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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONTAG A & ASSOCIATES INC11,653$1.09M0.05%-1,63213F-HRTimeline
Journey Advisory Group, LLC11,649$1.09M0.09%-1,11113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.11,561$1.08M0.44%-35113F-HRTimeline
Capital Investment Counsel, Inc11,518$1.08M0.16%-40013F-HRTimeline
River Wealth Advisors LLC11,514$1.08M0.15%-1,37713F-HRTimeline
Lokken Investment Group LLC11,462$1.07M0.45%new13F-HRTimeline
High Net Worth Advisory Group LLC11,414$1.07M0.3%013F-HRTimeline
MA Private Wealth11,351$1.06M0.2%-313F-HRTimeline
Narwhal Capital Management11,341$1.06M0.09%013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC11,334$1.06M0.2%-162,00513F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC11,322$1.06M0.22%-1613F-HRTimeline
Claro Advisors Inc.11,251$1.05M0.14%-7,26213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,247$1.05M0.03%-39413F-HRTimeline
Powell Investment Advisors, LLC11,238$1.05M0.52%+5513F-HRTimeline
RPG Investment Advisory, LLC11,225$1.05M0.08%+5,36313F-HRTimeline
Parcion Private Wealth LLC11,222$1.05M0.09%-44813F-HRTimeline
Ipsen Advisor Group LLC11,188$1.05M0.9%+8913F-HRTimeline
Iyo Bank, Ltd.11,142$1.04M0.34%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,137$1.04M0.02%+6913F-HRTimelineGroup
Capital Investment Advisory Services, L…11,058$1.03M0.09%-21813F-HRTimeline
PKS Advisory Services, LLC10,996$1.03M0.28%-15613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA10,995$1.03M0.07%-1,84613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,921$1.02M0.21%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,894$1.02M0.26%-2,77013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,857$1.01M0.09%+1,98313F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC10,787$1.01M0.94%+4613F-HRTimeline
Headlands Technologies LLC10,764$1.01M0.11%new13F-HRTimeline
C2C Wealth Management, LLC10,750$1M0.94%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,698$1000K0.02%-34613F-HRTimeline
WHITE PINE CAPITAL LLC10,621$993K0.34%-12513F-HRTimeline
Financial Engines Advisors L.L.C.10,601$991K<0.01%+9913F-HRTimeline
SeaCrest Wealth Management, LLC10,595$990K0.11%+13313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.10,573$988K0.75%new13F-HRTimeline
Strategic Advisors LLC10,553$986K0.19%+1113F-HRTimeline
Florida Trust Wealth Management Co10,550$986K0.03%+17013F-HRTimeline
Platform Technology Partners10,545$985K0.29%+12513F-HRTimeline
Lynx Investment Advisory10,535$984K0.66%-10413F-HRTimeline
Castleview Partners, LLC10,531$984K0.67%+1,15713F-HRTimeline
Constitution Capital LLC10,405$972K0.54%-40013F-HRTimeline
Cushing Capital Partners, LLC10,393$971K0.87%+8313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,349$967K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,340$966K0.08%-1,14513F-HRTimeline
Caprock Group, LLC10,336$966K0.03%-78013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,329$965K1.09%+42113F-HRTimeline
SPROTT INC.10,271$960K0.06%+15013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.10,267$959K0.46%013F-HRTimeline
CERTUITY, LLC10,218$955K0.1%-19713F-HRTimeline
McAdam, LLC10,205$954K0.06%-1,73213F-HRTimeline
