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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HARBOR CAPITAL ADVISORS, INC.17,088$1.53M0.12%-1,40913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA16,980$1.52M<0.01%-5,12913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.16,916$1.51M0.07%+34013F-HRTimeline
Financial Engines Advisors L.L.C.16,884$1.51M<0.01%+46513F-HRTimeline
Maltin Wealth Management, Inc.16,884$1.51M0.63%+37213F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…16,781$1.5M0.87%+46813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …16,753$1.5M0.13%-19513F-HRTimelineGroup
FARMERS TRUST CO16,726$1.49M0.26%-73013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,708$1.49M0.05%-17213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP16,699$1.49M<0.01%-157,72213F-HRTimelineGroup
Cache Advisors, LLC16,669$1.49M0.26%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC16,625$1.49M0.46%+48113F-HRTimeline
Belpointe Asset Management LLC16,531$1.48M0.06%-8,88913F-HRTimeline
Resolute Wealth Strategies, LLC16,471$1.47M0.67%+10,73413F-HRTimeline
Jackson Hole Capital Partners, LLC16,460$1.47M0.25%-1613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …16,428$1.47M0.82%+71013F-HRTimeline
Jacobi Capital Management LLC16,416$1.47M0.09%+49913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,360$1.46M<0.01%-5,72113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC16,344$1.46M0.16%-2,31813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC16,219$1.45M0.05%-2,63713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …16,209$1.45M0.19%-76813F-HRTimeline
Partnership Wealth Management, LLC16,166$1.44M1.11%+46113F-HRTimeline
Perennial Investment Advisors, LLC16,127$1.44M0.12%-82213F-HRTimeline
SMITH, MOORE & CO.16,124$1.44M0.11%-58213F-HRTimeline
Avior Wealth Management, LLC16,145$1.43M0.05%+1,01113F-HRTimeline
NWI MANAGEMENT LP16,000$1.43M0.14%013F-HR/ATimeline
AMERIFLEX GROUP, INC.15,951$1.43M0.53%+10,86713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,960$1.43M0.09%-1,56713F-HRTimeline
Avidian Wealth Enterprises, LLC15,941$1.42M0.05%-2,15013F-HRTimeline
Balentine LLC15,824$1.41M0.05%+60513F-HRTimeline
FORONJY FINANCIAL LLC15,804$1.41M0.62%-5,38913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,798$1.41M<0.01%-1,00013F-HRTimelineGroup
SteelPeak Wealth, LLC15,788$1.41M0.05%+90113F-HRTimeline
Retirement Planning Group, LLC15,778$1.41M0.05%+1,53313F-HRTimeline
Acropolis Investment Management, LLC16,615$1.41M0.07%+3,85013F-HRTimeline
AMG National Trust Bank15,771$1.41M0.03%-70013F-HRTimeline
Compass Financial Group, Inc.15,724$1.4M0.63%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,710$1.4M0.12%-46613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,685$1.4M0.17%-9,09913F-HRTimelineGroup
FCA CORP /TX15,425$1.38M0.38%+68313F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding15,391$1.37M+2,412Timeline
Capital Advisors Wealth Management, LLC15,351$1.37M0.2%-43,70513F-HRTimeline
Intrua Financial, LLC15,288$1.37M0.16%+8,15713F-HRTimeline
SBI Securities Co., Ltd.15,260$1.36M0.03%-22413F-HRTimeline
SAX WEALTH ADVISORS, LLC15,251$1.36M0.07%-60213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.15,210$1.36M0.34%+30013F-HRTimeline
Stamos Capital Partners, L.P.15,103$1.35M0.25%-10,27913F-HRTimeline
