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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,024 managers (2,050 13F filers) reported a position in XLE shares at 2026-06-30, 441,198,795 shares in all. 136 filers opened a position and 215 filers sold out during the quarter.

Managers
2,024
13F filers
2,050
New
136
Added
782
Reduced
852
Sold out
215
Shares held by filers
441,198,795

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bluespring Wealth Management, LLC44,282$2.35M0.05%+8,19713F-HRTimeline
Intrinsic Value Partners, LLC44,102$2.34M1.6%+2,62013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…44,033$2.34M0.07%-74813F-HRTimelineGroup
Estate Counselors, LLC43,690$2.32M0.2%-12,57013F-HRTimeline
Purus Wealth Management, LLC43,661$2.32M0.64%-60613F-HRTimeline
Koshinski Asset Management, Inc.43,624$2.32M0.12%-6,38813F-HRTimeline
JFS WEALTH ADVISORS, LLC43,549$2.31M0.12%+2,03413F-HRTimeline
Sovran Advisors, LLC40,169$2.31M0.17%+6,40713F-HRTimeline
Fairfield Financial Advisors, LTD43,449$2.31M0.91%-96413F-HRTimeline
Engineers Gate Manager LP43,342$2.3M0.03%new13F-HRTimeline
CTC Alternative Strategies, Ltd.43,215$2.3M3.31%new13F-HRTimeline
Paladin Partners, LLC43,110$2.29M1.51%013F-HRTimeline
Laurel Wealth Advisors LLC43,081$2.29M0.22%+84613F-HRTimeline
Boltwood Capital Management42,976$2.28M0.52%-4113F-HRTimeline
Fullerton Fund Management Co Ltd.42,800$2.27M0.15%-544,98113F-HRTimeline
Frisch Financial Group, Inc.42,676$2.27M0.39%-2,49313F-HRTimeline
MATAURO, LLC42,569$2.26M0.3%+14,90913F-HRTimeline
Odyssey Capital Advisors, Inc.42,530$2.26M1.62%+2,06813F-HRTimeline
Vise Technologies, Inc.42,497$2.26M0.03%+29,04613F-HRTimeline
Avondale Wealth Management42,426$2.25M0.92%+23013F-HRTimeline
Venturi Wealth Management, LLC42,205$2.24M0.09%-2,40213F-HRTimeline
ExodusPoint Capital Management, LP42,200$2.24M0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC42,002$2.23M0.19%new13F-HRTimeline
Procyon Advisors, LLC41,909$2.23M0.1%-2,99813F-HRTimeline
CROBAN41,751$2.22M0.98%+49113F-HRTimeline
WINCAP FINANCIAL LLC41,560$2.21M1.19%+3,60213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd41,460$2.2M0.02%+16,77413F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC41,391$2.2M0.53%+3,17513F-HRTimeline
1607 Capital Partners, LLC41,370$2.2M0.19%-30,15013F-HR/ATimeline
SCS Capital Management LLC41,345$2.2M0.02%+713F-HRTimeline
Granite Harbor Advisors, Inc.41,296$2.19M0.87%-88413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.41,186$2.19M0.24%+11,19613F-HR/ATimeline
GeoWealth Management, LLC40,945$2.17M0.07%+9,52713F-HRTimeline
Pines Wealth Management, LLC40,846$2.17M0.62%-6,05213F-HRTimeline
Dorsey & Whitney Trust CO LLC40,825$2.17M0.11%-31413F-HRTimeline
IFG Advisory, LLC40,796$2.17M0.08%new13F-HRTimeline
Cornerstone Advisory, LLC40,750$2.16M0.18%new13F-HRTimeline
Birch Hill Investment Advisors LLC40,735$2.16M0.09%-2,88513F-HRTimeline
Asset Allocation Strategies LLC40,724$2.16M0.33%+1,54313F-HRTimeline
EPG Wealth Management LLC40,484$2.15M0.52%+1,29613F-HRTimeline
Camarda Financial Advisors, LLC40,132$2.13M0.64%+61113F-HRTimeline
Balefire, LLC39,989$2.12M0.35%+11,26713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp39,930$2.12M0.09%-1,54713F-HRTimelineGroup
Cladis Investment Advisory, LLC39,795$2.11M0.99%-25013F-HRTimeline
Cooksen Wealth, LLC39,791$2.11M1.33%-2,15013F-HRTimeline
