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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIGMA INVESTMENT COUNSELORS INC83,085$5.09M0.27%-10,42713F-HRTimeline
Financial Guidance Group, Inc.82,720$5.07M2.04%-1,62113F-HRTimeline
LOWE BROCKENBROUGH & CO INC82,666$5.06M0.25%-88013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC82,629$5.06M0.81%-3113F-HRTimeline
WEDBUSH SECURITIES INC82,535$5.06M0.15%-2,23013F-HRTimeline
Lee Financial Co82,335$5.04M0.71%-26,28513F-HRTimeline
Dynamic Advisor Solutions LLC82,183$5.03M0.16%+3,97913F-HRTimeline
Meridian Wealth Management, LLC82,216$5.02M0.18%+1,19313F-HRTimeline
CWC Advisors, LLC.81,766$5.01M2.38%-2,21913F-HRTimeline
Grand Central Investment Group81,656$5M3.7%+1,70513F-HRTimeline
Crestwood Advisors Group, LLC81,349$4.98M0.08%-4,90113F-HRTimeline
M3 Advisory Group, LLC81,146$4.97M3.06%-34613F-HRTimeline
Winthrop Capital Management, LLC81,024$4.96M1.27%-2,46713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC80,871$4.95M0.37%+70,30713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC80,641$4.94M0.21%-40913F-HRTimeline
Capital Investment Advisory Services, L…80,536$4.93M0.36%+59,21613F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC80,265$4.92M3.21%-3,16313F-HRTimeline
Encompass More Asset Management80,202$4.91M0.83%+64,17913F-HRTimeline
VestGen Advisors, LLC85,273$4.91M0.14%+23,78313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC80,050$4.9M0.1%+17,31413F-HRTimelineGroup
Private Wealth Advisors, LLC80,013$4.9M1.38%-36,92613F-HRTimeline
High Note Wealth, LLC80,003$4.9M0.96%-1,31513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP80,000$4.9M0.05%new13F-HRTimelineGroup
MONECO ADVISORS, LLC79,657$4.88M0.38%+12,08513F-HRTimeline
Compass Wealth Management, LLC/GA79,599$4.88M2.08%+5,30413F-HRTimeline
Castellan Group79,591$4.88M0.67%-64,85513F-HRTimeline
ALERUS FINANCIAL NA79,535$4.87M0.24%-21,53213F-HRTimeline
Innova Wealth Partners79,484$4.87M2.32%-9,64813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY79,220$4.85M3.13%-2,04113F-HRTimeline
Joseph P. Lucia & Associates, LLC78,683$4.82M1.72%+8,39713F-HRTimeline
Financial Sense Advisors, Inc.78,000$4.78M0.97%+78113F-HRTimeline
Visionary Wealth Advisors77,978$4.78M0.21%+31,81513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC77,894$4.77M0.21%-13,90713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC77,872$4.77M0.04%-5,05513F-HRTimeline
Massachusetts Wealth Management76,678$4.7M2.04%+6,12513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC76,546$4.69M0.02%+35,47313F-HRTimeline
NorthRock Partners, LLC76,026$4.66M0.08%+9,25013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding75,891$4.65M+41,890Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC75,799$4.64M1.16%-2813F-HRTimeline
SWS Partners75,456$4.62M1.14%-3,25713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC75,292$4.61M1.17%13F-HRTimeline
Signal Advisors Wealth, LLC75,189$4.61M0.32%+43,46413F-HRTimeline
Bulltick Wealth Management, LLC74,971$4.59M1.01%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC74,733$4.58M1.07%-94513F-HR/ATimeline
Allred Capital Management, LLC74,241$4.55M1.66%-5,91413F-HRTimeline
Asset Management Group, Inc.74,241$4.55M0.74%+33413F-HRTimeline
Twin Tree Management, LP74,039$4.54M0.95%new13F-HRTimeline
Matrix Trust Co73,881$4.53M0.75%-18,35713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP73,688$4.51M<0.01%+10,44413F-HRTimelineGroup
