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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Enhancement Group LLC21,854$1.97M0.3%new13F-HRTimeline
Valeo Financial Advisors, LLC23,025$1.97M0.06%-5,15513F-HRTimeline
Maxi Investments CY Ltd23,000$1.97M0.38%new13F-HRTimeline
180 WEALTH ADVISORS, LLC22,948$1.97M0.31%+3,85713F-HRTimeline
Forbes Financial Planning, Inc.22,806$1.95M0.95%-43913F-HRTimeline
Ring Mountain Capital, LLC22,757$1.95M1.31%13F-HRTimeline
Boltwood Capital Management22,753$1.95M0.59%+8513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,669$1.94M0.04%-1,09113F-HRTimelineGroup
Camarda Financial Advisors, LLC22,663$1.94M0.73%-31113F-HRTimeline
Genesee Capital Advisors, LLC22,602$1.94M0.9%+29913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC21,939$1.93M0.19%+89413F-HRTimeline
PATTEN & PATTEN INC/TN22,551$1.93M0.13%+8713F-HRTimeline
WP Advisors, LLC22,381$1.92M0.64%new13F-HRTimeline
Retirement Planning Group, LLC22,032$1.89M0.09%+65213F-HRTimeline
Fernwood Investment Management, LLC22,005$1.88M0.66%+1,01313F-HRTimeline
Union Bancaire Privee, UBP SA22,225$1.88M0.03%13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,923$1.88M0.11%+1,16513F-HRTimelineGroup
Clear Creek Financial Management, LLC21,895$1.88M0.2%new13F-HRTimeline
Alpha Cubed Investments, LLC21,886$1.87M0.09%+9,92213F-HRTimeline
IBEX WEALTH ADVISORS21,869$1.87M0.22%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC21,867$1.87M1.22%+1,14413F-HRTimeline
TCV Trust & Wealth Management, Inc.21,856$1.87M0.17%-4313F-HRTimeline
Freedom Investment Management, Inc.21,830$1.87M0.16%-59013F-HRTimeline
CMG Global Holdings, LLC20,335$1.87M1.03%+46713F-HRTimeline
X-Square Capital, LLC21,789$1.87M0.77%-5,90213F-HRTimeline
Financial Partners Group, LLC21,674$1.86M0.77%+11,34113F-HRTimeline
EPG Wealth Management LLC21,670$1.86M0.49%-2,51413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…21,612$1.85M0.01%+1,65013F-HRTimelineGroup
Audent Global Asset Management, LLC21,611$1.85M1.2%+9,88013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK21,595$1.85M0.01%+7,48313F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC21,462$1.84M0.7%-3,05813F-HRTimeline
Legacy PCG, LLC21,443$1.84M1.31%+39613F-HRTimeline
Fort Point Capital Partners LLC21,351$1.83M0.2%+613F-HRTimeline
Granite Harbor Advisors, Inc.21,184$1.81M1%+82813F-HRTimeline
Sabal Trust CO21,182$1.81M0.1%+2,63213F-HRTimeline
CROBAN20,969$1.8M1.76%13F-HRTimeline
Pines Wealth Management, LLC20,293$1.79M0.78%13F-HRTimeline
Grove Bank & Trust20,712$1.77M0.25%-3,18513F-HRTimeline
RPg Family Wealth Advisory, LLC20,708$1.77M0.63%+2,96013F-HRTimeline
Strategic Financial Concepts, LLC20,683$1.77M0.34%+13,77213F-HR/ATimeline
Savvy Advisors, Inc.20,546$1.76M0.21%+4,45513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,527$1.76M0.11%+31713F-HRTimeline
Cornerstone Wealth Management, LLC20,515$1.76M0.12%+1,34313F-HRTimeline
Empowered Funds, LLC20,487$1.75M0.03%new13F-HRTimeline
Bank of New Hampshire20,352$1.74M0.45%-43613F-HRTimeline
INKWELL CAPITAL LLC20,335$1.74M1.86%13F-HRTimeline
Trust Co20,319$1.74M0.2%+55013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,207$1.73M0.04%-26,48213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV20,142$1.73M0.41%+1,30613F-HRTimeline