Wealthstar Advisors, LLC10,145$948K0.43%+12413F-HRTimeline
Intrinsic Value Partners, LLC10,091$943K0.93%+3,54113F-HRTimeline
Glen Eagle Advisors, LLC10,074$941K0.16%-20413F-HRTimeline
Agate Pass Investment Management, LLC10,045$939K0.4%-4913F-HRTimeline
Haverford Trust Co9,990$934K0.01%-1,09613F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,985$933K0.37%+27513F-HRTimeline
Worth Asset Management, LLC9,977$932K0.51%+51913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,975$932K0.26%-80013F-HRTimeline
Aberdeen Wealth Management LLC9,955$930K0.64%013F-HRTimeline
Dynasty Wealth Management, LLC9,919$927K0.02%-656,96913F-HRTimeline
Simplicity Wealth,LLC9,892$924K0.07%new13F-HRTimeline
Oxinas Partners, LLC9,872$923K0.54%+13113F-HRTimeline
BRIGHTON JONES LLC9,870$922K0.03%+50713F-HRTimeline
Rehmann Capital Advisory Group9,803$916K0.06%-6313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,798$916K0.44%-8513F-HRTimeline
Goelzer Investment Management, Inc.9,788$915K0.05%-7513F-HR/ATimeline
Covey Capital Advisors, LLC9,731$909K1.05%-1513F-HRTimeline
Stonebridge Financial Planning Group, L…9,695$906K0.41%+10313F-HRTimeline
HCR Wealth Advisors9,682$905K0.12%-32913F-HRTimeline
Leo Wealth, LLC9,657$902K0.13%-4913F-HRTimeline
Fermata Advisors, LLC9,651$902K0.16%+40013F-HRTimeline
BAILARD, INC.9,621$899K0.02%-15913F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…9,581$895K0.37%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC9,544$892K0.29%-35013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO9,521$890K0.06%013F-HRTimeline
CADINHA & CO LLC9,515$889K0.19%013F-HRTimeline
BFSG, LLC9,473$885K0.11%-2,70013F-HRTimeline
ARS Investment Partners, LLC10,314$884K0.08%013F-HRTimeline
Verition Fund Management LLC9,391$878K0.01%-143,97213F-HRTimeline
WEALTH EFFECTS LLC9,342$873K0.37%-83513F-HRTimeline
Greenwich Wealth Management LLC9,347$873K0.07%-44313F-HRTimeline
St. Johns Investment Management Company…9,331$872K0.43%+7813F-HRTimeline
Beacon Financial Advisory LLC9,266$866K0.26%-27813F-HRTimeline
DCF Advisers, LLC9,250$864K0.46%new13F-HRTimeline
Principle Wealth Partners LLC9,246$864K0.06%-11113F-HRTimeline
Stolper Co9,228$862K0.28%+6513F-HRTimeline
Mayflower Financial Advisors, LLC9,196$859K0.13%+11413F-HRTimeline
Financial & Tax Architects, LLC9,166$857K0.21%+1,81913F-HRTimeline
COZAD ASSET MANAGEMENT INC9,158$856K0.09%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,151$855K0.06%-2113F-HRTimeline
Sovran Advisors, LLC10,477$854K0.11%-21813F-HRTimeline
PROFFITT & GOODSON INC9,097$850K0.14%-7613F-HRTimeline
INVESTMENT PARTNERS, LTD.9,053$846K0.35%+613F-HRTimeline
Pathway Financial Advisors LLC9,046$845K0.15%-10013F-HRTimeline
Clayton Financial Group LLC8,980$839K0.31%+6713F-HRTimeline
Union Bancaire Privee, UBP SA9,058$837K0.02%-13,16713F-HRTimeline
Proficio Capital Partners LLC8,935$835K0.06%+5,00213F-HRTimeline
Williams Jones Wealth Management, LLC.8,893$831K0.01%-2113F-HRTimeline
Patriot Financial Group Insurance Agenc…8,887$831K0.11%+21313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,332$823K0.34%+213F-HRTimeline
Mission Creek Capital Partners, Inc.8,798$822K0.2%-34813F-HRTimeline
