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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MONTAG A & ASSOCIATES INC13,285$1.14M0.05%-1113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,234$1.13M<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC13,233$1.13M0.11%-1,00713F-HR/ATimeline
Solstein Capital, LLC13,223$1.13M0.63%-10013F-HRTimeline
Palisade Asset Management, LLC13,150$1.13M0.11%-8413F-HRTimeline
CENTAURUS FINANCIAL, INC.13,142$1.13M0.07%-4,55913F-HRTimeline
Morangie Management LLC13,126$1.12M0.92%13F-HRTimeline
Eagle Capital Management, LLC13,118$1.12M0.45%+7213F-HRTimeline
AAFMAA Wealth Management & Trust LLC13,091$1.12M0.49%+32813F-HRTimeline
Talon Private Wealth, LLC13,035$1.12M0.23%+9,44813F-HR/ATimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…13,007$1.11M0.38%-1013F-HRTimelineGroup
Callan Capital, LLC12,977$1.11M0.08%-86413F-HRTimeline
CRA Financial Services, LLC12,973$1.11M0.19%+96613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …12,963$1.11M0.06%+1,25013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,948$1.11M0.08%-4713F-HRTimelineGroup
L. Roy Papp & Associates, LLP12,917$1.11M0.13%+2013F-HRTimeline
River Wealth Advisors LLC12,891$1.1M0.15%-47613F-HRTimeline
Private Wealth Group, LLC12,863$1.1M0.54%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,841$1.1M0.08%-2,52013F-HRTimeline
Acropolis Investment Management, LLC12,827$1.1M0.06%-39013F-HRTimeline
Callan Family Office, LLC12,792$1.1M0.07%+10,06613F-HRTimeline
WHITTIER TRUST CO12,748$1.09M0.01%-73013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.12,738$1.09M0.57%-2,31613F-HRTimeline
Welch Group, LLC12,869$1.09M0.05%+61313F-HRTimeline
Chesapeake Wealth Management12,635$1.08M0.37%-15213F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,491$1.07M0.07%+7313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,361$1.06M0.47%+64613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,334$1.06M0.03%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Narus Financial Partners, LLC12,305$1.05M0.36%-61013F-HRTimeline
Disciplina Capital Management LLC12,260$1.05M0.18%013F-HRTimeline
Laidlaw Wealth Management LLC12,242$1.05M0.46%-37413F-HRTimeline
Somerset Group LLC12,233$1.05M0.96%+13113F-HRTimeline
BFSG, LLC12,173$1.04M0.12%-75913F-HRTimeline
DecisionMap Wealth Management, LLC12,109$1.04M0.82%13F-HRTimeline
Wilson & Boucher Capital Management, LLC12,070$1.03M0.73%-19913F-HRTimeline
Darden Wealth Group Inc12,024$1.03M0.69%-30313F-HRTimeline
Arete Wealth Advisors, LLC11,962$1.02M0.07%-6,74213F-HRTimeline
McAdam, LLC11,937$1.02M0.06%+85413F-HRTimeline
Capital Investment Counsel, Inc11,918$1.02M0.15%-1,51213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.11,912$1.02M0.41%+13713F-HRTimeline
OPINICUS CAPITAL, INC.11,747$1.01M0.85%-73613F-HRTimeline
Triumph Capital Management11,711$1M0.34%-5,46713F-HRTimeline
Diligent Investors, LLC11,692$1M0.23%+57713F-HRTimeline
Parcion Private Wealth LLC11,670$1000K0.08%+3113F-HRTimeline
3EDGE Asset Management, LP11,658$999K0.06%+2,28413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,641$997K0.03%-1,09513F-HRTimeline
Interchange Capital Partners, LLC11,546$989K0.36%-1,59813F-HRTimeline
Peak Asset Management, LLC11,488$984K0.18%013F-HRTimeline
