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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AXXCESS WEALTH MANAGEMENT, LLC18,854$1.6M0.04%+2,93513F-HRTimeline
MSH Capital Advisors LLC18,829$1.6M0.46%+1,01213F-HRTimeline
Private Capital Management, LLC18,820$1.6M0.16%-4813F-HRTimeline
Darwin Wealth Management, LLC18,753$1.59M0.55%-5113F-HRTimeline
Tradewinds, LLC.18,732$1.59M1.21%+4,50513F-HRTimeline
Merkkuri Wealth Advisors LLC18,732$1.59M1.21%+1,44413F-HRTimeline
Everstar Asset Management, LLC18,724$1.59M0.97%-3913F-HRTimeline
Joule Financial, LLC18,706$1.59M0.52%-11,16413F-HRTimeline
HBW ADVISORY SERVICES LLC18,662$1.58M0.2%+96213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC18,633$1.58M0.37%+1,19213F-HRTimeline
BOKF, NAin group BOKF, NA18,575$1.58M0.03%-12,20813F-HRTimelineGroup
Embree Financial Group18,570$1.57M0.24%-9,41213F-HRTimeline
IFG Advisory, LLC18,566$1.57M0.08%+2,28313F-HRTimeline
JFS WEALTH ADVISORS, LLC18,552$1.57M0.1%+84713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.18,497$1.57M0.07%-46,84413F-HRTimeline
MARTIN & CO INC /TN/18,486$1.57M0.29%-20013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC18,406$1.56M0.01%+46513F-HRTimelineGroup
VESTOR CAPITAL, LLC5,116$1.55M0.12%-234,78513F-HRTimeline
MONETARY MANAGEMENT GROUP INC18,282$1.55M0.38%-1,67313F-HRTimeline
Laurel Wealth Advisors LLC18,269$1.55M0.23%+1,69113F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp18,250$1.55M0.04%new13F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC18,110$1.54M0.29%-54713F-HRTimeline
Avidian Wealth Enterprises, LLC18,091$1.53M0.06%-12013F-HRTimeline
Condire Management, LP18,030$1.53M0.22%-61,97013F-HRTimeline
Bluespring Wealth Management, LLC18,008$1.53M0.15%+54113F-HRTimeline
Cannell & Spears LLC18,000$1.53M0.03%-23413F-HRTimeline
GTS SECURITIES LLC17,977$1.52M0.07%-18,32513F-HRTimeline
Nelson Capital Management, LLC17,943$1.52M0.2%+32313F-HRTimeline
CALTON & ASSOCIATES, INC.17,877$1.52M0.26%+1,58913F-HRTimeline
Clearstead Advisors, LLC17,830$1.51M0.02%+3,48713F-HRTimeline
FIL Ltdin group FIL Ltd17,825$1.51M<0.01%+9,98413F-HRTimelineGroup
Terra Nova Asset Management LLC17,686$1.5M1.05%-1,25713F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,681$1.5M0.33%+19513F-HRTimeline
Randall & Associates Wealth Management17,644$1.5M1.15%-1,82913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,584$1.49M0.07%-3,00913F-HRTimelineGroup
Cladis Investment Advisory, LLC17,570$1.49M0.93%+513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,527$1.49M0.1%-3,26513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17,464$1.48M0.19%+1813F-HRTimeline
FARMERS TRUST CO17,456$1.48M0.28%-5,24213F-HRTimeline
Callan Family Office, LLC17,437$1.48M0.05%013F-HRTimeline
Verdence Capital Advisors LLC17,034$1.44M0.1%+8,73713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …16,977$1.44M0.2%-50713F-HRTimeline
Perennial Investment Advisors, LLC16,949$1.44M0.14%+1,32213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …16,948$1.44M0.08%+3,98513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC16,922$1.44M0.03%+13,72113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,880$1.43M0.05%-71813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC16,798$1.42M<0.01%+88713F-HR/ATimelineGroup
SMITH, MOORE & CO.16,706$1.42M0.12%-4513F-HRTimeline
