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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NORTHLAND SECURITIES, INC.69,261$3.1M2.97%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK35,265$3.1M0.28%013F-HRTimeline
United Bank68,997$3.08M1.05%+33,91713F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…68,614$3.07M1.47%+33,50113F-HRTimelineGroup
CMG Global Holdings, LLC57,974$3.06M1.36%+28,98113F-HRTimeline
Petix & Botte Co68,225$3.05M0.69%+28,46813F-HRTimeline
Horizon Investments, LLC68,165$3.05M0.04%+42,49713F-HRTimeline
Ellis Investment Partners, LLC67,599$3.02M0.53%+34,02313F-HRTimeline
MONECO ADVISORS, LLC67,572$3.02M0.24%+41,17513F-HRTimeline
LOM Asset Management Ltd67,548$3.02M0.87%+33,44713F-HRTimeline
NorthRock Partners, LLC66,776$2.99M0.05%+46,68713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC66,527$2.97M0.24%+37,38913F-HRTimeline
Provident Co of the Employees of the He…66,428$2.97M3.08%+33,21413F-HRTimeline
ROCKLAND TRUST CO65,940$2.95M0.12%+32,34913F-HRTimeline
GFS Advisors, LLC65,900$2.95M0.35%+34,62013F-HRTimeline
Galvin, Gaustad & Stein, LLC65,625$2.93M0.23%+51,65513F-HRTimeline
Intellectus Partners, LLC65,148$2.91M0.56%+35,11213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding65,125$2.91M-110,754Timeline
SPIREPOINT PRIVATE CLIENT, LLC65,025$2.91M0.28%+33,06713F-HRTimeline
Verition Fund Management LLC63,913$2.86M0.02%+59,35513F-HRTimeline
Simmons Bankin group Simmons Bank63,846$2.85M0.19%+30,34313F-HRTimelineGroup
CTC Alternative Strategies, Ltd.63,562$2.84M5.33%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co63,498$2.84M0.14%+32,42413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP63,244$2.83M<0.01%+46,88413F-HRTimelineGroup
Greenline Partners, LLC62,792$2.81M0.32%+34,03313F-HRTimeline
RPg Family Wealth Advisory, LLC62,741$2.81M0.62%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC62,736$2.8M0.06%+32,19913F-HRTimelineGroup
Certified Advisory Corp62,473$2.79M0.25%+26,21913F-HRTimeline
Risk Paradigm Group, LLC62,263$2.78M2.68%13F-HRTimeline
UPTICK PARTNERS, LLC62,019$2.77M0.59%+32,69013F-HRTimeline
Herold Advisors, Inc.61,997$2.77M0.62%+31,65213F-HRTimeline
Aspen Investment Management Inc61,801$2.76M0.83%+31,36613F-HRTimeline
Castle Rock Wealth Management, LLC54,070$2.76M0.6%+28,73413F-HRTimeline
Bienville Capital Management, LLC61,709$2.76M0.44%+32,12613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…61,587$2.75M0.77%+30,39113F-HRTimeline
VestGen Advisors, LLC61,490$2.75M0.12%+42,10113F-HRTimeline
Zullo Investment Group, Inc.60,987$2.73M1%+29,94213F-HRTimeline
Robertson Stephens Wealth Management, L…60,719$2.71M0.08%+31,68713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…60,441$2.7M0.23%+30,25313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/60,386$2.7M<0.01%+27,06813F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …60,296$2.7M0.07%-128,08113F-HR/ATimelineGroup
Yong Rong (HK) Asset Management Ltd60,000$2.68M0.82%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …59,948$2.68M<0.01%-56,71613F-HRTimelineGroup
Atlantic Private Wealth, LLC59,738$2.67M1.71%+21,88013F-HRTimeline
BEACON FINANCIAL GROUP59,652$2.67M0.27%+29,81113F-HRTimeline
Knollwood Investment Advisory, LLC59,440$2.66M0.25%+29,72013F-HRTimeline
TRUST CO OF OKLAHOMA59,364$2.65M0.77%+31,27213F-HRTimeline
Waldron Private Wealth LLC58,958$2.64M0.1%+29,47913F-HRTimeline
