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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
KELLEHER FINANCIAL ADVISORS9,985$892K0.22%013F-HRTimeline
Aberdeen Wealth Management LLC9,955$889K0.56%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,954$889K0.02%-3,22113F-HRTimeline
Haverford Trust Co9,929$887K0.01%+1713F-HRTimeline
Invst, LLC9,887$883K0.1%new13F-HRTimeline
Astoria Portfolio Advisors LLC.9,888$880K0.23%+2,97913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,800$876K0.03%new13F-HRTimeline
Goelzer Investment Management, Inc.9,757$872K0.05%+613F-HRTimeline
Glen Eagle Advisors, LLC9,737$870K0.12%-8313F-HRTimeline
Castleview Partners, LLC9,688$866K0.47%+1,45113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO9,681$865K0.05%+16013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,679$865K0.85%-65013F-HRTimeline
Larson Financial Group LLC9,670$864K0.03%+11513F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…9,657$863K0.36%-21513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC9,643$862K0.09%+1,90113F-HRTimeline
HCR Wealth Advisors9,715$859K0.09%+2613F-HRTimeline
Agate Pass Investment Management, LLC9,587$856K0.33%-43113F-HRTimeline
4WEALTH ADVISORS, INC.9,580$856K0.79%+1,48113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,566$855K0.37%-6013F-HRTimeline
GeoWealth Management, LLC9,563$854K0.03%+2,14413F-HRTimeline
C2C Wealth Management, LLC9,560$854K0.73%-1,19013F-HRTimeline
Stolper Co9,538$852K0.26%+713F-HR/ATimeline
Embree Financial Group9,532$852K0.11%-9,03813F-HRTimeline
Sharper & Granite LLC9,520$851K0.3%-5,70213F-HRTimeline
Gateway Wealth Partners, LLC9,482$847K0.11%-61413F-HRTimeline
X-Square Capital, LLC9,479$847K0.26%-12,48913F-HRTimeline
NVWM, LLC9,473$846K0.19%+70613F-HRTimeline
Mayflower Financial Advisors, LLC9,443$844K0.11%+20713F-HRTimeline
Greenwich Wealth Management LLC9,440$843K0.04%-21913F-HRTimeline
AlphaStar Capital Management, LLC9,421$842K0.07%-1,03913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,366$837K0.02%-25013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,334$834K0.05%013F-HRTimelineGroup
Union Bancaire Privee, UBP SA9,058$833K0.01%013F-HRTimeline
Telos Capital Management, Inc.9,273$828K0.08%+1013F-HRTimeline
Matthew Goff Investment Advisor, LLC9,257$827K0.14%-1113F-HRTimeline
LPWM LLC9,193$821K0.22%+67213F-HRTimeline
Caprock Group, LLC9,051$818K0.02%13F-HRTimeline
Fairvoy Private Wealth, LLC9,150$817K0.19%+8613F-HRTimeline
Insight Advisors, LLC/ PA9,140$817K0.13%+1,35713F-HRTimeline
Luminist Capital LLC9,085$812K0.7%+8,68613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,077$811K0.05%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,050$809K<0.01%+1,57013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC9,024$806K<0.01%+4113F-HRTimelineGroup
Wedmont Private Capital8,967$802K0.03%-31113F-HRTimeline
W.H. Cornerstone Investments Inc.8,979$802K0.49%+9913F-HRTimeline
Wood Tarver Financial Group, LLC8,948$799K0.24%-49613F-HRTimeline
Darden Wealth Group Inc8,912$796K0.42%-53213F-HRTimeline
First National Bank of Hutchinson8,907$796K0.42%+2,00013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,884$794K0.13%013F-HRTimelineGroup