Lynx Investment Advisory15,044$1.34M0.8%+2,41113F-HRTimeline
PING CAPITAL MANAGEMENT, INC.15,000$1.34M0.81%013F-HRTimeline
COUNTRY CLUB BANK14,805$1.34M0.08%-8513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,869$1.33M0.04%-813F-HRTimeline
Dorsey & Whitney Trust CO LLC14,805$1.32M0.07%013F-HRTimeline
Keel Point, LLC14,768$1.32M0.08%-6,97013F-HRTimeline
Disciplina Capital Management LLC14,750$1.32M0.16%013F-HRTimeline
Clearstead Advisors, LLC14,735$1.32M0.02%-3,09513F-HRTimeline
National Philanthropic Trust14,683$1.31M0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.14,662$1.31M0.53%-1,64413F-HRTimeline
Crews Bank & Trust14,651$1.31M0.19%+7513F-HRTimeline
Fourth Dimension Wealth, LLC14,613$1.31M0.5%+47013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,677$1.3M0.03%-2,24513F-HRTimeline
IFG Advisory, LLC14,579$1.3M0.06%-3,98713F-HRTimeline
Eaton Financial Holdings Company, LLC14,521$1.3M0.37%-1,27613F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP14,500$1.3M0.11%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…14,499$1.3M0.05%+9,33413F-HRTimeline
Providence First Trust Co14,454$1.29M0.45%+1,18313F-HRTimeline
Evercore Wealth Management, LLC14,436$1.29M0.02%+25313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD14,414$1.29M0.25%+5,51313F-HRTimelineGroup
Forza Wealth Management, LLC14,350$1.28M0.49%013F-HRTimeline
BOKF, NAin group BOKF, NA14,297$1.28M0.02%-4,27813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV14,236$1.28M0.56%new13F-HRTimeline
AAFMAA Wealth Management & Trust LLC14,230$1.27M0.5%+26413F-HRTimeline
Galvin, Gaustad & Stein, LLC13,970$1.25M0.1%-14,05313F-HRTimeline
L. Roy Papp & Associates, LLP13,949$1.25M0.14%+1,27413F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,863$1.24M0.1%+1713F-HRTimeline
Moors & Cabot, Inc.13,850$1.24M0.05%-1,92613F-HRTimeline
Archford Capital Strategies, LLC13,817$1.23M0.15%-15,72413F-HRTimeline
BAILARD, INC.13,702$1.22M0.03%-67313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,701$1.22M-660Timeline
Forbes Financial Planning, Inc.13,635$1.22M0.81%-65813F-HRTimeline
Independent Wealth Network Inc.13,617$1.22M0.39%+15813F-HRTimeline
Alpha Cubed Investments, LLC13,595$1.21M0.04%-48113F-HRTimeline
CRA Financial Services, LLC13,557$1.21M0.17%-64713F-HRTimeline
First National Trust Co13,534$1.21M0.04%-6,17113F-HRTimeline
Meriwether Wealth & Planning, LLC13,484$1.2M0.7%-1,44513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,423$1.2M0.05%-4,16113F-HRTimelineGroup
Elevate Capital Advisors, LLC13,417$1.2M0.84%-46013F-HRTimeline
EVOKE WEALTH, LLC13,405$1.2M0.02%+1,73413F-HRTimeline
Lowe Wealth Advisors, LLC13,394$1.2M0.44%+5,39913F-HRTimeline
Morangie Management LLC13,392$1.2M1.03%-39113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,305$1.19M0.09%-32013F-HR/ATimeline
Financial & Tax Architects, LLC13,301$1.19M0.26%new13F-HRTimeline
CALTON & ASSOCIATES, INC.13,268$1.19M0.18%-4,60913F-HRTimeline
Callan Family Office, LLC13,250$1.18M0.04%-4,18713F-HRTimeline
CAPITAL ADVISORS INC/OK13,216$1.18M0.02%+2,63513F-HRTimeline
OPINICUS CAPITAL, INC.13,179$1.18M0.82%+1513F-HRTimeline
NewEdge Wealth, LLC13,463$1.18M0.02%-24,82613F-HRTimeline
Signature Wealth Management Partners, L…13,169$1.18M0.62%-1,11813F-HRTimeline