Joel Isaacson & Co., LLC58,908$2.63M0.09%+31,88213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.58,745$2.63M1.92%+28,86613F-HRTimeline
Proficio Capital Partners LLC58,589$2.62M0.18%+54,25213F-HRTimeline
Ameraudi Asset Management, Inc.58,420$2.61M1.44%+31,23213F-HRTimeline
CENTRAL TRUST Co58,156$2.6M0.05%+25,80613F-HRTimeline
Orange Investment Advisors, Inc.57,881$2.59M0.29%+27,43513F-HRTimeline
Capital Advisors, Ltd. LLC57,265$2.56M0.29%+28,30713F-HRTimeline
WASHINGTON TRUST Co57,013$2.55M0.08%+28,01013F-HRTimeline
SUTTON PLACE INVESTORS LLC56,924$2.55M1.4%+27,70313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…56,825$2.54M1.54%+28,48813F-HRTimelineGroup
Westside Investment Management, Inc.56,124$2.52M0.4%+28,82113F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…56,180$2.51M1.58%+27,09013F-HRTimeline
Joule Financial, LLC55,947$2.5M0.75%+25,99513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV51,769$2.5M0.96%+37,53313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)55,821$2.5M0.83%+32,58613F-HRTimeline
Balboa Wealth Partners55,811$2.5M0.41%+28,03913F-HRTimeline
Community Bank, N.A.55,802$2.49M0.29%+27,40913F-HRTimeline
JBR Co Financial Management Inc55,770$2.49M1.04%+25,76313F-HRTimeline
Aft, Forsyth & Sober, LLC55,550$2.48M0.75%+27,77513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…55,544$2.48M0.05%+28,63213F-HRTimelineGroup
Keystone Global Partners, LLC55,405$2.48M1.09%+32,42713F-HRTimeline
Pettinga Financial Advisors LLC55,172$2.47M0.47%+21,21313F-HRTimeline
Institute for Wealth Management, LLC.54,911$2.46M0.26%+27,41113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,648$2.44M0.01%+23,60413F-HR/ATimelineGroup
Round Rock Advisors LLC54,634$2.44M0.37%+23,38213F-HR/ATimeline
First Nebraska Trust Co54,347$2.43M0.22%+28,97213F-HRTimeline
First Business Financial Services, Inc.54,244$2.43M0.22%+27,12213F-HRTimeline
Kingstone Capital Partners Texas, LLC53,823$2.41M1.4%+26,31613F-HRTimeline
Variant Private Wealth, LLC52,940$2.37M2.46%+24,05413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC52,431$2.34M0.04%+27,88813F-HRTimelineGroup
Hardin Capital Partners, LLC52,399$2.34M1.11%+26,68713F-HRTimeline
Summit Financial Wealth Advisors, LLC52,118$2.33M0.33%+43,64913F-HRTimeline
PFG Investments, LLC52,095$2.33M0.11%+25,38113F-HRTimeline
Beaumont Asset Management, L.L.C.52,046$2.33M1.16%+25,40113F-HRTimeline
Koshinski Asset Management, Inc.51,569$2.31M0.15%+13,07313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC51,534$2.3M0.34%+25,26813F-HRTimeline
HANCOCK WHITNEY CORP51,453$2.3M0.04%+25,58413F-HRTimeline
CTC LLC43,622$2.3M0.21%+39,85213F-HRTimeline
NWAM LLC46,680$2.28M0.13%+27,93513F-HRTimeline
Ignite Planners, LLC44,391$2.27M0.35%+23,54513F-HRTimeline
Bank of New Hampshire50,422$2.25M0.51%+24,97713F-HRTimeline
Carnegie Investment Counsel50,403$2.25M0.04%+29,86613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC50,000$2.25M<0.01%+25,00013F-HRTimelineGroup
Genesee Capital Advisors, LLC50,076$2.24M0.9%+27,54013F-HRTimeline
Midwest Trust Co50,028$2.24M0.03%+25,12113F-HRTimeline
III Capital Management50,000$2.24M0.5%new13F-HRTimeline
Independence Bank of Kentucky49,874$2.23M0.28%+24,78713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT49,767$2.23M0.08%+24,88413F-HRTimeline
IFP Advisors, Inc49,556$2.22M0.05%+22,98913F-HRTimeline
Essex LLC49,552$2.22M0.39%+25,67913F-HRTimeline
LifePlan Financial, LLC49,409$2.21M1.69%+23,87813F-HRTimeline
Arta Finance Wealth Management LLC49,363$2.21M1.13%13F-HRTimeline
