Skip to content
Disclosery

XLE SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.168,111$7.34M0.05%+106,04413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC163,909$7.33M0.16%+83,52813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC163,239$7.3M0.16%+87,97713F-HRTimeline
FAGAN ASSOCIATES, INC.162,690$7.27M0.97%+78,34213F-HRTimeline
OLD NATIONAL BANCORP /IN/162,328$7.26M0.12%+78,05713F-HRTimeline
WealthCare Asset Management, LLC81,218$7.26M6.7%13F-HRTimeline
Warwick Investment Management, Inc.162,110$7.25M1.12%+82,20613F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV160,274$7.17M1.65%13F-HRTimeline
Tamar Securities, LLC159,252$7.12M0.75%+99,20613F-HRTimeline
Almanack Investment Partners, LLC.159,246$7.12M1.21%+93,25413F-HRTimeline
SCOTIA CAPITAL INC.156,542$7M0.03%+62,56713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA155,645$6.96M0.03%13F-HRTimelineGroup
Hollow Brook Wealth Management LLC153,896$6.88M1.78%+76,63413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC112,140$6.88M0.03%+10,95013F-HRTimelineGroup
FMR LLCin group FMR LLC153,009$6.84M<0.01%+79,31213F-HRTimelineGroup
WBH ADVISORY INC150,757$6.74M0.5%+74,19213F-HRTimeline
WESPAC Advisors SoCal, LLC149,753$6.7M1.35%+73,89813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC149,450$6.68M1.13%+72,08013F-HRTimeline
J.W. COLE ADVISORS, INC.189,314$6.66M0.16%+63,12713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.148,888$6.66M0.14%+73,71813F-HRTimelineGroup
Cercano Management LLC148,672$6.65M0.25%+74,33613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC148,564$6.64M<0.01%+109,29113F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC148,272$6.63M3.36%+75,27113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.148,176$6.62M0.42%+79,19413F-HRTimelineGroup
SOL Capital Management CO147,824$6.61M0.59%+70,16213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC147,228$6.58M0.49%+72,39313F-HRTimeline
Thomasville National Bank145,883$6.52M0.4%+72,56413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …145,056$6.49M0.09%+72,52813F-HRTimelineGroup
Castellan Group144,446$6.46M0.81%+75,79213F-HRTimeline
Gladstone Institutional Advisory LLC143,946$6.44M0.24%+70,36413F-HRTimeline
True Freedom Investing, LLC143,270$6.41M0.44%-24,29313F-HRTimeline
THOR TRADING ADVISORS, LLC142,228$6.39M2.65%+88,47713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding140,184$6.27M+85,249Timeline
CAPITAL FUND MANAGEMENT S.A.139,586$6.24M0.06%+87,73613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD138,686$6.2M0.3%+66,39413F-HRTimeline
Parallel Advisors, LLC137,514$6.15M0.11%+63,94213F-HRTimeline
Fisher Asset Management, LLC136,969$6.12M<0.01%+71,83713F-HRTimeline
Prota Financial, LLC136,841$6.12M4.41%13F-HRTimeline
Sequoia Financial Advisors, LLC136,798$6.12M0.03%+58,43113F-HRTimeline
GTS SECURITIES LLC136,678$6.11M0.21%-91,22513F-HRTimeline
Buska Wealth Management, LLC136,162$6.09M2.25%+43,75013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp135,935$6.08M<0.01%+88,09613F-HRTimelineGroup
Traynor Capital Management, Inc.133,384$5.96M0.33%+66,70913F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC132,711$5.93M0.72%new13F-HRTimeline
Scarborough Advisors, LLC132,603$5.93M1%+60,06213F-HRTimeline
King Wealth Management Group132,590$5.93M0.71%+64,23313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK131,927$5.9M0.03%+66,46013F-HRTimelineGroup
Orion Porfolio Solutions, LLC131,747$5.89M0.04%+61,05513F-HRTimeline
