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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Private Capital Management, LLC37,180$1.66M0.16%+18,33013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…37,072$1.66M0.49%+18,77513F-HRTimeline
WINCAP FINANCIAL LLC36,394$1.63M1.12%+18,55413F-HRTimeline
Nelson Capital Management, LLC36,388$1.63M0.19%+17,71213F-HRTimeline
Principia Wealth Advisory, LLC36,153$1.62M1.01%+35,61613F-HRTimeline
Cannell & Spears LLC36,096$1.61M0.03%+18,04813F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC30,851$1.61M0.97%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC35,932$1.61M0.31%+18,10613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC35,882$1.6M0.01%+17,94113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC35,057$1.6M0.03%+20,38013F-HRTimeline
Partnership Wealth Management, LLC35,782$1.6M1.15%+19,61613F-HRTimeline
Beacon Capital Management, Inc.35,714$1.6M0.09%+13,74213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC35,684$1.6M0.01%+16,53513F-HRTimelineGroup
Willis Johnson & Associates, Inc.35,680$1.6M0.1%+17,82113F-HRTimeline
Bluespring Wealth Management, LLC35,635$1.59M0.14%+17,62613F-HRTimeline
Stamos Capital Partners, L.P.35,611$1.59M0.26%+20,50813F-HRTimeline
Valeo Financial Advisors, LLC35,297$1.58M0.04%+16,12213F-HRTimeline
Thayer Partners, LLC / MA35,263$1.58M0.77%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…34,452$1.57M0.98%+17,67113F-HRTimeline
Dorsey & Whitney Trust CO LLC34,790$1.56M0.08%+19,98513F-HRTimeline
Verdence Capital Advisors LLC34,629$1.55M0.09%+17,32213F-HRTimeline
Advocate Investing Services LLC34,397$1.54M1.38%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,372$1.54M0.02%+14,42913F-HRTimelineGroup
Ayalon Insurance Comp Ltd.34,294$1.53M0.37%+1,39713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.34,240$1.53M0.16%+16,62013F-HRTimeline
MONETARY MANAGEMENT GROUP INC34,214$1.53M0.35%+16,95713F-HRTimeline
FIRST AMERICAN BANK34,134$1.53M0.09%+16,55113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding34,001$1.52M+20,300Timeline
LANE BROTHERS & CO INC33,992$1.52M1.1%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,912$1.52M0.08%+17,15913F-HRTimelineGroup
FARMERS TRUST CO33,696$1.51M0.25%+16,97013F-HRTimeline
Evercore Wealth Management, LLC33,615$1.5M0.02%+19,17913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…33,448$1.5M0.04%+16,74013F-HRTimelineGroup
Cache Advisors, LLC33,338$1.49M0.18%+16,66913F-HRTimeline
UMB Bank, n.a.33,320$1.49M0.02%+15,83813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perennial Investment Advisors, LLC33,300$1.49M0.12%+17,17313F-HRTimeline
CENTAURUS FINANCIAL, INC.33,276$1.49M0.07%+16,36013F-HRTimeline
Acropolis Investment Management, LLC33,199$1.48M0.07%+16,58413F-HRTimeline
Essential Partners LLC33,032$1.48M0.45%+21,45213F-HRTimeline
Fortis Group Advisors, LLC28,875$1.47M0.25%+25,22113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …32,943$1.47M0.19%+16,73413F-HRTimeline
Jackson Hole Capital Partners, LLC32,934$1.47M0.25%+16,47413F-HRTimeline
Arax Advisory Partners32,731$1.46M0.04%new13F-HRTimeline
WEXFORD CAPITAL LP32,638$1.46M0.38%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,622$1.46M0.06%-1,38213F-HRTimelineGroup
SMITH, MOORE & CO.32,612$1.46M0.11%+16,48813F-HRTimeline
Targeted Financial Services LLC32,609$1.46M1.26%13F-HRTimeline
