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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,013 managers (2,039 13F filers) reported a position in XLE shares at 2026-06-30, 441,249,606 shares in all. 135 filers opened a position and 214 filers sold out during the quarter.

Managers
2,013
13F filers
2,039
New
135
Added
778
Reduced
847
Sold out
214
Shares held by filers
441,249,606

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Lee Financial Co78,982$4.19M0.54%-3,35313F-HRTimeline
Matrix Trust Co78,743$4.18M0.61%+4,86213F-HRTimeline
Massachusetts Wealth Management78,541$4.17M1.59%+1,86313F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding78,510$4.17M+28,842Timeline
WEDBUSH SECURITIES INC78,164$4.15M0.11%-4,37113F-HRTimeline
High Note Wealth, LLC78,148$4.15M0.71%-1,85513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC78,073$4.15M0.2%-5,01213F-HRTimeline
United Bank78,025$4.14M1.26%+4,36313F-HRTimeline
Encompass More Asset Management77,699$4.13M0.61%-2,50313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC77,622$4.12M0.08%-2,42813F-HRTimelineGroup
Crestwood Advisors Group, LLC77,316$4.11M0.06%-4,03313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY77,317$4.11M2.24%-1,90313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP77,227$4.1M0.19%-6,22113F-HRTimeline
Financial Sense Advisors, Inc.77,086$4.09M0.81%-91413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP77,073$4.09M<0.01%+3,38513F-HRTimelineGroup
Advisory Solutions Group, LLC76,885$4.08M1.4%13F-HRTimeline
Independence Wealth Advisors, LLC76,512$4.06M2.04%+6,16313F-HRTimeline
Alphadyne Asset Management LP76,132$4.04M0.18%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC76,024$4.04M1.21%-2,65913F-HRTimeline
INNEALTA CAPITAL, LLC75,787$4.03M2.15%-51,15813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding68,890$4.02M+25,751Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …75,525$4.01M0.05%+75,02913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management75,423$4.01M0.12%-16,70013F-HRTimelineGroup
Salomon & Ludwin, LLC74,585$3.96M0.33%+2,30913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC74,398$3.95M0.87%-33513F-HRTimeline
Innova Wealth Partners74,336$3.95M1.63%-5,14813F-HRTimeline
Asset Management Group, Inc.74,255$3.94M0.58%+1413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC74,139$3.94M0.88%-1,66013F-HRTimeline
Dynamic Advisor Solutions LLC73,811$3.92M0.11%-8,37213F-HRTimeline
Hansen & Associates Financial Group, In…73,290$3.89M2.23%+4,12113F-HRTimeline
SWS Partners73,240$3.89M0.84%-2,21613F-HRTimeline
NORTHLAND SECURITIES, INC.73,048$3.88M2.26%+6,30813F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV72,395$3.84M2.16%+9,11813F-HRTimeline
Castellan Group71,851$3.82M0.42%-7,74013F-HRTimeline
Collaborative Capital Advisors LLC71,648$3.81M2.4%13F-HRTimeline
Measured Wealth Private Client Group, L…70,983$3.77M0.91%+40,03313F-HRTimeline
SHAKER INVESTMENTS LLC/OH70,976$3.77M1.35%+35,61213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …70,856$3.76M<0.01%-284,50013F-HRTimelineGroup
Cornerstone Wealth Group, LLC70,810$3.76M0.22%+1,92313F-HRTimeline
Vestmark Advisory Solutions, Inc.70,747$3.76M0.04%+4,54313F-HRTimeline
Wealthspire Advisors, LLC70,591$3.75M0.02%+19,99213F-HRTimeline
Gladstone Institutional Advisory LLC70,551$3.75M0.12%-27,85213F-HRTimeline
Capital Investment Advisory Services, L…70,420$3.74M0.23%-10,11613F-HRTimeline
Cauble & Harre Wealth Management, Inc.70,238$3.73M2.99%+1,22613F-HRTimeline
