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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
OLD NATIONAL BANCORP /IN/84,271$7.53M0.13%-2,15713F-HRTimeline
Evolution Wealth Advisors, LLC83,218$7.43M1%-10,42213F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…83,034$7.42M0.47%013F-HRTimelineGroup
Long Run Wealth Advisors, LLC82,966$7.41M1.45%+5,98713F-HRTimeline
Geneos Wealth Management Inc.82,835$7.4M0.19%-9,29113F-HRTimeline
Ted Buchan & Co82,022$7.33M2.87%-2,95313F-HRTimeline
VESTOR CAPITAL, LLC80,451$7.19M0.46%+75,33513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC80,381$7.18M0.17%+1,62713F-HRTimeline
Warwick Investment Management, Inc.79,904$7.14M1.24%+42913F-HRTimeline
Sequoia Financial Advisors, LLC78,367$7M0.04%+2,76413F-HRTimeline
SOL Capital Management CO77,662$6.94M0.62%+31213F-HRTimeline
Financial Freedom, LLC77,397$6.91M3.44%+9113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC77,370$6.91M1.16%-8,82713F-HRTimeline
Glenmede Investment Management, LP77,302$6.91M0.03%+10,10113F-HRTimeline
Hollow Brook Wealth Management LLC77,262$6.9M1.63%013F-HRTimeline
Atom Investors LP76,880$6.87M0.52%+9,36813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA76,701$6.85M0.01%+45,24313F-HRTimelineGroup
WBH ADVISORY INC76,565$6.84M0.52%+9,62913F-HRTimeline
Lee Financial Co76,097$6.8M0.85%-64,05413F-HRTimeline
Stillwater Capital Advisors, LLC75,938$6.78M0.76%-16513F-HRTimeline
WESPAC Advisors SoCal, LLC75,855$6.78M1.38%-1,68913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,262$6.72M0.16%-7,07613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.75,170$6.72M0.16%-14,83513F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC74,835$6.69M0.51%-3,20113F-HRTimeline
Cercano Management LLC74,336$6.64M0.26%013F-HRTimeline
IMC-Chicago, LLC74,145$6.62M0.12%new13F-HRTimeline
FMR LLCin group FMR LLC73,697$6.58M<0.01%-6,72913F-HRTimelineGroup
Gladstone Institutional Advisory LLC73,582$6.57M0.25%+6,03913F-HRTimeline
Parallel Advisors, LLC73,572$6.57M0.12%-3,75613F-HRTimeline
Thomasville National Bank73,319$6.55M0.41%-84313F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC73,277$6.55M0.14%+24,27813F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC73,001$6.52M3.46%+2,35213F-HRTimeline
Scarborough Advisors, LLC72,541$6.48M1.14%-3,43113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …72,528$6.48M0.1%-12513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD72,292$6.46M0.32%-2,66213F-HRTimeline
DRW Securities, LLC72,080$6.43M0.33%-412,49913F-HRTimeline
Merit Financial Group, LLC71,659$6.4M0.06%+1,26913F-HR/ATimeline
Trilogy Capital Inc.70,911$6.34M0.29%-56,59513F-HRTimeline
Orion Porfolio Solutions, LLC70,692$6.32M0.05%+1,02613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.69,242$6.19M0.06%-49,00513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.68,982$6.16M0.41%+9,34913F-HRTimelineGroup
Castellan Group68,654$6.13M0.89%-8613F-HRTimeline
King Wealth Management Group68,357$6.11M0.77%-52213F-HRTimeline
IEQ CAPITAL, LLC68,003$6.08M0.02%+13,91813F-HRTimeline
Integrated Advisors Network LLC67,804$6.06M0.25%-19713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.67,392$6.02M0.1%new13F-HRTimelineGroup
Traynor Capital Management, Inc.66,675$5.96M0.34%+63,36213F-HRTimeline
Summit Financial, LLC66,530$5.94M0.09%-32,48813F-HRTimeline
SYNOVUS FINANCIAL CORP66,333$5.93M0.07%+2,46013F-HRTimeline
