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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT87,393$7.41M0.47%+21113F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC86,590$7.34M0.37%+80,57613F-HR/ATimeline
OLD NATIONAL BANCORP /IN/86,428$7.33M0.13%-4,21613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC86,197$7.31M1.33%-25,52913F-HRTimeline
FAGAN ASSOCIATES, INC.85,795$7.28M1.13%-1,96513F-HRTimeline
Econ Financial Services Corp85,619$7.26M3.74%+53013F-HRTimeline
Ted Buchan & Co84,975$7.21M2.87%+4,96313F-HRTimeline
MGO ONE SEVEN LLC84,485$7.17M0.23%-82613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC84,257$7.15M3.02%+5,60613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…83,034$7.04M0.55%013F-HRTimelineGroup
Cadence Wealth Management LLC82,734$7.02M4.64%+4,54513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP82,700$7.01M1.91%+26,09813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC82,338$6.98M0.19%-9,96413F-HRTimeline
Cornerstone Advisors, LLC82,100$6.96M0.24%-90013F-HRTimeline
SCOTIA CAPITAL INC.81,650$6.92M0.03%-4,48313F-HRTimeline
FMR LLCin group FMR LLC80,426$6.82M<0.01%+7,08513F-HRTimelineGroup
Warwick Investment Management, Inc.79,475$6.74M1.31%+43813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC78,754$6.68M0.2%+3,76913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC78,036$6.62M0.54%-27,32313F-HRTimeline
WESPAC Advisors SoCal, LLC77,544$6.58M1.47%-2,36613F-HRTimeline
SOL Capital Management CO77,350$6.56M0.64%-1,15013F-HRTimeline
Parallel Advisors, LLC77,328$6.56M0.13%-13,20713F-HRTimeline
Financial Freedom, LLC77,306$6.56M3.53%-4,98513F-HRTimeline
Hollow Brook Wealth Management LLC77,262$6.55M1.92%+31413F-HRTimeline
Long Run Wealth Advisors, LLC76,979$6.53M1.37%+6,59813F-HRTimeline
Stillwater Capital Advisors, LLC76,103$6.45M0.82%+19913F-HRTimeline
Scarborough Advisors, LLC75,972$6.44M1.28%-50913F-HRTimeline
Sequoia Financial Advisors, LLC75,603$6.41M0.04%+19,39813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD74,954$6.36M0.34%+2513F-HRTimeline
Cercano Management LLC74,336$6.3M0.18%-85,47413F-HRTimeline
Thomasville National Bank74,162$6.29M0.43%-5,14513F-HRTimeline
Wellspring Financial Advisors, LLC254,973$6.23M0.63%+17,25013F-HRTimeline
Krilogy Financial LLC73,301$6.22M0.36%+4,12413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …72,653$6.16M0.1%013F-HRTimelineGroup
Mutual Advisors, LLC69,656$6.07M0.15%+13,07513F-HRTimeline
JENNISON ASSOCIATES LLC71,346$6.05M<0.01%+14,25613F-HRTimeline
Graypoint LLC70,789$6M0.34%+5,19113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC70,649$5.99M3.52%-1,26913F-HRTimeline
Merit Financial Group, LLC70,390$5.97M0.07%-12,83213F-HRTimeline
Orion Porfolio Solutions, LLC69,666$5.91M0.05%-14,21013F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK69,600$5.9M0.03%-3,92713F-HRTimelineGroup
King Wealth Management Group68,879$5.84M0.79%+53213F-HRTimeline
Castellan Group68,740$5.83M1.07%+6,03513F-HR/ATimeline
Integrated Advisors Network LLC68,001$5.77M0.26%-6,82013F-HRTimeline
Gladstone Institutional Advisory LLC67,543$5.73M0.24%-5,93213F-HRTimeline
Atom Investors LP67,512$5.73M0.51%+13,23413F-HRTimeline
Glenmede Investment Management, LP67,201$5.7M0.03%13F-HRTimeline
WBH ADVISORY INC66,936$5.68M0.48%-6,55813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,745$5.66M0.05%+13,19613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD65,906$5.59M0.08%-6,72213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,044$5.59M0.2%-15,80013F-HRTimelineGroup
