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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Round Rock Advisors LLC35,904$3.05M0.53%-17,89013F-HRTimeline
United Bank35,838$3.04M1.16%-2,37713F-HRTimeline
Visionary Wealth Advisors35,721$3.03M0.15%-7,44313F-HRTimeline
Global Retirement Partners, LLC35,281$2.99M0.07%13F-HRTimeline
Massachusetts Wealth Management35,264$2.99M1.69%+95513F-HRTimeline
Consolidated Portfolio Review Corp35,249$2.99M0.41%+3,28713F-HRTimeline
CENTRAL TRUST Co35,248$2.99M0.07%-9,18413F-HRTimeline
Milestones Private Investment Advisors …35,238$2.99M2.21%13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…35,194$2.98M1.76%13F-HRTimelineGroup
SWS Partners35,042$2.97M0.8%+39313F-HRTimeline
ROCKLAND TRUST CO34,912$2.96M0.14%-1,06313F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd34,619$2.94M0.15%-17,87613F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC34,494$2.93M0.76%-40813F-HRTimeline
Salomon & Ludwin, LLC33,586$2.92M0.29%+1,00613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA34,396$2.92M0.64%+14213F-HRTimeline
LOM Asset Management Ltd34,323$2.91M0.98%13F-HR/ATimeline
Joseph P. Lucia & Associates, LLC34,167$2.9M1.19%-3,22713F-HRTimeline
Pettinga Financial Advisors LLC34,077$2.89M0.63%-813F-HRTimeline
RFG Advisory, LLC33,882$2.87M0.07%-11,06513F-HRTimeline
Simmons Bankin group Simmons Bank33,577$2.85M0.2%-85413F-HRTimelineGroup
Ellis Investment Partners, LLC33,405$2.83M0.55%+1,17013F-HRTimeline
Provident Co of the Employees of the He…33,214$2.82M2.81%-5,93613F-HRTimeline
Ayalon Insurance Comp Ltd.32,897$2.79M0.81%013F-HRTimeline
ExodusPoint Capital Management, LP32,625$2.77M0.03%new13F-HRTimeline
NorthCoast Asset Management LLC32,560$2.76M0.01%+1,32013F-HRTimeline
Robertson Stephens Wealth Management, L…32,432$2.75M0.1%-1,83613F-HRTimeline
M Holdings Securities, Inc.32,343$2.74M0.47%+45613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.32,294$2.74M0.03%+12,70013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Aspen Investment Management Inc32,159$2.73M1.15%+18,96513F-HRTimeline
Ameraudi Asset Management, Inc.31,991$2.71M1.42%+11413F-HRTimeline
Generali Investments, Management Co LLC31,895$2.7M0.61%+24,12113F-HRTimeline
Regal Investment Advisors LLC31,815$2.7M0.2%+33913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.31,805$2.7M2.08%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,620$2.68M0.02%-2,85913F-HRTimelineGroup
180 WEALTH ADVISORS, LLC31,564$2.68M0.37%+6,19913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP31,539$2.67M0.21%-39,10413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA31,458$2.66M0.01%-21,53813F-HRTimelineGroup
Fort Point Capital Partners LLC31,364$2.66M0.27%+44413F-HRTimeline
Apexium Financial, LP31,347$2.66M0.14%-5,45713F-HRTimeline
Perissos Private Wealth Management, LLC31,331$2.66M2.1%new13F-HRTimeline
FLOW TRADERS U.S. LLC31,328$2.66M0.1%+8,92313F-HRTimeline
GFS Advisors, LLC31,280$2.65M0.36%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC31,255$2.65M0.09%-70,07713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,937$2.62M0.26%+2,75113F-HRTimeline
Orange Investment Advisors, Inc.30,799$2.61M0.29%-3,19213F-HRTimeline
Midwest Financial Group LLC30,724$2.61M1.37%-96413F-HRTimeline
Symmetry Partners, LLC30,681$2.6M0.32%new13F-HRTimeline
