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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,593$1.92M0.11%-1,33013F-HRTimelineGroup
Wealth Advisors of Iowa, LLC20,358$1.9M0.82%+56713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,904$1.89M0.2%+96513F-HRTimeline
Bank of New Hampshire20,147$1.88M0.49%-20513F-HRTimeline
Peak Planning Group, LLC20,049$1.87M0.79%+4,56413F-HRTimeline
MONETARY MANAGEMENT GROUP INC19,955$1.86M0.5%+30013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,905$1.86M0.23%+3,10813F-HRTimeline
Retirement Planning Group, LLC19,788$1.85M0.09%-2,24413F-HRTimeline
Foundations Investment Advisors, LLC19,685$1.84M0.03%-10,48213F-HRTimeline
E&G Advisors, LLC19,668$1.84M0.52%-14713F-HRTimeline
Wealth Advisory Solutions, LLC19,633$1.83M0.49%+1,34613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.19,594$1.83M0.02%-17,74213F-HRTimelineGroup
Randall & Associates Wealth Management19,473$1.82M1.5%+23113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19,462$1.82M0.01%-2,13313F-HRTimelineGroup
True North Advisors, LLC19,428$1.82M0.32%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding19,234$1.8M+124Timeline
Sandy Spring Bank19,206$1.79M0.08%-2613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA19,162$1.79M0.01%+84213F-HRTimelineGroup
White Pine Investment CO19,068$1.78M0.48%+1,71513F-HRTimeline
FIRST AMERICAN BANK19,050$1.78M0.13%-5,74113F-HRTimeline
Terra Nova Asset Management LLC18,943$1.77M1.39%-33813F-HRTimeline
Private Capital Management, LLC18,868$1.76M0.2%-9413F-HRTimeline
Audent Global Asset Management, LLC18,857$1.76M1.45%-2,75413F-HRTimeline
Spectrum Strategic Capital Management, …18,841$1.76M1.1%+23513F-HRTimeline
Sharper & Granite LLC18,835$1.76M0.73%-54113F-HRTimeline
GPS Wealth Strategies Group, LLC18,814$1.76M0.24%-8,89813F-HRTimeline
Everstar Asset Management, LLC18,763$1.75M1.16%-1,25913F-HR/ATimeline
Legend Financial Advisors, Inc.18,755$1.75M1.29%new13F-HRTimeline
First National Trust Co18,748$1.75M0.07%-18,03513F-HRTimeline
Meriwether Wealth & Planning, LLC18,740$1.75M1.14%+4,63213F-HRTimeline
Centric Wealth Management18,712$1.75M0.46%+10,03713F-HRTimeline
Marion Wealth Management18,696$1.75M0.47%+89613F-HRTimeline
Greenline Partners, LLC18,692$1.75M0.27%-113F-HRTimeline
MARTIN & CO INC /TN/18,686$1.75M0.34%+9713F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,657$1.74M0.36%-5,48313F-HRTimeline
DRW Securities, LLC18,628$1.74M0.15%-88,76913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.18,565$1.73M0.37%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,685$1.73M<0.01%-1,94213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.18,529$1.73M0.07%+12,21713F-HRTimeline
Moors & Cabot, Inc.18,479$1.73M0.09%+1,91613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,467$1.73M0.09%+12,61213F-HRTimelineGroup
Ignite Planners, LLC21,315$1.72M0.34%+14,98213F-HRTimeline
CMG Global Holdings, LLC20,802$1.72M1.12%+46713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC18,278$1.71M0.52%+36413F-HRTimeline
Cannell & Spears LLC18,234$1.7M0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC18,211$1.7M0.08%+12913F-HRTimeline
Sterling Investment Counsel, LLC18,145$1.7M0.58%+10,95513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC17,941$1.68M0.02%013F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC17,923$1.67M0.85%-53413F-HRTimeline
