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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BURNS J W & CO INC/NY46,185$2.83M0.32%+1,67013F-HRTimeline
Philadelphia Investment Partners, LLC46,142$2.83M1.92%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC46,008$2.82M0.2%-11413F-HRTimeline
HBW ADVISORY SERVICES LLC45,965$2.82M0.3%+19,44913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV45,452$2.78M0.51%+48013F-HRTimeline
Avior Wealth Management, LLC45,420$2.78M0.08%+13,42513F-HRTimeline
Frisch Financial Group, Inc.45,169$2.77M0.58%-3,11213F-HRTimeline
Independent Wealth Network Inc.45,163$2.77M0.82%+17,83413F-HRTimeline
Cornerstone Wealth Management, LLC45,024$2.76M0.14%+65413F-HRTimeline
Procyon Advisors, LLC44,907$2.75M0.14%+5,56313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…44,781$2.74M0.09%+3,41513F-HRTimelineGroup
Venturi Wealth Management, LLC44,607$2.73M0.12%-3,55813F-HRTimeline
Fairfield Financial Advisors, LTD44,413$2.72M0.94%-29013F-HRTimeline
FORONJY FINANCIAL LLC44,390$2.72M1.13%+1,86113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp44,355$2.72M0.05%+3,27513F-HRTimelineGroup
Purus Wealth Management, LLC44,267$2.71M0.86%-3,13613F-HRTimeline
Legend Financial Advisors, Inc.44,116$2.7M1.74%+14213F-HRTimeline
JENNISON ASSOCIATES LLC43,995$2.7M<0.01%+2,24513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP43,932$2.69M0.2%-91913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC43,767$2.68M0.22%-33,71713F-HRTimeline
Graetz Wealth LLC43,671$2.68M2.39%new13F-HRTimeline
Birch Hill Investment Advisors LLC43,620$2.67M0.12%-60013F-HRTimeline
AMG National Trust Bank43,113$2.64M0.06%+14,05113F-HRTimeline
Paladin Partners, LLC43,110$2.64M1.9%+35,40013F-HRTimeline
Boltwood Capital Management43,017$2.64M0.67%-8013F-HRTimeline
Orion Porfolio Solutions, LLC42,991$2.63M0.02%-88,75613F-HRTimeline
DAVENPORT & Co LLC42,767$2.62M0.01%+1,47613F-HRTimeline
ES4, LLC42,593$2.61M1.68%+17,06813F-HRTimeline
Per Stirling Capital Management, LLC.42,427$2.6M0.29%+32,51413F-HRTimeline
Targeted Financial Services LLC42,286$2.59M2.12%+9,67713F-HRTimeline
Avondale Wealth Management42,196$2.58M1.27%+2,26013F-HRTimeline
Granite Harbor Advisors, Inc.42,180$2.58M1.13%-1,73413F-HRTimeline
Wealth Advisory Solutions, LLC42,103$2.58M0.57%-17213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.42,062$2.58M<0.01%13F-HRTimelineGroup
PATTEN & PATTEN INC/TN42,045$2.58M0.16%+84213F-HRTimeline
Cooksen Wealth, LLC41,941$2.57M1.87%-2,36513F-HRTimeline
PLANWISER FINANCIAL, LLC46,007$2.57M1.86%new13F-HRTimeline
Arta Finance Wealth Management LLC41,825$2.56M1.27%-7,53813F-HRTimeline
INTEGRITY ALLIANCE, LLC.41,735$2.56M0.1%-2,81313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding43,139$2.55M-142,028Timeline
JFS WEALTH ADVISORS, LLC41,515$2.54M0.14%+35913F-HRTimeline
Intrinsic Value Partners, LLC41,482$2.54M1.96%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41,477$2.54M0.12%-18713F-HRTimelineGroup
HB Wealth Management, LLC41,459$2.54M0.02%+3,76613F-HRTimeline
SCS Capital Management LLC41,338$2.53M0.03%-69913F-HRTimeline
Clarus Wealth Advisors42,041$2.53M1.08%+1,53113F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC41,279$2.53M0.91%new13F-HRTimeline
CROBAN41,260$2.53M1.19%+31613F-HRTimeline
Dorsey & Whitney Trust CO LLC41,139$2.52M0.14%+6,34913F-HRTimeline
