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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
C2C Wealth Management, LLC10,750$912K0.83%013F-HRTimeline
Claro Advisors Inc.10,715$909K0.15%-53613F-HRTimeline
Narus Financial Partners, LLC10,675$905K0.28%-2,10613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,590$898K0.06%+1,43913F-HRTimeline
CAPITAL ADVISORS INC/OK10,581$897K0.02%+4,97413F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,532$893K0.77%-25513F-HRTimeline
Strait & Sound Wealth Management LLC10,522$892K0.38%+2,25013F-HRTimeline
WHITE PINE CAPITAL LLC10,461$887K0.28%-16013F-HRTimeline
AlphaStar Capital Management, LLC10,460$887K0.06%-79,90613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC10,444$886K0.17%-89013F-HRTimelineGroup
Soundwatch Capital LLC2,022$884K0.16%new13F-HRTimeline
Intrinsic Value Partners, LLC10,411$883K0.79%+32013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,405$882K0.29%-2,53113F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,403$882K0.08%-11,89613F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC10,382$880K0.16%-53913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,349$878K<0.01%013F-HRTimelineGroup
Leo Wealth, LLC10,331$876K0.07%+67413F-HRTimeline
Wealthstar Advisors, LLC10,234$868K0.33%+8913F-HRTimeline
Constitution Capital LLC10,228$867K0.44%-17713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,212$866K0.01%-24,47813F-HRTimelineGroup
Wall Street Financial Group, Inc.10,156$861K0.78%+6,55913F-HRTimeline
CERTUITY, LLC10,111$858K0.08%-10713F-HRTimeline
Gateway Wealth Partners, LLC10,096$856K0.16%+2,43313F-HRTimeline
Florida Trust Wealth Management Co10,082$855K0.03%-46813F-HRTimeline
Private Wealth Asset Management, LLC10,079$855K0.11%-1,84013F-HRTimeline
Sunbelt Securities, Inc.9,971$854K0.08%+4,32813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,052$852K0.01%-64613F-HRTimeline
Agate Pass Investment Management, LLC10,018$850K0.35%-2713F-HRTimeline
Trust Co10,011$849K0.1%-2,03613F-HRTimeline
Curat Global, LLC9,996$848K0.81%+2,88113F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS9,985$847K0.29%013F-HRTimeline
Aberdeen Wealth Management LLC9,955$844K0.56%013F-HRTimeline
Haverford Trust Co9,912$841K0.01%-7813F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…9,872$837K0.4%+29113F-HRTimelineGroup
Glen Eagle Advisors, LLC9,820$833K0.13%-25413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,775$829K0.2%-20013F-HRTimeline
Goelzer Investment Management, Inc.9,751$827K0.05%-3713F-HRTimeline
WNY Asset Management, LLC9,731$825K0.09%-3,06013F-HRTimeline
Oxinas Partners, LLC9,714$824K0.42%-15813F-HRTimeline
SeaCrest Wealth Management, LLC9,695$822K0.09%-90013F-HRTimeline
HCR Wealth Advisors9,689$822K0.1%+713F-HRTimeline
Greenwich Wealth Management LLC9,659$819K0.04%+31213F-HRTimeline
Wedmont Private Capital9,278$817K0.03%-52613F-HRTimeline
Sterling Investment Advisors, Ltd.9,627$816K0.18%+2,90213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,626$816K0.37%-17213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,616$815K0.02%-378,24513F-HRTimelineGroup
Main Street Financial Solutions, LLC9,566$811K0.06%-77413F-HRTimeline
Larson Financial Group LLC9,555$810K0.03%+3,37713F-HRTimeline