Northwest Capital Management Inc16,700$1.42M0.77%-11,00113F-HRTimeline
CENTAURUS FINANCIAL, INC.16,576$1.41M0.08%+3,22113F-HRTimeline
Maltin Wealth Management, Inc.16,512$1.4M0.63%-35613F-HRTimeline
Pictet North America Advisors SA16,507$1.4M0.14%013F-HRTimeline
Jackson Hole Capital Partners, LLC16,476$1.4M0.26%+10413F-HRTimeline
AMG National Trust Bank16,471$1.4M0.04%-10013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…16,313$1.39M0.9%+52513F-HRTimeline
Financial Engines Advisors L.L.C.16,419$1.39M<0.01%+5,81813F-HRTimeline
Collaborative Wealth Managment Inc.16,306$1.38M0.6%-5313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,176$1.37M0.12%-54613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC16,144$1.37M0.46%+16513F-HRTimeline
WMG Financial Advisors, LLC16,129$1.37M0.51%+12,55013F-HRTimeline
World Investment Advisors16,102$1.37M0.03%+3,11013F-HRTimeline
BLB&B Advisors, LLC16,032$1.36M0.06%-17,05413F-HRTimeline
NWI MANAGEMENT LP16,000$1.36M0.12%013F-HR/ATimeline
Jacobi Capital Management LLC15,917$1.35M0.09%-86713F-HRTimeline
SAX WEALTH ADVISORS, LLC15,853$1.34M0.08%+3113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,833$1.34M0.1%+2,30713F-HR/ATimeline
Eaton Financial Holdings Company, LLC15,797$1.34M0.41%-34,25213F-HRTimeline
Moors & Cabot, Inc.15,776$1.34M0.06%-2,70313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.15,734$1.33M0.65%-46213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …15,718$1.33M0.77%+413F-HRTimeline
Partnership Wealth Management, LLC15,705$1.33M1.08%-513F-HRTimeline
Sharper & Granite LLC15,222$1.32M0.5%-3,61313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…15,544$1.32M0.47%-14,36713F-HRTimeline
SBI Securities Co., Ltd.15,484$1.31M0.04%+1,33113F-HRTimeline
Astor Investment Management LLC15,475$1.31M0.71%new13F-HRTimeline
Balentine LLC15,219$1.29M0.05%013F-HRTimeline
Peoples Bank/KS15,156$1.29M0.86%-8,76613F-HRTimeline
Venturi Wealth Management, LLC15,102$1.28M0.06%-2,72913F-HRTimeline
TBH Global Asset Management, LLC9,377$1.28M0.27%+5,79713F-HRTimeline
Good Life Advisors, LLC15,087$1.28M0.08%+43713F-HRTimeline
Avior Wealth Management, LLC15,134$1.28M0.04%-20613F-HRTimeline
Peak Planning Group, LLC15,002$1.27M0.81%-5,04713F-HRTimeline
PING CAPITAL MANAGEMENT, INC.15,000$1.27M0.72%new13F-HRTimeline
COUNTRY CLUB BANK14,890$1.27M0.08%-24513F-HRTimeline
Eagle Capital Management, LLC14,967$1.27M0.56%+1,43713F-HRTimeline
Meriwether Wealth & Planning, LLC14,929$1.27M0.79%-3,81113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.14,910$1.26M0.34%013F-HRTimeline
SteelPeak Wealth, LLC14,887$1.26M0.05%-2,83313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,877$1.26M0.04%+1113F-HRTimeline
Dorsey & Whitney Trust CO LLC14,805$1.26M0.07%-2,18013F-HRTimeline
Prosperity Consulting Group, LLC14,785$1.25M0.09%-6,39013F-HRTimeline
Disciplina Capital Management LLC14,750$1.25M0.16%+2,49013F-HRTimeline
FCA CORP /TX14,742$1.25M0.37%+72913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…14,710$1.25M0.01%new13F-HRTimelineGroup
National Philanthropic Trust14,683$1.25M0.02%-24813F-HRTimeline
FineMark National Bank & Trust14,671$1.24M0.04%-8413F-HRTimeline
Crews Bank & Trust14,576$1.24M0.19%-15313F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP14,500$1.23M0.12%013F-HRTimelineGroup