JBR Co Financial Management Inc55,770$2.49M1.04%013F-HRTimeline
Fragasso Financial Advisors Inc41,648$2.49M0.15%new13F-HRTimeline
Odyssey Capital Advisors, Inc.40,462$2.48M2.22%+1,88913F-HRTimeline
Midwest Financial Group LLC40,289$2.47M1.05%-1,38513F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL40,209$2.46M0.39%-195,12113F-HRTimeline
Cladis Investment Advisory, LLC40,045$2.45M1.35%-1,71513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC40,034$2.45M0.65%-1,38313F-HRTimeline
K.J. Harrison & Partners Inc40,000$2.45M0.4%new13F-HRTimeline
Camarda Financial Advisors, LLC39,521$2.42M1.27%-2,36013F-HRTimeline
Marion Wealth Management39,467$2.42M0.54%-35213F-HRTimeline
Garden State Investment Advisory Servic…39,327$2.41M0.58%+24,11313F-HRTimeline
OneDigital Investment Advisors LLC39,234$2.4M0.02%-1,20013F-HRTimeline
EPG Wealth Management LLC39,188$2.4M0.65%-7,74313F-HRTimeline
Asset Allocation Strategies LLC39,181$2.4M0.43%-3,42713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC39,065$2.39M<0.01%+17213F-HRTimelineGroup
Ring Mountain Capital, LLC39,033$2.39M1.31%-45513F-HRTimeline
E&G Advisors, LLC38,984$2.39M0.53%+40013F-HRTimeline
STRATEGY ASSET MANAGERS LLC38,865$2.38M0.39%+50013F-HRTimeline
FIRST AMERICAN BANK38,734$2.37M0.15%+4,60013F-HRTimeline
MARTIN & CO INC /TN/38,712$2.37M0.4%+27013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC38,677$2.37M0.33%-4,26213F-HRTimeline
True North Advisors, LLC38,601$2.36M0.27%+20113F-HRTimeline
White Pine Investment CO38,578$2.36M0.55%-15513F-HRTimeline
LANE BROTHERS & CO INC38,523$2.36M1.72%+4,53113F-HRTimeline
Laurel Wealth Advisors LLC42,235$2.35M0.23%+3,71013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC38,216$2.34M0.67%+66313F-HRTimeline
Gallo Partners, LP38,177$2.34M4.47%new13F-HRTimeline
Joule Financial, LLC38,155$2.34M0.68%-17,79213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC38,039$2.33M0.51%+5,85213F-HRTimeline
CONTINENTAL ADVISORS LLC38,000$2.33M1.44%-35,00013F-HRTimeline
WINCAP FINANCIAL LLC37,958$2.33M1.55%+1,56413F-HRTimeline
Ruggiero Investments, Inc.37,939$2.32M2.25%+29,51213F-HRTimeline
WCG Wealth Advisors LLC37,852$2.32M0.06%+9,67013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …37,823$2.32M<0.01%new13F-HRTimelineGroup
WealthPlan Investment Management, LLC37,730$2.31M0.13%+30,53113F-HRTimeline
MSH Capital Advisors LLC37,626$2.3M0.49%+913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC37,614$2.3M0.05%-2,46613F-HRTimeline
SYON CAPITAL LLC37,586$2.3M0.12%new13F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC37,350$2.29M0.66%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.37,284$2.28M0.47%+5,19513F-HRTimeline
Snider Financial Group37,213$2.28M0.69%new13F-HRTimeline
Sterling Investment Counsel, LLC37,148$2.28M0.64%-9013F-HRTimeline
Oasis Advisors, LLC810,866$2.28M0.45%+766,29113F-HRTimeline
RH Tailwind Management, LLC37,000$2.27M1.17%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL36,952$2.26M0.05%+6,24413F-HRTimeline
WHITTIER TRUST CO37,835$2.26M0.03%-10,18313F-HRTimeline
PCG Wealth Advisors, LLC36,786$2.25M0.57%+29,46013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,754$2.25M0.03%-76613F-HRTimelineGroup
Retirement Planning Group, LLC36,738$2.25M0.07%+6,16113F-HRTimeline
SPROTT INC.36,699$2.25M0.07%+15,01913F-HRTimeline
FIRST HORIZON CORP36,686$2.25M0.09%-1,77013F-HRTimeline