Main Street Financial Solutions, LLC11,485$984K0.1%+39013F-HRTimeline
Lindbrook Capital, LLC11,450$981K0.09%013F-HRTimeline
High Net Worth Advisory Group LLC11,414$978K0.27%013F-HRTimeline
Sovran Advisors, LLC10,695$976K0.14%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC10,682$974K0.61%013F-HRTimeline
MA Private Wealth11,354$973K0.18%013F-HRTimeline
Narwhal Capital Management11,341$971K0.09%-4,63313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,338$971K0.2%+25613F-HRTimeline
Wisconsin Wealth Advisors, LLC11,286$967K1.42%13F-HRTimeline
Capital Investment Advisory Services, L…11,276$966K0.09%-1,24013F-HRTimeline
Thrive Capital Management, LLC11,187$958K0.44%+6,30113F-HRTimeline
Powell Investment Advisors, LLC11,183$958K0.44%+1,12513F-HRTimeline
PKS Advisory Services, LLC11,152$955K0.24%13F-HRTimeline
Ballew Advisors, Inc10,557$953K0.61%-1113F-HRTimeline
Caprock Group, LLC11,116$952K0.03%+1,28913F-HRTimeline
Ipsen Advisor Group LLC11,099$951K0.81%13F-HRTimeline
Haverford Trust Co11,086$950K0.01%+89313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,068$948K0.02%-8113F-HRTimelineGroup
Procyon Advisors, LLC11,066$948K0.06%-113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT11,044$946K0.02%-29813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,937$937K0.02%+7,39213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,921$935K0.19%-1,11013F-HRTimeline
THEORY FINANCIAL LLC10,908$934K0.39%-36,48013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,330$932K0.34%-4013F-HRTimeline
Constitution Capital LLC10,805$926K0.52%+6,45013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV10,775$923K0.25%-15013F-HRTimeline
C2C Wealth Management, LLC10,750$921K0.85%013F-HRTimeline
WHITE PINE CAPITAL LLC10,746$921K0.31%+13913F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,741$920K0.81%13F-HRTimeline
Lifeworks Advisors, LLC10,734$919K0.17%-17213F-HRTimeline
Lynx Investment Advisory10,639$911K0.62%-2,86313F-HRTimeline
Strategic Advisors LLC10,542$903K0.16%+1,09813F-HRTimeline
Keel Point, LLC10,529$902K0.07%+27013F-HRTimeline
Global Wealth Strategies & Associates10,508$900K0.28%-2,99113F-HRTimeline
Financial Engines Advisors L.L.C.10,502$900K<0.01%-64513F-HRTimeline
SeaCrest Wealth Management, LLC10,462$896K0.09%+47313F-HRTimeline
Independent Wealth Network Inc.10,441$894K0.36%+91713F-HRTimeline
Platform Technology Partners10,420$893K0.27%+2,97813F-HRTimeline
CERTUITY, LLC10,415$892K0.1%+22913F-HRTimeline
WMG Financial Advisors, LLC10,404$891K0.38%+6,26113F-HRTimeline
Quadcap Wealth Management, LLC10,394$890K0.13%+6113F-HRTimeline
Florida Trust Wealth Management Co10,380$889K0.03%-30013F-HRTimeline
Golden State Wealth Management, LLC10,366$888K0.13%13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,349$886K<0.01%013F-HRTimelineGroup
RMR Wealth Builders10,331$885K0.09%-9013F-HR/ATimeline
ARS Investment Partners, LLC10,314$884K0.08%+2,04913F-HRTimeline
Cushing Capital Partners, LLC10,310$883K0.85%13F-HRTimeline
Glen Eagle Advisors, LLC10,278$880K0.15%+10513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.10,267$879K0.41%-213F-HRTimeline
Wedmont Private Capital9,908$876K0.05%+7413F-HRTimeline
WEALTH EFFECTS LLC10,177$872K0.31%+5613F-HRTimeline
