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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SG Americas Securities, LLC90,661$8.47M0.03%-4,60013F-HRTimeline
OLD NATIONAL BANCORP /IN/90,644$8.47M0.22%-3,61913F-HRTimeline
Parallel Advisors, LLC90,535$8.46M0.19%-2,17713F-HRTimeline
AlphaStar Capital Management, LLC90,366$8.44M0.85%+80,72113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC90,343$8.44M0.05%+10,00813F-HRTimelineGroup
J. Goldman & Co LP90,078$8.42M0.3%-9,97513F-HRTimeline
Valmark Advisers, Inc.89,810$8.39M0.13%+7,87813F-HRTimeline
LMR Partners LLPin group LMR Partners LLP89,000$8.32M0.17%+44,58013F-HRTimelineGroup
FIDUCIENT ADVISORS LLC87,890$8.21M1.03%+5213F-HRTimeline
FAGAN ASSOCIATES, INC.87,760$8.2M1.37%-2,61513F-HRTimeline
Lake Hills Wealth Management, LLC87,421$8.17M5.64%+11,15913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT87,182$8.15M0.54%-16213F-HRTimelineGroup
SCOTIA CAPITAL INC.86,133$8.05M0.04%-61,23113F-HRTimeline
Fisher Asset Management, LLC85,948$8.03M<0.01%-17,94313F-HRTimeline
Financial Enhancement Group LLC98,039$7.98M1.25%+76,18513F-HRTimeline
MGO ONE SEVEN LLC85,311$7.97M0.31%-10,45513F-HRTimeline
Econ Financial Services Corp85,089$7.95M4.23%+4,01213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding94,816$7.84M+5,184Timeline
Orion Porfolio Solutions, LLC83,876$7.84M0.08%+33,96213F-HRTimeline
Orion Portfolio Solutions, LLC83,876$7.84M0.08%+33,96213F-HR/ATimeline
ALERUS FINANCIAL NA83,339$7.79M0.62%-18,53413F-HRTimeline
Merit Financial Group, LLC83,222$7.78M0.12%-31,82413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…83,034$7.76M0.69%+25,00013F-HRTimelineGroup
Cornerstone Advisors, LLC83,000$7.76M0.33%013F-HRTimeline
McKinley Carter Wealth Services, Inc.82,350$7.7M0.47%+4,25513F-HRTimeline
Financial Freedom, LLC82,291$7.69M4.42%+2,01513F-HRTimeline
Summit Financial, LLC82,189$7.68M0.22%+13,37113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81,844$7.65M0.24%-27,63313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.80,834$7.55M0.07%-33,25213F-HRTimelineGroup
INNEALTA CAPITAL, LLC80,273$7.5M4.06%+40,44013F-HRTimeline
Ted Buchan & Co80,012$7.48M3.54%+2,98613F-HRTimeline
Condire Management, LP80,000$7.48M1.12%-56,91113F-HRTimeline
WESPAC Advisors SoCal, LLC79,910$7.47M1.95%+21,56213F-HRTimeline
Thomasville National Bank79,307$7.41M0.54%-75013F-HRTimeline
Warwick Investment Management, Inc.79,037$7.39M1.53%+38913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC78,651$7.35M3.33%+4,85513F-HRTimeline
SOL Capital Management CO78,500$7.34M0.81%-50013F-HRTimeline
Cadence Wealth Management LLC78,189$7.31M5.4%+92213F-HRTimeline
Carnegie Investment Counsel93,149$7.29M0.17%-2,04813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.77,987$7.29M0.03%-8,20113F-HRTimelineGroup
Proquility Private Wealth Partners, LLC77,961$7.29M2.25%+8,13713F-HRTimeline
Hollow Brook Wealth Management LLC76,948$7.19M2.12%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding76,904$7.19M-64,453Timeline
Scarborough Advisors, LLC76,481$7.15M1.02%-2,04213F-HRTimeline
Stillwater Capital Advisors, LLC75,904$7.09M0.99%-60613F-HRTimeline
Aptus Capital Advisors, LLC75,101$7.02M0.08%-98413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC74,985$7.01M0.24%+1,40013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD74,929$7M0.4%-24,72913F-HR/ATimeline
Integrated Advisors Network LLC74,821$6.99M0.35%+67713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK73,527$6.87M0.04%-1,64013F-HRTimelineGroup