Sowa Financial Group, Inc.14,453$1.23M0.77%-1,53213F-HRTimeline
BAILARD, INC.14,375$1.22M0.03%+4,75413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding14,361$1.22M+285Timeline
Forza Wealth Management, LLC14,350$1.22M0.5%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,307$1.21M0.01%-68413F-HRTimelineGroup
Forbes Financial Planning, Inc.14,293$1.21M0.82%-7,65913F-HRTimeline
Signature Wealth Management Partners, L…14,287$1.21M0.69%-42913F-HRTimeline
Retirement Planning Group, LLC14,245$1.21M0.05%-5,54313F-HRTimeline
CRA Financial Services, LLC14,204$1.2M0.18%+55513F-HRTimeline
Evercore Wealth Management, LLC14,183$1.2M0.02%+47413F-HRTimeline
Fourth Dimension Wealth, LLC14,143$1.2M0.51%+28713F-HRTimeline
Alpha Cubed Investments, LLC14,076$1.19M0.05%-2,71213F-HRTimeline
AAFMAA Wealth Management & Trust LLC13,966$1.18M0.49%-42613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,880$1.18M0.26%-27513F-HRTimeline
Elevate Capital Advisors, LLC13,877$1.18M0.94%-3,78513F-HRTimeline
Capital Market Strategies LLC13,863$1.18M0.82%-17113F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,846$1.17M0.1%+1713F-HRTimeline
Morangie Management LLC13,783$1.17M1.01%-41513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,767$1.17M0.01%-213F-HRTimeline
Colonial River Investments, LLC13,110$1.16M0.5%-96013F-HRTimeline
NWAM LLC13,322$1.16M0.07%new13F-HR/ATimeline
United Asset Strategies, Inc.13,630$1.16M0.1%-9,10213F-HRTimeline
INNEALTA CAPITAL, LLC13,627$1.16M0.61%-66,64613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,625$1.16M0.1%+48613F-HR/ATimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC13,574$1.15M0.63%-1,05913F-HRTimeline
Innovative Advisory Group, LLC13,473$1.14M0.98%-1,16013F-HRTimeline
Independent Wealth Network Inc.13,459$1.14M0.42%+66313F-HRTimeline
Falcon Wealth Planning13,422$1.14M0.12%-14,97613F-HRTimeline
FORTE CAPITAL LLC /ADV13,342$1.13M0.12%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,278$1.13M0.14%-6,62713F-HRTimeline
Providence First Trust Co13,271$1.13M0.4%+913F-HRTimeline
CAXTON ASSOCIATES LLP13,264$1.12M0.03%new13F-HRTimeline
Procyon Advisors, LLC13,223$1.12M0.11%+1,03713F-HRTimeline
Horizon Investments, LLC13,180$1.12M0.02%-4,64713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,175$1.12M0.02%-4,43613F-HRTimeline
OPINICUS CAPITAL, INC.13,164$1.12M0.85%+93713F-HRTimeline
Palisade Asset Management, LLC13,150$1.12M0.11%013F-HRTimeline
Capital Investment Counsel, LLC13,104$1.11M0.17%+11713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,102$1.11M0.03%+1,85513F-HRTimeline
J HAGAN CAPITAL, INC.13,012$1.11M0.75%+8,38813F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding12,979$1.1M-6,255Timeline
Fiduciary Alliance LLC12,962$1.1M0.08%+5,61613F-HRTimeline
Dana Investment Advisors, Inc.12,919$1.1M0.04%-3,79813F-HRTimeline
Wilson & Boucher Capital Management, LLC12,900$1.09M0.76%-20013F-HRTimeline
PRIVATE TRUST CO NA12,892$1.09M0.1%-53413F-HRTimeline
Acropolis Investment Management, LLC12,765$1.08M0.06%+1613F-HRTimeline
GPS Wealth Strategies Group, LLC12,758$1.08M0.12%-6,05613F-HRTimeline
L. Roy Papp & Associates, LLP12,675$1.07M0.13%-20013F-HRTimeline
Lynx Investment Advisory12,633$1.07M0.7%+2,09813F-HRTimeline
Watts Gwilliam & Co., LLC11,936$1.07M0.18%-1,06113F-HRTimeline
Pallas Capital Advisors LLC12,590$1.07M0.04%-11,14913F-HRTimeline
