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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CENTRAL TRUST Co45,209$3.87M0.09%+7,81713F-HRTimeline
FOCUS Wealth Advisors, LLC45,171$3.87M2.05%+12313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co44,957$3.85M0.05%+1,02813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC44,724$3.83M0.22%-17113F-HRTimeline
FIRST MERCHANTS CORP44,563$3.82M0.15%+7,50713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP44,420$3.81M0.07%new13F-HRTimelineGroup
Centiva Capital, LP44,322$3.8M0.14%+20,03013F-HRTimeline
BOS Asset Management, LLC44,221$3.79M1.36%-1,49513F-HRTimeline
Rothschild Capital Partners, LLC44,062$3.77M0.92%-82113F-HRTimeline
UMB Bank, n.a.44,053$3.77M0.06%-42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MMBG INVESTMENT ADVISORS CO.43,885$3.76M0.4%013F-HRTimeline
Certified Advisory Corp43,692$3.74M0.41%-77413F-HRTimeline
IronBridge Private Wealth, LLC43,460$3.72M1.37%-1,76413F-HRTimeline
Kingsview Wealth Management, LLC43,136$3.7M0.07%+5,32513F-HRTimeline
Allworth Financial LP40,204$3.69M0.02%+2,24013F-HRTimeline
CWA Asset Management Group, LLC42,321$3.63M0.18%+4,56213F-HRTimeline
Vectors Research Management, LLC42,241$3.62M1.23%-3,04513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC42,138$3.61M0.16%-2,52513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC42,049$3.6M0.66%-5013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.41,739$3.58M3.25%-1,94713F-HRTimeline
BigSur Wealth Management LLC41,585$3.56M1.02%-14,95013F-HRTimeline
Pettinga Financial Advisors LLC41,408$3.55M0.8%+44213F-HRTimeline
Koshinski Asset Management, Inc.41,059$3.52M0.32%-44913F-HRTimeline
Financial Sense Advisors, Inc.40,999$3.51M1.18%+4,06513F-HRTimeline
Kingstone Capital Partners Texas, LLC40,985$3.51M2.85%13F-HRTimeline
Elevate Capital Advisors, LLC40,565$3.47M3.06%13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY40,475$3.47M3.82%13F-HRTimeline
Fairfield Financial Advisors, LTD40,446$3.46M1.22%-8,69213F-HRTimeline
Kovack Advisors, Inc.40,422$3.46M0.34%+6,11813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC40,367$3.46M0.31%-1,34413F-HRTimelineGroup
Cullen Capital Management, LLC40,273$3.45M0.04%+35,38213F-HRTimeline
Vivid Wealth Management, LLC40,270$3.45M1.75%+53913F-HRTimeline
Global Retirement Partners, LLC40,066$3.43M0.1%+2,29013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$3.43M0.77%013F-HRTimeline
INNEALTA CAPITAL, LLC39,833$3.41M1.66%+14,30113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL39,794$3.41M0.08%+81613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…39,675$3.4M1.2%-1,08913F-HRTimeline
M3 Advisory Group, LLC39,624$3.39M2.43%+22913F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC39,621$3.39M0.07%+15,52413F-HRTimelineGroup
Beaumont Financial Advisors, LLC39,151$3.35M0.25%+33,09613F-HRTimeline
Ayalon Insurance Comp Ltd.38,819$3.33M1.03%013F-HRTimeline
Provident Co of the Employees of the He…38,765$3.32M3.87%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,545$3.3M0.02%+9813F-HRTimelineGroup
Winthrop Capital Management, LLC38,961$3.29M0.88%+92013F-HRTimeline
Orange Investment Advisors, Inc.38,028$3.26M0.37%+1,07613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,873$3.24M0.05%+10,73713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC37,794$3.24M0.05%+4,46713F-HRTimeline