Palisade Asset Management, LLC13,150$1.17M0.11%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,120$1.17M0.25%-76013F-HRTimeline
Fiduciary Alliance LLC12,999$1.16M0.08%+3713F-HRTimeline
BLB&B Advisors, LLC12,860$1.15M0.05%-3,17213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC12,801$1.14M0.56%-77313F-HRTimeline
Sowa Financial Group, Inc.12,784$1.14M0.64%-1,66913F-HRTimeline
Everstar Asset Management, LLC12,727$1.14M0.64%-5,99713F-HRTimeline
INNEALTA CAPITAL, LLC12,713$1.14M0.57%-91413F-HRTimeline
Chesapeake Wealth Management12,713$1.14M0.35%+38013F-HRTimeline
Wilson & Boucher Capital Management, LLC12,701$1.13M0.75%-19913F-HRTimeline
Lokken Investment Group LLC12,680$1.13M0.39%+51113F-HRTimeline
Falcon Wealth Planning12,625$1.13M0.1%-79713F-HRTimeline
Peoples Bank/KS12,611$1.13M1.12%-2,54513F-HRTimeline
Somerset Group LLC12,522$1.12M0.89%-713F-HRTimeline
Colonial River Investments, LLC12,439$1.11M0.41%-67113F-HRTimeline
DIVERSIFIED TRUST CO12,427$1.11M0.02%+4,00013F-HRTimeline
Pallas Capital Advisors LLC12,378$1.11M0.04%-21213F-HRTimeline
United Asset Strategies, Inc.12,306$1.1M0.09%-1,32413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC12,087$1.08M0.52%+3,55413F-HRTimeline
Evernest Financial Advisors, LLC12,055$1.08M0.3%-30413F-HRTimeline
MATAURO, LLC11,993$1.07M0.17%-10513F-HRTimeline
Southland Equity Partners LLC11,988$1.07M0.22%+8,92613F-HRTimeline
Watts Gwilliam & Co., LLC11,965$1.07M0.17%+2913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,919$1.06M0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,439$1.06M0.09%013F-HRTimeline
Estate Counselors, LLC11,865$1.06M0.09%+7,40013F-HRTimeline
Audent Global Asset Management, LLC11,842$1.06M0.77%-7,04213F-HRTimeline
Procyon Advisors, LLC11,784$1.05M0.06%-1,43913F-HRTimeline
Keebeck Wealth Management11,768$1.05M0.12%new13F-HRTimeline
Cushing Capital Partners, LLC11,732$1.05M0.82%+87313F-HRTimeline
NorthCoast Asset Management LLC11,669$1.04M<0.01%-20,89113F-HRTimeline
Concentric Capital Strategies, LP11,663$1.04M0.05%+1113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,649$1.04M0.02%-1,45313F-HRTimeline
MONTAG A & ASSOCIATES INC11,636$1.04M0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,581$1.03M0.03%-232,71813F-HRTimelineGroup
Essential Partners LLC11,580$1.03M0.34%+13713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.11,563$1.03M0.35%-9913F-HRTimeline
Encompass More Asset Management11,544$1.03M0.2%+6,89413F-HRTimeline
GPS Wealth Strategies Group, LLC11,464$1.02M0.11%-1,29413F-HRTimeline
Parcion Private Wealth LLC11,438$1.02M0.06%+21613F-HRTimeline
High Net Worth Advisory Group LLC11,414$1.02M0.25%013F-HRTimeline
Journey Advisory Group, LLC11,375$1.02M0.08%-5713F-HRTimeline
Powell Investment Advisors, LLC11,361$1.01M0.35%+6113F-HRTimeline
FineMark National Bank & Trust11,337$1.01M0.03%-3,33413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…11,469$1.01M0.34%+113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,316$1.01M0.55%-4,41813F-HRTimeline
Innovative Advisory Group, LLC11,314$1.01M0.66%-2,15913F-HRTimeline
Capital Investment Counsel, Inc11,300$1.01M0.12%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,526$1.01M0.16%-19913F-HRTimeline
YHB Investment Advisors, Inc.11,240$1M0.07%-67013F-HRTimeline
River Wealth Advisors LLC11,232$1M0.12%-23213F-HRTimeline
Ipsen Advisor Group LLC11,197$1M0.72%-10413F-HRTimeline