Everstar Asset Management, LLC20,022$1.72M1.21%+61413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)19,903$1.7M0.77%+65413F-HRTimeline
E&G Advisors, LLC19,815$1.7M0.46%-1413F-HRTimeline
Wealth Advisors of Iowa, LLC19,791$1.7M0.85%-34013F-HRTimeline
Farther Finance Advisors, LLC19,790$1.7M0.06%+1,28713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC19,779$1.69M1.3%-78613F-HRTimeline
Disciplined Investments, LLC19,759$1.69M0.83%+26913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV18,488$1.69M0.66%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,703$1.69M0.04%-1,59513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp19,702$1.69M0.11%013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC19,655$1.68M0.44%-32513F-HRTimeline
Venturi Wealth Management, LLC19,629$1.68M0.08%-4,47213F-HRTimeline
Sharper & Granite LLC19,376$1.66M0.73%+2,16513F-HRTimeline
Terra Nova Asset Management LLC19,281$1.65M1.26%-1,80713F-HRTimeline
Randall & Associates Wealth Management19,242$1.65M1.37%+68013F-HRTimeline
Sandy Spring Bank19,232$1.65M0.07%-56213F-HRTimeline
SCS Capital Management LLC19,165$1.64M0.03%new13F-HRTimeline
Merkkuri Wealth Advisors LLC19,143$1.64M1.3%-19613F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding19,110$1.64M+803Timeline
Sunbeam Capital Management, LLC18,994$1.63M1.51%13F-HR/ATimeline
Private Capital Management, LLC18,962$1.62M0.17%-27213F-HRTimeline
Dana Investment Advisors, Inc.18,851$1.61M0.05%+1,77713F-HRTimeline
Darwin Wealth Management, LLC18,804$1.61M0.54%+18,51213F-HR/ATimeline
Greenline Partners, LLC18,693$1.6M0.22%+113F-HRTimeline
Spectrum Strategic Capital Management, …18,606$1.59M1%+51613F-HRTimeline
MARTIN & CO INC /TN/18,589$1.59M0.39%-94313F-HRTimeline
MONECO ADVISORS, LLC18,564$1.59M0.17%-98813F-HR/ATimeline
Dorsey & Whitney Trust CO LLC18,554$1.59M0.09%+99213F-HRTimeline
Claro Advisors Inc.18,513$1.59M0.21%-5,51913F-HRTimeline
FIRST MANHATTAN CO. LLC.18,511$1.59M<0.01%+8,00613F-HRTimeline
HBW ADVISORY SERVICES LLC18,468$1.58M0.16%-19413F-HRTimeline
PEAK FINANCIAL ADVISORS LLC18,457$1.58M0.82%+79113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA18,320$1.57M<0.01%-3113F-HRTimelineGroup
Wealth Advisory Solutions, LLC18,287$1.57M0.44%+2513F-HRTimeline
Cannell & Spears LLC18,234$1.56M0.03%013F-HRTimeline
Clarus Wealth Advisors17,266$1.56M0.78%+1713F-HRTimeline
Essex LLC18,141$1.55M0.33%+1,09213F-HRTimeline
Summit Financial Wealth Advisors, LLC17,568$1.55M0.3%+6,68413F-HRTimeline
Avidian Wealth Enterprises, LLC18,082$1.55M0.07%-1,02913F-HRTimeline
Treynor Bancshares, Inc.17,970$1.54M1.62%+6,45913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC17,941$1.54M0.01%013F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC17,914$1.53M0.48%+72713F-HRTimeline
CTC Alternative Strategies, Ltd.17,850$1.53M1.98%-4,75013F-HRTimeline
Marion Wealth Management17,800$1.52M0.4%+40513F-HRTimeline
Cooksen Wealth, LLC17,741$1.52M1.4%+77213F-HRTimeline
Stamos Capital Partners, L.P.17,730$1.52M0.36%+4,91013F-HRTimeline
Cladis Investment Advisory, LLC17,590$1.51M1.07%+3,32013F-HRTimeline
TBH Global Asset Management, LLC17,586$1.51M0.36%-14,12013F-HRTimeline
SMITH, MOORE & CO.17,566$1.5M0.14%-25313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,549$1.5M0.05%+90513F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …17,489$1.5M0.21%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…16,148$1.49M1.06%+8,63213F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,445$1.49M0.42%+44813F-HRTimeline