DAVENPORT & Co LLC37,793$3.24M0.02%-18,83313F-HRTimeline
Joseph P. Lucia & Associates, LLC37,724$3.23M1.44%+26013F-HRTimeline
McGuire Investment Group, LLC37,607$3.22M0.47%+32813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,336$3.2M0.04%-8,04913F-HRTimelineGroup
United Bank37,201$3.19M1.35%+1,16113F-HRTimeline
SWS Partners37,163$3.18M0.96%+9,09413F-HRTimeline
First National Trust Co36,783$3.15M0.12%-1,33513F-HRTimeline
Genesis Wealth Advisors, LLC36,729$3.15M2.74%13F-HRTimeline
VALICENTI ADVISORY SERVICES INC36,618$3.14M0.78%+3,06813F-HRTimeline
Asset Management Group, Inc.36,556$3.13M0.56%-1,16113F-HRTimeline
CONTINENTAL ADVISORS LLC36,500$3.13M2.37%-2,50013F-HRTimeline
TAP Consulting, LLC36,458$3.12M0.64%-2,91713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC36,173$3.1M0.83%-69313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,166$3.1M0.03%-13,42213F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK35,265$3.1M0.28%013F-HRTimeline
Ameraudi Asset Management, Inc.35,881$3.07M1.7%-26,54013F-HRTimeline
Signify Wealth35,868$3.07M3.47%new13F-HRTimeline
Embree Financial Group35,801$3.07M0.52%+1,19913F-HRTimeline
Cabana LLC35,719$3.06M15.14%+3,17113F-HRTimeline
Premier Path Wealth Partners, LLC35,688$3.06M0.47%-2,24913F-HRTimeline
Stockman Wealth Management, Inc.35,463$3.04M0.48%+3,89513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC35,417$3.03M0.38%+5,45513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,310$3.02M0.17%+21,32113F-HR/ATimelineGroup
BEACON FINANCIAL GROUP34,835$2.98M0.32%+2,01013F-HRTimeline
Private Portfolio Partners LLC34,518$2.96M0.54%+85113F-HRTimeline
Simmons Bankin group Simmons Bank34,388$2.95M0.22%+1,75713F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA34,266$2.94M0.67%+10313F-HRTimeline
Trilogy Capital Inc.34,225$2.93M0.15%-31,22713F-HRTimeline
Ellis Investment Partners, LLC33,793$2.89M0.57%+1,93213F-HRTimeline
CSS LLC/IL33,410$2.86M0.17%+31,60813F-HRTimeline
NorthCoast Asset Management LLC33,346$2.86M0.01%+2,12513F-HR/ATimeline
M Holdings Securities, Inc.33,234$2.85M0.46%-1,05013F-HR/ATimeline
CHOREO, LLC33,316$2.84M0.04%-4,06513F-HRTimeline
Massachusetts Wealth Management33,136$2.84M1.75%+17013F-HRTimeline
Ameliora Wealth Management Ltd.33,047$2.83M1.06%-1,56013F-HRTimeline
Guardian Wealth Management, Inc.32,992$2.83M1.93%+32,89813F-HRTimeline
Herold Advisors, Inc.32,866$2.82M0.61%-3,39213F-HRTimeline
Asset Allocation Strategies LLC31,264$2.78M0.67%-4,57813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA32,375$2.77M<0.01%+11,30513F-HR/ATimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…32,364$2.77M2.11%13F-HR/ATimelineGroup
Rockport Wealth LLC31,151$2.73M1.21%+17,11213F-HRTimeline
WASHINGTON TRUST Co31,732$2.72M0.1%-1,94513F-HRTimeline
Signal Advisors Wealth, LLC31,730$2.72M0.31%+16,32613F-HRTimeline
SAXON INTERESTS, INC.31,529$2.7M1.19%+1,07513F-HRTimeline
Keystone Financial Group31,467$2.7M0.27%+9413F-HRTimeline
Atom Investors LP31,405$2.69M0.33%-21,65213F-HRTimeline
Bray Capital Advisors31,259$2.68M0.72%-9,56413F-HRTimeline
RFG Advisory, LLC30,997$2.66M0.08%+4,15213F-HRTimeline
Midwest Financial Group LLC30,914$2.65M1.52%+1,52313F-HRTimeline
First Horizon Advisors, Inc.30,888$2.65M0.07%-1,90613F-HRTimeline
Client First Capital LLC30,881$2.65M1.36%+3,60013F-HRTimeline
Community Bank, N.A.30,869$2.64M0.34%-43513F-HRTimeline