WCG Wealth Advisors LLC39,778$2.11M0.05%+1,92613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP39,708$2.11M0.13%-4,22413F-HRTimeline
STRATEGY ASSET MANAGERS LLC39,120$2.08M0.31%+25513F-HRTimeline
Ring Mountain Capital, LLC39,080$2.08M0.87%+4713F-HRTimeline
Garden State Investment Advisory Servic…39,064$2.07M0.41%-26313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC39,050$2.07M0.51%-98413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC39,007$2.07M0.3%+33013F-HRTimeline
Marion Wealth Management38,996$2.07M0.42%-47113F-HRTimeline
White Pine Investment CO38,970$2.07M0.44%+39213F-HRTimeline
SteelPeak Wealth, LLC38,892$2.07M0.05%+16,24713F-HRTimeline
E&G Advisors, LLC38,824$2.06M0.4%-16013F-HRTimeline
Wealth Advisory Solutions, LLC38,679$2.05M0.42%-3,42413F-HRTimeline
True North Advisors, LLC38,601$2.05M0.2%013F-HRTimeline
MARTIN & CO INC /TN/38,518$2.05M0.32%-19413F-HRTimeline
DAVENPORT & Co LLC38,273$2.03M0.01%-4,49413F-HRTimeline
FIRST AMERICAN BANK38,242$2.03M0.11%-49213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC38,109$2.02M0.34%-16,86513F-HRTimeline
CONTINENTAL ADVISORS LLC38,000$2.02M1.18%013F-HRTimeline
LANE BROTHERS & CO INC37,866$2.01M1.32%-65713F-HRTimeline
Legend Financial Advisors, Inc.37,749$2M1.14%-6,36713F-HRTimeline
MSH Capital Advisors LLC37,704$2M0.35%+7813F-HRTimeline
Orca Investment Management, LLC37,661$2M1.45%new13F-HRTimeline
LuminArx Capital Management LP37,500$1.99M0.92%+27,50013F-HRTimeline
Twin Tree Management, LP37,245$1.98M0.31%-36,79413F-HRTimeline
FSA Investment Group, LLC37,154$1.97M0.64%+11,34813F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…37,030$1.97M1.18%-18,75013F-HRTimeline
Essential Partners LLC36,908$1.96M0.9%+2,96613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,905$1.96M+3,972Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,564$1.94M0.05%+3,26213F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC36,561$1.94M0.35%+32613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,505$1.94M0.39%-1,53413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.36,496$1.94M0.18%013F-HRTimeline
Midwest Financial Group LLC36,295$1.93M0.68%-3,99413F-HRTimeline
Cannell & Spears LLC36,196$1.92M0.03%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG33,305$1.92M0.03%+14,62813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co36,006$1.91M0.02%013F-HRTimelineGroup
Joule Financial, LLC35,964$1.91M0.52%-2,19113F-HRTimeline
INTEGRITY ALLIANCE, LLC.35,955$1.91M0.06%-5,78013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC35,882$1.91M0.01%013F-HRTimelineGroup
CX Institutional35,602$1.89M0.05%-62013F-HRTimeline
WealthPlan Investment Management, LLC35,605$1.89M0.09%-2,12513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…35,800$1.89M0.11%-14,28213F-HRTimeline
Legacy Wealth Partners, LLC35,374$1.88M0.42%+5,36213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…35,363$1.88M<0.01%+22213F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding35,074$1.86M+18,223Timeline
Acropolis Investment Management, LLC34,944$1.86M0.07%+3,14513F-HR/ATimeline
Thrive Capital Management, LLC34,534$1.83M0.35%-1,54613F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC34,525$1.83M0.46%-2,82513F-HRTimeline
Valeo Financial Advisors, LLC34,507$1.83M0.04%-613F-HRTimeline
Moors & Cabot, Inc.34,481$1.83M0.07%+5,00013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34,473$1.83M0.03%-3,14113F-HRTimeline