One Wealth Map LLC117,449$5.88M2.99%+63,08813F-HRTimeline
Mutual Advisors, LLC131,453$5.88M0.13%+67,14913F-HRTimeline
Kingsview Wealth Management, LLC130,129$5.82M0.08%+67,28113F-HRTimeline
Financial Freedom, LLC130,003$5.81M2.88%+52,60613F-HRTimeline
Integrated Advisors Network LLC129,738$5.8M0.26%+61,93413F-HRTimeline
IEQ CAPITAL, LLC129,316$5.78M0.02%+61,31313F-HRTimeline
Jaffetilchin Investment Partners, LLC129,057$5.77M0.34%+64,98813F-HRTimeline
Magnus Financial Group LLC128,837$5.76M0.44%+65,35513F-HRTimeline
Evolution Wealth Advisors, LLC128,359$5.74M0.58%+45,14113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.127,540$5.7M0.34%+99,11613F-HRTimelineGroup
Summit Financial, LLC127,446$5.7M0.08%+60,91613F-HRTimeline
Turn8 Private Wealth Inc.123,600$5.53M3.96%+61,80013F-HRTimeline
Integrated Wealth Concepts LLC121,936$5.45M0.06%-6,37013F-HRTimeline
Quantinno Capital Management LP121,274$5.42M0.01%+67,07013F-HRTimeline
AlphaCore Capital LLC120,830$5.4M0.12%+84,96913F-HRTimeline
Maridea Wealth Management LLC120,504$5.39M0.81%+66,66313F-HRTimeline
Sigma Planning Corp118,854$5.3M0.15%+59,00613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI118,286$5.29M0.29%+58,36813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP118,202$5.28M0.57%+69,04913F-HRTimeline
PINNACLE ASSOCIATES LTD117,120$5.24M0.07%+56,91213F-HRTimeline
Jupiter Wealth Management LLC96,962$5.23M2.33%+43,28113F-HRTimeline
Private Wealth Advisors, LLC116,939$5.23M1.88%+70,23013F-HRTimeline
Investors Research Corp116,181$5.19M0.95%+57,20313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC115,997$5.19M0.25%+62,72413F-HRTimeline
Grove Bank & Trust115,872$5.18M0.58%+13,76713F-HRTimeline
Crumly & Associates Inc.115,409$5.16M1.08%+57,73113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding113,273$5.06M+64,337Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…112,782$5.04M0.06%+60,18013F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC112,694$5.04M1.13%+56,20613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC112,252$5.02M1.94%+56,03813F-HRTimeline
IMZ Advisory Inc112,060$5.01M1.83%+60,80713F-HRTimeline
MIRAMONTES CAPITAL, LLC111,793$5M1.7%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC110,284$4.93M0.05%+57,14513F-HRTimelineGroup
Qube Research & Technologies Ltd110,207$4.93M0.01%-671,21713F-HRTimeline
ALTFEST L J & CO INC109,901$4.91M0.54%+54,54913F-HRTimeline
Farther Finance Advisors, LLC109,580$4.9M0.05%+70,41013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…109,282$4.89M0.03%+79,32513F-HRTimelineGroup
Algorithmic Investment Models, LLC109,255$4.88M6.02%+53,39913F-HRTimeline
Bleakley Financial Group, LLC109,000$4.87M0.08%+58,00913F-HRTimeline
McGuire Investment Group, LLC108,925$4.87M0.52%+54,44413F-HRTimeline
Lee Financial Co108,620$4.86M0.66%+32,52313F-HRTimeline
Quantitative Investment Management, LLC108,338$4.84M0.47%-129,55613F-HRTimeline
Geneos Wealth Management Inc.106,823$4.78M0.12%+23,98813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK106,482$4.76M0.01%-201,17913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC105,753$4.73M0.08%+81,20413F-HR/ATimeline
Roundview Capital LLC105,365$4.71M0.29%+51,38813F-HRTimeline
Trek Financial, LLC105,242$4.71M0.27%+49,76213F-HRTimeline
VAN STRUM & TOWNE INC.105,146$4.7M1.31%+52,92313F-HRTimeline
BOS Asset Management, LLC104,521$4.67M1.25%+53,25113F-HRTimeline
SummitTX Capital, L.P.103,598$4.63M0.14%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP103,095$4.61M<0.01%+86,39613F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.103,013$4.61M0.03%+65,79413F-HRTimelineGroup