HB Wealth Management, LLC70,096$3.72M0.02%+28,63713F-HRTimeline
West Financial Advisors, LLC69,771$3.71M0.56%-1,80513F-HRTimeline
Keystone Global Partners, LLC69,655$3.7M1.4%+1,78913F-HRTimeline
CHOREO, LLC69,587$3.7M0.04%+1,21413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…68,082$3.62M0.04%+31,32813F-HRTimelineGroup
LOM Asset Management Ltd67,552$3.59M0.93%+1,02413F-HRTimeline
Allred Capital Management, LLC67,255$3.57M1.17%-6,98613F-HRTimeline
PFG Advisors67,002$3.56M0.18%-211,02413F-HRTimeline
Intellectus Partners, LLC66,618$3.54M0.61%-3213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.66,481$3.53M0.06%-5,72313F-HRTimeline
HMS Capital Management, LLC66,197$3.52M1.31%-1,29013F-HRTimeline
Robertson Stephens Wealth Management, L…65,809$3.5M0.09%-54,66713F-HRTimeline
Solstein Capital, LLC65,781$3.49M1.2%+2,69513F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL65,747$3.49M0.38%+25,53813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC65,685$3.49M0.95%+47,67813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC65,483$3.48M0.28%+56213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…65,451$3.48M0.29%+8,35313F-HRTimelineGroup
Carnegie Investment Counsel65,259$3.47M0.07%-13213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC65,179$3.46M0.23%+78513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…65,153$3.46M1%+1,55213F-HRTimeline
Beaumont Asset Management, L.L.C.65,097$3.46M1.34%+12,27913F-HRTimeline
Perigon Wealth Management, LLC65,082$3.46M0.05%-70,49713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC64,832$3.44M0.02%-11,71413F-HRTimeline
Principia Wealth Advisory, LLC64,427$3.42M1.71%+17,37413F-HRTimeline
McKinley Carter Wealth Services, Inc.64,338$3.42M0.18%-2,73013F-HRTimeline
FORONJY FINANCIAL LLC64,330$3.42M1.26%+19,94013F-HRTimeline
Geneos Wealth Management Inc.64,218$3.41M0.07%-52,45313F-HRTimeline
Resonant Capital Advisors, LLC64,145$3.41M0.16%-1,09913F-HRTimeline
Zullo Investment Group, Inc.64,112$3.41M1.16%-3,75213F-HRTimeline
Balboa Wealth Partners63,963$3.4M0.46%+5,46213F-HRTimeline
Keystone Financial Group63,859$3.39M0.2%+15,00913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.63,098$3.39M0.02%-34613F-HRTimeline
Aft, Forsyth & Sober, LLC55,150$3.38M1.06%013F-HRTimeline
ROCKLAND TRUST CO63,561$3.38M0.13%-37313F-HRTimeline
AlphaStar Capital Management, LLC63,208$3.36M0.21%+39,11513F-HRTimeline
FIRST MERCHANTS CORP63,142$3.35M0.12%-2,63913F-HRTimeline
Evercore Wealth Management, LLC63,004$3.35M0.05%+29,60613F-HRTimeline
TRUST CO OF OKLAHOMA62,685$3.33M0.86%-1,05113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.61,818$3.28M0.05%-1,315,39013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co61,794$3.28M0.14%-3,33113F-HRTimeline
Skylands Capital, LLC61,650$3.27M0.4%-2,40013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP60,868$3.23M0.02%-28,47613F-HRTimelineGroup
Greenline Partners, LLC60,401$3.21M0.33%-1,49713F-HRTimeline
ALERUS FINANCIAL NA60,389$3.21M0.14%-19,14613F-HRTimeline
Castle Rock Wealth Management, LLC60,613$3.2M0.63%+3,77013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)60,038$3.19M0.89%+1,36713F-HRTimeline
Joel Isaacson & Co., LLC59,701$3.17M0.09%+31513F-HRTimeline
UPTICK PARTNERS, LLC59,546$3.16M0.49%+7,91013F-HRTimeline
Knollwood Investment Advisory, LLC59,440$3.16M0.28%013F-HRTimeline
Aspen Investment Management Inc59,349$3.15M0.85%+11613F-HRTimeline
Westside Investment Management, Inc.59,294$3.15M0.41%+23413F-HRTimeline
