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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INVICTUS PRIVATE WEALTH, LLC39,783$3.72M0.29%+9,53513F-HRTimeline
Polymer Capital Management (HK) LTD39,586$3.7M0.64%-6,50013F-HRTimeline
PFG Advisors39,412$3.68M0.21%+16,20613F-HRTimeline
Kovack Advisors, Inc.39,347$3.68M0.39%-1,07513F-HRTimeline
Provident Co of the Employees of the He…39,150$3.66M4.2%+38513F-HRTimeline
Rise Advisors, LLC39,112$3.65M1.62%+38,87913F-HRTimeline
McGuire Investment Group, LLC39,076$3.65M0.54%+1,46913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.47,361$3.65M1.9%-1,14913F-HRTimeline
Obsidian Personal Planning Solutions LLC45,156$3.64M1.62%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…38,688$3.62M1.31%-98713F-HRTimeline
Edgestream Partners, L.P.38,347$3.58M0.12%+13,69413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,298$3.58M0.03%-24713F-HRTimelineGroup
United Bank38,215$3.57M1.48%+1,01413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL38,068$3.56M0.08%-1,72613F-HRTimeline
DAVENPORT & Co LLC37,977$3.55M0.02%+18413F-HRTimeline
VALICENTI ADVISORY SERVICES INC37,908$3.54M0.91%+1,29013F-HRTimeline
Genesis Wealth Advisors, LLC37,834$3.54M2.86%+1,10513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …37,696$3.52M0.46%new13F-HRTimelineGroup
HMS Capital Management, LLC44,905$3.51M1.95%-11,03413F-HRTimeline
Joseph P. Lucia & Associates, LLC37,394$3.49M1.6%-33013F-HRTimeline
Winthrop Capital Management, LLC37,217$3.48M0.96%-1,74413F-HRTimeline
Allworth Financial LP41,932$3.46M0.02%+1,72813F-HRTimeline
Asset Management Group, Inc.36,825$3.44M0.64%+26913F-HRTimeline
Stockman Wealth Management, Inc.36,823$3.44M0.51%+1,36013F-HRTimeline
Apexium Financial, LP36,804$3.44M0.21%+8,57013F-HRTimeline
CONTINENTAL ADVISORS LLC36,500$3.41M2.53%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co36,475$3.41M0.04%-8,48213F-HRTimelineGroup
GTS SECURITIES LLC36,302$3.39M0.15%-192,35113F-HRTimeline
Signal Advisors Wealth, LLC36,220$3.38M0.33%+4,49013F-HRTimeline
ROCKLAND TRUST CO35,975$3.36M0.17%-12,59213F-HRTimeline
Quantinno Capital Management LP35,828$3.35M0.02%+11,93713F-HRTimeline
Vectors Research Management, LLC35,769$3.34M1.17%-6,47213F-HRTimeline
Premier Path Wealth Partners, LLC35,689$3.34M0.52%+113F-HRTimeline
CTC LLC35,336$3.3M0.53%+18,80413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,321$3.3M0.18%+1113F-HR/ATimelineGroup
GENDELL JEFFREY Lin group GENDELL JEFFREY L35,000$3.27M0.14%new13F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC34,902$3.26M0.91%-1,27113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC34,868$3.26M0.43%-54913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp34,832$3.26M0.01%-44,62113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC34,690$3.24M0.03%+24,99613F-HRTimelineGroup
SWS Partners34,649$3.24M1.06%-2,51413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,479$3.22M0.03%-1,68713F-HRTimelineGroup
Simmons Bankin group Simmons Bank34,431$3.22M0.24%+4313F-HRTimelineGroup
Fairfield Financial Advisors, LTD34,384$3.21M1.21%-6,06213F-HRTimeline
Massachusetts Wealth Management34,309$3.21M2.2%+1,17313F-HRTimeline
Robertson Stephens Wealth Management, L…34,268$3.2M0.12%-51,66413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA34,254$3.2M0.75%-1213F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…34,150$3.19M1.69%+30,00013F-HRTimelineGroup