WealthCare Investment Partners, LLC100,729$4.6M1.34%+47,87613F-HRTimeline
Rise Advisors, LLC102,520$4.58M1.64%+58,25613F-HRTimeline
HARBOUR INVESTMENTS, INC.102,070$4.56M0.09%+43,98013F-HRTimeline
FOCUS Wealth Advisors, LLC101,211$4.53M2.11%+51,36413F-HRTimeline
ALERUS FINANCIAL NA101,067$4.52M0.22%+49,25713F-HRTimeline
180 WEALTH ADVISORS, LLC100,206$4.48M0.51%+62,35513F-HRTimeline
FourWorld Capital Management LLC100,000$4.47M4.18%new13F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.95,457$4.45M2%+46,96013F-HRTimeline
Aptus Capital Advisors, LLC99,040$4.43M0.04%+48,72913F-HRTimeline
Headlands Technologies LLC98,498$4.4M0.37%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding98,382$4.4M+47,767Timeline
CWA Asset Management Group, LLC97,040$4.34M0.16%+50,29113F-HRTimeline
Western Wealth Management, LLC97,039$4.34M0.2%+49,80413F-HRTimeline
Pekin Hardy Strauss, Inc.96,998$4.34M0.4%+53,97413F-HRTimeline
Stockman Wealth Management, Inc.96,206$4.3M0.5%+55,69513F-HR/ATimeline
Canton Hathaway, LLC96,102$4.3M0.83%+46,93713F-HRTimeline
Skylands Capital, LLC95,400$4.27M0.58%+62,20013F-HRTimeline
Focus Financial Network, Inc.95,268$4.26M0.15%+45,61413F-HRTimeline
HighPoint Advisor Group LLC94,967$4.25M0.09%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD94,634$4.24M0.05%+43,48713F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC93,512$4.18M0.21%+46,79313F-HRTimeline
Rockport Wealth LLC93,501$4.18M0.81%+58,34013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV93,439$4.18M0.26%+40,72113F-HRTimeline
MRA Advisory Group93,294$4.17M1.75%+57,09413F-HRTimeline
Stillwater Capital Advisors, LLC92,638$4.14M0.45%+16,70013F-HRTimeline
Matrix Trust Co92,238$4.12M0.68%+46,58413F-HRTimeline
Kovack Advisors, Inc.92,136$4.12M0.19%+61,13713F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC91,801$4.1M0.19%-57,12213F-HRTimeline
Harbour Wealth Management Group, Inc.91,769$4.1M3.21%13F-HRTimeline
IHT Wealth Management, LLC90,498$4.05M0.1%+44,90913F-HRTimeline
J. Goldman & Co LP90,212$4.03M0.16%+63,69213F-HRTimeline
Allworth Financial LP89,907$4.02M0.02%+42,83213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,901$4.02M0.05%+42,63113F-HRTimelineGroup
Innova Wealth Partners89,132$3.99M2.01%+45,64413F-HRTimeline
Guardian Wealth Management, Inc.88,579$3.96M2.33%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp88,333$3.95M0.1%+42,30613F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co87,662$3.92M1.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC87,016$3.89M0.05%+42,25713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC86,387$3.86M0.28%+48,85913F-HRTimeline
Crestwood Advisors Group, LLC86,250$3.86M0.06%+21,26413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,708$3.83M<0.01%+46,89413F-HR/ATimelineGroup
Regal Investment Advisors LLC85,577$3.83M0.23%+46,58913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP85,428$3.82M0.02%+39,63113F-HRTimelineGroup
WEDBUSH SECURITIES INC84,765$3.79M0.11%+37,86813F-HRTimeline
Financial Guidance Group, Inc.84,341$3.77M1.54%+41,74313F-HRTimeline
HERBST GROUP, LLC84,303$3.77M2.22%+43,23413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.84,220$3.77M0.32%+42,11013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV84,151$3.76M2.37%13F-HRTimeline
CWC Advisors, LLC.83,985$3.75M1.81%+43,06013F-HRTimeline
LOWE BROCKENBROUGH & CO INC83,546$3.74M0.18%+42,07613F-HRTimeline