Maltin Wealth Management, Inc.32,559$1.46M0.58%+15,67513F-HRTimeline
Eagle Strategies LLC32,556$1.46M0.19%+11,67313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC32,454$1.45M0.16%+28,34413F-HRTimeline
Avidian Wealth Enterprises, LLC32,340$1.45M0.05%+16,39913F-HRTimeline
Americana Partners, LLC32,189$1.44M0.04%+26,79313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC32,187$1.44M0.3%+13,22613F-HRTimeline
Jacobi Capital Management LLC32,112$1.44M0.08%+15,69613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP32,100$1.44M0.51%-12,45513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.32,089$1.43M0.28%+13,77313F-HRTimeline
RCW Management, LLC31,979$1.43M1.44%13F-HRTimeline
Avior Wealth Management, LLC31,995$1.43M0.04%+15,85013F-HRTimeline
Compass Financial Group, Inc.31,881$1.43M0.63%+16,15713F-HRTimeline
Balentine LLC31,878$1.43M0.05%+16,05413F-HRTimeline
Belpointe Asset Management LLC31,729$1.42M0.05%+15,19813F-HRTimeline
Signal Advisors Wealth, LLC31,725$1.42M0.11%+26,37213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA31,669$1.42M<0.01%+14,68913F-HRTimelineGroup
National Philanthropic Trust31,520$1.41M0.01%+16,83713F-HRTimeline
Gunpowder Capital Management, LLC dba O…31,503$1.41M1.1%13F-HRTimeline
MONTAG A & ASSOCIATES INC31,492$1.41M0.06%+19,85613F-HRTimeline
Hansen & Associates Financial Group, In…26,057$1.4M0.76%+15,23113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,088$1.39M0.04%+19,50713F-HR/ATimelineGroup
Cabana LLC30,894$1.38M10.35%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL30,708$1.37M0.03%+13,51513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,694$1.37M<0.01%+11,54713F-HRTimelineGroup
Keel Point, LLC30,585$1.37M0.08%+15,81713F-HRTimeline
Retirement Planning Group, LLC30,577$1.37M0.04%+14,79913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,329$1.36M0.1%+14,61913F-HRTimeline
Evernest Financial Advisors, LLC25,254$1.35M0.28%+13,19913F-HRTimeline
PING CAPITAL MANAGEMENT, INC.30,000$1.34M0.53%+15,00013F-HRTimeline
Fourth Dimension Wealth, LLC29,928$1.34M0.49%+15,31513F-HRTimeline
L. Roy Papp & Associates, LLP29,888$1.34M0.15%+15,93913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC29,741$1.33M0.04%+14,87213F-HRTimeline
Clearstead Advisors, LLC29,688$1.33M0.02%+14,95313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA29,476$1.33M0.04%new13F-HRTimelineGroup
Heritage Wealth Advisors29,601$1.32M0.05%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA29,592$1.32M<0.01%-47,10913F-HRTimelineGroup
Lynx Investment Advisory29,558$1.32M0.72%+14,51413F-HRTimeline
Disciplina Capital Management LLC29,500$1.32M0.15%+14,75013F-HRTimeline
First National Trust Co29,426$1.32M0.04%+15,89213F-HRTimeline
HEARTLAND ADVISORS INC29,280$1.31M0.07%new13F-HRTimeline
CAPITAL ADVISORS INC/OK29,242$1.31M0.02%+16,02613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.29,070$1.3M0.31%+13,86013F-HRTimeline
SBI Securities Co., Ltd.29,064$1.3M0.03%+13,80413F-HRTimeline
AMG National Trust Bank29,062$1.3M0.03%+13,29113F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP29,000$1.3M0.08%+14,50013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,924$1.29M+7,700Timeline
FCA CORP /TX28,908$1.29M0.36%+13,48313F-HRTimeline
Crews Bank & Trust28,712$1.28M0.18%+14,06113F-HRTimeline
Bison Wealth, LLC21,638$1.28M0.14%+12,75913F-HRTimeline
Forza Wealth Management, LLC28,700$1.28M0.46%+14,35013F-HRTimeline
High Point Wealth Management, LLC28,684$1.28M1.2%13F-HRTimeline