Almanack Investment Partners, LLC.65,853$5.59M0.89%+63013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp65,453$5.55M<0.01%+19,40513F-HRTimelineGroup
Sigma Planning Corp65,053$5.52M0.17%-3,01713F-HRTimeline
Fortis Group Advisors, LLC63,058$5.5M1%+49,91413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.64,779$5.49M0.35%+23,53213F-HRTimelineGroup
Focus Financial Network, Inc.64,487$5.47M0.22%-7,18513F-HRTimeline
Jaffetilchin Investment Partners, LLC64,085$5.44M0.36%+56513F-HRTimeline
SYNOVUS FINANCIAL CORP63,873$5.42M0.07%-43013F-HRTimeline
Fisher Asset Management, LLC62,981$5.34M<0.01%-22,96713F-HRTimeline
Investors Research Corp62,660$5.31M1.04%-1,83013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding62,332$5.29M+12,648Timeline
Waverly Advisors, LLC62,136$5.27M0.06%+38,50513F-HRTimeline
Turn8 Private Wealth Inc.61,800$5.24M3.78%+66513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management60,377$5.12M0.01%-732,72113F-HRTimelineGroup
Trek Financial, LLC60,266$5.11M0.34%-78,59213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI60,197$5.11M0.31%-62513F-HRTimeline
Kingsview Wealth Management, LLC59,929$5.08M0.09%+5,78613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.59,633$5.06M0.36%-3513F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC59,158$5.02M1.3%-1,44013F-HRTimeline
Capital Advisors Wealth Management, LLC59,056$5.01M0.79%-90913F-HRTimeline
Magnus Financial Group LLC58,452$4.96M0.44%-34513F-HRTimeline
Tamar Securities, LLC58,406$4.95M0.6%+1,97013F-HRTimeline
EHP Funds Inc.58,200$4.94M5.67%-58,90013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,720$4.9M0.09%-3,25113F-HRTimelineGroup
WealthCare Investment Partners, LLC56,017$4.88M1.75%-96013F-HRTimeline
Ausdal Financial Partners, Inc.57,392$4.87M0.33%-33,99413F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC57,006$4.83M2.04%+1,45813F-HRTimeline
Cornerstone Wealth Group, LLC56,618$4.8M0.36%new13F-HRTimeline
Snowden Capital Advisors LLC56,533$4.79M0.14%+7,34313F-HRTimeline
Capula Management Ltdin group Capula Management Ltd56,272$4.77M0.06%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Crumly & Associates Inc.55,756$4.73M1.15%-1,22413F-HRTimeline
McGuire Investment Group, LLC55,107$4.67M0.6%+16,03113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,003$4.66M0.06%-1,29413F-HRTimelineGroup
Roundview Capital LLC54,552$4.63M0.31%-3,21213F-HRTimeline
IEQ CAPITAL, LLC54,085$4.59M0.03%+3,10113F-HRTimeline
IMZ Advisory Inc53,311$4.58M1.83%+4,12913F-HRTimeline
HARBOUR INVESTMENTS, INC.53,930$4.57M0.12%+1,63413F-HRTimeline
One Wealth Map LLC53,609$4.56M2.5%+5,45013F-HRTimeline
ALERUS FINANCIAL NA53,660$4.55M0.33%-29,67913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding53,643$4.55M-3,916Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,207$4.52M0.06%-4,25213F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.53,240$4.52M0.45%+9,38013F-HRTimeline
VAN STRUM & TOWNE INC.52,570$4.46M1.41%-32013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,488$4.45M0.32%+3,23213F-HRTimeline
Quantitative Investment Management, LLC51,955$4.41M0.59%-1,084,91313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC51,930$4.4M0.3%+12,14713F-HRTimeline
Bleakley Financial Group, LLC51,482$4.37M0.11%-1,08813F-HRTimeline
Aptus Capital Advisors, LLC51,428$4.36M0.04%-23,67313F-HRTimeline
Trans-Canada Capital Inc.51,000$4.33M0.29%new13F-HRTimeline