WBH ADVISORY INC73,494$6.87M0.64%-19,53413F-HRTimeline
Gladstone Institutional Advisory LLC73,475$6.87M0.32%-12,06813F-HRTimeline
FMR LLCin group FMR LLC73,341$6.85M<0.01%+6,21213F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …72,653$6.79M0.12%013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD72,628$6.79M0.1%-2,64813F-HRTimeline
Wellspring Financial Advisors, LLC237,723$6.76M0.75%+7,39713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC71,918$6.72M4.02%-1,21013F-HRTimeline
Focus Financial Network, Inc.71,672$6.7M0.27%+2,79213F-HRTimeline
Founders Financial Alliance, LLC71,297$6.66M1.61%-1,97913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP70,643$6.6M0.62%-26,96313F-HRTimeline
Long Run Wealth Advisors, LLC70,381$6.58M1.49%-3,65713F-HRTimeline
IFP Advisors, Inc70,144$6.56M0.2%-5,94913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A69,460$6.49M0.02%+17,28013F-HRTimelineGroup
Krilogy Financial LLC69,177$6.46M0.42%-3,37313F-HRTimeline
King Wealth Management Group68,347$6.39M0.97%+2,22813F-HRTimeline
Sigma Planning Corp68,070$6.36M0.2%-93913F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL67,965$6.35M1.15%-26,35813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding71,251$6.35M-6,272Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.67,338$6.29M0.24%-46,40113F-HRTimelineGroup
Financial Guidance Group, Inc.66,834$6.25M3.37%+2,04413F-HRTimeline
Concentric Capital Strategies, LP66,050$6.17M0.62%-22,79813F-HRTimeline
Graypoint LLC65,598$6.13M0.38%-4,97313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.65,341$6.11M0.28%+63,89413F-HRTimeline
J.W. COLE ADVISORS, INC.65,318$6.1M0.19%+9,44913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA65,232$6.1M0.03%-12,13713F-HRTimelineGroup
Almanack Investment Partners, LLC.65,223$6.1M1.21%-1,62213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group64,493$6.03M0.79%+4,63513F-HRTimelineGroup
Investors Research Corp64,490$6.03M1.31%-26513F-HRTimeline
SYNOVUS FINANCIAL CORP64,303$6.01M0.08%-50613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC64,127$5.99M0.23%-64313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC63,853$5.97M0.01%-367,81413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC63,520$5.94M0.43%+36,00113F-HRTimeline
Castellan Group62,705$5.86M1.64%+3,15013F-HRTimeline
111 Capital62,515$5.84M1.13%-31,11413F-HRTimeline
Turn8 Private Wealth Inc.61,135$5.72M4.47%-14,82013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,971$5.7M0.14%-6,86713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC60,835$5.69M0.41%-1,03913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI60,822$5.68M0.31%-55513F-HRTimeline
MENLO ADVISORS LLC60,775$5.68M2.7%-80013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC60,598$5.66M1.83%-5,68013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC59,974$5.6M0.01%-617,33513F-HR/ATimelineGroup
Capital Advisors Wealth Management, LLC59,965$5.6M0.99%+3,66413F-HRTimeline
Prime Capital Investment Advisors, LLC59,834$5.59M0.07%+22,04013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.59,668$5.58M0.42%+57,31813F-HRTimelineGroup
Skylands Capital, LLC59,300$5.54M0.8%-18,15013F-HRTimeline
Magnus Financial Group LLC58,797$5.49M0.53%-5,26313F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP58,093$5.43M0.15%new13F-HRTimelineGroup