McAdam, LLC8,842$790K0.04%-21013F-HRTimeline
Fulton Bank, N.A.8,828$789K0.03%+1,29513F-HRTimeline
BFSG, LLC8,782$785K0.08%-17013F-HRTimeline
Bison Wealth, LLC8,879$783K0.07%-19813F-HRTimeline
Wall Street Financial Group, Inc.8,745$781K0.57%-1,41113F-HRTimeline
WEALTH EFFECTS LLC8,693$777K0.25%-8213F-HRTimeline
Smartleaf Asset Management LLC8,570$774K0.05%+6,98813F-HRTimeline
Cornerstone Planning Group LLC8,823$772K0.12%+1,49313F-HRTimeline
CADINHA & CO LLC8,610$769K0.1%013F-HRTimeline
Solstein Capital, LLC8,601$768K0.35%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,601$768K0.09%-16213F-HRTimeline
Arete Wealth Advisors, LLC8,593$768K0.05%-3,52313F-HRTimeline
Birchcreek Wealth Management, LLC8,551$764K0.39%+51613F-HRTimeline
Worth Financial Advisory Group, LLC8,519$761K0.43%+6613F-HRTimeline
TrueWealth Advisors, LLC8,500$759K0.21%+913F-HRTimeline
Bramshill Investments, LLC8,500$759K0.05%+3,00013F-HRTimeline
Summit Financial Wealth Advisors, LLC8,469$757K0.12%-3,89213F-HRTimeline
Parkside Financial Bank & Trust8,450$755K0.06%-50313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC8,428$753K0.55%+54613F-HRTimeline
CPC Advisors, LLC8,421$752K0.08%+45613F-HRTimeline
BRIGHTON JONES LLC8,399$750K0.02%-47213F-HRTimeline
St. Johns Investment Management Company…8,384$749K0.32%-4513F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,378$749K0.32%+2013F-HRTimeline
Strategic Financial Concepts, LLC8,377$748K0.11%-64513F-HRTimeline
MontVue Capital Management, Inc.8,360$747K0.5%-26113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC8,358$747K0.26%13F-HRTimeline
FSA Investment Group, LLC8,353$746K0.47%new13F-HRTimeline
PROFFITT & GOODSON INC8,341$745K0.11%-4913F-HRTimeline
Sterling Investment Advisors, Ltd.8,332$744K0.14%-1,29513F-HRTimeline
PRIVATE TRUST CO NA8,298$741K0.07%-4,59413F-HRTimeline
Windsor Capital Management, LLC8,296$741K0.2%+31013F-HRTimeline
Betterment LLC8,228$735K<0.01%+1913F-HRTimeline
Quadcap Wealth Management, LLC8,192$732K0.09%-2513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC8,192$732K0.06%013F-HRTimeline
Argyle Capital Partners, LLC8,182$731K0.52%+28913F-HRTimeline
RMR Wealth Builders8,135$727K0.06%+2913F-HRTimeline
COZAD ASSET MANAGEMENT INC8,108$724K0.06%-73013F-HRTimeline
Mission Creek Capital Partners, Inc.8,099$724K0.14%-66613F-HRTimeline
Kessler Investment Group, LLC8,071$721K0.31%+4,04713F-HRTimeline
LaSalle St. Investment Advisors, LLC8,064$720K0.13%-5613F-HRTimeline
GWN SECURITIES INC.8,010$719K0.17%-2,94413F-HRTimeline
Strait & Sound Wealth Management LLC8,022$717K0.27%-2,50013F-HRTimeline
Thrive Capital Management, LLC8,001$715K0.18%+4,28213F-HRTimeline
VPR Management LLC8,000$715K0.32%013F-HRTimeline
INVESTMENT PARTNERS, LTD.7,977$713K0.25%-1,08313F-HRTimeline
Windsor Advisory Group, LLC7,976$713K0.63%+11513F-HRTimeline
Simplicity Wealth,LLC7,973$712K0.04%new13F-HRTimeline
Constitution Capital LLC7,958$711K0.33%-2,27013F-HRTimeline
Murphy & Mullick Capital Management Corp8,041$711K0.53%-18613F-HRTimeline
Pavion Blue Capital, LLC7,956$711K0.3%-25013F-HRTimeline