Bison Wealth, LLC9,077$809K0.06%+52113F-HRTimeline
Stolper Co9,531$808K0.27%+30313F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO9,521$807K0.05%013F-HRTimeline
Darden Wealth Group Inc9,444$801K0.48%-2,47613F-HRTimeline
Wood Tarver Financial Group, LLC9,444$800K0.24%-10013F-HRTimeline
Strategic Advisors LLC9,403$797K0.16%-1,15013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding9,334$792K-135,371Timeline
Matthew Goff Investment Advisor, LLC9,268$786K0.15%+2,94013F-HRTimeline
Stonebridge Financial Planning Group, L…9,267$786K0.33%-42813F-HRTimeline
Telos Capital Management, Inc.9,263$786K0.08%+97913F-HRTimeline
Mayflower Financial Advisors, LLC9,236$783K0.11%+4013F-HRTimeline
ARS Investment Partners, LLC9,209$781K0.06%-1,10513F-HRTimeline
Patriot Financial Group Insurance Agenc…9,187$779K0.09%+30013F-HRTimeline
Union Bancaire Privee, UBP SA9,058$773K0.01%013F-HRTimeline
Acorns Advisers, LLC9,098$772K0.01%+2,07713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,077$770K0.05%-5,05013F-HRTimelineGroup
Fairvoy Private Wealth, LLC9,064$769K0.19%+45613F-HRTimeline
INVESTMENT PARTNERS, LTD.9,060$768K0.29%+713F-HRTimeline
McAdam, LLC9,052$768K0.04%-1,15313F-HRTimeline
Strategic Financial Concepts, LLC9,022$765K0.11%-6,83113F-HRTimeline
Demars Financial Group, LLC8,985$762K0.29%-1,204,07413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,983$762K<0.01%-4,20913F-HRTimelineGroup
Parkside Financial Bank & Trust8,953$759K0.08%+17213F-HRTimeline
BFSG, LLC8,952$759K0.08%-52113F-HRTimeline
Maven Securities LTDin group Maven Securities LTD8,901$755K0.2%+5,52813F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,884$753K0.16%new13F-HRTimelineGroup
W.H. Cornerstone Investments Inc.8,880$753K0.48%+56713F-HRTimeline
BRIGHTON JONES LLC8,871$752K0.02%-99913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8,863$752K0.08%+4,39513F-HRTimeline
COZAD ASSET MANAGEMENT INC8,838$750K0.07%-32013F-HR/ATimeline
WEALTH EFFECTS LLC8,775$744K0.28%-56713F-HRTimeline
NVWM, LLC8,767$744K0.18%+23013F-HRTimeline
Mission Creek Capital Partners, Inc.8,765$743K0.17%-3313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,763$743K0.1%+8513F-HRTimeline
MontVue Capital Management, Inc.8,621$731K0.52%+3613F-HRTimeline
CADINHA & CO LLC8,610$730K0.12%-90513F-HRTimeline
AdvisorNet Financial, Inc8,605$730K0.05%+22613F-HRTimeline
Solstein Capital, LLC8,601$729K0.37%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,585$728K0.21%+2,66713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,533$724K0.38%-17213F-HRTimeline
LPWM LLC8,521$723K0.21%+2,08813F-HRTimeline
Foundations Investment Advisors, LLC8,513$722K0.01%-11,17213F-HRTimeline
KFA Private Wealth Group, LLC8,492$720K0.22%+14713F-HRTimeline
TrueWealth Advisors, LLC8,491$720K0.21%-13213F-HRTimeline
Sovran Advisors, LLC8,120$719K0.08%-2,35713F-HRTimeline
Worth Financial Advisory Group, LLC8,453$717K0.44%+22913F-HRTimeline
St. Johns Investment Management Company…8,429$715K0.33%-90213F-HRTimeline
DIVERSIFIED TRUST CO8,427$715K0.02%-22313F-HRTimeline
PROFFITT & GOODSON INC8,390$712K0.11%-70713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,358$709K0.33%+5713F-HRTimeline