Wisconsin Wealth Advisors, LLC11,195$1M0.95%-23213F-HRTimeline
Claro Advisors Inc.11,192$1000K0.15%+47713F-HRTimeline
Chicago Partners Investment Group LLC11,401$996K0.03%-42113F-HRTimeline
Main Street Financial Solutions, LLC11,102$992K0.06%+1,53613F-HRTimeline
Hansen & Associates Financial Group, In…10,826$991K0.42%new13F-HRTimeline
Edge Wealth Management LLC11,091$991K0.18%-1,16113F-HRTimeline
Tradewinds, LLC.11,041$986K0.24%-7,69113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,002$983K0.01%-14913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC10,984$981K0.03%-1,29513F-HRTimeline
Prosperity Consulting Group, LLC10,975$981K0.05%-3,81013F-HRTimeline
Diversified Enterprises, LLC10,918$975K0.07%-57013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,917$975K0.06%-44713F-HRTimeline
SPROTT INC.10,885$972K0.04%-45213F-HRTimeline
CERTUITY, LLC10,884$972K0.07%+77313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,822$972K0.07%-66713F-HRTimelineGroup
Ironwood Financial, llc10,854$970K0.17%+3,62913F-HRTimeline
Plan Group Financial, LLC10,841$969K0.26%-5013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,696$966K0.1%new13F-HRTimeline
Platform Technology Partners10,788$964K0.23%-18613F-HRTimeline
3EDGE Asset Management, LP10,669$961K0.05%new13F-HRTimeline
ANDERSON HOAGLAND & CO10,762$961K0.09%-38,88713F-HRTimeline
Brookwood Investment Group LLC10,752$961K0.12%-1,21913F-HRTimeline
ARS Investment Partners, LLC10,729$959K0.06%+1,52013F-HRTimeline
Intrinsic Value Partners, LLC10,711$957K0.77%+30013F-HRTimeline
Mechanics Bank Trust Department10,696$956K0.13%-1,13813F-HRTimeline
Acorns Advisers, LLC10,678$954K0.01%+1,58013F-HRTimeline
Capital Investment Advisory Services, L…10,668$953K0.08%-12113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,614$948K0.02%+3,01113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,592$946K0.08%+18913F-HRTimelineGroup
WESPAC Advisors, LLC10,562$944K0.55%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,547$942K0.76%+1513F-HR/ATimeline
Narus Financial Partners, LLC10,501$938K0.26%-17413F-HR/ATimeline
INVICTUS PRIVATE WEALTH, LLC10,445$933K0.06%-41,48513F-HRTimeline
WHITE PINE CAPITAL LLC10,436$932K0.27%-2513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,416$931K0.29%+1113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,382$928K0.16%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,349$925K<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC10,304$921K0.06%-28613F-HRTimeline
Private Wealth Asset Management, LLC10,237$915K0.11%+15813F-HRTimeline
Strategic Advisors LLC10,221$913K0.15%+81813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC10,217$913K0.16%-22713F-HRTimelineGroup
Dana Investment Advisors, Inc.10,216$913K0.03%-2,70313F-HRTimeline
Florida Trust Wealth Management Co10,192$911K0.03%+11013F-HRTimeline
Capital Wealth Alliance, LLC10,168$910K0.45%-1,05213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,106$903K<0.01%-10613F-HRTimelineGroup
Trust Co10,062$899K0.09%+5113F-HRTimeline
Sunbeam Capital Management, LLC10,049$898K0.56%-2,36013F-HRTimeline
Wealthstar Advisors, LLC10,036$897K0.35%-19813F-HRTimeline
Curat Global, LLC9,996$896K0.84%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,002$894K0.01%-5013F-HRTimeline
Portman Square Capital LLP10,000$893K0.12%new13F-HRTimeline