SPROTT INC.10,121$867K0.06%new13F-HRTimeline
Agate Pass Investment Management, LLC10,094$865K0.39%-2013F-HRTimeline
North Star Investment Management Corp.10,050$861K0.06%+2,34613F-HRTimeline
Fairvoy Private Wealth, LLC10,024$859K0.23%13F-HRTimeline
Wealthstar Advisors, LLC10,021$858K0.37%13F-HRTimeline
HCR Wealth Advisors10,011$858K0.11%-1,62613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$857K<0.01%013F-HRTimelineGroup
Northstar Advisory Group, LLC9,970$854K0.43%+55813F-HRTimeline
Northwest Capital Management Inc9,956$853K0.37%-1,37313F-HRTimeline
Aberdeen Wealth Management LLC9,955$853K0.58%-20013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,908$849K0.97%13F-HRTimeline
Wood Tarver Financial Group, LLC9,894$847K0.28%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,883$847K0.39%+50013F-HRTimeline
Rehmann Capital Advisory Group9,866$845K0.05%+2,14513F-HRTimeline
Goelzer Investment Management, Inc.9,863$845K0.05%+4813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,975$843K<0.01%-2,99013F-HRTimelineGroup
Sunbelt Securities, Inc.9,971$843K0.07%+46513F-HRTimeline
GM Advisory Group, LLC9,828$842K0.05%+2,81313F-HRTimeline
Greenwich Wealth Management LLC9,790$839K0.06%-31113F-HRTimeline
BAILARD, INC.9,780$838K0.02%-68313F-HRTimeline
Covey Capital Advisors, LLC9,746$835K0.95%-4,04113F-HRTimeline
Oxinas Partners, LLC9,741$834K0.49%-83113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,740$834K0.32%-1,48413F-HRTimeline
NVWM, LLC9,726$833K0.21%+2,01513F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,710$832K0.31%013F-HRTimeline
Leo Wealth, LLC9,706$831K0.07%-1,69213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,694$830K0.01%-6,35513F-HRTimelineGroup
AlphaStar Capital Management, LLC9,645$826K0.09%-73513F-HRTimeline
Stonebridge Financial Planning Group, L…9,592$822K0.37%+8913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,710$821K0.08%-3513F-HRTimeline
Beacon Financial Advisory LLC9,544$818K0.27%-5613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO9,521$816K0.05%013F-HRTimeline
CADINHA & CO LLC9,515$815K0.14%-4,04013F-HRTimeline
waypoint wealth counsel9,512$815K0.53%013F-HRTimeline
Castleview Partners, LLC9,374$812K0.44%-3,00413F-HR/ATimeline
Worth Asset Management, LLC9,458$810K0.43%new13F-HRTimeline
Stevard, LLC9,444$809K3.02%+1013F-HRTimeline
BRIGHTON JONES LLC9,363$802K0.02%+3,18113F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …9,362$802K<0.01%-7,02113F-HRTimelineGroup
Principle Wealth Partners LLC9,357$802K0.06%+1513F-HRTimeline
Symphony Financial, Ltd. Co.8,564$801K0.13%-1,12213F-HRTimeline
Burford Brothers, Inc.9,344$800K0.39%+81513F-HRTimeline
Brown Miller Wealth Management, LLC9,283$795K0.3%+1,38513F-HRTimeline
St. Johns Investment Management Company…9,253$793K0.37%-34413F-HRTimeline
Fermata Advisors, LLC9,251$792K0.15%-78513F-HRTimeline
Financial Futures Ltd Liability Co.9,226$790K0.45%-25,20113F-HRTimeline
PROFFITT & GOODSON INC9,173$786K0.13%+10113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,172$786K0.06%-1713F-HRTimeline
Stolper Co9,163$785K0.26%-17213F-HRTimeline
Pavion Blue Capital, LLC9,161$785K0.37%-5213F-HRTimeline
COZAD ASSET MANAGEMENT INC9,158$784K0.07%+59013F-HRTimeline