Stillwater Private Wealth, LLC36,648$2.25M1.9%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.36,496$2.24M0.23%+2,25613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments36,343$2.23M0.13%new13F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC36,235$2.22M0.43%+30313F-HRTimeline
CX Institutional36,222$2.22M0.07%+27,46913F-HRTimeline
Cannell & Spears LLC36,196$2.22M0.04%+10013F-HR/ATimeline
Bluespring Wealth Management, LLC36,085$2.21M0.19%+45013F-HRTimeline
Thrive Capital Management, LLC36,080$2.21M0.48%+23,73713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.36,038$2.21M0.05%-40,23813F-HR/ATimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV45,078$2.21M0.79%-6,69113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co36,006$2.21M0.03%+1,63413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC35,882$2.2M0.02%013F-HRTimelineGroup
Private Capital Management, LLC35,852$2.2M0.22%-1,32813F-HRTimeline
January Capital Advisors LLC35,746$2.19M2.95%13F-HRTimeline
Thayer Partners, LLC / MA35,444$2.17M1.03%+18113F-HRTimeline
SHAKER INVESTMENTS LLC/OH35,364$2.17M0.99%new13F-HRTimeline
Verdence Capital Advisors LLC35,286$2.16M0.13%+65713F-HRTimeline
Willis Johnson & Associates, Inc.35,158$2.15M0.13%-52213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…35,141$2.15M0.01%-2,47413F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA35,124$2.15M0.44%-34,63813F-HRTimeline
Spectrum Strategic Capital Management, …34,955$2.14M1.15%-2,52913F-HRTimeline
Bellwether Advisors, LLC34,634$2.12M0.36%new13F-HRTimeline
Valeo Financial Advisors, LLC34,513$2.11M0.05%-78413F-HRTimeline
Nelson Capital Management, LLC34,513$2.11M0.26%-1,87513F-HRTimeline
Arax Advisory Partners34,342$2.1M0.06%+1,61113F-HRTimeline
Ayalon Insurance Comp Ltd.34,294$2.1M0.43%013F-HRTimeline
Advocate Investing Services LLC34,252$2.1M1.78%-14513F-HRTimeline
Iyo Bank, Ltd.33,949$2.08M0.74%new13F-HRTimeline
Essential Partners LLC33,942$2.08M0.7%+91013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,796$2.07M0.11%-11613F-HRTimelineGroup
United Asset Strategies, Inc.33,710$2.07M0.16%-6,24913F-HRTimeline
Everest Financial Group LLC33,594$2.06M0.34%new13F-HRTimeline
Evercore Wealth Management, LLC33,398$2.05M0.03%-21713F-HRTimeline
Cache Advisors, LLC33,338$2.04M0.24%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…33,302$2.04M0.06%-14613F-HRTimelineGroup
Csenge Advisory Group33,292$2.04M0.09%-6,58413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group33,214$2.03M0.23%+6,80513F-HRTimelineGroup
Jacobi Capital Management LLC33,172$2.03M0.11%+1,06013F-HRTimeline
WEXFORD CAPITAL LP33,138$2.03M0.33%+50013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC33,099$2.03M0.37%+27,03513F-HRTimeline
Jackson Hole Capital Partners, LLC33,048$2.02M0.34%+11413F-HRTimeline
Ballast Rock Private Wealth LLC33,031$2.02M1.12%+22,72713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,933$2.02M+4,009Timeline
MONTAG A & ASSOCIATES INC32,897$2.02M0.09%+1,40513F-HRTimeline
Sovran Advisors, LLC33,762$2.01M0.16%+19,10313F-HRTimeline
FIRST MANHATTAN CO. LLC.32,834$2.01M0.01%-6,33413F-HRTimeline
Petix & Botte Co32,831$2.01M0.45%-35,39413F-HRTimeline
FARMERS TRUST CO32,826$2.01M0.32%-87013F-HRTimeline
SMITH, MOORE & CO.32,782$2.01M0.15%+17013F-HRTimeline
UMB Bank, n.a.32,464$1.99M0.03%-85613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC32,237$1.97M0.02%+2,54913F-HRTimeline