Western Wealth Management, LLC50,570$4.29M0.26%-1,31313F-HRTimeline
Meridian Wealth Management, LLC50,482$4.28M0.18%+2,10613F-HRTimeline
Allworth Financial LP49,833$4.23M0.02%+7,90113F-HRTimeline
ANDERSON HOAGLAND & CO49,649$4.21M0.4%+9,14213F-HRTimeline
Canton Hathaway, LLC49,548$4.2M0.86%-6,00013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.47,463$4.2M1.98%+10213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management49,464$4.2M0.06%+34613F-HRTimelineGroup
Jupiter Wealth Management LLC48,681$4.17M2.11%+1,62213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding49,131$4.17M-1,553Timeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC48,999$4.16M0.14%+32,77713F-HRTimelineGroup
WEDBUSH SECURITIES INC48,994$4.16M0.15%-6,12713F-HRTimeline
BOS Asset Management, LLC48,902$4.15M1.32%+90513F-HRTimeline
Matrix Trust Co48,243$4.09M0.65%+5,34413F-HRTimeline
B. Riley Wealth Advisors, Inc.48,236$4.09M0.2%-3,10113F-HRTimeline
Aft, Forsyth & Sober, LLC47,775$4.05M1.37%+40013F-HRTimeline
Obsidian Personal Planning Solutions LLC47,674$4.04M1.64%+2,51813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP47,315$4.01M0.03%+9,01713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp47,290$4.01M0.11%-2,88913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…47,162$4M0.02%+41,10713F-HRTimeline
CWA Asset Management Group, LLC46,993$3.99M0.17%-17713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC46,780$3.97M0.22%+4,13613F-HRTimeline
Private Wealth Advisors, LLC46,491$3.94M1.55%-10,61613F-HRTimeline
Prime Capital Investment Advisors, LLC46,114$3.91M0.05%-13,72013F-HRTimeline
HERBST GROUP, LLC45,995$3.9M2.34%-68313F-HRTimeline
High Note Wealth, LLC45,946$3.9M0.89%-3,10513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC45,597$3.87M0.03%-1,05013F-HRTimeline
FOCUS Wealth Advisors, LLC45,532$3.86M2.01%+51013F-HRTimeline
IHT Wealth Management, LLC45,530$3.86M0.11%-2,65413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…45,510$3.86M0.05%-35713F-HRTimelineGroup
Pekin Hardy Strauss, Inc.45,399$3.85M0.44%-3,18113F-HRTimeline
Financial Guidance Group, Inc.44,990$3.82M1.85%-21,84413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …44,914$3.81M<0.01%-240,75613F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC44,546$3.78M0.89%-5,23513F-HR/ATimeline
Petix & Botte Co44,491$3.77M0.93%-4,23713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding44,468$3.77M-32,436Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,405$3.77M0.08%-5,31613F-HRTimelineGroup
Dynamic Advisor Solutions LLC44,256$3.75M0.12%-9,53513F-HRTimeline
Prospera Financial Services Inc44,067$3.74M0.07%-12,89513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.44,057$3.74M3.23%+2,29513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding43,683$3.7M-27,568Timeline
THOR TRADING ADVISORS, LLC43,676$3.7M4.64%-148,48013F-HRTimeline
Fullerton Fund Management Co Ltd.43,500$3.69M0.15%new13F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC43,137$3.66M2.79%+43,04413F-HRTimeline
Quantinno Capital Management LP42,919$3.64M0.02%+7,09113F-HRTimeline
HMS Capital Management, LLC42,788$3.63M1.64%-2,11713F-HRTimeline
LOWE BROCKENBROUGH & CO INC42,231$3.58M0.2%-2,97513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,216$3.58M<0.01%+11,02913F-HRTimelineGroup
Certified Advisory Corp42,018$3.56M0.37%+62113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC41,798$3.54M0.63%-24113F-HRTimeline