United Bank73,662$4.51M1.5%+4,66513F-HRTimeline
ARP Global Capital Ltd73,475$4.5M2.65%new13F-HRTimeline
Milestones Private Investment Advisors …72,276$4.43M3.9%+1,75213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,204$4.42M0.08%+16,66013F-HRTimelineGroup
West Financial Advisors, LLC71,576$4.38M0.74%new13F-HRTimeline
1607 Capital Partners, LLC71,520$4.38M0.32%new13F-HRTimeline
Independence Wealth Advisors, LLC70,349$4.31M2.3%+44,57013F-HRTimeline
Belpointe Asset Management LLC70,298$4.31M0.16%+38,56913F-HRTimeline
Salomon & Ludwin, LLC72,276$4.27M0.38%-1,01913F-HRTimeline
ALLIANCEBERNSTEIN L.P.94,011$4.2M<0.01%+85,13213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC68,540$4.2M4.51%new13F-HRTimeline
CHOREO, LLC68,373$4.19M0.05%-1,64713F-HRTimeline
WESPAC Advisors, LLC68,221$4.18M2.29%+63,71113F-HRTimeline
Main Street Group, LTD68,120$4.17M1.23%new13F-HRTimeline
Keystone Global Partners, LLC67,866$4.16M1.85%+12,46113F-HRTimeline
Zullo Investment Group, Inc.67,864$4.16M1.58%+6,87713F-HRTimeline
HMS Capital Management, LLC67,487$4.13M1.6%-12,80213F-HRTimeline
McKinley Carter Wealth Services, Inc.67,068$4.11M0.24%-113,29513F-HRTimeline
Hansen & Associates Financial Group, In…69,169$4.1M2.21%+43,11213F-HRTimeline
NORTHLAND SECURITIES, INC.66,740$4.09M3.89%-2,52113F-HRTimeline
Intellectus Partners, LLC66,650$4.08M0.83%+1,50213F-HRTimeline
LOM Asset Management Ltd66,528$4.08M1.17%-1,02013F-HRTimeline
Vestmark Advisory Solutions, Inc.66,204$4.06M0.04%+21,41013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding66,144$4.05M+54,563Timeline
Strategic Financial Partners, Ltd.65,939$4.04M1.74%new13F-HRTimeline
GFS Advisors, LLC65,905$4.04M0.51%+513F-HR/ATimeline
FIRST MERCHANTS CORP65,781$4.03M0.15%-7,83913F-HRTimeline
Sowell Financial Services LLC65,569$4.02M0.15%-13,70913F-HRTimeline
Carnegie Investment Counsel65,391$4.01M0.08%+14,98813F-HRTimeline
Resonant Capital Advisors, LLC65,244$4M0.21%-347,34013F-HRTimeline
Pine Valley Investments Ltd Liability Co65,125$3.99M0.19%+1,62713F-HRTimeline
SMI Advisory Services, LLC66,712$3.98M0.66%new13F-HRTimeline
Bienville Capital Management, LLC64,939$3.98M0.76%+3,23013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC64,921$3.98M0.38%-10413F-HRTimeline
Cauble & Harre Wealth Management, Inc.69,012$3.97M3.16%-9,69313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC64,394$3.94M0.3%-2,13313F-HRTimeline
Skylands Capital, LLC64,050$3.92M0.51%-31,35013F-HRTimeline
ROCKLAND TRUST CO63,934$3.92M0.16%-2,00613F-HRTimeline
TRUST CO OF OKLAHOMA63,736$3.9M1.14%+4,37213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…63,601$3.9M1.24%-6,83913F-HRTimeline
Larson Financial Group LLC63,569$3.89M0.12%+44,01313F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV63,277$3.88M2.49%-20,87413F-HRTimeline
Coral Wealth Management, LLC63,278$3.88M4.33%13F-HRTimeline
Integrated Advisors Network LLC63,184$3.87M0.2%-66,55413F-HRTimeline
Solstein Capital, LLC63,086$3.86M1.59%+42,11813F-HRTimeline
Cornerstone Wealth Group, LLC68,887$3.85M0.25%new13F-HRTimeline
Certified Advisory Corp62,112$3.81M0.34%-36113F-HRTimeline
Greenline Partners, LLC61,898$3.79M0.41%-89413F-HRTimeline
Ameraudi Asset Management, Inc.61,546$3.77M2.05%+3,12613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC60,539$3.71M0.26%-25,84813F-HRTimeline
Clear Creek Financial Management, LLC60,528$3.71M0.28%+51,64913F-HRTimeline