Keystone Financial Group49,317$2.2M0.16%+24,91013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49,173$2.2M0.12%+25,00413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.49,074$2.19M<0.01%+27,19513F-HRTimelineGroup
WHITTIER TRUST CO48,018$2.19M0.02%+27,64213F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd48,970$2.19M0.93%new13F-HRTimelineGroup
Merkkuri Wealth Advisors LLC48,371$2.16M1.47%+27,61913F-HRTimeline
Frisch Financial Group, Inc.48,281$2.16M0.48%+21,75913F-HRTimeline
Venturi Wealth Management, LLC48,165$2.15M0.1%+29,78413F-HRTimeline
Pines Wealth Management, LLC48,058$2.15M0.69%+24,57613F-HRTimeline
Wealthspire Advisors, LLC47,925$2.14M0.02%+23,96113F-HRTimeline
Purus Wealth Management, LLC47,403$2.12M0.66%+23,22013F-HRTimeline
EPG Wealth Management LLC46,931$2.1M0.56%+23,94213F-HRTimeline
TCV Trust & Wealth Management, Inc.46,600$2.08M0.17%+23,77613F-HRTimeline
IBEX WEALTH ADVISORS46,249$2.07M0.2%+22,55913F-HRTimeline
Global Strategic Investment Solutions, …46,233$2.07M0.2%+23,17113F-HRTimeline
Visionary Wealth Advisors46,163$2.06M0.09%+22,06013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC46,122$2.06M0.15%+23,13813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV44,972$2.01M0.37%+22,16013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP44,851$2.01M0.15%+19,67113F-HRTimeline
Vestmark Advisory Solutions, Inc.44,794$2M0.03%+37,57913F-HRTimeline
Fairfield Financial Advisors, LTD44,703$2M0.65%+21,92513F-HRTimeline
Oasis Advisors, LLC44,575$1.99M1.06%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,548$1.99M0.07%+26,97013F-HRTimeline
Jain Global LLC44,534$1.99M0.02%new13F-HRTimeline
BURNS J W & CO INC/NY44,515$1.99M0.22%+21,57713F-HRTimeline
Cornerstone Wealth Management, LLC44,370$1.98M0.1%+22,86313F-HRTimeline
Cooksen Wealth, LLC44,306$1.98M1.45%+22,97313F-HRTimeline
Birch Hill Investment Advisors LLC44,220$1.98M0.08%+22,11013F-HRTimeline
Capstone Capital Management Ltd44,200$1.98M1.9%13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC44,160$1.97M0.02%-13,51113F-HRTimelineGroup
Legend Financial Advisors, Inc.43,974$1.97M1.19%+23,18313F-HRTimeline
Granite Harbor Advisors, Inc.43,914$1.96M0.83%+22,83113F-HRTimeline
Marion Wealth Management39,819$1.96M0.44%+20,51613F-HRTimeline
RFG Advisory, LLC43,685$1.95M0.04%+15,36013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC43,561$1.95M1.06%+21,46413F-HRTimeline
Legacy PCG, LLC43,348$1.94M1.2%+20,12413F-HRTimeline
Boltwood Capital Management43,097$1.93M0.5%+21,35813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK42,947$1.92M0.01%+21,10713F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC42,939$1.92M0.3%+21,31613F-HRTimeline
Worth Asset Management, LLC42,662$1.91M0.81%new13F-HRTimeline
Asset Allocation Strategies LLC42,608$1.91M0.35%+21,54513F-HRTimeline
Clarus Wealth Advisors40,510$1.9M0.79%+21,11313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC42,550$1.9M0.07%-70,56013F-HRTimelineGroup
FORONJY FINANCIAL LLC42,529$1.9M0.79%+26,72513F-HRTimeline
Wealth Advisory Solutions, LLC42,275$1.89M0.44%+21,84213F-HRTimeline
Ring Mountain Capital, LLC39,488$1.88M0.97%+17,83513F-HRTimeline
SCS Capital Management LLC42,037$1.88M0.02%+21,07013F-HRTimeline
Camarda Financial Advisors, LLC41,881$1.87M0.71%+19,23513F-HRTimeline
Cladis Investment Advisory, LLC41,760$1.87M1.02%+23,86513F-HRTimeline
JENNISON ASSOCIATES LLC41,750$1.87M<0.01%-16,04413F-HRTimeline