White Pine Investment CO17,353$1.49M0.4%+9,08413F-HRTimeline
Bluespring Wealth Management, LLC17,324$1.48M0.15%-2,05513F-HRTimeline
GSA CAPITAL PARTNERS LLP17,225$1.48M0.11%+2,31113F-HRTimeline
Horizon Investments, LLC17,194$1.47M0.04%-32,28213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,178$1.47M0.14%-91613F-HRTimeline
JFS WEALTH ADVISORS, LLC17,148$1.47M0.1%-86213F-HRTimeline
AMG National Trust Bank17,187$1.47M0.04%-77913F-HRTimeline
Silverleafe Capital Partners, LLC17,046$1.46M0.46%+31513F-HRTimeline
Bison Wealth, LLC17,027$1.46M0.32%-1,20213F-HRTimeline
Point72 Europe (London) LLP17,016$1.46M0.08%-5,28413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,952$1.45M0.35%+28113F-HRTimeline
Jacobi Capital Management LLC16,930$1.45M0.11%+98613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16,797$1.44M0.18%-16813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,711$1.43M0.18%+10,46513F-HRTimeline
Donoghue Forlines LLC16,582$1.42M0.48%new13F-HRTimeline
Moors & Cabot, Inc.16,563$1.42M0.07%+3,51713F-HRTimeline
CTC LLC16,532$1.42M0.14%-25,33213F-HRTimeline
Pictet North America Advisors SA16,507$1.41M0.13%013F-HRTimeline
Colonial River Investments, LLC16,488$1.41M0.68%-4,51513F-HRTimeline
AMERIFLEX GROUP, INC.16,100$1.41M0.65%13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC16,335$1.4M0.67%new13F-HRTimeline
Maltin Wealth Management, Inc.16,325$1.4M0.69%+56513F-HRTimeline
Nelson Capital Management, LLC16,301$1.4M0.23%+3913F-HRTimeline
Jackson Hole Capital Partners, LLC16,268$1.39M0.28%+813F-HRTimeline
Sowa Financial Group, Inc.16,245$1.39M0.87%-1,87713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,797$1.39M<0.01%+29013F-HRTimeline
Tradewinds, LLC.15,136$1.39M0.39%-18,37813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,186$1.39M<0.01%+10,77013F-HRTimelineGroup
SteelPeak Wealth, LLC16,164$1.38M0.06%+70513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16,146$1.38M0.21%+9,17313F-HR/ATimeline
COUNTRY CLUB BANK16,350$1.38M0.09%+81513F-HRTimeline
Capital Wealth Alliance, LLC16,114$1.38M0.78%-70213F-HRTimeline
SAX WEALTH ADVISORS, LLC16,058$1.38M0.11%-92013F-HRTimeline
NWI MANAGEMENT LP16,000$1.37M0.11%-1,000,00013F-HRTimeline
Laurel Wealth Advisors LLC15,963$1.37M0.21%+1,24113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC15,924$1.36M0.02%-1,07513F-HRTimelineGroup
Chicago Partners Investment Group LLC15,450$1.36M0.05%+33613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC15,572$1.33M0.83%+87313F-HRTimeline
Peak Planning Group, LLC15,485$1.33M0.55%+1,41113F-HRTimeline
Partnership Wealth Management, LLC15,440$1.32M1.1%new13F-HRTimeline
Caption Management, LLC15,368$1.32M0.05%new13F-HRTimeline
Peoples Bank/KS15,261$1.31M0.9%+19513F-HRTimeline
Maridea Wealth Management LLC15,241$1.31M0.42%13F-HRTimeline
Balentine LLC15,219$1.3M0.05%-2113F-HRTimeline
Collaborative Wealth Managment Inc.15,187$1.3M0.59%+49713F-HRTimeline
Balboa Wealth Partners15,181$1.3M0.3%+3,61413F-HRTimeline
Good Life Advisors, LLC15,136$1.3M0.09%+36613F-HRTimeline
Royal Fund Management, LLC15,006$1.29M0.14%+1,00013F-HRTimeline
Perennial Investment Advisors, LLC14,976$1.28M0.15%+94713F-HRTimeline
Crews Bank & Trust14,948$1.28M0.22%13F-HRTimeline