Winthrop Capital Management, LLC83,491$3.73M0.87%+41,58813F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC83,428$3.73M2.41%+41,71413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC82,927$3.71M0.03%+38,56613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC82,660$3.7M0.58%+40,88713F-HRTimeline
Valor Advisors LLC81,790$3.66M3.05%13F-HRTimeline
M3 Advisory Group, LLC81,492$3.64M2.22%+41,29313F-HRTimeline
High Note Wealth, LLC81,318$3.64M0.71%+39,90213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY81,261$3.63M2.48%+39,12613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC81,050$3.62M0.15%+40,10213F-HRTimeline
Meridian Wealth Management, LLC81,023$3.62M0.13%+30,62813F-HRTimeline
PFG Advisors80,858$3.62M0.18%+40,36613F-HRTimeline
Snowden Capital Advisors LLC80,513$3.6M0.09%+39,34813F-HRTimeline
HMS Capital Management, LLC80,289$3.59M1.49%+39,57413F-HRTimeline
Allred Capital Management, LLC80,155$3.58M1.3%+41,71913F-HRTimeline
Grand Central Investment Group79,951$3.57M2.59%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC79,725$3.56M0.21%+47,13713F-HRTimeline
Sowell Financial Services LLC79,278$3.54M0.13%+21,49713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.79,254$3.54M2.67%+36,00413F-HRTimeline
SWS Partners78,713$3.52M0.85%+39,73313F-HRTimeline
Cauble & Harre Wealth Management, Inc.78,705$3.52M2.95%13F-HRTimeline
Dynamic Advisor Solutions LLC78,204$3.5M0.11%+32,35613F-HRTimeline
Polymer Capital Management (HK) LTD78,172$3.5M0.54%+39,08613F-HRTimeline
Rothschild Capital Partners, LLC77,939$3.48M0.82%+39,88113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC77,484$3.46M0.27%+36,66113F-HRTimeline
Financial Sense Advisors, Inc.77,219$3.45M0.64%+38,02713F-HRTimeline
B. Riley Wealth Advisors, Inc.76,936$3.44M0.16%+32,59613F-HRTimeline
Salomon & Ludwin, LLC73,295$3.44M0.3%+36,57913F-HRTimeline
World Investment Advisors76,449$3.42M0.06%+59,25513F-HR/ATimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.76,276$3.41M0.08%+17,08813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC75,827$3.39M0.81%+39,58013F-HRTimeline
Prospera Financial Services Inc75,749$3.39M0.06%+40,00513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC75,678$3.38M0.77%+32,98213F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management74,504$3.33M0.11%+35,23113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP74,385$3.33M0.19%+41,35813F-HRTimeline
Compass Wealth Management, LLC/GA74,295$3.32M1.37%+41,83013F-HRTimeline
Asset Management Group, Inc.73,907$3.3M0.53%+36,79113F-HRTimeline
Global Retirement Partners, LLC73,694$3.29M0.06%+37,76113F-HRTimeline
FIRST MERCHANTS CORP73,620$3.29M0.12%+33,49013F-HRTimeline
Perigon Wealth Management, LLC73,239$3.27M0.06%+34,62813F-HRTimeline
CONTINENTAL ADVISORS LLC73,000$3.26M2.12%+36,50013F-HRTimeline
VALICENTI ADVISORY SERVICES INC72,966$3.26M0.68%+35,34813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,510$3.24M0.02%+35,03713F-HRTimelineGroup
Premier Path Wealth Partners, LLC72,460$3.24M0.42%+33,95313F-HRTimeline
Massachusetts Wealth Management70,553$3.15M1.47%+33,78913F-HRTimeline
Milestones Private Investment Advisors …70,524$3.15M2.17%+34,93013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…70,440$3.15M0.99%+35,11413F-HRTimeline
CHOREO, LLC70,020$3.15M0.04%+32,11813F-HRTimeline
Joseph P. Lucia & Associates, LLC70,286$3.14M1.13%+36,27413F-HRTimeline
BigSur Wealth Management LLC70,040$3.13M0.76%+32,58513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA69,762$3.12M0.62%+35,39413F-HRTimeline