08M0.16%-4,92113F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL94,323$8.08M2.13%13F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC94,269$8.08M1.5%+5,10813F-HRTimeline
OLD NATIONAL BANCORP /IN/94,263$8.07M0.19%+2,53313F-HRTimeline
Arkadios Wealth Advisors93,819$8.04M0.44%+5,11913F-HRTimeline
111 Capital93,629$8.02M1.68%13F-HRTimeline
WBH ADVISORY INC93,028$7.97M0.74%-6,11013F-HRTimeline
D.A. DAVIDSON & CO.93,007$7.97M0.06%-8,73313F-HRTimeline
Parallel Advisors, LLC92,712$7.94M0.18%-3,68313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …89,632$7.92M0.44%-2,76913F-HRTimelineGroup
FAGAN ASSOCIATES, INC.90,375$7.74M1.23%-1,22513F-HRTimeline
SIG BROKERAGE, LP90,139$7.72M3.62%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC90,057$7.71M0.29%+15,90113F-HRTimeline
U.S. Capital Wealth Advisors, LLC89,869$7.7M0.24%-76,04113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP89,652$7.68M0.9%+1,67913F-HRTimeline
Blue Trust, Inc.89,060$7.63M0.1%+3,67913F-HR/ATimeline
Concentric Capital Strategies, LP88,848$7.61M0.48%-71,63613F-HRTimeline
FIDUCIENT ADVISORS LLC87,838$7.52M0.93%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT87,344$7.48M0.49%+97213F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC86,378$7.4M0.62%-3,15013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.86,188$7.38M0.03%+10,48413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…85,932$7.36M0.26%+50,01913F-HRTimeline
Gladstone Institutional Advisory LLC85,543$7.33M0.34%-43,71713F-HRTimeline
Composition Wealth, LLC84,048$7.2M0.15%-266,59013F-HRTimeline
VESTOR CAPITAL, LLC83,432$7.15M0.55%-94813F-HRTimeline
Cornerstone Advisors, LLC83,000$7.11M0.28%-91,30013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.82,038$7.03M0.08%-20,60013F-HR/ATimelineGroup
Valmark Advisers, Inc.81,932$7.02M0.11%+5,92813F-HRTimeline
Econ Financial Services Corp81,077$6.95M3.98%new13F-HRTimeline
Trek Financial, LLC80,667$6.91M0.52%-4,84913F-HRTimeline
Aft, Forsyth & Sober, LLC80,575$6.9M2.24%-10013F-HRTimeline
Falcon Wealth Planning80,374$6.88M0.77%+10013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC80,335$6.88M0.04%+4,86413F-HRTimelineGroup
Financial Freedom, LLC80,276$6.88M3.63%+52713F-HRTimeline
Three Seasons Wealth, LLC80,254$6.87M3.35%new13F-HRTimeline
Thomasville National Bank80,057$6.86M0.49%-1,06313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp79,453$6.81M0.02%-3,23113F-HRTimelineGroup
SOL Capital Management CO79,000$6.77M0.75%-4,40013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC78,783$6.75M0.14%+34,75613F-HRTimelineGroup
Warwick Investment Management, Inc.78,648$6.74M1.39%+43513F-HRTimeline
Scarborough Advisors, LLC78,523$6.73M0.95%-49013F-HRTimeline
McKinley Carter Wealth Services, Inc.78,095$6.69M0.41%+9,45813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding77,523$6.64M-26,180Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…72,311$6.64M0.38%-2,92613F-HRTimeline
Skylands Capital, LLC77,450$6.63M0.93%-85013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA77,369$6.63M0.03%-1,03713F-HRTimelineGroup
Cadence Wealth Management LLC77,267$6.62M4.38%+1,71313F-HRTimeline
Hollow Brook Wealth Management LLC76,948$6.59M2.02%013F-HRTimeline
Ted Buchan & Co77,026$6.59M3.11%-313F-HRTimeline
Stillwater Capital Advisors, LLC76,510$6.55M0.81%+3,28013F-HRTimeline
Lake Hills Wealth Management, LLC76,262$6.53M4.46%+6,03213F-HRTimeline
IFP Advisors, Inc76,093$6.52M0.21%+2,64813F-HRTimeline
Aptus Capital Advisors, LLC76,085$6.52M0.08%+5,06713F-HRTimeline
Corecam Pte. Ltd.75,961$6.51M3.53%+10,46113F-HRTimeline
Turn8 Private Wealth Inc.75,955$6.51M4.64%13F-HRTimeline
Mutual Advisors, LLC69,418$6.47M0.19%-18,86513F-HRTimeline
PINNACLE ASSOCIATES LTD75,276$6.45M0.09%-7,34313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK75,167$6.44M0.04%+5,27213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding75,097$6.43M+10,828Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP74,749$6.4M1.64%+73,59413F-HRTimeline
Mirador Capital Partners LP74,646$6.39M1.16%-31013F-HRTimeline