Summit Wealth Partners, LLC59,905$3.67M0.58%+52,90213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC59,862$3.67M0.02%-12,64813F-HRTimelineGroup
Valor Advisors LLC81,790$3.66M3.08%013F-HRTimeline
Herold Advisors, Inc.59,555$3.65M0.8%-2,44213F-HRTimeline
Knollwood Investment Advisory, LLC59,440$3.64M0.37%013F-HRTimeline
Joel Isaacson & Co., LLC59,386$3.64M0.12%+47813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.63,444$3.63M0.03%-104,66713F-HRTimeline
Aspen Investment Management Inc59,233$3.63M1.11%-2,56813F-HRTimeline
VALICENTI ADVISORY SERVICES INC59,170$3.62M0.79%-13,79613F-HRTimeline
Waldron Private Wealth LLC58,908$3.61M0.14%-5013F-HRTimeline
Westside Investment Management, Inc.59,060$3.6M0.55%+2,93613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)58,671$3.59M1.14%+2,85013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC58,566$3.59M1.25%new13F-HRTimeline
Balboa Wealth Partners58,501$3.58M0.6%+2,69013F-HRTimeline
BigSur Wealth Management LLC58,040$3.56M1%-12,00013F-HRTimeline
CMG Global Holdings, LLC57,918$3.55M1.69%-5613F-HRTimeline
Q3 Asset Management57,784$3.54M0.86%new13F-HRTimeline
DV Trading LLC57,664$3.53M0.32%new13F-HRTimeline
Capital Advisors, Ltd. LLC57,281$3.51M0.4%+1613F-HRTimeline
WASHINGTON TRUST Co57,262$3.51M0.12%+24913F-HRTimeline
SUTTON PLACE INVESTORS LLC57,255$3.51M1.92%+33113F-HRTimeline
CENTRAL TRUST Co57,111$3.5M0.07%-1,04513F-HRTimeline
First Nebraska Trust Co57,102$3.5M0.32%+2,75513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…57,098$3.5M0.3%-3,34313F-HRTimelineGroup
Silphium Asset Management Ltdin group Silphium Asset Management Ltd56,920$3.49M1.32%+7,95013F-HRTimelineGroup
Vertex Investment Solutions Co., Ltd.56,400$3.48M4.02%+45,50013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…56,726$3.48M2.14%-9913F-HRTimelineGroup
Plan Group Financial, LLC56,670$3.47M0.81%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK56,550$3.46M0.02%+13,60313F-HRTimelineGroup
BEACON FINANCIAL GROUP56,415$3.46M0.34%-3,23713F-HRTimeline
Atlantic Private Wealth, LLC56,384$3.45M2.26%-3,35413F-HRTimeline
Estate Counselors, LLC56,260$3.45M0.31%+14,84013F-HRTimeline
Simmons Bankin group Simmons Bank55,833$3.42M0.23%-8,01313F-HRTimelineGroup
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…55,780$3.42M1.94%-40013F-HRTimeline
McGuire Investment Group, LLC55,355$3.39M0.38%-53,57013F-HRTimeline
Aft, Forsyth & Sober, LLC55,150$3.38M1.03%-40013F-HRTimeline
Ignite Planners, LLC55,026$3.37M0.52%+10,63513F-HRTimeline
Castle Rock Wealth Management, LLC56,843$3.37M0.73%+2,77313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC54,974$3.37M0.81%+34,92113F-HRTimeline
IFP Advisors, Inc54,929$3.36M0.07%+5,37313F-HRTimeline
Community Bank, N.A.54,903$3.36M0.4%-89913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54,597$3.34M0.04%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.54,464$3.34M0.36%-44713F-HRTimeline
First Business Financial Services, Inc.54,244$3.32M0.3%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…54,116$3.31M0.9%-7,47113F-HR/ATimeline
SIH Partners, LLLPin group SIH Partners, LLLP53,881$3.3M0.1%+24,88113F-HRTimelineGroup
Variant Private Wealth, LLC53,265$3.26M3.95%+32513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,101$3.26M0.04%-41,53313F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC53,108$3.25M2%-71513F-HRTimeline