National Philanthropic Trust14,931$1.28M0.02%+7,02313F-HRTimeline
Venture Visionary Partners LLC14,917$1.28M0.05%-16,44013F-HR/ATimeline
MERIDIAN INVESTMENT COUNSEL INC.14,910$1.28M0.38%+5,10013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,865$1.27M0.04%+113F-HRTimeline
MORTON COMMUNITY BANK14,767$1.26M0.33%-18113F-HRTimeline
FineMark National Bank & Trust14,755$1.26M0.04%-16413F-HRTimeline
Signature Wealth Management Partners, L…14,707$1.26M0.87%-19013F-HRTimeline
Glass Jacobson Investment Advisors llc14,656$1.26M0.41%-1,26613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC14,623$1.25M0.02%+2,73213F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP14,600$1.25M0.07%-15,20013F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC14,594$1.25M0.73%-39213F-HRTimeline
Innovative Advisory Group, LLC14,564$1.25M1.11%13F-HRTimeline
Advyzon Investment Management, LLC14,529$1.24M0.48%13F-HRTimeline
LaSalle St. Investment Advisors, LLC14,527$1.24M0.39%+1,18413F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP14,500$1.24M0.09%new13F-HRTimelineGroup
Archford Capital Strategies, LLC14,488$1.24M0.19%-5613F-HRTimeline
Capital Investment Counsel, LLC14,429$1.24M0.21%+5,39013F-HRTimeline
Mechanics Bank Trust Department14,410$1.23M0.16%-5813F-HRTimeline
Evernest Financial Advisors, LLC14,397$1.23M0.32%-77113F-HRTimeline
Watts Gwilliam & Co., LLC14,012$1.23M0.26%-1,75213F-HRTimeline
Forza Wealth Management, LLC14,350$1.23M0.56%013F-HRTimeline
FCA CORP /TX14,261$1.22M0.38%-48013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,015$1.21M0.1%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding14,167$1.21M+562Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd14,127$1.21M0.11%+2,50013F-HRTimelineGroup
Meriwether Wealth & Planning, LLC14,108$1.21M0.86%13F-HRTimeline
Per Stirling Capital Management, LLC.14,090$1.21M0.17%-55713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,090$1.21M0.29%+34513F-HRTimeline
Diversified Enterprises, LLC14,047$1.2M0.12%-32513F-HRTimeline
Capital Market Strategies LLC14,033$1.2M0.69%+80913F-HRTimeline
Avior Wealth Management, LLC14,096$1.2M0.04%+83913F-HRTimeline
SBI Securities Co., Ltd.13,938$1.19M0.04%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,813$1.18M0.11%+1713F-HRTimeline
WJ Wealth Management, LLC13,803$1.18M0.41%-1,31013F-HRTimeline
Westside Investment Management, Inc.13,738$1.18M0.25%+66213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,736$1.18M0.1%-1,79713F-HR/ATimeline
PRIVATE TRUST CO NA13,718$1.18M0.12%+14413F-HRTimeline
Evercore Wealth Management, LLC13,709$1.17M0.02%-5,72513F-HRTimeline
Highview Capital Management LLC/DE/13,707$1.17M0.45%new13F-HR/ATimeline
Edge Wealth Management LLC13,684$1.17M0.24%+6,75213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,664$1.17M0.29%+45213F-HRTimelineGroup
Journey Advisory Group, LLC12,760$1.16M0.14%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,508$1.16M0.01%+1,88813F-HRTimeline
One River Asset Management, LLC13,687$1.16M1.73%-23,26313F-HRTimeline
Providence First Trust Co13,430$1.15M0.43%-1613F-HRTimeline
World Investment Advisors13,409$1.15M0.03%+6,20213F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.13,382$1.15M0.71%-1,80813F-HRTimeline
Schechter Investment Advisors, LLC13,314$1.14M0.09%+16713F-HRTimeline