Almanack Investment Partners, LLC.65,992$5.9M0.91%+13913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK65,467$5.85M0.03%-4,13313F-HRTimelineGroup
Fisher Asset Management, LLC65,132$5.82M<0.01%+2,15113F-HRTimeline
Crestwood Advisors Group, LLC64,986$5.81M0.1%-147,10213F-HRTimeline
Jaffetilchin Investment Partners, LLC64,069$5.72M0.34%-1613F-HRTimeline
Mutual Advisors, LLC64,304$5.72M0.13%-5,35213F-HRTimeline
Magnus Financial Group LLC63,482$5.67M0.45%+5,03013F-HRTimeline
Kingsview Wealth Management, LLC62,848$5.61M0.09%+2,91913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.62,067$5.53M0.04%-28,34613F-HRTimeline
Turn8 Private Wealth Inc.61,800$5.52M3.96%013F-HRTimeline
PINNACLE ASSOCIATES LTD60,208$5.38M0.07%-5,69813F-HRTimeline
Tamar Securities, LLC60,046$5.36M0.61%+1,64013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI59,918$5.35M0.3%-27913F-HRTimeline
Sigma Planning Corp59,848$5.35M0.15%-5,20513F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.59,188$5.29M0.18%-75,10013F-HRTimelineGroup
Investors Research Corp58,978$5.27M0.97%-3,68213F-HRTimeline
HARBOUR INVESTMENTS, INC.58,090$5.19M0.12%+4,16013F-HRTimeline
JENNISON ASSOCIATES LLC57,794$5.16M<0.01%-13,55213F-HRTimeline
Sowell Financial Services LLC57,781$5.16M0.2%-47,46713F-HRTimeline
Crumly & Associates Inc.57,678$5.15M1.13%+1,92213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC57,671$5.15M0.06%-80,83713F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC56,488$5.05M1.17%-2,67013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC56,214$5.02M1.98%-79213F-HRTimeline
Algorithmic Investment Models, LLC55,856$4.99M3.31%new13F-HRTimeline
Trek Financial, LLC55,480$4.96M0.3%-4,78613F-HRTimeline
ALTFEST L J & CO INC55,352$4.95M0.55%new13F-HRTimeline
Cornerstone Wealth Group, LLC55,265$4.94M0.33%-1,35313F-HRTimeline
One Wealth Map LLC54,361$4.91M2.61%+75213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding54,935$4.91M-7,397Timeline
McGuire Investment Group, LLC54,481$4.87M0.55%-62613F-HRTimeline
Quantinno Capital Management LP54,204$4.84M0.01%+11,28513F-HRTimeline
Roundview Capital LLC53,977$4.82M0.3%-57513F-HRTimeline
THOR TRADING ADVISORS, LLC53,751$4.8M2.44%+10,07513F-HRTimeline
Jupiter Wealth Management LLC53,681$4.8M2.27%+5,00013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC53,273$4.76M0.29%+42,00113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,139$4.75M0.05%-1,86413F-HRTimelineGroup
WealthCare Investment Partners, LLC52,853$4.72M1.53%-3,16413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,718$4.71M0.32%+23013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,602$4.7M0.08%-5,11813F-HRTimelineGroup
Maridea Wealth Management LLC53,841$4.68M0.73%+47,10713F-HRTimeline
VAN STRUM & TOWNE INC.52,223$4.67M1.37%-34713F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.51,850$4.63M0.05%new13F-HRTimeline
ALERUS FINANCIAL NA51,810$4.63M0.24%-1,85013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD51,147$4.58M0.06%-2,06013F-HRTimelineGroup
BOS Asset Management, LLC51,270$4.58M1.29%+2,36813F-HRTimeline
IMZ Advisory Inc51,253$4.58M1.7%-2,05813F-HRTimeline
Obsidian Personal Planning Solutions LLC51,751$4.56M1.58%+4,07713F-HRTimeline
Bleakley Financial Group, LLC50,991$4.56M0.11%-49113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,727$4.53M0.11%+11,27413F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding50,615$4.52M-3,028Timeline