Roundview Capital LLC57,764$5.4M0.39%+42713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.57,679$5.39M0.09%-24,35913F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding57,559$5.38M-17,538Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD57,459$5.36M0.1%-45,02913F-HRTimelineGroup
Private Wealth Advisors, LLC57,107$5.34M2.24%+1,15113F-HRTimeline
JENNISON ASSOCIATES LLC57,090$5.34M<0.01%+8,46113F-HRTimeline
Prospera Financial Services Inc56,962$5.33M0.12%+4,45213F-HRTimeline
Crumly & Associates Inc.56,980$5.32M1.47%-48413F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP56,602$5.29M1.31%new13F-HRTimeline
Tamar Securities, LLC56,436$5.27M0.72%+30213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC56,297$5.26M0.07%-125,11313F-HRTimelineGroup
Sequoia Financial Advisors, LLC56,205$5.25M0.04%+10,51513F-HRTimeline
Financial Advocates Investment Manageme…55,964$5.23M0.37%-55,86713F-HRTimeline
GWN SECURITIES INC.60,556$5.21M0.29%+54,52213F-HRTimeline
Canton Hathaway, LLC55,548$5.19M1.05%-28613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC55,548$5.19M2.4%+6,38213F-HRTimeline
WEDBUSH SECURITIES INC55,121$5.15M0.19%-1,47113F-HRTimeline
Capital Advisors, Ltd. LLC54,705$5.11M0.67%-6,65213F-HRTimeline
Atom Investors LP54,278$5.07M0.62%+22,87313F-HRTimeline
Kingsview Wealth Management, LLC54,143$5.06M0.1%+11,00713F-HRTimeline
Round Rock Advisors LLC53,794$5.03M0.93%+38813F-HRTimeline
Dynamic Advisor Solutions LLC53,791$5.03M0.17%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,549$5M0.06%-57,32313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA52,996$4.95M0.01%+20,62113F-HR/ATimelineGroup
Innova Wealth Partners52,922$4.95M3.06%new13F-HRTimeline
VAN STRUM & TOWNE INC.52,890$4.94M1.66%+15013F-HRTimeline
Bleakley Financial Group, LLC52,570$4.91M0.16%+2,46113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd52,495$4.91M0.3%-118,23113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.52,296$4.89M0.14%-4,28913F-HRTimeline
Western Wealth Management, LLC51,883$4.85M0.32%-1,22113F-HRTimeline
Reyes Financial Architecture, Inc.51,876$4.85M3.57%+51,68513F-HRTimeline
JMAC ENTERPRISES LLC51,594$4.82M1.14%+22913F-HRTimeline
B. Riley Wealth Advisors, Inc.51,337$4.8M0.15%-17,89113F-HRTimeline
Guardian Partners Inc.58,990$4.79M0.5%new13F-HRTimeline
IEQ CAPITAL, LLC50,984$4.76M0.04%+23,69013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding50,684$4.74M-2,538Timeline
Associated Banc-Corpin group Associated Banc-Corp50,179$4.69M0.14%-2,24313F-HRTimelineGroup
Eaton Financial Holdings Company, LLC50,049$4.68M1.94%-1,25213F-HRTimeline
Mutual Advisors, LLC56,581$4.66M0.13%-12,83713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC49,781$4.65M1.14%-1,10513F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,721$4.65M0.1%-82813F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding49,684$4.65M-623Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV49,256$4.6M0.37%-5,59413F-HRTimeline
Snowden Capital Advisors LLC49,190$4.6M0.15%-10,09813F-HRTimeline
IMZ Advisory Inc49,182$4.6M2.08%-5,46613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management49,118$4.59M0.07%+11,24513F-HRTimelineGroup
High Note Wealth, LLC49,051$4.58M1.14%-1,68513F-HRTimeline
Petix & Botte Co48,728$4.55M1.2%-3,22013F-HRTimeline
Pekin Hardy Strauss, Inc.48,580$4.54M0.55%-6,82013F-HRTimeline
WealthCare Investment Partners, LLC56,977$4.52M1.92%-1,33713F-HRTimeline
Meridian Wealth Management, LLC48,376$4.52M0.22%-2,13613F-HRTimeline
WOLVERINE TRADING, LLC48,829$4.51M0.14%+24,22313F-HRTimeline
