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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,013 managers (2,039 13F filers) reported a position in XLE shares at 2026-06-30, 441,249,606 shares in all. 135 filers opened a position and 214 filers sold out during the quarter.

Managers
2,013
13F filers
2,039
New
135
Added
778
Reduced
847
Sold out
214
Shares held by filers
441,249,606

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Occidental Asset Management, LLC26,114$1.39M0.14%+18,70813F-HRTimeline
Somerset Group LLC25,164$1.39M0.97%+5013F-HRTimeline
Fairvoy Private Wealth, LLC26,054$1.38M0.28%-6,10413F-HRTimeline
GROUP ONE TRADING LLC26,043$1.38M0.04%new13F-HRTimeline
Cinctive Capital Management LP26,040$1.38M0.06%new13F-HRTimeline
Cabana LLC25,829$1.37M10.34%-40413F-HRTimeline
Keel Point, LLC25,830$1.37M0.08%-1,19413F-HRTimeline
Caprock Group, LLC25,708$1.37M0.03%-6,09213F-HRTimeline
Arkos Global Advisors25,443$1.35M0.16%+1,23213F-HRTimeline
Atlas Legacy Advisors, LLC25,392$1.35M0.2%+3,72913F-HRTimeline
Disciplina Capital Management LLC25,305$1.34M0.14%013F-HRTimeline
Signature Wealth Management Partners, L…25,270$1.34M0.63%-42613F-HRTimeline
OPINICUS CAPITAL, INC.25,249$1.34M0.72%-91813F-HRTimeline
Ulysses Management LLC25,000$1.33M0.46%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC24,903$1.32M0.78%-39913F-HRTimeline
B. Riley Wealth Advisors, Inc.24,617$1.32M0.07%+4,37913F-HRTimeline
SPROTT INC.24,814$1.32M0.04%-11,88513F-HRTimeline
CPC Advisors, LLC24,628$1.31M0.18%+1,44013F-HRTimeline
City Center Advisors, LLC24,578$1.31M1.06%+4,60913F-HRTimeline
BAILARD, INC.24,515$1.3M0.03%-1,87713F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC24,477$1.3M0.57%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA24,385$1.3M0.24%-10,73913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP24,323$1.29M0.02%+7,87713F-HRTimeline
Evernest Financial Advisors, LLC24,313$1.29M0.27%-1013F-HRTimeline
Cushing Capital Partners, LLC24,223$1.29M0.89%+1,37713F-HRTimeline
Savvy Advisors, Inc.24,220$1.29M0.03%+1,11213F-HRTimeline
Spinnaker Investment Group, LLC24,192$1.28M0.21%+5,86813F-HRTimeline
Betterment LLC24,169$1.28M<0.01%+6,06713F-HRTimeline
BRIGHTON JONES LLC24,115$1.28M0.02%-49713F-HRTimeline
Capital Wealth Alliance, LLC24,086$1.28M0.59%+66613F-HRTimeline
Fermata Advisors, LLC23,933$1.27M0.26%+2,21613F-HRTimeline
Sharper & Granite LLC23,880$1.27M0.39%+2,69013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,814$1.26M<0.01%+5,43613F-HRTimelineGroup
Chesapeake Wealth Management23,653$1.26M0.35%-1,32413F-HRTimeline
Peoples Bank/KS23,614$1.25M1.22%+3013F-HRTimeline
LM Advisors LLC23,517$1.25M0.14%+23,10213F-HRTimeline
Legacy Private Trust Co.23,220$1.23M0.07%+3,95213F-HRTimeline
Powell Investment Advisors, LLC23,050$1.22M0.39%+10913F-HRTimeline
OpenArc Corporate Advisory, LLC23,026$1.22M0.01%+4,69513F-HRTimeline
Financial & Tax Architects, LLC23,021$1.22M0.26%-2,47113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC22,981$1.22M0.15%-7413F-HRTimeline
Sowa Financial Group, Inc.22,958$1.22M0.57%+29113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…20,575$1.22M0.39%+213F-HRTimeline
Parcion Private Wealth LLC22,860$1.21M0.07%013F-HRTimeline
BBR PARTNERS, LLC22,761$1.21M0.06%-20013F-HRTimeline
Capital Advisors Wealth Management, LLC22,710$1.21M0.14%-3,70213F-HRTimeline