Meridian Wealth Management, LLC50,395$4.5M0.17%-8713F-HRTimeline
Aptus Capital Advisors, LLC50,311$4.49M0.04%-1,11713F-HRTimeline
FOCUS Wealth Advisors, LLC49,847$4.45M2.14%+4,31513F-HRTimeline
Focus Financial Network, Inc.49,654$4.44M0.16%-14,83313F-HRTimeline
Canton Hathaway, LLC49,165$4.39M0.84%-38313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP49,153$4.39M0.47%+8,67013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding48,936$4.37M-195Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,839$4.27M<0.01%-17,61413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…47,270$4.22M0.05%+1,76013F-HRTimelineGroup
Western Wealth Management, LLC47,235$4.22M0.22%-3,33513F-HRTimeline
Allworth Financial LP47,075$4.21M0.02%-2,75813F-HRTimeline
WEDBUSH SECURITIES INC46,897$4.19M0.14%-2,09713F-HRTimeline
CWA Asset Management Group, LLC46,749$4.18M0.15%-24413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC46,719$4.17M0.22%-6113F-HRTimeline
Private Wealth Advisors, LLC46,709$4.17M1.57%+21813F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.48,497$4.13M1.89%+1,03413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp46,027$4.11M0.11%-1,26313F-HRTimelineGroup
Dynamic Advisor Solutions LLC45,848$4.1M0.12%+1,59213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP45,797$4.09M0.03%-1,51813F-HR/ATimelineGroup
Matrix Trust Co45,654$4.08M0.64%-2,58913F-HRTimeline
IHT Wealth Management, LLC45,589$4.07M0.1%+5913F-HRTimeline
Volterra Technologies LP44,961$4.02M2.66%new13F-HRTimeline
Prime Capital Investment Advisors, LLC44,759$4M0.05%-1,35513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP44,555$3.98M0.53%-38,14513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management44,483$3.97M0.05%-4,98113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC44,361$3.96M0.03%-1,23613F-HRTimeline
B. Riley Wealth Advisors, Inc.44,340$3.96M0.19%-3,89613F-HRTimeline
Rise Advisors, LLC44,264$3.95M1.42%+3,31513F-HRTimeline
Advyzon Investment Management, LLC44,141$3.94M0.68%+20,29213F-HRTimeline
Innova Wealth Partners43,488$3.89M2.1%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.43,250$3.86M3.1%-80713F-HRTimeline
Pekin Hardy Strauss, Inc.43,024$3.84M0.39%-2,37513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC42,696$3.81M0.83%-1,85013F-HR/ATimeline
Financial Guidance Group, Inc.42,598$3.81M1.71%-2,39213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY42,135$3.76M2.82%+65113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.42,110$3.76M0.33%-11,13013F-HRTimeline
Winthrop Capital Management, LLC41,903$3.74M0.91%+83813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC41,773$3.73M0.62%-2513F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC41,714$3.73M2.66%-1,42313F-HRTimeline
LOWE BROCKENBROUGH & CO INC41,470$3.7M0.19%-76113F-HRTimeline
High Note Wealth, LLC41,416$3.7M0.74%-4,53013F-HRTimeline
Snowden Capital Advisors LLC41,165$3.68M0.1%-15,36813F-HRTimeline
HERBST GROUP, LLC41,069$3.67M2.28%-4,92613F-HRTimeline
Quantbot Technologies LP40,967$3.66M0.1%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC40,948$3.66M0.15%-49513F-HRTimeline
CWC Advisors, LLC.40,925$3.66M1.79%-30213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,823$3.65M0.26%-20713F-HRTimeline
HMS Capital Management, LLC40,715$3.64M1.53%-2,07313F-HRTimeline
Stockman Wealth Management, Inc.40,511$3.62M0.45%+1,72413F-HRTimeline
PFG Advisors40,492$3.62M0.15%+84913F-HRTimeline