Keystone Global Partners, LLC17,840$1.67M1.17%13F-HRTimeline
Venturi Wealth Management, LLC17,831$1.67M0.09%-1,79813F-HRTimeline
Horizon Investments, LLC17,827$1.67M0.05%+63313F-HRTimeline
MSH Capital Advisors LLC17,817$1.66M0.51%+11,71213F-HRTimeline
SteelPeak Wealth, LLC17,720$1.66M0.07%+1,55613F-HRTimeline
JFS WEALTH ADVISORS, LLC17,705$1.65M0.11%+55713F-HRTimeline
HBW ADVISORY SERVICES LLC17,700$1.65M0.24%-76813F-HRTimeline
Elevate Capital Advisors, LLC17,662$1.65M1.53%-22,90313F-HRTimeline
Nelson Capital Management, LLC17,620$1.65M0.28%+1,31913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,611$1.65M0.04%-2,09213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,598$1.64M0.06%+4913F-HRTimelineGroup
Cladis Investment Advisory, LLC17,565$1.64M1.19%-2513F-HRTimeline
Pines Wealth Management, LLC21,409$1.64M0.76%+1,11613F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,486$1.63M0.41%+4113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …17,484$1.63M0.24%-513F-HRTimeline
Bluespring Wealth Management, LLC17,467$1.63M0.17%+14313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17,446$1.63M0.25%+1,30013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC17,441$1.63M0.41%+48913F-HRTimeline
Callan Family Office, LLC17,437$1.63M0.12%+4,64513F-HRTimeline
Merkkuri Wealth Advisors LLC17,288$1.62M1.38%-1,85513F-HRTimeline
Darwin Wealth Management, LLC18,804$1.61M0.54%013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,985$1.59M0.09%-1,56913F-HRTimeline
Maltin Wealth Management, Inc.16,868$1.58M0.74%+54313F-HRTimeline
Global Assets Advisory, LLC18,692$1.58M0.3%+12,11713F-HRTimeline
Alpha Cubed Investments, LLC16,788$1.57M0.07%-5,09813F-HRTimeline
Jacobi Capital Management LLC16,784$1.57M0.12%-14613F-HRTimeline
SMITH, MOORE & CO.16,751$1.57M0.14%-81513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,722$1.56M0.15%-45613F-HRTimeline
Dana Investment Advisors, Inc.16,717$1.56M0.06%-2,13413F-HRTimeline
FIRST MANHATTAN CO. LLC.16,714$1.56M<0.01%-1,79713F-HRTimeline
Laurel Wealth Advisors LLC16,578$1.55M0.24%+61513F-HRTimeline
AMG National Trust Bank16,571$1.55M0.04%-61613F-HRTimeline
Pictet North America Advisors SA16,507$1.54M0.15%013F-HRTimeline
Jackson Hole Capital Partners, LLC16,372$1.53M0.3%+10413F-HRTimeline
Collaborative Wealth Managment Inc.16,359$1.53M0.71%+1,17213F-HRTimeline
Cooksen Wealth, LLC16,172$1.53M1.55%-1,56913F-HRTimeline
CALTON & ASSOCIATES, INC.16,288$1.52M0.35%+10,01313F-HR/ATimeline
IFG Advisory, LLC16,283$1.52M0.08%-9,63013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC16,222$1.52M0.03%-23,39913F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.16,196$1.51M0.8%+3,45813F-HRTimeline
NWI MANAGEMENT LP16,000$1.5M0.2%013F-HRTimeline
Sowa Financial Group, Inc.15,985$1.49M0.98%-26013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,919$1.49M0.04%-4,28813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,911$1.49M<0.01%-45,05713F-HRTimelineGroup
Strategic Financial Concepts, LLC15,853$1.48M0.28%-4,83013F-HRTimeline
Summit Financial Wealth Advisors, LLC15,833$1.48M0.29%-1,73513F-HRTimeline
SAX WEALTH ADVISORS, LLC15,822$1.48M0.11%-23613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …15,714$1.47M0.91%+13,10213F-HRTimeline
Partnership Wealth Management, LLC15,710$1.47M1.25%+27013F-HRTimeline