Pettinga Financial Advisors LLC34,085$3.19M0.75%-7,32313F-HRTimeline
Orange Investment Advisors, Inc.33,991$3.18M0.38%-4,03713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC33,649$3.14M0.17%-25,96713F-HRTimeline
ANDERSON HOAGLAND & CO40,507$3.1M0.37%-3,15413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK35,265$3.1M0.28%013F-HRTimeline
BLB&B Advisors, LLC33,086$3.09M0.16%+2,26213F-HRTimeline
Herold Advisors, Inc.33,078$3.09M0.68%+21213F-HRTimeline
Ayalon Insurance Comp Ltd.32,897$3.07M0.99%-5,92213F-HRTimeline
Ameliora Wealth Management Ltd.32,697$3.06M1.15%-35013F-HRTimeline
Salomon & Ludwin, LLC32,580$3.05M0.32%+2,29313F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…32,700$3.04M3.41%new13F-HRTimelineGroup
Ellis Investment Partners, LLC32,235$3.01M0.62%-1,55813F-HRTimeline
Y-Intercept (Hong Kong) Ltd32,176$3.01M0.2%new13F-HRTimeline
Client First Capital LLC32,033$2.99M1.53%+1,15213F-HRTimeline
Consolidated Portfolio Review Corp31,962$2.99M0.48%+1,34513F-HRTimeline
M Holdings Securities, Inc.31,887$2.98M0.5%-1,34713F-HRTimeline
Ameraudi Asset Management, Inc.31,877$2.98M1.7%-4,00413F-HRTimeline
Midwest Financial Group LLC31,688$2.96M1.72%+77413F-HRTimeline
CHOREO, LLC31,544$2.95M0.05%-1,77213F-HRTimeline
Regal Investment Advisors LLC31,476$2.94M0.24%-14,13113F-HRTimeline
JBR Co Financial Management Inc31,452$2.94M1.72%+2,36613F-HRTimeline
GFS Advisors, LLC31,280$2.92M0.59%+25,92013F-HRTimeline
NorthCoast Asset Management LLC31,240$2.92M0.01%-2,10613F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,187$2.91M<0.01%+2,48013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…30,934$2.89M1.02%+1,05213F-HRTimeline
Fort Point Capital Partners LLC30,920$2.89M0.32%+9,56913F-HRTimeline
Wealthspire Advisors, LLC30,870$2.88M0.02%-19,53513F-HRTimeline
BOKF, NAin group BOKF, NA30,783$2.88M0.05%+2,14013F-HRTimelineGroup
Zullo Investment Group, Inc.30,728$2.87M1.23%+24413F-HRTimeline
BEACON FINANCIAL GROUP30,625$2.86M0.31%-4,21013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,592$2.86M<0.01%+6,20013F-HRTimelineGroup
COURIER CAPITAL LLC30,552$2.86M0.19%-25,41913F-HRTimeline
WASHINGTON TRUST Co30,468$2.85M0.11%-1,26413F-HRTimeline
5th Street Advisors, LLC30,268$2.83M1.36%-23,74113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,137$2.82M0.06%-32,47513F-HRTimelineGroup
Avondale Wealth Management30,102$2.81M1.77%+2,19213F-HRTimeline
Code Waechter LLC29,997$2.8M2.3%+88113F-HRTimeline
Farther Finance Advisors, LLC29,802$2.8M0.07%+10,01213F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…29,920$2.8M2.06%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…29,911$2.8M1.07%+2,42113F-HRTimeline
Joule Financial, LLC29,870$2.79M0.98%+2,82513F-HRTimeline
First Horizon Advisors, Inc.29,845$2.79M0.08%-1,04313F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd29,781$2.78M0.21%new13F-HRTimelineGroup
Knollwood Investment Advisory, LLC29,720$2.78M0.31%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…29,394$2.75M2.19%-2,97013F-HRTimelineGroup
Maridea Wealth Management LLC29,375$2.75M0.9%+14,13413F-HRTimeline
SUTTON PLACE INVESTORS LLC29,122$2.72M1.83%013F-HRTimeline
Variant Private Wealth, LLC29,081$2.72M2.92%-19,01213F-HRTimeline
Community Bank, N.A.29,039$2.71M0.36%-1,83013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,679$2.71M0.23%+5,95413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\28,714$2.68M<0.01%-1,40013F-HRTimelineGroup