Factor Wealth Management LTD7,945$710K0.18%+94513F-HRTimeline
Principle Wealth Partners LLC7,919$708K0.04%-22313F-HRTimeline
River Street Advisors LLC7,909$707K0.27%+41013F-HRTimeline
Redwood Financial Network Corp7,885$704K0.45%+86313F-HRTimeline
One Charles Private Wealth Services, LLC7,865$703K0.18%+32713F-HRTimeline
Quadrant Private Wealth Management, LLC7,843$701K0.13%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,811$698K0.05%013F-HRTimeline
SPINNAKER TRUST7,803$697K0.04%013F-HRTimeline
L.M. KOHN & COMPANY7,791$696K0.84%-33713F-HRTimeline
Global Assets Advisory, LLC7,746$692K0.21%+313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,730$691K0.47%-20013F-HRTimeline
Sageworth Trust Co7,692$687K0.03%+1,34513F-HRTimeline
Burford Brothers, Inc.7,661$684K0.29%+85613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,656$684K0.01%+3,01813F-HRTimeline
Sequent Planning LLC7,644$683K0.19%new13F-HRTimeline
FAS Wealth Partners, Inc.7,638$682K0.05%+4613F-HRTimeline
Wealthspire Retirement, LLC7,622$681K0.04%013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC7,606$680K0.05%+12013F-HRTimeline
Demars Financial Group, LLC7,601$679K0.24%-1,38413F-HRTimeline
Nicholas Hoffman & Company, LLC.7,586$678K0.02%-26013F-HRTimeline
Atlas Legacy Advisors, LLC7,575$677K0.13%-1213F-HRTimeline
KFA Private Wealth Group, LLC7,573$677K0.19%-91913F-HRTimeline
Granite FO LLC7,570$676K0.37%013F-HRTimeline
Tandem Wealth Advisors LLC7,541$674K0.32%+48913F-HRTimeline
WOLVERINE TRADING, LLC7,455$673K0.01%-80,40513F-HRTimeline
GRIES FINANCIAL LLC7,534$673K0.11%-12013F-HRTimeline
Hobbs Group Advisors, LLC7,518$672K0.21%-3,87013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,473$668K0.01%-7,23713F-HRTimelineGroup
Sovran Advisors, LLC7,620$667K0.06%-50013F-HRTimeline
Williams Jones Wealth Management, LLC.7,450$666K0.01%-37513F-HRTimeline
Schneider Downs Wealth Management Advis…7,407$662K0.08%013F-HRTimeline
EHP Funds Inc.7,400$661K0.87%-50,80013F-HRTimeline
LANARK FINANCIAL, INC.7,399$661K0.05%-1513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,398$661K<0.01%-1013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC7,382$660K0.22%+56313F-HRTimeline
Golden State Wealth Management, LLC7,346$656K0.07%+51513F-HRTimeline
Garden State Investment Advisory Servic…7,346$656K0.17%-96313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,341$656K0.01%+17013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,304$653K0.26%+5,93813F-HRTimelineGroup
Sovereign Financial Group, Inc.7,296$652K0.12%+32213F-HRTimeline
Soltis Investment Advisors LLC7,288$651K0.05%-18013F-HRTimeline
Diligent Investors, LLC7,277$650K0.16%-7013F-HRTimeline
Cadence Bank7,273$650K0.04%-78113F-HRTimeline
Legacy Private Trust Co.7,269$649K0.04%+2,47513F-HRTimeline
Allie Family Office LLC7,266$649K0.31%-4013F-HRTimeline
Sloy Dahl & Holst, LLC7,254$648K0.07%013F-HRTimeline
Rehmann Capital Advisory Group7,252$648K0.04%-33513F-HRTimeline
Vestmark Advisory Solutions, Inc.7,215$645K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO7,190$642K0.22%-22213F-HRTimeline
Glenview Trust Co7,160$640K0.01%+90913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,158$639K0.04%013F-HRTimeline
