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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ROCKLAND TRUST CO33,591$3M0.12%-1,32113F-HRTimeline
Ellis Investment Partners, LLC33,576$3M0.54%+17113F-HRTimeline
Simmons Bankin group Simmons Bank33,503$2.99M0.2%-7413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,318$2.98M<0.01%-6,98813F-HRTimelineGroup
Skylands Capital, LLC33,200$2.97M0.41%-3,50013F-HRTimeline
Provident Co of the Employees of the He…33,214$2.96M2.96%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP33,027$2.95M0.18%+6,19613F-HRTimeline
Ayalon Insurance Comp Ltd.32,897$2.94M0.74%013F-HRTimeline
Founders Financial Alliance, LLC32,809$2.93M0.55%-5,18313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE32,700$2.92M<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC32,588$2.91M0.2%+10,32513F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…32,518$2.91M0.02%new13F-HR/ATimelineGroup
Compass Wealth Management, LLC/GA32,465$2.9M1.28%+2,46913F-HRTimeline
CENTRAL TRUST Co32,350$2.89M0.06%-2,89813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC31,958$2.86M0.3%-4,12813F-HRTimeline
Perissos Private Wealth Management, LLC31,536$2.82M2.05%+20513F-HRTimeline
WMG Financial Advisors, LLC31,403$2.81M0.94%+15,27413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,387$2.8M0.16%+5,36113F-HRTimeline
GFS Advisors, LLC31,280$2.79M0.36%013F-HRTimeline
Round Rock Advisors LLC31,252$2.79M0.44%-4,65213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…31,196$2.79M0.79%+87913F-HRTimeline
Pine Valley Investments Ltd Liability Co31,074$2.78M0.14%+3,88613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp31,044$2.77M0.01%-5,61813F-HRTimelineGroup
Zullo Investment Group, Inc.31,045$2.77M1.03%+1,03213F-HRTimeline
Kovack Advisors, Inc.30,999$2.77M0.26%-6,11413F-HRTimeline
Midwest Financial Group LLC30,647$2.74M1.31%-7713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,537$2.73M0.05%+35713F-HRTimelineGroup
Orange Investment Advisors, Inc.30,446$2.72M0.28%-35313F-HRTimeline
Aspen Investment Management Inc30,435$2.72M1.05%-1,72413F-HRTimeline
Herold Advisors, Inc.30,345$2.71M0.63%+3,93113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,220$2.7M0.08%-1,03513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,188$2.7M0.22%+2,01913F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.30,127$2.69M0.01%+68013F-HRTimeline
Intellectus Partners, LLC30,036$2.68M0.52%+1,89013F-HRTimeline
JBR Co Financial Management Inc30,007$2.68M1.13%-29413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,957$2.68M0.02%-1,66313F-HRTimelineGroup
Joule Financial, LLC29,952$2.68M0.8%+11,24613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.29,879$2.67M1.95%-1,92613F-HRTimeline
BEACON FINANCIAL GROUP29,841$2.67M0.26%-64513F-HRTimeline
Knollwood Investment Advisory, LLC29,720$2.66M0.24%013F-HRTimeline
Bienville Capital Management, LLC29,583$2.64M0.5%+4,60713F-HRTimeline
Apexium Financial, LP29,571$2.64M0.13%-1,77613F-HRTimeline
Pinnacle Financial Partners Inc29,539$2.64M0.06%-8,02413F-HRTimeline
Waldron Private Wealth LLC29,479$2.63M0.11%013F-HRTimeline
UPTICK PARTNERS, LLC29,329$2.62M0.69%-20713F-HRTimeline
SUTTON PLACE INVESTORS LLC29,221$2.61M1.49%+21113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC29,138$2.6M0.23%-1,79913F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…29,090$2.6M1.56%-83013F-HRTimeline