Intellectus Partners, LLC28,580$2.67M0.66%+1,28413F-HRTimeline
Institute for Wealth Management, LLC.28,538$2.67M0.34%-2413F-HRTimeline
Falcon Wealth Planning28,398$2.65M0.29%-51,97613F-HRTimeline
Grove Bank & Trust28,271$2.64M0.35%+7,55913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,186$2.63M0.31%-63713F-HRTimeline
UPTICK PARTNERS, LLC28,036$2.62M0.89%+57713F-HRTimeline
Embree Financial Group27,982$2.61M0.44%-7,81913F-HRTimeline
Caption Management, LLC27,926$2.61M0.12%+12,55813F-HRTimeline
Waldron Private Wealth LLC27,734$2.59M0.12%-34813F-HRTimeline
Northwest Capital Management Inc27,701$2.59M1.06%+17,74513F-HRTimeline
TRUST CO OF OKLAHOMA27,311$2.55M0.88%-94013F-HRTimeline
First Business Financial Services, Inc.27,252$2.55M0.25%013F-HRTimeline
OneDigital Investment Advisors LLC27,247$2.55M0.03%-2,61513F-HRTimeline
Pine Valley Investments Ltd Liability Co27,143$2.54M0.16%-1,73013F-HRTimeline
SPC Financial, Inc.27,035$2.53M0.22%+35013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,934$2.52M0.19%+50813F-HRTimeline
Westside Investment Management, Inc.26,895$2.52M0.54%+13,15713F-HRTimeline
LifePlan Financial, LLC26,900$2.51M2.19%-1,37613F-HRTimeline
Joel Isaacson & Co., LLC26,878$2.51M0.11%+3,83813F-HRTimeline
Bienville Capital Management, LLC26,769$2.5M0.61%-23013F-HRTimeline
Ascent Wealth Partners, LLC26,585$2.48M0.33%+61813F-HRTimeline
Csenge Advisory Group30,355$2.47M0.14%+5,65013F-HRTimeline
GeoWealth Management, LLC26,453$2.47M0.1%-3,24613F-HRTimeline
TD Waterhouse Canada Inc.26,225$2.46M0.02%+50513F-HRTimeline
Beaumont Asset Management, L.L.C.26,328$2.46M1.49%+1413F-HRTimeline
Willis Johnson & Associates, Inc.26,273$2.46M0.19%-1,54913F-HRTimeline
Cabana LLC26,241$2.45M15.27%-9,47813F-HRTimeline
Castle Rock Wealth Management, LLC26,264$2.45M0.66%-28013F-HRTimeline
Archford Capital Strategies, LLC25,954$2.43M0.36%+11,46613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.25,908$2.42M0.02%+22,43313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25,901$2.42M0.46%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,861$2.42M0.25%-20,90913F-HRTimeline
Independence Bank of Kentucky25,760$2.41M0.38%-60413F-HRTimeline
Birch Hill Investment Advisors LLC25,745$2.41M0.11%-5013F-HRTimeline
BURNS J W & CO INC/NY25,494$2.38M0.31%+1,11813F-HRTimeline
Hardin Capital Partners, LLC25,457$2.38M1.46%+6813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,753$2.38M0.05%+4313F-HRTimelineGroup
180 WEALTH ADVISORS, LLC25,365$2.37M0.38%+2,41713F-HRTimeline
PFG Investments, LLC25,346$2.37M0.15%-3,45313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,269$2.36M0.11%+5,56713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…25,214$2.36M0.07%new13F-HRTimelineGroup
FINANCIAL COUNSELORS INC25,178$2.35M0.04%+18213F-HRTimeline
Keystone Financial Group25,068$2.34M0.24%-6,39913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,000$2.34M<0.01%-102,09513F-HRTimelineGroup
Brookwood Investment Group LLC24,984$2.33M0.4%13F-HRTimeline
WESBANCO BANK INC24,954$2.33M0.08%-5,06613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,921$2.33M0.1%+3113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24,716$2.31M0.24%+68513F-HRTimelineGroup