Interchange Capital Partners, LLC7,149$639K0.13%-5213F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,135$637K0.16%-17013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.7,115$636K0.29%-613F-HRTimeline
STOCK YARDS BANK & TRUST CO7,028$628K0.02%+14913F-HRTimeline
Bay Capital Advisors, LLC7,012$626K0.41%-39113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,985$624K0.09%-5713F-HRTimeline
Beacon Financial Advisory LLC6,974$623K0.14%-54213F-HRTimeline
SYM FINANCIAL Corp6,953$621K0.07%-78713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,942$620K<0.01%+9913F-HRTimeline
Sava Infond d.o.o.6,900$616K0.09%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,899$616K0.04%+713F-HRTimeline
ABBINGTON INVESTMENT GROUP6,892$616K0.53%13F-HRTimeline
RiverGlades Family Offices LLC6,876$614K0.38%-20713F-HRTimeline
Firestone Capital Management6,819$609K0.13%+59413F-HRTimeline
HUB Investment Partners, LLC6,792$607K0.02%+19713F-HRTimeline
Roberts Wealth Advisors, LLC6,791$607K0.16%-26413F-HRTimeline
WESBANCO BANK INC6,785$606K0.02%-18,65113F-HRTimeline
Federation des caisses Desjardins du Qu…6,785$606K<0.01%-40,37713F-HRTimeline
SeaCrest Wealth Management, LLC6,805$605K0.06%-2,89013F-HRTimeline
SIGNATUREFD, LLC6,730$601K0.01%+1,34913F-HRTimeline
Symphony Financial, Ltd. Co.6,724$599K0.07%-1,42413F-HRTimeline
COURIER CAPITAL LLC6,708$599K0.03%-56413F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…6,700$599K0.25%+5,75013F-HRTimelineGroup
Brick & Kyle, Associates6,698$598K0.22%+2513F-HRTimeline
Argent Trust Co6,692$598K0.02%+1,47213F-HRTimeline
Promus Capital, LLC6,684$597K0.38%-1813F-HRTimeline
Arlington Capital Management, Inc.6,653$594K0.38%new13F-HRTimeline
HBK Sorce Advisory LLC6,882$594K0.01%+25513F-HR/ATimeline
KG Capital Management6,630$592K0.16%-88313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,623$592K0.06%013F-HRTimeline
AdvisorNet Financial, Inc6,596$589K0.03%-2,00913F-HRTimeline
Saxony Capital Management, LLC6,570$587K0.39%new13F-HRTimeline
Wellspring Financial Advisors, LLC172,819$587K0.05%-82,15413F-HRTimeline
COWA, LLC6,566$587K0.19%+813F-HRTimeline
True Vision MN LLC6,557$586K0.31%-5213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,550$585K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp6,546$585K0.28%+62213F-HRTimeline
Empire Financial Management Company, LLC6,535$584K0.13%-40013F-HRTimeline
CHICAGO TRUST Co NA6,533$584K0.08%-52513F-HRTimeline
Mason & Associates Inc6,512$582K0.12%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,457$577K0.21%-80513F-HRTimeline
Berger Financial Group, Inc6,430$574K0.03%-12813F-HRTimeline
Silver Grove Financial Group, Inc.6,423$574K0.54%13F-HRTimeline
Welch Group, LLC6,416$573K0.02%+24313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,405$572K0.02%013F-HRTimelineGroup
Triumph Capital Management6,399$572K0.15%-1,86813F-HR/ATimeline
Canoe Financial LP12,000$570K0.01%new13F-HRTimeline
Ballew Advisors, Inc6,587$569K0.32%-86813F-HRTimeline
Flywheel Private Wealth LLC6,367$569K0.44%013F-HRTimeline
Tradewinds Capital Management, LLC6,351$567K0.13%+7813F-HRTimeline