FINANCIAL DISCOVERY GROUP INC59,273$3.15M6.71%+12,18013F-HRTimeline
Herold Advisors, Inc.59,269$3.14M0.62%-28613F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…58,866$3.13M1.88%13F-HRTimelineGroup
HERBST GROUP, LLC58,808$3.12M1.7%-43,29813F-HRTimeline
VALICENTI ADVISORY SERVICES INC58,710$3.12M0.59%-46013F-HRTimeline
First Nebraska Trust Co58,563$3.11M0.25%+1,46113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC58,563$3.11M0.18%+12,55513F-HRTimeline
Avior Wealth Management, LLC58,591$3.11M0.08%+13,17113F-HRTimeline
Simmons Bankin group Simmons Bank58,391$3.1M0.18%+2,55813F-HRTimelineGroup
WASHINGTON TRUST Co57,998$3.08M0.1%+73613F-HRTimeline
Visionary Wealth Advisors57,951$3.08M0.12%-20,02713F-HRTimeline
Capital Advisors, Ltd. LLC57,924$3.08M0.31%+64313F-HRTimeline
CMG Global Holdings, LLC57,780$3.07M1.3%-13813F-HRTimeline
SUTTON PLACE INVESTORS LLC57,635$3.06M1.48%+38013F-HRTimeline
IBEX WEALTH ADVISORS57,609$3.06M0.24%+11,12613F-HRTimeline
CENTRAL TRUST Co57,587$3.06M0.06%+47613F-HRTimeline
David Kennon Inc57,428$3.05M1.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC57,191$3.04M0.11%-3,34813F-HRTimeline
TD Waterhouse Canada Inc.57,355$3.03M0.01%-50,97713F-HRTimeline
AVALON CAPITAL MANAGEMENT56,795$3.02M0.71%new13F-HRTimeline
Sowell Financial Services LLC56,717$3.01M0.1%-8,85213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK56,583$3.01M0.24%13F-HRTimeline
Arta Finance Wealth Management LLC56,521$3M1.28%+14,69613F-HRTimeline
Centiva Capital, LP56,476$3M0.1%+32,34313F-HRTimeline
Petix & Botte Co56,424$3M0.6%+23,59313F-HRTimeline
Ignite Planners, LLC55,993$2.97M0.41%+96713F-HRTimeline
DV Trading LLC55,796$2.96M0.25%-1,86813F-HRTimeline
Capital Wealth Planning, LLC55,769$2.96M0.01%+49,91313F-HRTimeline
McGuire Investment Group, LLC55,689$2.96M0.26%+33413F-HRTimeline
Simplicity Wealth,LLC55,649$2.96M0.1%+32,22613F-HRTimeline
BEACON FINANCIAL GROUP55,496$2.95M0.27%-91913F-HRTimeline
HANCOCK WHITNEY CORP54,984$2.92M0.05%+3,60413F-HRTimeline
Ameraudi Asset Management, Inc.54,834$2.91M1.32%-6,71213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL54,712$2.91M0.06%+17,76013F-HRTimeline
Waldron Private Wealth LLC54,697$2.9M0.1%-4,21113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…54,618$2.9M0.74%+50213F-HRTimeline
Certified Advisory Corp54,537$2.9M0.23%-7,57513F-HRTimeline
Targeted Financial Services LLC54,477$2.89M2.14%+12,19113F-HRTimeline
First Business Financial Services, Inc.54,244$2.88M0.22%013F-HRTimeline
Independent Wealth Network Inc.54,130$2.87M0.73%+8,96713F-HRTimeline
Symmetry Partners, LLC53,921$2.86M0.15%+45,25613F-HRTimeline
Community Bank, N.A.53,913$2.86M0.31%-99013F-HRTimeline
Walser Wealth Management Company, A Ltd…53,741$2.85M1.19%+48,68613F-HRTimeline
Institute for Wealth Management, LLC.53,687$2.85M0.25%-77713F-HRTimeline
TIAAgroup of 4 filers holding53,586$2.85M-66,415Timeline
Variant Private Wealth, LLC53,573$2.85M3.2%+30813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.52,938$2.83M0.11%+23,10213F-HRTimelineGroup
JBR Co Financial Management Inc52,903$2.81M1.03%-2,86713F-HRTimeline
Rothschild Capital Partners, LLC52,848$2.81M0.6%+37813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd52,722$2.8M0.04%+28,21613F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK52,680$2.8M0.01%-3,87013F-HRTimelineGroup
RFG Advisory, LLC52,667$2.8M0.04%-35,48813F-HRTimeline
Belpointe Asset Management LLC52,603$2.79M0.09%-17,69513F-HRTimeline
NewEdge Wealth, LLC52,488$2.79M0.03%+22,55613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC52,133$2.77M1.32%-50713F-HRTimeline