Mission Creek Capital Partners, Inc.9,146$783K0.17%-313F-HRTimeline
Pathway Financial Advisors LLC9,146$783K0.18%+2513F-HRTimeline
TrueWealth Advisors, LLC9,100$780K0.26%+42213F-HRTimeline
Mayflower Financial Advisors, LLC9,082$778K0.12%013F-HRTimeline
INVESTMENT PARTNERS, LTD.9,047$775K0.32%+713F-HRTimeline
Mathes Company, Inc.8,950$767K0.28%013F-HRTimeline
Roxbury Financial LLC7,997$764K0.74%13F-HRTimeline
Williams Jones Wealth Management, LLC.8,914$764K0.01%+3,50113F-HRTimeline
Clayton Financial Group LLC8,913$763K0.28%+7413F-HRTimeline
Invst, LLC8,912$763K0.09%-1,35113F-HRTimeline
Secure Asset Management, LLC8,905$763K0.12%-4,94213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,891$762K0.05%-3,16813F-HRTimelineGroup
FIL Ltdin group FIL Ltd8,889$761K<0.01%-57713F-HRTimelineGroup
MontVue Capital Management, Inc.8,878$760K0.58%-28613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,876$760K0.11%-40413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,874$760K0.06%-45,17113F-HRTimeline
Hexagon Capital Partners LLC8,871$760K0.14%+3,30113F-HRTimeline
Aurora Private Wealth, Inc.8,856$759K0.57%-1,03913F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,826$756K0.02%+4,88113F-HRTimeline
Flagship Private Wealth, LLC8,763$751K0.36%+84313F-HRTimeline
Windsor Capital Management, LLC8,679$743K0.22%-15213F-HRTimeline
Centric Wealth Management8,675$743K0.2%+4,14413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,674$743K0.1%+54013F-HRTimeline
Verdence Capital Advisors LLC8,667$742K0.06%+29513F-HRTimeline
Parkside Financial Bank & Trust8,661$742K0.1%-52913F-HRTimeline
Sheaff Brock Investment Advisors, LLC8,599$737K0.06%+1913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,578$735K0.36%-26113F-HRTimeline
Argyle Capital Partners, LLC8,576$735K0.63%13F-HRTimeline
Thompson David Blair8,574$734K0.53%13F-HRTimeline
WealthBridge Capital Management, LLC8,571$734K0.2%+61413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC8,538$731K0.21%+24213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,532$731K0.01%-1,05913F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO8,531$731K0.01%-1,16013F-HRTimeline
Generation Capital Management LLC8,509$729K0.62%13F-HRTimeline
BANQUE PICTET & CIE SA8,502$728K0.01%-5013F-HRTimeline
Kapstone Financial Advisors LLC8,117$728K0.39%-4,33113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,495$728K0.18%+2,81313F-HRTimeline
Trexquant Investment LP8,453$724K0.01%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,446$724K0.05%-68113F-HRTimeline
Soltis Investment Advisors LLC8,425$722K0.07%+1,11013F-HRTimeline
FAS Wealth Partners, Inc.8,395$719K0.06%-6213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,390$719K<0.01%+1,98013F-HRTimelineGroup
Empower Advisory Group, LLC8,386$718K<0.01%+20713F-HRTimeline
YHB Investment Advisors, Inc.8,359$716K0.06%-1,35113F-HRTimeline
Strait & Sound Wealth Management LLC8,334$714K0.33%+2,37513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC8,294$710K0.17%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC8,284$710K0.06%+2513F-HRTimeline
W.H. Cornerstone Investments Inc.8,271$708K0.47%-4613F-HRTimeline
Executive Wealth Management, LLC8,254$707K0.06%-1,49113F-HRTimeline
Avitas Wealth Management LLC8,243$706K0.1%-45613F-HRTimeline