BEACON FINANCIAL GROUP30,486$2.59M0.27%-13913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…30,317$2.57M0.8%-61713F-HRTimeline
JBR Co Financial Management Inc30,301$2.57M1.27%-1,15113F-HRTimeline
Regency Capital Management Inc.\DE30,229$2.56M1.34%new13F-HRTimeline
WASHINGTON TRUST Co30,193$2.56M0.09%-27513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,180$2.56M0.05%+4313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,127$2.56M0.09%+8,67213F-HRTimelineGroup
Zullo Investment Group, Inc.30,013$2.55M1.03%-71513F-HRTimeline
Compass Wealth Management, LLC/GA29,996$2.54M1.36%13F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…29,920$2.54M1.79%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,877$2.53M<0.01%-71513F-HRTimelineGroup
Knollwood Investment Advisory, LLC29,720$2.52M0.24%013F-HRTimeline
Archford Capital Strategies, LLC29,541$2.51M0.32%+3,58713F-HRTimeline
UPTICK PARTNERS, LLC29,536$2.5M0.72%+1,50013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,529$2.5M0.12%-5,79213F-HRTimelineGroup
Waldron Private Wealth LLC29,479$2.5M0.11%+1,74513F-HRTimeline
FIRST MANHATTAN CO. LLC.29,447$2.5M0.01%+12,73313F-HRTimeline
Csenge Advisory Group30,607$2.5M0.13%+25213F-HRTimeline
Fairfield Financial Advisors, LTD29,240$2.48M0.87%-5,14413F-HRTimeline
CMG Global Holdings, LLC28,097$2.48M1.3%+7,29513F-HRTimeline
IBEX WEALTH ADVISORS29,118$2.47M0.26%+7,01813F-HRTimeline
Variant Private Wealth, LLC29,100$2.47M2.56%+1913F-HRTimeline
BlueCrest Capital Management Ltd29,069$2.47M0.27%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC29,010$2.46M1.48%-11213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,996$2.46M0.1%+10,52913F-HRTimelineGroup
Capital Advisors, Ltd. LLC28,948$2.46M0.3%-25,75713F-HRTimeline
Institute for Wealth Management, LLC.28,563$2.42M0.27%+2513F-HRTimeline
Maxi Investments CY Ltd28,500$2.42M0.4%new13F-HRTimeline
Community Bank, N.A.28,492$2.42M0.32%-54713F-HRTimeline
First Horizon Advisors, Inc.28,432$2.41M0.06%-1,41313F-HRTimeline
IFP Advisors, Inc28,300$2.4M0.07%-41,84413F-HRTimeline
Frisch Financial Group, Inc.28,229$2.39M0.59%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28,169$2.39M0.22%+3,45313F-HRTimelineGroup
Intellectus Partners, LLC28,146$2.39M0.52%-43413F-HRTimeline
Galvin, Gaustad & Stein, LLC28,023$2.38M0.2%+22,16813F-HRTimeline
TRUST CO OF OKLAHOMA28,006$2.38M0.76%+69513F-HRTimeline
Westside Investment Management, Inc.27,867$2.37M0.44%+97213F-HRTimeline
Ameliora Wealth Management Ltd.27,845$2.36M0.84%-4,85213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…27,752$2.35M1.71%-1,64213F-HRTimelineGroup
TD Waterhouse Canada Inc.27,449$2.35M0.02%+1,22413F-HRTimeline
Balboa Wealth Partners27,626$2.34M0.47%+5,08413F-HRTimeline
Greenline Partners, LLC27,599$2.34M0.32%+8,90713F-HRTimeline
Financial Enhancement Group LLC26,159$2.33M0.33%-71,88013F-HRTimeline
5th Street Advisors, LLC27,425$2.33M1.15%-2,84313F-HRTimeline
Beaumont Asset Management, L.L.C.27,339$2.32M1.24%+1,01113F-HRTimeline
First Business Financial Services, Inc.27,252$2.31M0.21%013F-HRTimeline
Pine Valley Investments Ltd Liability Co27,188$2.31M0.14%+4513F-HRTimeline
Joel Isaacson & Co., LLC26,997$2.29M0.09%+11913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,831$2.28M0.15%-10313F-HRTimeline
Avondale Wealth Management26,812$2.27M1.27%-3,29013F-HRTimeline
SPC Financial, Inc.26,635$2.26M0.19%-40013F-HRTimeline