X-Square Capital, LLC22,703$1.21M0.31%+1,99813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,628$1.2M<0.01%+22,44613F-HRTimelineGroup
Activest Wealth Management22,577$1.2M0.23%-24,04013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding22,558$1.2M-581,594Timeline
Lumbard & Kellner, LLC22,364$1.19M0.36%+11,25413F-HRTimeline
Park Edge Advisors, LLC22,362$1.19M0.25%-4,60813F-HRTimeline
Legacy Wealth Advisors, LLC22,348$1.19M0.51%+15813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC22,340$1.19M0.03%-30013F-HRTimeline
Edgestream Partners, L.P.22,339$1.19M0.04%-27,34513F-HRTimeline
Edge Wealth Management LLC22,254$1.18M0.2%-8013F-HRTimeline
Florida Trust Wealth Management Co22,225$1.18M0.03%+25613F-HRTimeline
Financial Engines Advisors L.L.C.22,222$1.18M<0.01%-4,36313F-HRTimeline
Rathbones Group PLC22,211$1.18M<0.01%+3,91513F-HRTimeline
Stillwater Private Wealth, LLC19,268$1.18M0.77%-17,38013F-HRTimeline
Ipsen Advisor Group LLC22,119$1.17M0.76%+15513F-HRTimeline
10Elms LLP22,089$1.17M0.5%+1,97713F-HRTimeline
Pallas Capital Advisors LLC22,083$1.17M0.04%-19113F-HRTimeline
FLOYD FINANCIAL GROUP LLC20,516$1.17M0.76%-2,17613F-HRTimeline
DIVERSIFIED TRUST CO21,724$1.15M0.02%+1,23013F-HRTimeline
High Net Worth Advisory Group LLC21,692$1.15M0.24%013F-HRTimeline
Claro Advisors Inc.21,688$1.15M0.12%+67713F-HRTimeline
River Wealth Advisors LLC21,633$1.15M0.12%-20113F-HR/ATimeline
Compound Planning, Inc.21,626$1.15M0.03%-6,69313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,965$1.15M0.02%-9,15913F-HRTimeline
Luminist Capital LLC21,493$1.14M1.28%+4,44313F-HRTimeline
Wall Capital Group, Inc.21,469$1.14M0.93%+62213F-HRTimeline
Audent Global Asset Management, LLC21,456$1.14M1.27%+4,35513F-HRTimeline
Avidian Wealth Enterprises, LLC21,429$1.14M0.03%-9713F-HRTimeline
Wealthstar Advisors, LLC21,427$1.14M0.57%+55613F-HRTimeline
Advisor Resource Council21,386$1.14M0.38%-56513F-HRTimeline
WNY Asset Management, LLC21,378$1.14M0.1%-1,08513F-HRTimeline
Everstar Asset Management, LLC21,348$1.13M0.55%-2,37913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT21,270$1.13M0.02%+1,26813F-HRTimeline
CERTUITY, LLC21,240$1.13M0.06%-22013F-HRTimeline
Almanack Investment Partners, LLC.21,151$1.12M0.14%-171,81413F-HRTimeline
Journey Advisory Group, LLC21,105$1.12M0.09%-10013F-HRTimeline
AAFMAA Wealth Management & Trust LLC21,046$1.12M0.39%+1,47913F-HRTimeline
PCG ASSET MANAGEMENT, LLC21,006$1.12M0.8%-15413F-HRTimeline
Chicago Partners Investment Group LLC18,686$1.11M0.02%-2,16813F-HRTimeline
Morangie Management LLC20,876$1.11M0.92%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/20,853$1.11M0.36%+2,76513F-HRTimelineGroup
Madison Wealth Partners, Inc20,763$1.1M0.14%+6,04013F-HRTimeline
L & S Advisors Inc20,706$1.1M0.11%-2,22013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp20,698$1.1M<0.01%013F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC20,683$1.1M0.72%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,597$1.09M0.07%-1,02913F-HRTimelineGroup
LPWM LLC20,590$1.09M0.24%013F-HRTimeline
Strategic Advisors LLC20,588$1.09M0.24%+1713F-HRTimeline
Providence First Trust Co20,514$1.09M0.3%+10513F-HRTimeline
Intrua Financial, LLC20,513$1.09M0.1%-1,30813F-HRTimeline
Meramec Financial Planners, LLC18,664$1.09M0.4%+13413F-HRTimeline
Cornerstone Planning Group LLC18,393$1.09M0.14%+33313F-HRTimeline