M3 Advisory Group, LLC40,199$3.59M2.24%+78213F-HRTimeline
FIRST MERCHANTS CORP40,130$3.59M0.14%-1,30913F-HRTimeline
Petix & Botte Co39,757$3.55M0.82%-4,73413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39,273$3.51M0.12%-26,77113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,273$3.51M<0.01%-2,94313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding39,219$3.5M-4,464Timeline
Financial Sense Advisors, Inc.39,192$3.5M0.65%+1913F-HRTimeline
Farther Finance Advisors, LLC39,170$3.5M0.05%+2,49713F-HRTimeline
Polymer Capital Management (HK) LTD39,086$3.49M0.49%013F-HRTimeline
Consolidated Portfolio Review Corp39,038$3.49M0.44%+3,78913F-HRTimeline
Regal Investment Advisors LLC38,988$3.48M0.23%+7,17313F-HRTimeline
SWS Partners38,980$3.48M0.85%+3,93813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,814$3.47M<0.01%+8,93713F-HRTimelineGroup
Perigon Wealth Management, LLC38,611$3.45M0.07%-97313F-HRTimeline
Premier Path Wealth Partners, LLC38,507$3.44M0.44%-1,04913F-HRTimeline
Koshinski Asset Management, Inc.38,496$3.44M0.23%+46813F-HRTimeline
Allred Capital Management, LLC38,436$3.43M1.2%-2,78413F-HRTimeline
Rothschild Capital Partners, LLC38,058$3.4M0.8%-2,11713F-HRTimeline
CHOREO, LLC37,902$3.39M0.04%-1,19713F-HRTimeline
Atlantic Private Wealth, LLC37,858$3.38M2.19%-3,76913F-HRTimeline
180 WEALTH ADVISORS, LLC37,851$3.38M0.41%+6,28713F-HRTimeline
VALICENTI ADVISORY SERVICES INC37,618$3.36M0.72%-7513F-HRTimeline
Y-Intercept (Hong Kong) Ltd37,609$3.36M0.08%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC37,528$3.35M0.24%-2,17813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,473$3.35M0.02%-34813F-HR/ATimelineGroup
BigSur Wealth Management LLC37,455$3.35M0.82%-2,03013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,219$3.33M0.03%+4,92513F-HRTimelineGroup
Asset Management Group, Inc.37,116$3.32M0.54%-1113F-HRTimeline
Massachusetts Wealth Management36,764$3.28M1.63%+1,50013F-HRTimeline
Salomon & Ludwin, LLC36,716$3.26M0.29%+3,13013F-HRTimeline
CONTINENTAL ADVISORS LLC36,500$3.26M2.2%013F-HRTimeline
Certified Advisory Corp36,254$3.24M0.31%-5,76413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC36,247$3.24M0.79%+1,75313F-HRTimeline
MRA Advisory Group36,200$3.23M1.41%new13F-HRTimeline
Global Retirement Partners, LLC35,933$3.21M0.07%+65213F-HRTimeline
AlphaCore Capital LLC35,861$3.2M0.11%-31413F-HRTimeline
Prospera Financial Services Inc35,744$3.2M0.05%-8,32313F-HRTimeline
Milestones Private Investment Advisors …35,594$3.18M2.17%+35613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…35,508$3.17M0.04%-5,81013F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…35,326$3.16M0.99%-1,66313F-HRTimeline
Foundations Investment Advisors, LLC35,306$3.15M0.05%+26,79313F-HRTimeline
Rockport Wealth LLC35,161$3.14M0.64%+9,83513F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…35,113$3.14M1.78%-8113F-HRTimelineGroup
United Bank35,080$3.13M1.09%-75813F-HRTimeline
Cornerstone Advisors, LLC34,800$3.11M0.1%-47,30013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK35,265$3.1M0.28%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA34,368$3.07M0.63%-2813F-HRTimeline
LOM Asset Management Ltd34,101$3.05M0.93%-22213F-HRTimeline
Joseph P. Lucia & Associates, LLC34,012$3.04M1.15%-15513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.34,004$3.04M0.13%+4,47513F-HRTimelineGroup
Pettinga Financial Advisors LLC33,959$3.03M0.59%-11813F-HRTimeline