Parkside Financial Bank & Trust8,781$821K0.1%+12013F-HRTimeline
Windsor Capital Management, LLC8,763$819K0.25%+8413F-HRTimeline
North Star Investment Management Corp.8,758$818K0.06%-1,29213F-HRTimeline
Argyle Capital Partners, LLC8,727$816K0.7%+15113F-HRTimeline
TWO SIGMA SECURITIES, LLC8,707$814K0.12%+6,00313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,705$813K0.45%+3,15913F-HR/ATimeline
Triumph Capital Management8,678$811K0.27%-3,03313F-HRTimeline
Circle Wealth Management, LLC8,668$810K0.02%+2,30913F-HRTimeline
Pavion Blue Capital, LLC8,654$809K0.39%-50713F-HRTimeline
DIVERSIFIED TRUST CO8,650$808K0.02%+5,85413F-HRTimeline
TrueWealth Advisors, LLC8,623$806K0.26%-47713F-HRTimeline
Fairvoy Private Wealth, LLC8,608$804K0.22%-1,41613F-HRTimeline
Solstein Capital, LLC8,601$804K0.47%-4,62213F-HRTimeline
MontVue Capital Management, Inc.8,585$802K0.64%-29313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,678$802K0.12%-19813F-HRTimeline
NVWM, LLC8,537$798K0.21%-1,18913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,527$797K0.06%-36413F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC8,517$796K0.07%-8213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,486$793K0.02%-4513F-HRTimeline
RMR Wealth Builders8,398$785K0.08%-1,93313F-HRTimeline
AdvisorNet Financial, Inc8,379$783K0.06%+99013F-HRTimeline
KFA Private Wealth Group, LLC8,345$780K0.27%+3,35813F-HRTimeline
W.H. Cornerstone Investments Inc.8,313$777K0.54%+4213F-HRTimeline
Aries Wealth Management8,311$777K0.21%+1,05413F-HRTimeline
Lunt Capital Management, Inc.8,304$776K0.28%new13F-HRTimeline
Golden State Wealth Management, LLC8,303$776K0.12%-2,06313F-HR/ATimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,301$776K0.39%-27713F-HRTimeline
Verdence Capital Advisors LLC8,297$775K0.06%-37013F-HRTimeline
Telos Capital Management, Inc.8,284$774K0.08%+60013F-HRTimeline
Wedmont Private Capital9,804$773K0.04%-10413F-HRTimeline
Generation Capital Management LLC8,276$773K0.7%-23313F-HRTimeline
Strait & Sound Wealth Management LLC8,272$773K0.36%-6213F-HRTimeline
GM Advisory Group, LLC8,259$772K0.04%-1,56913F-HRTimeline
L.M. KOHN & COMPANY8,245$770K0.2%+35813F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC8,244$770K0.07%-4013F-HRTimeline
Worth Financial Advisory Group, LLC8,224$769K0.49%+10813F-HRTimeline
Empower Advisory Group, LLC8,223$768K<0.01%-16313F-HRTimeline
YHB Investment Advisors, Inc.8,213$768K0.06%-14613F-HRTimeline
BANQUE PICTET & CIE SA8,160$763K0.01%-34213F-HRTimeline
Burford Brothers, Inc.8,147$761K0.37%-1,19713F-HRTimeline
Betterment LLC8,101$757K<0.01%+64113F-HRTimeline
Onyx Bridge Wealth Group LLC8,089$756K0.11%+75113F-HRTimeline
Ballew Advisors, Inc9,573$755K0.51%-98413F-HRTimeline
Cadence Bank8,054$753K0.05%013F-HRTimeline
Edge Wealth Management LLC8,004$748K0.15%-5,68013F-HRTimeline
VPR Management LLC8,000$748K0.36%013F-HRTimeline
Quadcap Wealth Management, LLC7,995$747K0.11%-2,39913F-HRTimeline
Kapstone Financial Advisors LLC7,953$743K0.42%-16413F-HRTimeline
Cascades Capital Asset Management, LLC7,925$741K0.4%+20813F-HRTimeline
Bay Capital Advisors, LLC7,899$738K0.61%-31413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,861$735K0.06%+20013F-HRTimeline