Robertson Stephens Wealth Management, L…29,032$2.59M0.08%-3,40013F-HRTimeline
WASHINGTON TRUST Co29,003$2.59M0.09%-1,19013F-HRTimeline
Capital Advisors, Ltd. LLC28,958$2.59M0.29%+1013F-HRTimeline
Variant Private Wealth, LLC28,886$2.58M2.38%-21413F-HRTimeline
Greenline Partners, LLC28,759$2.57M0.31%+1,16013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,424$2.54M0.13%-36,35513F-HRTimelineGroup
Community Bank, N.A.28,393$2.54M0.31%-9913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…28,337$2.53M1.62%+58513F-HRTimelineGroup
RFG Advisory, LLC28,325$2.53M0.05%-5,55713F-HRTimeline
TRUST CO OF OKLAHOMA28,092$2.51M0.74%+8613F-HRTimeline
CMG Global Holdings, LLC28,993$2.5M1.22%+89613F-HRTimeline
Aft, Forsyth & Sober, LLC27,775$2.48M0.77%-20,00013F-HRTimeline
Balboa Wealth Partners27,772$2.48M0.43%+14613F-HRTimeline
Bulltick Wealth Management, LLC27,700$2.47M0.59%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC27,507$2.46M1.43%+1,57113F-HR/ATimeline
Institute for Wealth Management, LLC.27,500$2.46M0.26%-1,06313F-HRTimeline
Westside Investment Management, Inc.27,303$2.44M0.39%-56413F-HRTimeline
SPC Financial, Inc.27,285$2.44M0.19%+65013F-HRTimeline
Ameraudi Asset Management, Inc.27,188$2.43M1.47%-4,80313F-HR/ATimeline
First Business Financial Services, Inc.27,122$2.42M0.22%-13013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,039$2.42M0.17%+11,20613F-HRTimeline
Joel Isaacson & Co., LLC27,026$2.41M0.09%+2913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,912$2.4M0.05%-17,49313F-HRTimelineGroup
PFG Investments, LLC26,714$2.39M0.12%+4,50613F-HRTimeline
Beaumont Asset Management, L.L.C.26,645$2.38M1.2%-69413F-HRTimeline
IFP Advisors, Inc26,567$2.37M0.06%-1,73313F-HR/ATimeline
Frisch Financial Group, Inc.26,522$2.37M0.55%-1,70713F-HRTimeline
J. Goldman & Co LP26,520$2.37M0.09%+2,50313F-HRTimeline
Avondale Wealth Management26,420$2.36M1.26%-39213F-HRTimeline
MONECO ADVISORS, LLC26,397$2.36M0.2%+3,29613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,266$2.35M0.36%-8113F-HRTimeline
HANCOCK WHITNEY CORP25,869$2.31M0.04%+30113F-HRTimeline
Hardin Capital Partners, LLC25,712$2.3M1.23%+12113F-HRTimeline
Horizon Investments, LLC25,668$2.29M0.03%+12,48813F-HRTimeline
LifePlan Financial, LLC25,531$2.28M1.81%-74013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…25,400$2.28M2.2%+19,10013F-HRTimelineGroup
Bank of New Hampshire25,445$2.27M0.52%+27213F-HRTimeline
First Nebraska Trust Co25,375$2.27M0.2%-14913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP25,180$2.25M0.17%-6,35913F-HRTimeline
Castle Rock Wealth Management, LLC25,336$2.25M0.5%+1,77513F-HRTimeline
Independence Bank of Kentucky25,087$2.24M0.29%-73513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,000$2.23M<0.01%013F-HRTimelineGroup
Midwest Trust Co24,907$2.23M0.03%-31013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,883$2.22M0.08%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,549$2.19M0.05%+5,69513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,543$2.19M0.04%-66513F-HRTimelineGroup
Keystone Financial Group24,407$2.18M0.17%+67813F-HR/ATimeline
Purus Wealth Management, LLC24,183$2.16M0.69%-19713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,169$2.16M0.13%-72013F-HRTimeline
Visionary Wealth Advisors24,103$2.15M0.1%-11,61813F-HRTimeline
Wealthspire Advisors, LLC23,964$2.14M0.01%-1,13113F-HRTimeline