Asset Allocation Strategies LLC24,697$2.31M0.57%-6,56713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,643$2.3M0.18%-4,13613F-HRTimeline
Foguth Wealth Management, LLC.24,583$2.3M0.56%-2,13413F-HRTimeline
ELLERSON GROUP INC /ADV24,570$2.3M1.83%-4,72813F-HRTimeline
Per Stirling Capital Management, LLC.24,236$2.26M0.33%+10,14613F-HRTimeline
First Nebraska Trust Co24,232$2.26M0.22%+79913F-HRTimeline
Purus Wealth Management, LLC24,146$2.26M0.96%-6913F-HRTimeline
Mesirow Financial Investment Management…24,093$2.25M0.04%-49113F-HRTimeline
Tyler-Stone Wealth Management23,988$2.24M0.4%+1213F-HRTimeline
Peoples Bank/KS23,922$2.24M1.52%+8,66113F-HRTimeline
Lowe Wealth Advisors, LLC23,796$2.22M0.94%+32813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,793$2.22M-1,280Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors23,790$2.22M1.29%new13F-HRTimelineGroup
Activest Wealth Management23,741$2.22M0.6%-2,67713F-HRTimeline
Pallas Capital Advisors LLC23,739$2.22M0.09%-2,21113F-HRTimeline
Family Firm, Inc.23,684$2.21M0.49%-49,63613F-HRTimeline
WINCAP FINANCIAL LLC23,645$2.21M2.1%+35813F-HRTimeline
Waverly Advisors, LLC23,631$2.21M0.03%-74013F-HRTimeline
Valeo Financial Advisors, LLC23,519$2.2M0.06%+49413F-HRTimeline
Global Strategic Investment Solutions, …23,318$2.18M0.25%-1813F-HRTimeline
Boltwood Capital Management23,146$2.16M0.66%+39313F-HRTimeline
TOWNSQUARE CAPITAL LLC22,966$2.15M0.02%-1,34613F-HRTimeline
PATTEN & PATTEN INC/TN22,931$2.14M0.14%+38013F-HRTimeline
United Asset Strategies, Inc.22,732$2.12M0.2%-7,07213F-HRTimeline
FARMERS TRUST CO22,698$2.12M0.4%-47413F-HRTimeline
Balboa Wealth Partners22,542$2.11M0.51%+7,36113F-HRTimeline
FLOW TRADERS U.S. LLC22,405$2.09M0.09%new13F-HRTimeline
Ring Mountain Capital, LLC22,406$2.09M1.57%-35113F-HRTimeline
Sabal Trust CO22,400$2.09M0.12%+1,21813F-HRTimeline
Clear Creek Financial Management, LLC22,381$2.09M0.22%+48613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC22,299$2.08M0.2%-18,06813F-HRTimelineGroup
Genesee Capital Advisors, LLC22,183$2.07M1.04%-41913F-HRTimeline
Legacy PCG, LLC22,160$2.07M1.46%+71713F-HRTimeline
X-Square Capital, LLC22,103$2.07M0.89%+31413F-HRTimeline
IBEX WEALTH ADVISORS22,100$2.07M0.27%+23113F-HRTimeline
Forbes Financial Planning, Inc.21,952$2.05M1.52%-85413F-HRTimeline
EPG Wealth Management LLC21,929$2.05M0.57%+25913F-HRTimeline
TCV Trust & Wealth Management, Inc.21,912$2.05M0.19%+5613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC21,844$2.04M1.38%-2313F-HRTimeline
MONECO ADVISORS, LLC21,840$2.04M0.21%+3,27613F-HR/ATimeline
ADVISORS MANAGEMENT GROUP INC /ADV21,799$2.04M0.44%+1,65713F-HRTimeline
SCS Capital Management LLC21,599$2.02M0.03%+2,43413F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,455$2.01M0.08%-4,02713F-HRTimelineGroup
Essex LLC21,335$1.99M0.43%+3,19413F-HRTimeline
Granite Harbor Advisors, Inc.21,190$1.98M1.05%+613F-HRTimeline
Prosperity Consulting Group, LLC21,175$1.98M0.15%-2,60913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)21,155$1.98M0.88%+1,25213F-HRTimeline
Camarda Financial Advisors, LLC21,151$1.98M0.89%-1,51213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…21,125$1.97M0.01%-48713F-HRTimelineGroup
Cornerstone Wealth Management, LLC20,938$1.96M0.13%+42313F-HRTimeline
AlphaCore Capital LLC20,925$1.96M0.17%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,792$1.94M0.12%+26513F-HRTimeline
CROBAN20,660$1.93M1.78%-30913F-HRTimeline