Herold Advisors, Inc.26,414$2.24M0.47%-6,66413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,347$2.23M0.37%+44613F-HRTimeline
LifePlan Financial, LLC26,271$2.23M1.85%-62913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,026$2.21M0.14%new13F-HR/ATimeline
Kingstone Capital Partners Texas, LLC25,936$2.2M1.44%-14,78713F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\25,828$2.19M<0.01%-2,88613F-HRTimelineGroup
Independence Bank of Kentucky25,822$2.19M0.31%+6213F-HRTimeline
Hardin Capital Partners, LLC25,591$2.19M1.28%+13413F-HRTimeline
SCS Capital Management LLC25,712$2.18M0.02%+4,11313F-HRTimeline
HANCOCK WHITNEY CORP25,568$2.17M0.04%new13F-HRTimeline
WESBANCO BANK INC25,436$2.16M0.06%+48213F-HRTimeline
Belpointe Asset Management LLC25,420$2.16M0.09%-19,68613F-HRTimeline
Stamos Capital Partners, L.P.25,382$2.15M0.39%+10,30713F-HRTimeline
Rockport Wealth LLC25,326$2.15M0.5%new13F-HRTimeline
Midwest Trust Co25,217$2.14M0.03%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,208$2.14M0.04%-2,54513F-HRTimelineGroup
Bank of New Hampshire25,173$2.13M0.53%+5,02613F-HRTimeline
Wealthspire Advisors, LLC25,095$2.13M0.01%-5,77513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,000$2.12M<0.01%013F-HRTimelineGroup
Bienville Capital Management, LLC24,976$2.12M0.42%-1,79313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp24,963$2.12M0.09%-30613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,889$2.11M0.15%+24613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,882$2.11M0.09%-3913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group24,784$2.1M0.26%-39,70913F-HRTimelineGroup
First Nebraska Trust Co25,524$2.1M0.2%+1,29213F-HRTimeline
Purus Wealth Management, LLC24,380$2.07M0.72%+23413F-HR/ATimeline
J. Goldman & Co LP24,017$2.04M0.06%-66,06113F-HRTimeline
Tyler-Stone Wealth Management23,975$2.03M0.33%-1313F-HRTimeline
BURNS J W & CO INC/NY23,883$2.03M0.25%-1,61113F-HRTimeline
Asset Allocation Strategies LLC23,880$2.03M0.45%-81713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors23,873$2.02M1%+8313F-HRTimelineGroup
Advyzon Investment Management, LLC23,849$2.02M0.45%+9,35713F-HRTimeline
Keystone Financial Group23,729$2.01M0.18%-1,33913F-HRTimeline
Castle Rock Wealth Management, LLC23,561$2.01M0.47%-2,70313F-HRTimeline
Family Firm, Inc.23,605$2M0.48%-7913F-HRTimeline
OneDigital Investment Advisors LLC23,226$1.97M0.02%-4,02113F-HRTimeline
Willis Johnson & Associates, Inc.23,191$1.97M0.13%-3,08213F-HRTimeline
Legacy PCG, LLC23,144$1.96M1.26%+98413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,144$1.96M-649Timeline
MONECO ADVISORS, LLC23,101$1.96M0.18%+1,26113F-HRTimeline
Global Strategic Investment Solutions, …23,009$1.95M0.21%-30913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV23,000$1.95M0.37%+1,20113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,974$1.95M0.18%+7013F-HRTimeline
Pines Wealth Management, LLC22,341$1.94M0.69%+93213F-HRTimeline
WHITTIER TRUST CO22,925$1.94M0.02%+10,17113F-HRTimeline
WINCAP FINANCIAL LLC22,811$1.93M1.55%-83413F-HRTimeline
Camarda Financial Advisors, LLC22,791$1.93M0.76%+1,64013F-HRTimeline
Activest Wealth Management22,775$1.93M0.47%-96613F-HRTimeline
Essex LLC22,478$1.91M0.38%+1,14313F-HRTimeline
DeepCurrents Investment Group LLC22,459$1.9M0.07%new13F-HRTimeline
Valeo Financial Advisors, LLC22,401$1.9M0.05%-1,11813F-HR/ATimeline
TCV Trust & Wealth Management, Inc.22,387$1.9M0.17%+47513F-HRTimeline