Murphy & Mullick Capital Management Corp8,227$707K0.57%+42913F-HRTimeline
Garden State Investment Advisory Servic…8,309$706K0.19%+1,83113F-HRTimeline
MA Private Wealth8,314$705K0.13%-3,03713F-HRTimeline
Triumph Capital Management8,267$701K0.21%-41113F-HR/ATimeline
Symphony Financial, Ltd. Co.8,148$701K0.09%new13F-HR/ATimeline
Castleview Partners, LLC8,237$699K0.45%-2,29413F-HRTimeline
Quadcap Wealth Management, LLC8,217$697K0.09%+22213F-HRTimeline
Betterment LLC8,209$696K<0.01%+10813F-HRTimeline
Pavion Blue Capital, LLC8,206$696K0.31%-44813F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC8,192$695K0.06%-5213F-HRTimeline
Principle Wealth Partners LLC8,142$691K0.04%-1,10413F-HRTimeline
L.M. KOHN & COMPANY8,128$689K0.19%-11713F-HRTimeline
LaSalle St. Investment Advisors, LLC8,120$688K0.19%-6,62213F-HRTimeline
RMR Wealth Builders8,106$687K0.06%-29213F-HRTimeline
4WEALTH ADVISORS, INC.8,099$687K0.71%+2,05713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,882$686K0.52%new13F-HRTimeline
Cadence Bank8,054$683K0.04%013F-HRTimeline
Birchcreek Wealth Management, LLC8,035$681K0.39%+1,29313F-HRTimeline
VPR Management LLC8,000$678K0.32%013F-HRTimeline
Lowe Wealth Advisors, LLC7,995$678K0.26%-15,80113F-HRTimeline
Windsor Capital Management, LLC7,986$677K0.2%-77713F-HRTimeline
CPC Advisors, LLC7,965$675K0.08%+13813F-HRTimeline
Ironwood Financial, llc7,225$675K0.14%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,930$673K0.51%+20013F-HRTimeline
Argyle Capital Partners, LLC7,893$669K0.55%-83413F-HRTimeline
Windsor Advisory Group, LLC7,861$667K0.95%013F-HRTimeline
Nicholas Hoffman & Company, LLC.7,846$665K0.02%+6513F-HRTimeline
Quadrant Private Wealth Management, LLC7,843$665K0.14%+10913F-HRTimeline
Williams Jones Wealth Management, LLC.7,825$664K0.01%-1,06813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,811$662K0.05%-5013F-HRTimeline
SPINNAKER TRUST7,803$662K0.04%013F-HRTimeline
Global Assets Advisory, LLC7,743$662K0.26%-10,94913F-HRTimeline
Insight Advisors, LLC/ PA7,783$660K0.11%+48113F-HRTimeline
Onyx Bridge Wealth Group LLC7,742$657K0.09%-34713F-HRTimeline
SYM FINANCIAL Corp7,740$656K0.07%+713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,728$655K0.04%-79913F-HRTimelineGroup
Qube Research & Technologies Ltd7,662$650K<0.01%-283,46813F-HRTimeline
GRIES FINANCIAL LLC7,654$649K0.12%-4,40413F-HRTimeline
Ballew Advisors, Inc7,455$649K0.39%-2,11813F-HRTimeline
Wealthspire Retirement, LLC7,622$646K0.04%+6313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,603$645K0.01%-88313F-HRTimeline
FAS Wealth Partners, Inc.7,592$644K0.05%-7013F-HRTimeline
Rehmann Capital Advisory Group7,587$643K0.04%-2,21613F-HRTimeline
Atlas Legacy Advisors, LLC7,587$643K0.14%+2,79013F-HRTimeline
Granite FO LLC7,570$642K0.36%013F-HRTimeline
Covey Capital Advisors, LLC7,571$642K0.69%-2,16013F-HRTimeline
One Charles Private Wealth Services, LLC7,538$639K0.18%+2,07113F-HRTimeline
Fulton Bank, N.A.7,533$639K0.02%-12113F-HRTimeline
Beacon Financial Advisory LLC7,516$637K0.16%-1,75013F-HRTimeline
Sterling Investment Counsel, LLC7,516$637K0.37%-10,62913F-HRTimeline
KG Capital Management7,513$637K0.19%-14413F-HRTimeline