Davis Investment Partners, LLC20,429$1.09M0.33%-1,60713F-HRTimeline
Sunbeam Capital Management, LLC20,286$1.08M0.49%+14013F-HRTimeline
Meriwether Wealth & Planning, LLC20,147$1.07M0.53%-53613F-HRTimeline
ROMAN BUTLER FULLERTON & CO18,760$1.06M0.25%+1,30413F-HRTimeline
Private Wealth Asset Management, LLC20,006$1.06M0.1%-44813F-HRTimeline
Bricktown Capital, LLC20,000$1.06M0.19%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC19,981$1.06M0.94%013F-HRTimeline
Mayflower Financial Advisors, LLC19,939$1.06M0.09%+58313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC19,894$1.06M0.07%+9,68413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC18,996$1.06M0.13%13F-HRTimeline
BLB&B Advisors, LLC19,817$1.05M0.04%-2,17313F-HRTimeline
Haverford Trust Co19,725$1.05M0.01%-29813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC19,700$1.05M0.02%-3,15013F-HRTimeline
Falcon Wealth Planning19,666$1.04M0.07%-95613F-HRTimeline
WHITE PINE CAPITAL LLC19,652$1.04M0.25%-1,22013F-HRTimeline
Sequent Planning LLC19,636$1.04M0.22%+5813F-HRTimeline
Stamos Capital Partners, L.P.19,630$1.04M0.16%+6,89513F-HRTimeline
Goelzer Investment Management, Inc.19,614$1.04M0.05%+413F-HRTimeline
Arete Wealth Advisors, LLC19,590$1.04M0.07%-1,89013F-HR/ATimeline
ANDERSON HOAGLAND & CO19,581$1.04M0.08%-1,85113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.19,404$1.03M0.32%-2,69813F-HRTimeline
HBK Sorce Advisory LLC17,917$1.03M0.02%+2,05313F-HRTimeline
W.H. Cornerstone Investments Inc.19,280$1.02M0.58%+13513F-HRTimeline
AMERIFLEX GROUP, INC.19,262$1.02M0.42%+1,17013F-HRTimeline
Innovative Asset Advisors Group, LLC19,231$1.02M0.45%+3113F-HRTimeline
Quadrant Private Wealth Management, LLC19,133$1.02M0.23%013F-HRTimeline
TRB Wealth Management, LLC19,044$1.01M0.13%-32513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO19,042$1.01M0.05%013F-HRTimeline
Wedmont Private Capital18,330$1.01M0.03%+32513F-HRTimeline
Sherry Group, Inc.18,726$1M0.98%+18513F-HRTimeline
Principle Wealth Partners LLC18,868$1M0.05%+3,38913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,861$1M0.05%-17913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC18,698$993K0.97%-22713F-HRTimeline
Connecticut Wealth Management, LLC18,684$992K0.04%+50013F-HRTimeline
Marble Wealth, LLC18,658$991K0.15%+14,60713F-HRTimeline
Quantbot Technologies LP18,634$990K0.04%new13F-HRTimeline
Resurgent Financial Advisors LLC18,398$977K0.27%+1,18913F-HRTimeline
HCR Wealth Advisors18,365$975K0.09%+613F-HRTimeline
Fulcrum Equity Management18,331$974K0.79%-10,72413F-HRTimeline
SeaCrest Wealth Management, LLC18,254$969K0.11%+27513F-HRTimeline
Sava Infond d.o.o.18,200$967K0.07%-6,20013F-HRTimeline
Murphy & Mullick Capital Management Corp18,176$965K0.6%+1913F-HRTimeline
LANARK FINANCIAL, INC.17,874$949K0.06%+2,10813F-HRTimeline
Dana Investment Advisors, Inc.17,859$948K0.02%-1,06213F-HRTimeline
Wood Tarver Financial Group, LLC17,793$945K0.22%-12413F-HRTimeline
Rothschild Wealth LLC17,714$941K0.08%+10,57013F-HRTimeline
Asset Management One Co., Ltd.17,693$940K<0.01%+10,43513F-HRTimeline
Savior LLC17,688$939K2.69%+24113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.17,679$939K0.35%-20213F-HRTimeline
Autumn Glory Partners, LLC17,624$936K0.27%013F-HRTimeline
Diversified Enterprises, LLC17,622$936K0.05%-40513F-HRTimeline
TrueWealth Advisors, LLC17,590$934K0.21%+86213F-HRTimeline