Orange Investment Advisors, Inc.53,000$3.25M0.42%-4,88113F-HR/ATimeline
Beaumont Asset Management, L.L.C.52,818$3.24M1.46%+77213F-HRTimeline
Spahn Wealth & Retirement LLC52,817$3.24M4.12%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC52,640$3.22M1.74%+9,07913F-HR/ATimeline
Rothschild Capital Partners, LLC52,470$3.21M0.79%-25,46913F-HRTimeline
Hardin Capital Partners, LLC52,204$3.2M1.48%-19513F-HRTimeline
Premier Path Wealth Partners, LLC52,100$3.19M0.42%-20,36013F-HRTimeline
First Trust Bank, Ltd.52,000$3.19M6.26%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp51,815$3.17M0.01%-2,83313F-HR/ATimelineGroup
UPTICK PARTNERS, LLC51,636$3.16M0.63%-10,38313F-HRTimeline
Midwest Trust Co51,460$3.15M0.04%+1,43213F-HRTimeline
HANCOCK WHITNEY CORP51,380$3.14M0.05%-7313F-HRTimeline
PFG Investments, LLC51,293$3.14M0.15%-80213F-HRTimeline
EVOKE WEALTH, LLC51,197$3.14M0.06%+24,05513F-HRTimeline
SBI Securities Co., Ltd.51,168$3.13M0.09%+22,10413F-HRTimeline
Strategic Financial Group, LLC50,795$3.11M3.2%13F-HRTimeline
Wealthspire Advisors, LLC50,599$3.1M0.02%+2,67413F-HRTimeline
Essex LLC50,048$3.07M0.54%+49613F-HRTimeline
Koshinski Asset Management, Inc.50,012$3.06M0.19%-1,55713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC50,000$3.06M<0.01%013F-HRTimelineGroup
Genesee Capital Advisors, LLC49,940$3.06M1.28%-13613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding49,877$3.06M+12,252Timeline
HOLLENCREST CAPITAL MANAGEMENT49,774$3.05M0.11%+713F-HRTimeline
Edgestream Partners, L.P.49,684$3.04M0.1%+31,85113F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding49,668$3.04M+26,121Timeline
Bank of New Hampshire49,439$3.03M0.69%-98313F-HRTimeline
RPg Family Wealth Advisory, LLC49,370$3.02M0.63%-13,37113F-HRTimeline
Independence Bank of Kentucky49,229$3.02M0.38%-64513F-HRTimeline
Keystone Financial Group48,850$2.99M0.2%-46713F-HRTimeline
Risk Paradigm Group, LLC48,696$2.98M2.54%-13,56713F-HRTimeline
Merkkuri Wealth Advisors LLC48,388$2.96M1.96%+1713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50,082$2.96M0.21%+27,34813F-HRTimeline
Balentine LLC48,201$2.95M0.12%+16,32313F-HRTimeline
LifePlan Financial, LLC47,870$2.93M2.17%-1,53913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.47,776$2.93M0.03%+23,84713F-HRTimelineGroup
First International Bank of Israel Ltd.in group First International Bank of I…47,751$2.93M0.86%-20,86313F-HRTimelineGroup
Mesirow Financial Investment Management…47,548$2.91M0.05%+6,70213F-HRTimeline
NWAM LLC47,440$2.91M0.17%+76013F-HRTimeline
Pettinga Financial Advisors LLC47,404$2.9M0.55%-7,76813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,386$2.9M0.42%-4,14813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV47,273$2.9M0.15%-1,90013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …47,210$2.89M0.16%+31,08513F-HRTimeline
FINANCIAL DISCOVERY GROUP INC47,093$2.88M6.74%13F-HRTimeline
Principia Wealth Advisory, LLC47,053$2.88M1.63%+10,90013F-HRTimeline
Pines Wealth Management, LLC46,898$2.87M0.93%-1,16013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC46,656$2.86M1.2%new13F-HRTimeline
Activest Wealth Management46,617$2.86M0.5%+8,02913F-HRTimeline
TCV Trust & Wealth Management, Inc.46,512$2.85M0.24%-8813F-HRTimeline
IBEX WEALTH ADVISORS46,483$2.85M0.27%+23413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,478$2.85M0.21%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …46,291$2.84M0.28%+5813F-HRTimeline