Essex LLC23,873$2.13M0.39%+1,39513F-HRTimeline
IBEX WEALTH ADVISORS23,690$2.12M0.2%-5,42813F-HRTimeline
Pines Wealth Management, LLC23,482$2.1M0.71%+1,14113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,342$2.09M0.01%+9,57513F-HRTimeline
Mesirow Financial Investment Management…23,254$2.08M0.04%+2,85513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)23,235$2.08M0.73%+1,00313F-HRTimeline
Legacy PCG, LLC23,224$2.07M1.24%+8013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,065$2.06M0.12%+4,51313F-HRTimeline
Global Strategic Investment Solutions, …23,062$2.06M0.21%+5313F-HRTimeline
EPG Wealth Management LLC22,989$2.05M0.57%+66513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,984$2.05M0.16%+1013F-HRTimeline
Keystone Global Partners, LLC22,978$2.05M1.05%+16,44213F-HRTimeline
OneDigital Investment Advisors LLC22,961$2.05M0.02%-26513F-HRTimeline
BURNS J W & CO INC/NY22,938$2.05M0.23%-94513F-HRTimeline
TCV Trust & Wealth Management, Inc.22,824$2.04M0.17%+43713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV22,812$2.04M0.36%-18813F-HRTimeline
Fairfield Financial Advisors, LTD22,778$2.03M0.69%-6,46213F-HRTimeline
Camarda Financial Advisors, LLC22,646$2.02M0.75%-14513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp22,622$2.02M0.09%-2,34113F-HRTimelineGroup
Genesee Capital Advisors, LLC22,536$2.01M0.87%+18113F-HRTimeline
DAVENPORT & Co LLC22,319$1.99M0.01%-5813F-HRTimeline
Activest Wealth Management22,199$1.98M0.4%-57613F-HRTimeline
Birch Hill Investment Advisors LLC22,110$1.98M0.08%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,097$1.97M1.11%+4013F-HRTimeline
Beacon Capital Management, Inc.21,972$1.96M0.09%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,879$1.95M<0.01%-18113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK21,840$1.95M0.01%-50313F-HRTimelineGroup
Boltwood Capital Management21,739$1.94M0.52%-49013F-HRTimeline
Ring Mountain Capital, LLC21,653$1.93M1.07%-17313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC21,623$1.93M0.34%new13F-HRTimeline
Cornerstone Wealth Management, LLC21,507$1.92M0.11%-14713F-HRTimeline
Cooksen Wealth, LLC21,333$1.91M1.42%+1,07013F-HRTimeline
Spectrum Strategic Capital Management, …21,307$1.9M1.14%+37513F-HRTimeline
FIRST HORIZON CORP21,277$1.9M0.09%13F-HRTimeline
PATTEN & PATTEN INC/TN21,232$1.9M0.11%+6613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,224$1.9M-1,920Timeline
Per Stirling Capital Management, LLC.21,210$1.89M0.23%+16,53413F-HRTimeline
Granite Harbor Advisors, Inc.21,083$1.88M0.79%+28413F-HRTimeline
Asset Allocation Strategies LLC21,063$1.88M0.37%-2,81713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20,999$1.88M0.04%+2,74913F-HRTimelineGroup
SCS Capital Management LLC20,967$1.87M0.02%-4,74513F-HRTimeline
Csenge Advisory Group20,888$1.87M0.09%-9,71913F-HRTimeline
Eagle Strategies LLC20,883$1.87M0.25%+13113F-HRTimeline
Ignite Planners, LLC20,846$1.86M0.31%-27013F-HRTimeline
Legend Financial Advisors, Inc.20,791$1.86M1.14%+1,33413F-HRTimeline
Merkkuri Wealth Advisors LLC20,752$1.85M1.35%+2,02013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,563$1.84M0.06%-9,56413F-HRTimelineGroup
Carnegie Investment Counsel20,537$1.83M0.03%-77,14113F-HRTimeline
Stonegate Management LLC20,445$1.83M1.21%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Advisory Solutions, LLC20,433$1.83M0.44%+37513F-HRTimeline