Trilogy Capital Inc.15,633$1.46M0.08%-18,59213F-HRTimeline
Perennial Investment Advisors, LLC15,627$1.46M0.16%+65113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,405$1.44M0.13%+1,39013F-HRTimeline
Avior Wealth Management, LLC15,340$1.42M0.05%+1,24413F-HRTimeline
Balentine LLC15,219$1.42M0.06%013F-HRTimeline
3EDGE Asset Management, LP15,336$1.42M0.1%+3,67813F-HRTimeline
Stamos Capital Partners, L.P.15,075$1.41M0.37%-2,65513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,991$1.4M0.02%-93313F-HRTimelineGroup
Financial Partners Group, LLC14,988$1.4M0.61%-6,68613F-HRTimeline
COUNTRY CLUB BANK15,135$1.4M0.09%-1,21513F-HRTimeline
National Philanthropic Trust14,931$1.4M0.02%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.14,910$1.39M0.41%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,866$1.39M0.05%+113F-HRTimeline
Capital Wealth Alliance, LLC14,844$1.39M0.83%-1,27013F-HRTimeline
FineMark National Bank & Trust14,755$1.38M0.05%013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,742$1.38M0.32%+21513F-HRTimeline
Crews Bank & Trust14,729$1.38M0.23%-21913F-HRTimeline
Signature Wealth Management Partners, L…14,716$1.38M0.9%+913F-HRTimeline
Good Life Advisors, LLC14,650$1.37M0.1%-48613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC14,633$1.37M0.75%+3913F-HRTimeline
Innovative Advisory Group, LLC14,633$1.37M1.3%+6913F-HRTimeline
Keel Point, LLC14,604$1.36M0.11%+4,07513F-HRTimeline
AMERIFLEX GROUP, INC.14,574$1.36M0.56%-1,52613F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP14,500$1.36M0.12%013F-HRTimelineGroup
Advyzon Investment Management, LLC14,492$1.35M0.48%-3713F-HRTimeline
HB Wealth Management, LLC14,413$1.35M0.01%-47,24713F-HRTimeline
AAFMAA Wealth Management & Trust LLC14,392$1.34M0.61%+1,30113F-HRTimeline
Forza Wealth Management, LLC14,350$1.34M0.6%013F-HRTimeline
Clearstead Advisors, LLC14,343$1.34M0.02%-28013F-HRTimeline
Mechanics Bank Trust Department14,319$1.34M0.18%-9113F-HRTimeline
Tradewinds, LLC.14,227$1.33M0.38%-90913F-HRTimeline
VestGen Advisors, LLC14,201$1.33M0.06%13F-HRTimeline
Diversified Enterprises, LLC14,198$1.33M0.11%+15113F-HRTimeline
Morangie Management LLC14,198$1.33M1.3%+1,07213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,155$1.32M0.32%+6513F-HRTimeline
SBI Securities Co., Ltd.14,153$1.32M0.04%+21513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd14,127$1.32M0.12%013F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding14,076$1.32M-91Timeline
Colonial River Investments, LLC14,070$1.31M0.72%-2,41813F-HRTimeline
Capital Market Strategies LLC14,034$1.31M0.88%+113F-HRTimeline
XY Capital Ltd25,391$1.31M0.86%new13F-HRTimeline
FCA CORP /TX14,013$1.31M0.42%-24813F-HRTimeline
MORTON COMMUNITY BANK13,976$1.31M0.34%-79113F-HRTimeline
Clarus Wealth Advisors15,836$1.3M0.7%-1,43013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…15,788$1.3M0.96%-36013F-HRTimeline
Fourth Dimension Wealth, LLC13,856$1.29M0.63%-9,51513F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,829$1.29M0.13%+1613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,769$1.29M0.01%+26113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,979$1.29M0.5%-5,48313F-HRTimeline
Evercore Wealth Management, LLC13,709$1.28M0.02%013F-HRTimeline
CRA Financial Services, LLC13,649$1.28M0.22%+67613F-HRTimeline