Integrated Advisors Network LLC74,144$6.35M0.3%+12913F-HRTimeline
Long Run Wealth Advisors, LLC74,038$6.34M1.52%+2,84713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC73,796$6.32M2.96%+1,94913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC73,585$6.3M0.21%-21813F-HRTimeline
Founders Financial Alliance, LLC73,276$6.28M1.73%-9,37313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC73,128$6.26M3.57%-2,08513F-HRTimeline
Gunma Bank,Ltd.73,000$6.25M2.07%-2,00013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …72,653$6.22M0.11%+24813F-HRTimelineGroup
Krilogy Financial LLC72,550$6.21M0.41%+4,99513F-HRTimeline
Graypoint LLC70,571$6.05M0.37%+12,82213F-HRTimeline
HRT FINANCIAL LP70,130$6.01M0.03%new13F-HRTimeline
Proquility Private Wealth Partners, LLC69,824$5.98M1.93%-5,15513F-HRTimeline
EHP Funds Inc.69,300$5.94M6.13%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.69,228$5.93M0.19%-8,15113F-HRTimeline
Sigma Planning Corp69,009$5.91M0.19%-3,96013F-HRTimeline
Focus Financial Network, Inc.68,880$5.9M0.23%+11,87613F-HRTimeline
Summit Financial, LLC68,818$5.89M0.21%-1,29513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,838$5.81M0.16%+10,46313F-HRTimelineGroup
FMR LLCin group FMR LLC67,129$5.75M<0.01%+9,76413F-HRTimelineGroup
Almanack Investment Partners, LLC.66,845$5.73M0.88%+2,55913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…66,825$5.72M0.06%+57,79513F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC66,278$5.68M1.84%+7,51613F-HRTimeline
King Wealth Management Group66,119$5.66M0.83%+3,69413F-HRTimeline
SYNOVUS FINANCIAL CORP64,809$5.55M0.07%-24,29313F-HRTimeline
Financial Guidance Group, Inc.64,790$5.55M3.04%-1,39913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC64,770$5.55M0.21%+26213F-HRTimeline
Investors Research Corp64,755$5.55M1.22%-6113F-HRTimeline
Magnus Financial Group LLC64,060$5.49M0.53%+2,02313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC62,612$5.36M0.12%+5,23513F-HRTimelineGroup
Perigon Wealth Management, LLC57,026$5.32M0.13%+29,06213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC61,918$5.3M0.21%13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC61,874$5.3M0.38%-3,92713F-HRTimeline
HB Wealth Management, LLC61,660$5.28M0.05%+49,05913F-HRTimeline
MENLO ADVISORS LLC61,575$5.27M2.69%-5,82013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI61,377$5.26M0.29%-6,99613F-HRTimeline
Capital Advisors, Ltd. LLC61,357$5.26M0.66%-72513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC60,968$5.22M<0.01%-10,20313F-HRTimelineGroup
NewEdge Wealth, LLC60,159$5.15M0.09%-5,56013F-HRTimeline
Jupiter Wealth Management LLC60,059$5.14M2.58%-1,16513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group59,858$5.13M0.63%+1,51213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC59,616$5.11M0.27%-208,70613F-HRTimeline
Castellan Group59,555$5.1M2.21%-1,22513F-HRTimeline
Snowden Capital Advisors LLC59,288$5.08M0.16%-7,62113F-HRTimeline
WealthCare Investment Partners, LLC58,314$5.05M2.2%-2,24113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,985$5.05M<0.01%-265,03613F-HRTimelineGroup
WESPAC Advisors SoCal, LLC58,348$5M1.13%-3,93313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…58,034$4.97M0.53%-43,62813F-HRTimelineGroup
Twin Tree Management, LP57,486$4.92M0.12%+52,91013F-HRTimeline
Crumly & Associates Inc.57,464$4.92M1.34%-13413F-HRTimeline
Roundview Capital LLC57,337$4.91M0.34%-79013F-HRTimeline
Belpointe Asset Management LLC53,363$4.87M0.29%-2,08413F-HRTimeline
IHT Wealth Management, LLC56,793$4.86M0.16%+1,05813F-HRTimeline
WEDBUSH SECURITIES INC56,592$4.85M0.17%+41313F-HRTimeline
HARBOUR INVESTMENTS, INC.56,585$4.85M0.14%+5,78213F-HRTimeline
Capital Advisors Wealth Management, LLC56,301$4.82M0.86%+64813F-HRTimeline
Tamar Securities, LLC56,134$4.81M0.66%+1,63413F-HRTimeline
COURIER CAPITAL LLC55,971$4.79M0.33%-90313F-HRTimeline
Private Wealth Advisors, LLC55,956$4.79M2.09%-56013F-HRTimeline
HMS Capital Management, LLC55,939$4.79M2.32%-46713F-HRTimeline
J.W. COLE ADVISORS, INC.55,869$4.79M0.19%-8,94913F-HRTimeline