Atlantic Private Wealth, LLC41,627$3.53M2.37%-1,04913F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY41,484$3.52M3.09%+35113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC41,443$3.51M0.15%+58113F-HRTimeline
FIRST MERCHANTS CORP41,439$3.51M0.14%-1,68113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…41,318$3.5M0.05%new13F-HRTimelineGroup
CWC Advisors, LLC.41,227$3.5M1.81%+67413F-HRTimeline
Allred Capital Management, LLC41,220$3.5M1.31%-3,87313F-HRTimeline
Winthrop Capital Management, LLC41,065$3.48M0.88%+3,84813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC41,030$3.48M0.27%-19,80513F-HRTimeline
Rise Advisors, LLC40,949$3.47M1.38%+1,83713F-HRTimeline
Centric Wealth Management40,791$3.46M0.83%+22,07913F-HRTimeline
Atria Wealth Solutions, Inc.40,213$3.44M0.08%-63,58713F-HRTimeline
Northeast Financial Consultants Inc40,534$3.44M0.14%-1,45813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP40,483$3.43M0.4%-50,42413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40,306$3.42M<0.01%-1,80313F-HR/ATimelineGroup
FOX RUN MANAGEMENT, L.L.C.40,200$3.41M0.57%-61,40013F-HRTimeline
Rothschild Capital Partners, LLC40,175$3.41M0.89%+5413F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$3.39M0.72%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC39,706$3.37M0.29%+13,84513F-HRTimeline
PFG Advisors39,643$3.36M0.16%+23113F-HRTimeline
Perigon Wealth Management, LLC39,584$3.36M0.08%-3,51213F-HRTimeline
Premier Path Wealth Partners, LLC39,556$3.35M0.47%+3,86713F-HRTimeline
BigSur Wealth Management LLC39,485$3.35M0.85%-1,60013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,453$3.35M0.09%-7,93513F-HRTimelineGroup
M3 Advisory Group, LLC39,417$3.34M2.31%-37413F-HRTimeline
Financial Sense Advisors, Inc.39,173$3.32M0.8%-1,25813F-HRTimeline
CHOREO, LLC39,099$3.32M0.05%+7,55513F-HRTimeline
Polymer Capital Management (HK) LTD39,086$3.31M0.52%-50013F-HRTimeline
GROUP ONE TRADING LLC38,967$3.3M0.11%new13F-HRTimeline
UMB Bank, n.a.38,951$3.3M0.05%-4,18313F-HR/ATimeline
Stockman Wealth Management, Inc.38,787$3.29M0.45%+1,96413F-HRTimeline
Laurion Capital Management LP38,398$3.26M0.38%new13F-HRTimeline
NewEdge Wealth, LLC38,289$3.23M0.05%-7,97513F-HRTimeline
Koshinski Asset Management, Inc.38,028$3.23M0.24%-2,03213F-HRTimeline
Founders Financial Alliance, LLC37,992$3.22M0.73%-33,30513F-HRTimeline
Financial Advocates Investment Manageme…37,980$3.22M0.26%-17,98413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,821$3.21M0.02%-2,05013F-HR/ATimelineGroup
VALICENTI ADVISORY SERVICES INC37,693$3.2M0.75%-21513F-HRTimeline
Pinnacle Financial Partners Inc37,563$3.19M0.07%-10,80913F-HRTimeline
Asset Management Group, Inc.37,127$3.15M0.55%+30213F-HRTimeline
Kovack Advisors, Inc.37,113$3.15M0.31%-2,23413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co37,057$3.14M0.04%+58213F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…36,989$3.14M1.05%-1,69913F-HRTimeline
CTC Alternative Strategies, Ltd.36,960$3.13M2.74%new13F-HRTimeline
Skylands Capital, LLC36,700$3.11M0.45%-22,60013F-HRTimeline
Farther Finance Advisors, LLC36,673$3.11M0.06%+6,87113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp36,662$3.11M0.01%+1,83013F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK35,265$3.1M0.28%013F-HRTimeline
CONTINENTAL ADVISORS LLC36,500$3.1M2.22%013F-HRTimeline
AlphaCore Capital LLC36,175$3.07M0.12%+15,25013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC36,086$3.06M0.35%+1,21813F-HRTimeline