BOKF, NAin group BOKF, NA28,576$1.28M0.02%+14,27913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC28,547$1.28M0.06%+13,29613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,528$1.27M0.08%+12,56813F-HRTimeline
Gallacher Capital Management LLC28,492$1.27M0.49%+24,02113F-HRTimeline
Collaborative Wealth Managment Inc.28,428$1.27M0.45%+13,76613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,400$1.27M<0.01%+19,35013F-HRTimelineGroup
WCG Wealth Advisors LLC28,182$1.26M0.04%new13F-HRTimeline
Financial Engines Advisors L.L.C.28,103$1.26M<0.01%+11,21913F-HRTimeline
Callan Family Office, LLC28,047$1.25M0.03%+14,79713F-HRTimeline
FLOYD FINANCIAL GROUP LLC22,671$1.24M0.84%new13F-HRTimeline
Capital Advisors Wealth Management, LLC27,810$1.24M0.17%+12,45913F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,748$1.24M0.1%+13,88513F-HRTimeline
Moors & Cabot, Inc.27,702$1.24M0.05%+13,85213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.27,604$1.23M0.14%13F-HRTimeline
CALTON & ASSOCIATES, INC.27,490$1.23M0.18%+14,22213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC23,050$1.23M0.18%+11,52413F-HRTimeline
Independent Wealth Network Inc.27,329$1.22M0.37%+13,71213F-HRTimeline
3EDGE Asset Management, LP27,052$1.22M0.06%+16,38313F-HRTimeline
EVOKE WEALTH, LLC27,142$1.21M0.02%+13,73713F-HRTimeline
CRA Financial Services, LLC27,070$1.21M0.16%+13,51313F-HRTimeline
Financial & Tax Architects, LLC26,985$1.21M0.27%+13,68413F-HRTimeline
Archford Capital Strategies, LLC26,957$1.21M0.14%+13,14013F-HRTimeline
IFG Advisory, LLC26,875$1.2M0.05%+12,29613F-HRTimeline
BAILARD, INC.26,840$1.2M0.03%+13,13813F-HRTimeline
HBW ADVISORY SERVICES LLC26,516$1.19M0.13%+10,17213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group26,409$1.18M0.13%+10,72413F-HRTimelineGroup
Palisade Asset Management, LLC26,300$1.18M0.11%+13,15013F-HRTimeline
SteelPeak Wealth, LLC26,282$1.18M0.04%+10,49413F-HRTimeline
OPINICUS CAPITAL, INC.26,198$1.17M0.82%+13,01913F-HRTimeline
MATAURO, LLC26,031$1.16M0.18%+14,03813F-HRTimeline
Alpha Cubed Investments, LLC25,962$1.16M0.04%+12,36713F-HRTimeline
Independence Wealth Advisors, LLC25,779$1.15M0.65%13F-HRTimeline
Signature Wealth Management Partners, L…25,748$1.15M0.57%+12,57913F-HRTimeline
Ironwood Financial, llc24,732$1.15M0.19%+13,87813F-HRTimeline
DIVERSIFIED TRUST CO25,576$1.14M0.02%+13,14913F-HRTimeline
Fiduciary Alliance LLC25,543$1.14M0.07%+12,54413F-HRTimeline
ES4, LLC25,525$1.14M0.79%13F-HRTimeline
Chesapeake Wealth Management25,452$1.14M0.34%+12,73913F-HRTimeline
INNEALTA CAPITAL, LLC25,420$1.14M0.62%+12,70713F-HRTimeline
Somerset Group LLC25,044$1.13M0.85%+12,52213F-HRTimeline
Everstar Asset Management, LLC25,248$1.13M0.61%+12,52113F-HRTimeline
Pallas Capital Advisors LLC25,244$1.13M0.04%+12,86613F-HRTimeline
Turtle Creek Wealth Advisors, LLC25,221$1.13M0.09%+21,81913F-HRTimeline
Wilson & Boucher Capital Management, LLC25,202$1.13M0.74%+12,50113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,127$1.12M0.04%+11,70413F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…25,041$1.12M0.37%+13,57213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC25,031$1.12M0.52%+12,23013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,670$1.1M<0.01%+14,56413F-HRTimelineGroup
Acorns Advisers, LLC24,607$1.1M0.01%+13,92913F-HRTimeline