Kingstone Capital Partners Texas, LLC52,095$2.77M1.47%-1,01313F-HRTimeline
Pettinga Financial Advisors LLC52,062$2.77M0.44%+4,65813F-HRTimeline
Orange Investment Advisors, Inc.51,987$2.76M0.34%-1,01313F-HRTimeline
PLANWISER FINANCIAL, LLC51,665$2.74M1.91%+5,65813F-HRTimeline
Fragasso Financial Advisors Inc51,442$2.73M0.15%+9,79413F-HRTimeline
Strategic Financial Group, LLC51,311$2.73M2.61%+51613F-HRTimeline
Premier Path Wealth Partners, LLC51,242$2.72M0.31%-85813F-HRTimeline
Hardin Capital Partners, LLC50,872$2.71M1.26%-1,33213F-HRTimeline
THOR TRADING ADVISORS, LLC51,086$2.71M0.85%-103,12813F-HRTimeline
Ayalon Insurance Comp Ltd.50,824$2.7M0.33%+16,53013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp50,367$2.68M0.01%+2,95213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC50,000$2.66M<0.01%013F-HRTimelineGroup
Northstar Advisory Group, LLC49,949$2.65M0.82%+32,06913F-HRTimeline
BANQUE PICTET & CIE SA49,900$2.65M0.03%-56,10013F-HRTimeline
Midwest Trust Co49,896$2.65M0.03%-1,56413F-HRTimeline
Essex LLC49,834$2.65M0.4%-21413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT49,766$2.64M0.17%-813F-HRTimeline
Independence Bank of Kentucky49,649$2.64M0.3%+42013F-HRTimeline
ES4, LLC49,464$2.63M1.38%+6,87113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC49,456$2.63M<0.01%+10,39113F-HRTimelineGroup
PATTEN & PATTEN INC/TN49,076$2.61M0.14%+7,03113F-HRTimeline
Bank of New Hampshire48,283$2.56M0.54%-1,15613F-HRTimeline
BigSur Wealth Management LLC48,280$2.56M0.62%-9,76013F-HRTimeline
Mesirow Financial Investment Management…47,789$2.54M0.04%+24113F-HRTimeline
Orion Porfolio Solutions, LLC47,704$2.53M0.02%+4,71313F-HRTimeline
PFG Investments, LLC47,696$2.53M0.1%-3,59713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.47,654$2.53M0.02%-12213F-HRTimelineGroup
Clarus Wealth Advisors45,485$2.53M0.97%+3,44413F-HRTimeline
CFC Planning Co LLC47,368$2.52M1.49%+43,74313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,261$2.51M0.31%-12513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC47,205$2.51M0.17%+3,43813F-HRTimeline
JENNISON ASSOCIATES LLC46,878$2.49M<0.01%+2,88313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …46,760$2.48M0.06%-114,20613F-HRTimelineGroup
LifePlan Financial, LLC46,713$2.48M1.74%-1,15713F-HRTimeline
Global Strategic Investment Solutions, …46,417$2.47M0.22%+12613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC46,152$2.45M0.01%-1,268,27713F-HRTimelineGroup
Corecam AG46,040$2.45M2.09%new13F-HRTimeline
Cornerstone Wealth Management, LLC45,939$2.44M0.1%+91513F-HRTimeline
Philadelphia Investment Partners, LLC45,674$2.43M1.51%-46813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC45,600$2.42M0.02%-39,29313F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co45,517$2.42M0.08%new13F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV45,391$2.41M0.4%-6113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp45,357$2.41M0.04%+1,00213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD45,321$2.41M0.02%-7,78013F-HRTimelineGroup
BURNS J W & CO INC/NY45,312$2.41M0.25%-87313F-HRTimeline
Buck Wealth Strategies, LLC45,173$2.4M0.25%+37,19213F-HRTimeline
WHITTIER TRUST CO44,981$2.39M0.02%+7,14613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,678$2.37M0.11%-2,59513F-HRTimeline
TCV Trust & Wealth Management, Inc.44,514$2.36M0.18%-1,99813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC44,380$2.36M0.16%-2,09813F-HRTimelineGroup