BLB&B Advisors, LLC30,824$2.64M0.13%+17,99413F-HRTimeline
Consolidated Portfolio Review Corp30,617$2.62M0.42%+4,43813F-HRTimeline
Zullo Investment Group, Inc.30,484$2.61M1.05%-14613F-HRTimeline
Ensign Peak Advisors, Inc30,484$2.61M<0.01%-20,00013F-HRTimeline
Salomon & Ludwin, LLC30,287$2.59M0.27%-1,94913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC30,248$2.59M0.2%-96,27213F-HRTimeline
Connective Portfolio Management, LLC30,200$2.59M3.85%new13F-HRTimeline
Foundations Investment Advisors, LLC30,167$2.58M0.05%+2413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,114$2.58M<0.01%-2,52313F-HR/ATimelineGroup
CWC Advisors, LLC.30,087$2.58M2.57%+2,09413F-HRTimeline
WESBANCO BANK INC30,020$2.57M0.09%-1,27613F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…29,920$2.56M1.91%+5013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…29,882$2.56M0.97%-1,35713F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY29,883$2.56M0.08%+11,24013F-HRTimeline
OneDigital Investment Advisors LLC29,862$2.56M0.03%-6,95813F-HRTimeline
United Asset Strategies, Inc.29,804$2.55M0.23%+7,08613F-HRTimeline
Knollwood Investment Advisory, LLC29,720$2.55M0.27%013F-HRTimeline
GeoWealth Management, LLC29,699$2.54M0.08%+5,88213F-HRTimeline
BOKF, NAin group BOKF, NA28,643$2.53M0.04%-25,26113F-HRTimelineGroup
ELLERSON GROUP INC /ADV29,298$2.51M1.83%-1,41013F-HRTimeline
SUTTON PLACE INVESTORS LLC29,122$2.49M1.44%013F-HRTimeline
Code Waechter LLC29,116$2.49M2.18%+19313F-HRTimeline
JBR Co Financial Management Inc29,086$2.49M1.52%-1,86813F-HRTimeline
Pine Valley Investments Ltd Liability Co28,873$2.47M0.16%-3,19113F-HRTimeline
IMC-Chicago, LLC28,847$2.47M0.07%-3,78913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,823$2.47M0.28%+2,74813F-HRTimeline
PFG Investments, LLC28,799$2.47M0.15%+2,12213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,779$2.47M0.18%-1,08113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,707$2.46M<0.01%+1,15313F-HRTimelineGroup
Institute for Wealth Management, LLC.28,562$2.45M0.31%-45613F-HRTimeline
Foguth Wealth Management, LLC.26,717$2.44M0.64%+11,19813F-HRTimeline
LifePlan Financial, LLC28,276$2.42M2.14%-1,69813F-HRTimeline
TRUST CO OF OKLAHOMA28,251$2.42M0.77%-1,54113F-HRTimeline
Apexium Financial, LP28,234$2.42M0.15%+11,90713F-HRTimeline
Waldron Private Wealth LLC28,082$2.41M0.1%-12913F-HRTimeline
Castle Rock Wealth Management, LLC26,544$2.39M0.57%+1,19413F-HRTimeline
Avondale Wealth Management27,910$2.39M1.53%-4,13413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.27,845$2.39M0.25%+1,52513F-HRTimeline
Willis Johnson & Associates, Inc.27,822$2.38M0.18%-75513F-HRTimeline
GPS Wealth Strategies Group, LLC27,712$2.37M0.3%-2,66313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,710$2.37M0.05%-4,70713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC27,519$2.36M0.17%+30413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…27,490$2.35M0.85%+6,13013F-HRTimeline
UPTICK PARTNERS, LLC27,459$2.35M0.85%+16,79213F-HRTimeline
Intellectus Partners, LLC27,296$2.34M0.52%+1,75613F-HRTimeline
IEQ CAPITAL, LLC27,294$2.34M0.02%-1,35513F-HRTimeline
First Business Financial Services, Inc.27,252$2.33M0.23%013F-HRTimeline
Joule Financial, LLC27,045$2.32M0.82%+9,46813F-HRTimeline
Bienville Capital Management, LLC26,999$2.31M0.57%+1713F-HRTimeline