Freedom Investment Management, Inc.13,616$1.27M0.11%-8,21413F-HRTimeline
Schechter Investment Advisors, LLC13,568$1.27M0.1%+25413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,544$1.27M<0.01%+31013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC13,526$1.26M0.11%-21013F-HR/ATimeline
Eagle Capital Management, LLC13,530$1.26M0.56%+41213F-HRTimeline
Owen LaRue, LLC13,464$1.26M0.63%+7,89513F-HRTimeline
Glass Jacobson Investment Advisors llc14,656$1.26M0.41%013F-HRTimeline
PRIVATE TRUST CO NA13,426$1.25M0.13%-29213F-HRTimeline
CENTAURUS FINANCIAL, INC.13,355$1.25M0.08%+21313F-HRTimeline
Venture Visionary Partners LLC13,336$1.25M0.05%-1,58113F-HRTimeline
Providence First Trust Co13,262$1.24M0.5%-16813F-HRTimeline
Aspen Investment Management Inc13,194$1.23M0.57%+9,20013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,192$1.23M<0.01%+7,43413F-HRTimelineGroup
Palisade Asset Management, LLC13,150$1.23M0.13%013F-HRTimeline
Fortis Group Advisors, LLC13,144$1.23M0.24%-85,95013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,139$1.23M0.12%-9413F-HR/ATimeline
Wilson & Boucher Capital Management, LLC13,100$1.22M0.91%+1,03013F-HRTimeline
Sunbeam Capital Management, LLC13,094$1.22M1.16%-5,90013F-HRTimeline
Callan Capital, LLC13,057$1.22M0.09%+8013F-HRTimeline
Watts Gwilliam & Co., LLC12,997$1.21M0.26%-1,01513F-HRTimeline
World Investment Advisors12,992$1.21M0.03%-41713F-HRTimeline
Capital Investment Counsel, LLC12,987$1.21M0.2%-1,44213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …12,963$1.21M0.07%013F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC12,878$1.2M1.73%+1,59213F-HRTimeline
L. Roy Papp & Associates, LLP12,875$1.2M0.15%-4213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,936$1.2M0.47%+57513F-HRTimeline
Arete Wealth Advisors, LLC12,807$1.2M0.09%+84513F-HRTimeline
Independent Wealth Network Inc.12,796$1.2M0.48%+2,35513F-HRTimeline
WNY Asset Management, LLC12,791$1.2M0.14%-286,21313F-HRTimeline
Narus Financial Partners, LLC12,781$1.19M0.41%+47613F-HRTimeline
WHITTIER TRUST CO12,754$1.19M0.02%+613F-HRTimeline
Acropolis Investment Management, LLC12,749$1.19M0.07%-7813F-HRTimeline
Chicago Partners Investment Group LLC14,645$1.18M0.04%-80513F-HRTimeline
Somerset Group LLC12,620$1.18M1.07%+38713F-HRTimeline
Luminist Capital LLC12,425$1.17M1.26%+6,76113F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,420$1.16M0.08%-7113F-HRTimeline
EVOKE WEALTH, LLC12,400$1.16M0.03%-98,14513F-HRTimeline
Evernest Financial Advisors, LLC12,374$1.16M0.42%-2,02313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,311$1.15M0.08%-63713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC12,269$1.15M0.04%-6513F-HRTimeline
Disciplina Capital Management LLC12,260$1.15M0.17%013F-HRTimeline
OPINICUS CAPITAL, INC.12,227$1.14M1.01%+48013F-HRTimeline
Procyon Advisors, LLC12,186$1.14M0.07%+1,12013F-HRTimeline
WJ Wealth Management, LLC12,113$1.13M0.4%-1,69013F-HRTimeline
City Center Advisors, LLC12,067$1.13M1.32%+5,75613F-HRTimeline
GRIES FINANCIAL LLC12,058$1.13M0.22%+4,32413F-HRTimeline
Trust Co12,047$1.13M0.13%-8,27213F-HRTimeline
Darden Wealth Group Inc11,920$1.11M0.86%-10413F-HRTimeline
Private Wealth Asset Management, LLC11,919$1.11M0.16%13F-HRTimeline
Lindbrook Capital, LLC11,833$1.11M0.1%+38313F-HRTimeline
Chesapeake Wealth Management11,731$1.1M0.39%-90413F-HRTimeline