Windsor Advisory Group, LLC7,861$735K0.95%013F-HRTimeline
Affinity Capital Advisors, LLC9,290$733K0.15%-45,01013F-HRTimeline
FIL Ltdin group FIL Ltd7,841$733K<0.01%-1,04813F-HRTimelineGroup
ADIRONDACK TRUST CO7,829$732K0.29%+813F-HRTimeline
CPC Advisors, LLC7,827$731K0.1%-15113F-HRTimeline
SPINNAKER TRUST7,803$729K0.05%-1513F-HRTimeline
Diligent Investors, LLC7,803$729K0.18%-3,88913F-HRTimeline
MATAURO, LLC7,802$729K0.15%+1,34813F-HRTimeline
Murphy & Mullick Capital Management Corp7,798$729K0.71%+84213F-HRTimeline
Nicholas Hoffman & Company, LLC.7,781$727K0.03%-2413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthBridge Capital Management, LLC7,776$727K0.21%-79513F-HRTimeline
Generali Investments, Management Co LLC7,774$726K0.21%new13F-HRTimeline
TBH Global Asset Management, LLC3,580$726K0.14%-14,00613F-HRTimeline
Quadrant Private Wealth Management, LLC7,734$723K0.18%+5713F-HRTimeline
SYM FINANCIAL Corp7,733$723K0.09%-3313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,730$722K0.6%+22313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,727$722K0.1%+1,18213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,689$719K0.01%+41013F-HRTimelineGroup
SeaBridge Investment Advisors LLC7,666$716K0.15%-46013F-HRTimeline
Gateway Wealth Partners, LLC7,663$716K0.16%+1,89313F-HRTimeline
FAS Wealth Partners, Inc.7,662$716K0.06%-73313F-HRTimeline
KG Capital Management7,657$716K0.23%+913F-HRTimeline
Fulton Bank, N.A.7,654$715K0.03%-48313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,647$715K0.13%-213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,609$711K0.14%+1,45813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,607$711K0.01%+1,65113F-HRTimeline
Sava Infond d.o.o.7,600$710K0.14%+2,10013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,590$709K0.22%-94813F-HRTimeline
LANARK FINANCIAL, INC.7,586$708K0.06%+7,57913F-HRTimeline
Royal Fund Management, LLC7,566$707K0.08%-7,44013F-HRTimeline
Granite FO LLC7,570$707K0.4%013F-HRTimeline
Wealthspire Retirement, LLC7,559$706K0.06%+1,53613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,484$699K0.06%+14313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,390$691K0.1%-5013F-HRTimeline
Bison Wealth, LLC8,556$689K0.06%+6,13613F-HRTimeline
Interchange Capital Partners, LLC7,362$688K0.19%-4,18413F-HRTimeline
Fiduciary Alliance LLC7,346$686K0.07%+4,01413F-HRTimeline
Insight Advisors, LLC/ PA7,302$682K0.12%+17713F-HRTimeline
Global View Capital Management LLC7,278$680K0.25%-6313F-HRTimeline
Roxbury Financial LLC7,458$679K0.66%-53913F-HRTimeline
Ironwood Financial, llc7,225$675K0.14%+2,04213F-HRTimeline
Soltis Investment Advisors LLC7,217$674K0.06%-1,20813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,208$674K0.06%new13F-HRTimeline
Sloy Dahl & Holst, LLC7,194$672K0.12%-63513F-HRTimeline
EVERETT HARRIS & CO /CA/7,180$671K0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,170$670K<0.01%-1,22013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC7,154$669K0.02%+13313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,143$668K0.07%-25013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,141$667K0.02%-4513F-HRTimeline
Curat Global, LLC7,115$665K0.81%13F-HRTimeline