Midwest Financial Group LLC41,674$1.86M0.82%+11,02713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41,664$1.86M0.08%+19,04213F-HRTimelineGroup
Darwin Wealth Management, LLC41,643$1.86M0.58%+21,57013F-HRTimeline
Intrinsic Value Partners, LLC41,482$1.85M1.39%+30,77113F-HRTimeline
Estate Counselors, LLC41,420$1.85M0.16%+29,55513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC41,417$1.85M0.5%+21,41613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…41,366$1.85M0.06%+20,80313F-HRTimelineGroup
DAVENPORT & Co LLC41,291$1.85M0.01%+18,97213F-HRTimeline
PATTEN & PATTEN INC/TN41,203$1.84M0.11%+19,97113F-HRTimeline
JFS WEALTH ADVISORS, LLC41,156$1.84M0.1%+18,09113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp41,080$1.84M0.03%+20,08113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,073$1.84M0.01%+17,73113F-HRTimeline
CROBAN40,944$1.83M0.88%+20,73313F-HRTimeline
Mesirow Financial Investment Management…40,846$1.83M0.04%+17,59213F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY40,814$1.82M0.06%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC40,760$1.82M<0.01%-208,07913F-HRTimelineGroup
OneDigital Investment Advisors LLC40,434$1.81M0.02%+17,47313F-HRTimeline
EFG International AGin group EFG International AG40,358$1.8M0.03%13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC40,080$1.79M0.04%+28,43113F-HRTimeline
Blue Door Asset Management, LLC40,000$1.79M1.12%+20,00013F-HRTimeline
AlphaStar Capital Management, LLC39,993$1.79M0.13%+30,57213F-HRTimeline
United Asset Strategies, Inc.39,959$1.79M0.14%+27,65313F-HRTimeline
Avondale Wealth Management39,936$1.79M0.92%+13,51613F-HRTimeline
Csenge Advisory Group39,876$1.78M0.08%+18,98813F-HRTimeline
Audent Global Asset Management, LLC27,680$1.77M1.12%+15,83813F-HRTimeline
Procyon Advisors, LLC39,344$1.76M0.09%+27,56013F-HRTimeline
FIRST MANHATTAN CO. LLC.39,168$1.75M<0.01%+9,04113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC39,107$1.75M0.05%+8,88713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC38,893$1.74M<0.01%+23,09513F-HRTimelineGroup
White Pine Investment CO38,733$1.73M0.41%+19,40613F-HRTimeline
Activest Wealth Management38,588$1.73M0.32%+16,38913F-HRTimeline
E&G Advisors, LLC38,584$1.73M0.39%+19,24713F-HRTimeline
Odyssey Capital Advisors, Inc.38,573$1.72M1.53%13F-HRTimeline
Laurel Wealth Advisors LLC38,525$1.72M0.23%+19,66613F-HRTimeline
FIRST HORIZON CORP38,456$1.72M0.08%+17,17913F-HRTimeline
MARTIN & CO INC /TN/38,442$1.72M0.29%+19,77613F-HRTimeline
True North Advisors, LLC38,400$1.72M0.22%+18,62513F-HRTimeline
STRATEGY ASSET MANAGERS LLC38,365$1.72M0.28%+20,02013F-HRTimeline
TD Waterhouse Canada Inc.38,331$1.71M0.01%+18,19413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,294$1.71M0.08%+11,25513F-HRTimeline
Wealth Advisors of Iowa, LLC37,844$1.69M0.56%+18,88613F-HRTimeline
HB Wealth Management, LLC37,693$1.69M0.01%+20,41913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding37,625$1.68M-1,594Timeline
MSH Capital Advisors LLC37,617$1.68M0.36%+18,39413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…37,615$1.68M<0.01%+19,10613F-HRTimelineGroup
BLB&B Advisors, LLC37,601$1.68M0.07%+24,74113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC37,553$1.68M0.48%+20,92813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,520$1.68M0.02%+17,93613F-HRTimelineGroup
Spectrum Strategic Capital Management, …37,484$1.68M0.89%+16,17713F-HRTimeline
Sterling Investment Counsel, LLC37,238$1.66M0.48%+18,79213F-HRTimeline