Man Group plcin group Man Group plc20,310$1.81M<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO20,376$1.81M0.02%-2,54913F-HRTimeline
CROBAN20,211$1.81M1.2%-32513F-HRTimeline
TD Waterhouse Canada Inc.20,137$1.8M0.01%-7,31213F-HRTimeline
NorthRock Partners, LLC20,089$1.79M0.03%+13,78713F-HRTimeline
Darwin Wealth Management, LLC20,073$1.79M0.57%+1,32013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,001$1.79M0.5%+57713F-HRTimeline
Blue Door Asset Management, LLC20,000$1.79M1.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,943$1.78M0.02%-17,11413F-HRTimelineGroup
True North Advisors, LLC19,775$1.77M0.28%+57513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,584$1.75M0.02%-34713F-HRTimelineGroup
VestGen Advisors, LLC19,389$1.73M0.06%+7,56113F-HRTimeline
E&G Advisors, LLC19,337$1.73M0.4%-20313F-HRTimeline
White Pine Investment CO19,327$1.73M0.41%+40113F-HRTimeline
Clarus Wealth Advisors19,397$1.72M0.76%+26813F-HRTimeline
Marion Wealth Management19,303$1.72M0.41%+19013F-HRTimeline
Randall & Associates Wealth Management19,255$1.72M1.25%+1,61113F-HRTimeline
MSH Capital Advisors LLC19,223$1.72M0.46%+39413F-HRTimeline
Massar Capital Management, LP19,185$1.71M0.61%new13F-HRTimeline
Valeo Financial Advisors, LLC19,175$1.71M0.04%-3,22613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,149$1.71M0.02%+4,84213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,147$1.71M<0.01%-6,68113F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC18,961$1.69M0.37%+32813F-HRTimeline
Wealth Advisors of Iowa, LLC18,958$1.69M0.58%013F-HRTimeline
Laurel Wealth Advisors LLC18,859$1.68M0.24%+59013F-HRTimeline
Private Capital Management, LLC18,850$1.68M0.16%+3013F-HRTimeline
Nelson Capital Management, LLC18,676$1.67M0.2%+73313F-HRTimeline
MARTIN & CO INC /TN/18,666$1.67M0.3%+18013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…18,509$1.65M<0.01%-57413F-HRTimelineGroup
Sterling Investment Counsel, LLC18,446$1.65M0.53%+10,93013F-HRTimeline
Venturi Wealth Management, LLC18,381$1.64M0.08%+3,27913F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,345$1.64M0.29%+23513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.18,316$1.64M0.32%-3,28713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,297$1.63M0.51%+2,75313F-HRTimeline
NWAM LLC18,745$1.63M0.09%+5,42313F-HR/ATimeline
Cannell & Spears LLC18,048$1.61M0.03%+4813F-HRTimeline
Bluespring Wealth Management, LLC18,009$1.61M0.14%+113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC17,941$1.6M0.01%-46513F-HRTimelineGroup
Cladis Investment Advisory, LLC17,895$1.6M0.91%+32513F-HRTimeline
Willis Johnson & Associates, Inc.17,859$1.6M0.1%-5,33213F-HRTimeline
WINCAP FINANCIAL LLC17,840$1.59M1.1%-4,97113F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,826$1.59M0.31%+14513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17,620$1.57M0.18%+15613F-HRTimeline
FIRST AMERICAN BANK17,583$1.57M0.1%-1,41113F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,578$1.57M0.07%-3,27513F-HRTimeline
UMB Bank, n.a.17,482$1.56M0.02%-21,46913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC17,274$1.54M0.01%+9,97813F-HRTimeline
MONETARY MANAGEMENT GROUP INC17,257$1.54M0.35%-1,02513F-HRTimeline
World Investment Advisors17,194$1.54M0.03%+1,09213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL17,193$1.54M0.03%-2,34413F-HRTimeline
Verdence Capital Advisors LLC17,307$1.53M0.09%+27313F-HRTimeline