AdvisorNet Financial, Inc17,530$931K0.04%+2,20013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,525$931K0.03%+82213F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC17,521$931K0.13%-38513F-HRTimelineGroup
Vertex Investment Solutions Co., Ltd.17,400$930K0.63%-39,00013F-HRTimeline
Bulltick Wealth Management, LLC17,423$925K0.19%-57,54813F-HRTimeline
LaSalle St. Investment Advisors, LLC17,407$924K0.11%-30213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC17,355$922K0.39%+5513F-HRTimeline
Colonial River Investments, LLC17,345$921K0.26%-2,73713F-HRTimeline
TOP Private Wealth LLC.17,315$920K0.88%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC17,298$919K0.24%+6,34013F-HRTimeline
COZAD ASSET MANAGEMENT INC17,218$914K0.06%+3,70213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,181$912K0.02%+2,90013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,165$912K0.05%-3,12613F-HRTimeline
JM2 Capital Inc.17,132$910K0.62%-14413F-HRTimeline
Trust Co17,086$907K0.08%-63213F-HRTimeline
Wall Street Financial Group, Inc.17,045$905K0.48%-1,31513F-HRTimeline
PRIVATE TRUST CO NA16,988$902K0.07%-97213F-HRTimeline
Wealth Management Associates, Inc.16,972$901K0.25%+1,46013F-HRTimeline
D.B. Root & Company, LLC16,946$900K0.19%-1,71213F-HRTimeline
WEALTH EFFECTS LLC16,935$899K0.24%-71713F-HRTimeline
Quadcap Wealth Management, LLC16,923$899K0.09%+33913F-HRTimeline
Tandem Wealth Advisors LLC16,869$896K0.36%+92013F-HRTimeline
Union Bancaire Privee, UBP SA16,700$895K0.01%013F-HRTimeline
Independent Advisor Alliance16,826$894K0.02%-192,46613F-HRTimeline
Brookwood Investment Group LLC16,758$890K0.1%+3,53213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC16,716$888K0.27%013F-HRTimeline
ARS Investment Partners, LLC16,714$888K0.04%-19313F-HRTimeline
C2C Wealth Management, LLC16,678$886K0.69%013F-HRTimeline
Continuum Advisory, LLC16,580$881K0.07%+93913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…16,573$880K0.31%-7113F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP16,556$879K0.75%-2,22313F-HRTimelineGroup
FAS Wealth Partners, Inc.16,432$873K0.05%+1913F-HRTimeline
INVESTMENT PARTNERS, LTD.16,401$871K0.27%+17913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC16,384$870K0.06%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,342$868K0.23%+23713F-HRTimeline
Trivium Point Advisory, LLC16,330$867K0.08%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC16,242$863K0.01%+36413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,161$860K0.28%-30,91713F-HRTimeline
Worth Financial Advisory Group, LLC16,189$860K0.36%new13F-HRTimeline
Williams Jones Wealth Management, LLC.16,150$858K0.01%+50813F-HRTimeline
Narus Financial Partners, LLC16,148$858K0.22%-1,84513F-HRTimeline
HUB Investment Partners, LLC16,129$857K0.02%+1,55413F-HRTimeline
STOCK YARDS BANK & TRUST CO16,105$855K0.02%+80413F-HR/ATimeline
Argyle Capital Partners, LLC16,104$855K0.54%+85313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC16,097$855K0.05%+1,02313F-HRTimeline
VPR Management LLC16,000$850K0.34%013F-HRTimeline
BlueCrest Capital Management Ltd15,937$846K0.04%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP15,907$845K<0.01%new13F-HRTimeline
VestGen Investment Management15,813$840K0.45%+2,06713F-HRTimeline
Mechanics Bank Trust Department15,783$838K0.1%-3,50113F-HRTimeline