Sherry Group, Inc.24,119$1.08M1.14%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,929$1.07M0.01%+12,92713F-HRTimelineGroup
Intrua Financial, LLC23,847$1.07M0.12%+8,55913F-HRTimeline
PeakShares LLC23,812$1.06M1.04%13F-HRTimeline
Providence First Trust Co23,758$1.06M0.37%+9,30413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,714$1.06M0.07%+10,40913F-HR/ATimeline
Peoples Bank/KS23,584$1.05M1.06%+10,97313F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding23,547$1.05M+8,156Timeline
NewEdge Wealth, LLC23,508$1.05M0.01%+10,04513F-HRTimeline
Falcon Wealth Planning23,467$1.05M0.09%+10,84213F-HRTimeline
GeoWealth Management, LLC23,393$1.05M0.04%+13,83013F-HRTimeline
Capital Wealth Alliance, LLC19,434$1.04M0.44%+9,26613F-HRTimeline
Capital Investment Counsel, Inc23,199$1.04M0.12%+11,89913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC23,156$1.04M0.47%+11,06913F-HRTimeline
Chicago Partners Investment Group LLC21,019$1.03M0.03%+9,61813F-HRTimeline
ARS Investment Partners, LLC23,090$1.03M0.06%+12,36113F-HRTimeline
Sowa Financial Group, Inc.23,017$1.03M0.54%+10,23313F-HRTimeline
Elevate Capital Advisors, LLC22,939$1.03M0.68%+9,52213F-HRTimeline
Parcion Private Wealth LLC22,876$1.02M0.06%+11,43813F-HRTimeline
Powell Investment Advisors, LLC22,846$1.02M0.35%+11,48513F-HRTimeline
River Wealth Advisors LLC22,814$1.02M0.11%+11,58213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,734$1.02M0.07%+10,29513F-HRTimeline
High Net Worth Advisory Group LLC22,692$1.01M0.23%+11,27813F-HRTimeline
FineMark National Bank & Trust22,672$1.01M0.03%+11,33513F-HRTimeline
Claro Advisors Inc.22,585$1.01M0.14%+11,39313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,505$1.01M0.34%+10,94213F-HR/ATimeline
Platform Technology Partners22,437$1M0.21%+11,64913F-HRTimeline
Journey Advisory Group, LLC22,430$1M0.08%+11,05513F-HRTimeline
Cushing Capital Partners, LLC22,427$1M0.74%+10,69513F-HRTimeline
Main Street Financial Solutions, LLC22,342$999K0.07%+11,24013F-HRTimeline
Edge Wealth Management LLC22,334$999K0.18%+11,24313F-HRTimeline
HBK Sorce Advisory LLC18,739$998K0.02%+11,85713F-HRTimeline
Fermata Advisors, LLC22,253$995K0.24%+16,84113F-HRTimeline
Wisconsin Wealth Advisors, LLC22,211$993K0.97%+11,01613F-HRTimeline
McAdam, LLC22,136$990K0.05%+13,29413F-HRTimeline
Legacy Wealth Advisors, LLC22,048$986K0.65%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC22,042$985K0.17%+11,66013F-HRTimeline
Innovative Advisory Group, LLC21,946$981K0.64%+10,63213F-HRTimeline
Meramec Financial Planners, LLC18,414$981K0.38%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC21,838$976K0.03%+10,85413F-HRTimeline
Tradewinds, LLC.21,830$976K0.23%+10,78913F-HRTimeline
Ipsen Advisor Group LLC21,822$976K0.69%+10,62513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,564$976K0.06%+10,74213F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC21,712$971K0.17%+12,45513F-HRTimeline
SPROTT INC.21,680$969K0.03%+10,79513F-HRTimeline
YHB Investment Advisors, Inc.21,581$965K0.07%+10,34113F-HRTimeline
CERTUITY, LLC21,580$965K0.06%+10,69613F-HRTimeline
ANDERSON HOAGLAND & CO21,433$958K0.08%+10,67113F-HRTimeline
Capital Investment Advisory Services, L…21,320$953K0.07%+10,65213F-HRTimeline
Wall Capital Group, Inc.21,108$944K0.9%13F-HRTimeline
PCG ASSET MANAGEMENT, LLC20,568$940K0.75%+10,02113F-HRTimeline
Sharper & Granite LLC20,990$938K0.33%+11,47013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,983$938K0.12%+13,99813F-HRTimeline