Oasis Advisors, LLC34,450$1.83M1.19%-776,41613F-HRTimeline
Nelson Capital Management, LLC34,359$1.82M0.2%-15413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.34,348$1.82M0.39%+5,37813F-HRTimeline
Private Capital Management, LLC34,057$1.81M0.16%-1,79513F-HRTimeline
Iyo Bank, Ltd.33,949$1.8M0.55%013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd33,920$1.8M0.61%-23,00013F-HRTimelineGroup
NWAM LLC33,873$1.8M0.09%-13,56713F-HRTimeline
Csenge Advisory Group33,826$1.8M0.07%+53413F-HRTimeline
Invst, LLC33,812$1.8M0.18%+19,17613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,796$1.79M0.09%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.33,786$1.79M0.26%+8,02113F-HRTimeline
Thayer Partners, LLC / MA33,759$1.79M0.74%-1,68513F-HRTimeline
SBI Securities Co., Ltd.33,536$1.78M0.04%-17,63213F-HRTimeline
CENTAURUS FINANCIAL, INC.33,516$1.78M0.07%+2,66913F-HRTimeline
National Philanthropic Trust33,476$1.78M0.03%+3,96813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,407$1.77M0.04%+9,66913F-HRTimeline
FIRST HORIZON CORP33,344$1.77M0.07%-3,34213F-HRTimeline
Cache Advisors, LLC33,338$1.77M0.15%013F-HRTimeline
Jacobi Capital Management LLC33,260$1.77M0.09%+8813F-HRTimeline
Fiduciary Alliance LLC33,141$1.76M0.12%-55513F-HRTimeline
WEXFORD CAPITAL LP33,138$1.76M0.24%013F-HRTimeline
Advocate Investing Services LLC32,945$1.75M1.35%-1,30713F-HRTimeline
MONTAG A & ASSOCIATES INC32,879$1.75M0.07%-1813F-HRTimeline
Retirement Planning Group, LLC32,841$1.74M0.04%-3,89713F-HRTimeline
Clearstead Advisors, LLC32,689$1.74M0.02%+45213F-HRTimeline
TIFF ADVISORY SERVICES, LLC32,671$1.74M0.43%-143,06213F-HRTimeline
Everest Financial Group LLC32,569$1.73M0.23%-1,02513F-HRTimeline
Main Street Financial Solutions, LLC32,508$1.73M0.11%+2,54613F-HRTimeline
Perennial Investment Advisors, LLC32,419$1.72M0.11%+64713F-HRTimeline
Capital Investment Counsel, LLC32,409$1.72M0.21%+89613F-HRTimeline
SEEDS INVESTOR LLC32,307$1.72M0.18%new13F-HRTimeline
Comprehensive Wealth Management, LLC32,273$1.71M0.78%+28,73913F-HRTimeline
Compass Financial Group, Inc.31,966$1.7M0.72%+11813F-HRTimeline
United Asset Strategies, Inc.31,894$1.69M0.12%-1,81613F-HRTimeline
SAX WEALTH ADVISORS, LLC27,596$1.69M0.07%-95113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.31,742$1.69M0.3%-5,54213F-HRTimeline
Acorns Advisers, LLC31,575$1.68M0.01%+4,02213F-HRTimeline
YHB Investment Advisors, Inc.31,560$1.68M0.11%+8,20513F-HRTimeline
Balentine LLC31,543$1.68M0.06%-16,65813F-HRTimeline
RCW Management, LLC31,531$1.67M1.5%-8413F-HRTimeline
FIRST MANHATTAN CO. LLC.31,528$1.67M<0.01%-1,30613F-HRTimeline
Sterling Investment Counsel, LLC31,515$1.67M0.39%-5,63313F-HRTimeline
Maltin Wealth Management, Inc.31,472$1.67M0.56%+1,94713F-HRTimeline
L. Roy Papp & Associates, LLP31,373$1.67M0.18%+1,07013F-HRTimeline
AMG National Trust Bank31,336$1.66M0.03%-11,77713F-HRTimeline
Fourth Dimension Wealth, LLC31,324$1.66M0.53%+74713F-HRTimeline
BOKF, NAin group BOKF, NA31,217$1.66M0.02%+2,37613F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.31,000$1.65M0.33%+30,00013F-HRTimelineGroup
SYON CAPITAL LLC30,996$1.65M0.07%-6,59013F-HRTimeline
Gunpowder Capital Management, LLC dba O…30,969$1.64M1.16%-26013F-HRTimeline
Americana Partners, LLC30,948$1.64M0.04%-66513F-HRTimeline
Rossby Financial, LCC30,864$1.64M0.3%+2,83113F-HRTimeline
Royal Harbor Partners, LLC30,808$1.64M0.51%new13F-HRTimeline