Pinnacle Financial Partners Inc48,372$4.51M0.09%-3,75413F-HRTimeline
IHT Wealth Management, LLC48,184$4.5M0.14%-8,60913F-HRTimeline
BOS Asset Management, LLC47,997$4.49M1.54%+3,77613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,388$4.43M0.13%-65,09413F-HRTimelineGroup
Aft, Forsyth & Sober, LLC47,375$4.43M1.54%-33,20013F-HRTimeline
CWA Asset Management Group, LLC47,170$4.41M0.21%+4,84913F-HRTimeline
HERBST GROUP, LLC46,678$4.36M3.09%-56513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC46,647$4.36M0.04%-1,74013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…46,577$4.35M0.09%+22,68113F-HRTimelineGroup
SMART Wealth LLC46,455$4.34M1.56%+20,01913F-HRTimeline
NewEdge Wealth, LLC46,264$4.32M0.08%-13,89513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,048$4.3M<0.01%-12,93713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…45,867$4.29M0.06%-1,24213F-HRTimelineGroup
Three Seasons Wealth, LLC45,326$4.24M2.1%-34,92813F-HRTimeline
LOWE BROCKENBROUGH & CO INC45,206$4.22M0.28%-4,32713F-HRTimeline
Belpointe Asset Management LLC45,106$4.21M0.22%-8,25713F-HRTimeline
Allred Capital Management, LLC45,093$4.21M1.68%-23413F-HRTimeline
NWF Advisory Services Inc.45,070$4.21M0.59%-3,42713F-HRTimeline
FOCUS Wealth Advisors, LLC45,022$4.21M2.33%-14913F-HRTimeline
RFG Advisory, LLC44,947$4.2M0.11%+13,95013F-HRTimeline
CENTRAL TRUST Co44,432$4.15M0.1%-77713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.43,860$4.1M0.46%-2513F-HRTimeline
Visionary Wealth Advisors43,164$4.03M0.24%-5,79413F-HRTimeline
UMB Bank, n.a.43,134$4.03M0.07%-91913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST MERCHANTS CORP43,120$4.03M0.16%-1,44313F-HRTimeline
Perigon Wealth Management, LLC43,096$4.03M0.1%-13,93013F-HRTimeline
Matrix Trust Co42,899$4.01M0.68%-3,33513F-HRTimeline
Atlantic Private Wealth, LLC42,676$3.99M2.95%-7,53213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC42,644$3.99M0.24%-2,08013F-HRTimeline
Jupiter Wealth Management LLC47,059$3.97M2.41%-13,00013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/42,109$3.93M<0.01%-9,17113F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC42,039$3.93M0.75%-1013F-HRTimeline
Northeast Financial Consultants Inc41,992$3.92M0.17%-12,03013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.41,762$3.9M3.61%+2313F-HRTimeline
Certified Advisory Corp41,397$3.87M0.44%-2,29513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,247$3.85M0.24%-11,72513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY41,133$3.84M3.91%+65813F-HRTimeline
BigSur Wealth Management LLC41,085$3.84M1.04%-50013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.41,000$3.83M0.09%-289,70513F-HRTimeline
One Wealth Map LLC48,159$3.82M2.54%+28813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC40,862$3.82M0.17%-1,27613F-HRTimeline
Kingstone Capital Partners Texas, LLC40,723$3.81M3.06%-26213F-HRTimeline
CWC Advisors, LLC.40,553$3.79M2.16%+10,46613F-HRTimeline
Financial Sense Advisors, Inc.40,431$3.78M1.08%-56813F-HRTimeline
Twin Tree Management, LP40,207$3.76M0.08%-17,27913F-HRTimeline
Rothschild Capital Partners, LLC40,121$3.75M0.98%-3,94113F-HRTimeline
Koshinski Asset Management, Inc.40,060$3.74M0.32%-99913F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$3.74M0.88%013F-HRTimeline
Vivid Wealth Management, LLC39,986$3.74M1.87%-28413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,871$3.73M0.03%+13,94013F-HR/ATimelineGroup
M3 Advisory Group, LLC39,791$3.72M2.94%+16713F-HRTimeline