River Street Advisors LLC7,499$636K0.27%+80713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,490$635K0.29%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC7,486$635K0.05%+213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding7,480$634K-102,744Timeline
Soltis Investment Advisors LLC7,468$633K0.05%+25113F-HRTimeline
GeoWealth Management, LLC7,419$629K0.02%-19,03413F-HRTimeline
ADIRONDACK TRUST CO7,412$629K0.23%-41713F-HRTimeline
Empower Advisory Group, LLC7,408$628K<0.01%-81513F-HRTimeline
Schneider Downs Wealth Management Advis…7,407$628K0.09%+4,66513F-HRTimeline
LANARK FINANCIAL, INC.7,414$628K0.05%-17213F-HRTimeline
Bay Capital Advisors, LLC7,403$628K0.48%-49613F-HRTimeline
Cornerstone Planning Group LLC7,330$627K0.13%+60513F-HRTimeline
Stark Wealth Management LLC7,634$624K0.89%new13F-HRTimeline
Diligent Investors, LLC7,347$623K0.15%-45613F-HRTimeline
Allie Family Office LLC7,306$620K0.31%+57013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,305$620K0.18%-28513F-HRTimeline
HB Wealth Management, LLC7,296$619K<0.01%-7,11713F-HRTimeline
Grove Bank & Trust7,272$617K0.08%-20,99913F-HRTimeline
COURIER CAPITAL LLC7,272$617K0.04%-23,28013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,262$616K0.25%+47113F-HRTimeline
Sloy Dahl & Holst, LLC7,254$615K0.09%+6013F-HRTimeline
Moloney Securities Asset Management, LLC7,206$611K0.08%+11713F-HRTimeline
Interchange Capital Partners, LLC7,201$611K0.14%-16113F-HR/ATimeline
Cassaday & Co Wealth Management LLC7,195$610K0.02%+1,50613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA7,185$609K0.04%-3,81013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,171$608K0.01%+1713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,158$607K0.04%new13F-HRTimeline
Intrua Financial, LLC7,131$605K0.09%+5613F-HRTimeline
Astoria Portfolio Advisors LLC.6,909$604K0.17%+1,51713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.7,121$604K0.3%-3,14613F-HRTimeline
Compagnie Lombard Odier SCmA7,107$603K0.01%+1,00013F-HRTimeline
RiverGlades Family Offices LLC7,083$601K0.39%+25513F-HRTimeline
Vienna Asset Management LLC7,081$601K0.41%new13F-HRTimeline
CHICAGO TRUST Co NA7,058$599K0.08%+78613F-HRTimeline
Roberts Wealth Advisors, LLC7,055$598K0.17%+6613F-HRTimeline
Tandem Wealth Advisors LLC7,052$598K0.3%+38213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,042$597K0.09%-56713F-HRTimeline
Redwood Financial Network Corp7,022$596K0.4%+5713F-HRTimeline
Stonegate Investment Group, LLC7,000$594K0.01%new13F-HRTimeline
Factor Wealth Management LTD7,000$594K0.16%+313F-HRTimeline
Sovereign Financial Group, Inc.6,974$591K0.12%+35113F-HRTimeline
Empire Financial Management Company, LLC6,935$588K0.17%+40013F-HRTimeline
First National Bank of Hutchinson6,907$586K0.36%013F-HRTimeline
Sava Infond d.o.o.6,900$585K0.09%-70013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,892$585K0.04%+6013F-HRTimeline
STOCK YARDS BANK & TRUST CO6,879$583K0.02%+48913F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV6,860$582K0.53%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,843$580K0.01%-76413F-HRTimeline
Golden State Wealth Management, LLC6,831$579K0.07%-1,47213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,819$578K0.21%+15013F-HRTimeline
TD Asset Management Inc6,818$578K<0.01%-1,032,23713F-HRTimeline