DAVENPORT & Co LLC22,377$1.9M0.01%-15,60013F-HRTimeline
Genesee Capital Advisors, LLC22,355$1.9M0.85%+17213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK22,343$1.89M0.01%+2,88113F-HRTimelineGroup
EPG Wealth Management LLC22,324$1.89M0.57%+39513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,263$1.89M0.14%-10,41613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)22,232$1.89M0.82%+1,07713F-HRTimeline
Boltwood Capital Management22,229$1.89M0.54%-91713F-HRTimeline
PFG Investments, LLC22,208$1.88M0.11%-3,13813F-HRTimeline
Ring Mountain Capital, LLC21,826$1.88M1.14%-58013F-HRTimeline
Birch Hill Investment Advisors LLC22,110$1.88M0.08%-3,63513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA22,109$1.88M<0.01%+2,94713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,081$1.87M<0.01%+8,53713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,060$1.87M<0.01%-62513F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC22,057$1.87M1.15%+21313F-HRTimeline
X-Square Capital, LLC21,968$1.86M0.67%-13513F-HRTimeline
Keel Point, LLC21,738$1.84M0.12%+7,13413F-HRTimeline
Cornerstone Wealth Management, LLC21,654$1.84M0.11%+71613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.21,603$1.83M0.36%+3,03813F-HRTimeline
Ignite Planners, LLC21,116$1.82M0.32%-19913F-HR/ATimeline
FORONJY FINANCIAL LLC21,193$1.8M0.84%13F-HRTimeline
PATTEN & PATTEN INC/TN21,166$1.8M0.12%-1,76513F-HRTimeline
ELLERSON GROUP INC /ADV21,010$1.78M1.26%-3,56013F-HR/ATimeline
Spectrum Strategic Capital Management, …20,932$1.78M1.13%+2,09113F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,853$1.77M0.1%+2,32413F-HRTimeline
Granite Harbor Advisors, Inc.20,799$1.76M0.83%-39113F-HRTimeline
Eagle Strategies LLC20,752$1.76M0.27%+15,48913F-HRTimeline
CROBAN20,536$1.74M1.49%-12413F-HRTimeline
Empowered Funds, LLC20,490$1.74M0.02%new13F-HRTimeline
Mesirow Financial Investment Management…20,399$1.73M0.03%-3,69413F-HRTimeline
Cooksen Wealth, LLC20,263$1.72M1.38%+4,09113F-HRTimeline
Wealth Advisory Solutions, LLC20,058$1.7M0.43%+42513F-HRTimeline
Blue Door Asset Management, LLC20,000$1.7M0.97%new13F-HRTimeline
Clarus Wealth Advisors19,129$1.69M0.78%+3,29313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,931$1.69M0.03%-26,64613F-HRTimelineGroup
First National Trust Co19,705$1.67M0.06%+95713F-HRTimeline
E&G Advisors, LLC19,540$1.66M0.43%-12813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL19,537$1.66M0.04%-18,53113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…19,509$1.65M<0.01%new13F-HRTimelineGroup
Legend Financial Advisors, Inc.19,457$1.65M1.1%+70213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,424$1.65M0.49%+1,14613F-HRTimeline
Freedom Investment Management, Inc.19,206$1.63M0.13%+5,59013F-HRTimeline
True North Advisors, LLC19,200$1.63M0.31%-22813F-HRTimeline
Marion Wealth Management19,113$1.62M0.41%+41713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,083$1.62M<0.01%-2,04213F-HRTimelineGroup
FIRST AMERICAN BANK18,994$1.61M0.11%-5613F-HRTimeline
Wealth Advisors of Iowa, LLC18,958$1.61M0.6%-1,40013F-HRTimeline
White Pine Investment CO18,926$1.6M0.4%-14213F-HRTimeline
Alpine Global Management, LLC18,888$1.6M0.38%new13F-HRTimeline
Audent Global Asset Management, LLC18,884$1.6M1.14%+2713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC18,856$1.6M0.06%-45,27113F-HRTimeline