Fairvoy Private Wealth, LLC32,158$1.97M0.47%+13,50713F-HRTimeline
Compass Financial Group, Inc.31,848$1.95M0.88%-3313F-HRTimeline
Caprock Group, LLC31,800$1.95M0.05%+15,58013F-HRTimeline
Acropolis Investment Management, LLC31,799$1.95M0.09%-1,40013F-HRTimeline
Perennial Investment Advisors, LLC31,772$1.95M0.16%-1,52813F-HRTimeline
MONETARY MANAGEMENT GROUP INC31,714$1.94M0.46%-2,50013F-HRTimeline
RCW Management, LLC31,615$1.94M1.99%-36413F-HRTimeline
Americana Partners, LLC31,613$1.94M0.05%-57613F-HRTimeline
Signature Equity Partners, LLC31,519$1.93M1.04%+29,12613F-HRTimeline
Capital Investment Counsel, LLC31,513$1.93M0.26%new13F-HRTimeline
GeoWealth Management, LLC31,418$1.92M0.07%+8,02513F-HRTimeline
Gunpowder Capital Management, LLC dba O…31,229$1.91M1.45%-27413F-HRTimeline
Measured Wealth Private Client Group, L…30,950$1.9M0.52%+29,12613F-HRTimeline
CENTAURUS FINANCIAL, INC.30,847$1.89M0.09%-2,42913F-HRTimeline
Fortis Group Advisors, LLC31,632$1.89M0.31%+2,75713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…30,684$1.88M0.23%+13,85013F-HRTimeline
Fiduciary Alliance LLC33,696$1.88M0.11%+8,15313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,600$1.87M0.05%-8,50713F-HRTimeline
Fourth Dimension Wealth, LLC30,577$1.87M0.71%+64913F-HRTimeline
L. Roy Papp & Associates, LLP30,303$1.86M0.21%+41513F-HRTimeline
Legacy Wealth Partners, LLC30,012$1.84M0.46%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29,990$1.84M0.21%+2,38613F-HRTimeline
Main Street Financial Solutions, LLC29,962$1.84M0.13%+7,62013F-HRTimeline
NewEdge Wealth, LLC29,932$1.83M0.02%+6,42413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,836$1.83M0.1%-2,78613F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC29,744$1.82M0.05%+313F-HRTimeline
High Point Wealth Management, LLC29,705$1.82M1.76%+1,02113F-HRTimeline
Lynx Investment Advisory29,620$1.81M0.87%+6213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.29,529$1.81M1.37%-29,21613F-HRTimeline
Maltin Wealth Management, Inc.29,525$1.81M0.69%-3,03413F-HRTimeline
National Philanthropic Trust29,508$1.81M0.02%-2,01213F-HRTimeline
Moors & Cabot, Inc.29,481$1.81M0.08%+1,77913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC30,124$1.8M0.04%-4,93313F-HRTimeline
CAPITAL ADVISORS INC/OK29,255$1.79M0.03%+1313F-HRTimeline
Fulcrum Equity Management29,055$1.78M1.73%new13F-HRTimeline
FCA CORP /TX29,052$1.78M0.5%+14413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.28,970$1.77M0.42%-10013F-HRTimeline
Warberg Asset Management LLC28,903$1.77M0.52%new13F-HRTimeline
BOKF, NAin group BOKF, NA28,841$1.77M0.03%+26513F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…29,561$1.76M1.08%-4,89113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,768$1.76M0.11%+24013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA28,426$1.76M0.05%-1,05013F-HRTimelineGroup
Aries Wealth Management28,748$1.76M0.39%+17,37013F-HRTimeline
Balefire, LLC28,722$1.76M0.33%new13F-HRTimeline
Forza Wealth Management, LLC28,700$1.76M0.61%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,752$1.76M0.05%-2,33613F-HRTimelineGroup
Worth Asset Management, LLC28,459$1.74M0.65%-14,20313F-HRTimeline
Compound Planning, Inc.28,319$1.73M0.05%+16,61513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC28,296$1.73M0.14%-2,03313F-HRTimeline