Canton Hathaway, LLC55,834$4.78M1.2%+4,54113F-HRTimeline
Affinity Capital Advisors, LLC54,300$4.78M0.9%+6,27313F-HRTimeline
AlphaMark Advisors, LLC55,712$4.77M2.07%+3,00413F-HRTimeline
Pekin Hardy Strauss, Inc.55,400$4.75M0.6%-1,86513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,850$4.7M0.38%-53113F-HRTimeline
IMZ Advisory Inc54,648$4.68M2.14%-8,75613F-HRTimeline
Geneos Wealth Management Inc.54,619$4.68M0.16%-33,06913F-HRTimeline
Ausdal Financial Partners, Inc.54,395$4.66M0.4%+8413F-HRTimeline
Northeast Financial Consultants Inc54,022$4.63M0.2%-4,17013F-HRTimeline
5th Street Advisors, LLC54,009$4.63M2.41%+92113F-HRTimeline
Round Rock Advisors LLC53,406$4.57M0.94%+1,05713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding53,222$4.56M-351Timeline
Western Wealth Management, LLC53,104$4.55M0.3%-5,75613F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.52,972$4.54M0.29%+16,90513F-HRTimelineGroup
VAN STRUM & TOWNE INC.52,740$4.52M1.66%+4313F-HRTimeline
Prospera Financial Services Inc52,510$4.5M0.1%+42913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp52,422$4.49M0.14%-2,72513F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A52,180$4.47M0.02%+33,43213F-HRTimelineGroup
Pinnacle Financial Partners Inc52,126$4.47M0.09%+23,60613F-HRTimeline
Petix & Botte Co51,948$4.45M1.17%-15,18213F-HRTimeline
Segment Wealth Management, LLC51,671$4.43M0.3%-58913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC51,642$4.42M0.06%+4,56813F-HRTimeline
JMAC ENTERPRISES LLC51,365$4.4M0.69%+3,69313F-HRTimeline
Eaton Financial Holdings Company, LLC51,301$4.39M1.69%+63613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/51,280$4.39M0.01%-15,03413F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC50,886$4.36M1.05%+2,94513F-HR/ATimeline
One Wealth Map LLC47,871$4.35M2.64%-1,19613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT50,812$4.35M0.27%new13F-HRTimeline
High Note Wealth, LLC50,736$4.35M1.13%-11,59013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,549$4.33M0.1%-2,18613F-HRTimelineGroup
Meridian Wealth Management, LLC50,512$4.33M0.2%-1,40813F-HRTimeline
Wealthspire Advisors, LLC50,405$4.32M0.04%-11,09713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding50,307$4.31MnewTimeline
Atlantic Private Wealth, LLC50,208$4.3M3.24%+11113F-HRTimeline
Bleakley Financial Group, LLC50,109$4.29M0.13%+67613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.48,510$4.29M2.12%+80613F-HRTimeline
Orion Porfolio Solutions, LLC49,914$4.28M0.04%+5,13913F-HRTimeline
Orion Portfolio Solutions, LLC49,914$4.28M0.04%+5,13913F-HRTimeline
LOWE BROCKENBROUGH & CO INC49,533$4.24M0.27%+14,44513F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC49,166$4.21M1.96%13F-HRTimeline
Visionary Wealth Advisors48,958$4.19M0.25%-15,51413F-HRTimeline
JENNISON ASSOCIATES LLC48,629$4.17M<0.01%+12,25013F-HRTimeline
ROCKLAND TRUST CO48,567$4.16M0.21%+14,13013F-HRTimeline
NWF Advisory Services Inc.48,497$4.15M0.61%-2,32713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC48,387$4.14M0.04%+44013F-HRTimeline
Variant Private Wealth, LLC48,093$4.12M3.93%13F-HRTimeline
ANDERSON HOAGLAND & CO43,661$4.1M0.42%+18013F-HRTimeline
Wellspring Financial Advisors, LLC230,326$4.08M0.43%+226,13513F-HRTimeline
HERBST GROUP, LLC47,243$4.05M2.52%-1,89013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…47,109$4.04M0.06%+3,13313F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC47,067$4.03M0.03%-2,94113F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co46,857$4.01M0.26%+46,35713F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC46,770$4.01M0.41%-1,74113F-HRTimeline
Matrix Trust Co46,234$3.96M0.69%-5,90713F-HRTimeline
SANDERS MORRIS HARRIS LLC46,172$3.95M0.59%new13F-HRTimeline
NorthCrest Asset Manangement, LLC46,087$3.95M0.12%+63613F-HR/ATimeline
Polymer Capital Management (HK) LTD46,086$3.95M0.69%new13F-HRTimeline
Sequoia Financial Advisors, LLC45,690$3.91M0.04%+3,44813F-HR/ATimeline
Regal Investment Advisors LLC45,607$3.91M0.29%+3,22713F-HRTimeline
Allred Capital Management, LLC45,327$3.88M1.5%-56913F-HRTimeline