Ironwood Financial, llc28,775$1.63M0.26%+1,73713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group30,652$1.63M0.15%-2,56213F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding30,359$1.61M-35,785Timeline
Atlantic Private Wealth, LLC30,332$1.61M0.99%-26,05213F-HRTimeline
High Point Wealth Management, LLC30,188$1.6M1.31%+48313F-HRTimeline
Merkkuri Wealth Advisors LLC29,852$1.59M0.98%-18,53613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC29,746$1.58M0.04%+213F-HRTimeline
Lynx Investment Advisory29,691$1.58M0.52%+7113F-HRTimeline
Spectrum Strategic Capital Management, …29,324$1.56M0.77%-5,63113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC29,315$1.56M0.04%+56313F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC25,251$1.55M0.27%013F-HRTimeline
Verdence Capital Advisors LLC29,087$1.54M0.08%-6,19913F-HRTimeline
SMITH, MOORE & CO.29,068$1.54M0.1%-3,71413F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP29,000$1.54M0.06%-24,88113F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC28,914$1.54M0.32%-2,80013F-HRTimeline
Forza Wealth Management, LLC28,700$1.52M0.47%013F-HRTimeline
Ellis Investment Partners, LLC28,574$1.52M0.23%+2,40413F-HRTimeline
UMB Bank, n.a.28,350$1.51M0.02%-4,11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aries Wealth Management28,148$1.49M0.29%-60013F-HRTimeline
Bison Wealth, LLC28,123$1.49M0.14%+3,54413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,133$1.49M0.07%-63513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC27,968$1.49M0.1%-32813F-HRTimeline
Hilltop Partners LLC27,911$1.48M0.36%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,792$1.48M0.11%+1713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA27,502$1.47M0.04%-92413F-HRTimelineGroup
CRA Financial Services, LLC27,697$1.47M0.17%+35013F-HRTimeline
HBW ADVISORY SERVICES LLC27,562$1.46M0.13%-18,40313F-HRTimeline
GWN SECURITIES INC.27,549$1.46M0.24%+4,56513F-HRTimeline
Crews Bank & Trust27,401$1.46M0.19%-23013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…27,251$1.45M1.14%-2,31013F-HRTimeline
Collaborative Wealth Managment Inc.27,275$1.45M0.61%-55713F-HRTimeline
Grandview Asset Management LLC27,263$1.45M0.36%-19413F-HRTimeline
DeepCurrents Investment Group LLC27,185$1.44M0.05%new13F-HRTimeline
Atlatl Advisers LLC27,173$1.44M0.34%new13F-HRTimeline
Willis Johnson & Associates, Inc.27,168$1.44M0.08%-7,99013F-HRTimeline
Gainplan LLC27,098$1.44M0.57%+3,40413F-HRTimeline
Copia Wealth Management27,058$1.44M0.86%+4,72913F-HRTimeline
LEUTHOLD GROUP, LLC26,969$1.43M0.14%+20,92213F-HRTimeline
KELLEHER FINANCIAL ADVISORS26,908$1.43M0.2%+7,45413F-HRTimeline
Curat Global, LLC24,604$1.43M1.17%+4,61213F-HRTimeline
Matthew Goff Investment Advisor, LLC26,875$1.43M0.24%+12613F-HRTimeline
Archford Capital Strategies, LLC26,829$1.42M0.14%-39413F-HRTimeline
CAPITAL ADVISORS INC/OK26,792$1.42M0.02%-2,46313F-HRTimeline
Platform Technology Partners26,583$1.41M0.23%-85513F-HRTimeline
Vanguard Capital Wealth Advisors26,406$1.4M0.95%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mason Investment Advisory Services, Inc.26,388$1.4M0.05%+21,07113F-HRTimeline
Heritage Wealth Advisors26,335$1.4M0.05%013F-HRTimeline
First National Trust Co26,299$1.4M0.05%-1,46613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC26,259$1.39M0.03%-16113F-HRTimelineGroup
McAdam, LLC26,234$1.39M0.05%+2,67813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,173$1.39M0.15%-4,51113F-HRTimeline