WT Wealth Management26,965$2.31M0.72%+61013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,725$2.29M0.21%-23,43113F-HRTimeline
SPC Financial, Inc.26,685$2.29M0.2%+22513F-HRTimeline
SMART Wealth LLC26,436$2.26M0.81%+15,20013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,426$2.26M0.17%+1,29813F-HRTimeline
Activest Wealth Management26,418$2.26M0.63%-28013F-HRTimeline
Independence Bank of Kentucky26,364$2.26M0.35%+5,11413F-HRTimeline
Beaumont Asset Management, L.L.C.26,314$2.25M1.31%-6,81313F-HRTimeline
PCG Wealth Advisors, LLC26,183$2.24M0.83%-27213F-HRTimeline
Encompass More Asset Management26,179$2.24M0.74%-28,14313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC26,044$2.23M0.1%+12,48313F-HRTimeline
Ascent Wealth Partners, LLC25,967$2.22M0.3%+1913F-HRTimeline
Pallas Capital Advisors LLC25,950$2.22M0.1%-7413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,931$2.22M0.02%+16,96513F-HRTimelineGroup
IFG Advisory, LLC25,913$2.22M0.13%-2,91613F-HRTimeline
Birch Hill Investment Advisors LLC25,795$2.21M0.1%+83513F-HRTimeline
TD Waterhouse Canada Inc.25,720$2.2M0.02%-24,21613F-HRTimeline
NWAM LLC25,723$2.2M0.14%+9,41613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,482$2.18M0.09%+1,86513F-HRTimelineGroup
Hardin Capital Partners, LLC25,389$2.17M1.31%+4613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.24,627$2.17M<0.01%-2,06713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,073$2.15M+1,398Timeline
FINANCIAL COUNSELORS INC24,996$2.14M0.03%+69413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,890$2.13M0.09%+5,48313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC24,864$2.13M0.06%+18,51413F-HRTimeline
FIRST AMERICAN BANK24,791$2.12M0.15%+8,35413F-HRTimeline
Csenge Advisory Group24,705$2.12M0.11%-1,02513F-HRTimeline
Edgestream Partners, L.P.24,653$2.11M0.09%new13F-HRTimeline
Mesirow Financial Investment Management…24,584$2.11M0.04%-99213F-HRTimeline
Maiden Cove Capital, LLC24,523$2.1M1.97%+10,19113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,392$2.09M<0.01%+4,97513F-HRTimelineGroup
BURNS J W & CO INC/NY24,376$2.09M0.27%-8813F-HRTimeline
Waverly Advisors, LLC24,371$2.09M0.03%+12,59913F-HRTimeline
TOWNSQUARE CAPITAL LLC24,312$2.08M0.02%-20,31913F-HRTimeline
WOLVERINE TRADING, LLC24,606$2.08M0.05%-1,88113F-HRTimeline
Purus Wealth Management, LLC24,215$2.07M0.82%+1,31613F-HRTimeline
STRATEGY ASSET MANAGERS LLC24,140$2.07M0.4%+6,35613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24,031$2.06M0.2%+31713F-HRTimelineGroup
Tyler-Stone Wealth Management23,976$2.05M0.37%+413F-HRTimeline
Family Firm, Inc.73,320$2.05M0.46%-32113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,896$2.05M0.04%+1,45413F-HRTimelineGroup
Quantinno Capital Management LP23,891$2.05M0.02%+4,84113F-HRTimeline
Commonwealth Retirement Investments LLC23,887$2.05M0.84%new13F-HRTimeline
Prosperity Consulting Group, LLC23,784$2.04M0.15%+2,06913F-HRTimeline
Fourth Dimension Wealth, LLC23,371$2.02M1.05%13F-HRTimeline
Lowe Wealth Advisors, LLC23,468$2.01M0.86%+59213F-HRTimeline
First Nebraska Trust Co23,433$2.01M0.19%+61313F-HRTimeline
Global Strategic Investment Solutions, …23,336$2M0.23%-3,46913F-HRTimeline
WINCAP FINANCIAL LLC23,287$1.99M2.03%13F-HRTimeline
PFG Advisors23,206$1.99M0.12%-51513F-HRTimeline
FARMERS TRUST CO23,172$1.98M0.37%-9513F-HRTimeline
Joel Isaacson & Co., LLC23,040$1.97M0.09%+2,17913F-HRTimeline