Somerset Group LLC12,529$1.06M0.9%-9113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,439$1.05M0.09%-2,96613F-HRTimeline
Sunbeam Capital Management, LLC12,409$1.05M0.8%-68513F-HRTimeline
Summit Financial Wealth Advisors, LLC12,361$1.05M0.19%-3,47213F-HRTimeline
Evernest Financial Advisors, LLC12,359$1.05M0.34%-1513F-HRTimeline
Chesapeake Wealth Management12,333$1.05M0.35%+60213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,279$1.04M0.03%+1013F-HR/ATimeline
Paloma Partners Management Coin group Paloma Partners Management Co12,277$1.04M0.24%new13F-HRTimelineGroup
Edge Wealth Management LLC12,252$1.04M0.2%+4,24813F-HRTimeline
Lokken Investment Group LLC12,169$1.03M0.4%+70713F-HRTimeline
Quantessence Capital LLC12,160$1.03M0.3%new13F-HRTimeline
Arete Wealth Advisors, LLC12,116$1.03M0.07%-69113F-HRTimeline
Chicago Partners Investment Group LLC11,822$1.03M0.03%-2,82313F-HRTimeline
MATAURO, LLC12,098$1.03M0.19%+4,29613F-HRTimeline
Brookwood Investment Group LLC11,971$1.02M0.16%-13,01313F-HRTimeline
YHB Investment Advisors, Inc.11,910$1.01M0.08%+3,69713F-HRTimeline
CX Institutional11,888$1.01M0.04%+5,15713F-HR/ATimeline
Carlton Hofferkamp & Jenks Wealth Manag…11,468$1.01M0.36%+1,13613F-HRTimeline
Mechanics Bank Trust Department11,834$1M0.14%-2,48513F-HRTimeline
VestGen Advisors, LLC11,828$1M0.04%-2,37313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,725$994K0.19%+40313F-HRTimeline
Arax Advisory Partners11,680$991K0.05%+6,37913F-HRTimeline
EVOKE WEALTH, LLC11,671$990K0.02%-72913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.11,662$989K0.37%+10113F-HRTimeline
Concentric Capital Strategies, LP11,652$988K0.06%-54,39813F-HRTimeline
MONTAG A & ASSOCIATES INC11,636$987K0.05%-1713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11,489$974K0.07%-82213F-HRTimelineGroup
Diversified Enterprises, LLC11,488$974K0.07%-2,71013F-HRTimeline
River Wealth Advisors LLC11,464$972K0.12%-5013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,329$971K1.11%013F-HRTimeline
Essential Partners LLC11,443$971K0.39%13F-HRTimeline
Journey Advisory Group, LLC11,432$970K0.08%-21713F-HRTimeline
Wisconsin Wealth Advisors, LLC11,427$969K1.11%-1,45113F-HRTimeline
High Net Worth Advisory Group LLC11,414$968K0.26%013F-HRTimeline
Hobbs Group Advisors, LLC11,388$966K0.33%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,364$964K0.06%-1,05613F-HRTimeline
SPROTT INC.11,337$961K0.05%+1,06613F-HRTimeline
Ipsen Advisor Group LLC11,301$958K0.73%+11313F-HRTimeline
Powell Investment Advisors, LLC11,300$958K0.36%+6213F-HRTimeline
Capital Investment Counsel, Inc11,300$958K0.13%-21813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,272$956K0.08%+41513F-HRTimeline
Capital Wealth Alliance, LLC11,220$952K0.51%-3,62413F-HRTimeline
Parcion Private Wealth LLC11,222$952K0.07%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,151$946K0.01%+3,46213F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,988$933K0.37%13F-HRTimeline
GWN SECURITIES INC.10,954$931K0.17%-49,60213F-HRTimeline
Platform Technology Partners10,974$931K0.24%+42913F-HRTimeline
Plan Group Financial, LLC10,891$924K0.3%new13F-HRTimeline
Cushing Capital Partners, LLC10,859$921K0.78%+46613F-HRTimeline
Edgestream Partners, L.P.10,811$917K0.03%-27,53613F-HRTimeline
Capital Investment Advisory Services, L…10,789$915K0.07%-26913F-HRTimeline