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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Solstein Capital, LLC20,968$937K0.38%+12,36713F-HRTimeline
Concentric Capital Strategies, LP20,915$935K0.05%+9,25213F-HRTimeline
Morangie Management LLC20,876$933K0.74%+7,48413F-HRTimeline
WHITE PINE CAPITAL LLC20,872$933K0.26%+10,43613F-HRTimeline
Cornerstone Planning Group LLC18,645$933K0.15%+9,82213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC20,743$927K0.03%+10,94313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp20,698$925K<0.01%+10,34913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,696$925K0.02%+11,33013F-HRTimelineGroup
GWN SECURITIES INC.20,669$924K0.19%+12,65913F-HRTimeline
Florida Trust Wealth Management Co20,624$922K0.03%+10,43213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,608$921K0.06%+10,30413F-HRTimeline
Trust Co20,539$918K0.09%+10,47713F-HRTimeline
Meriwether Wealth & Planning, LLC20,480$916K0.52%+6,99613F-HRTimeline
Strategic Advisors LLC20,456$915K0.14%+10,23513F-HRTimeline
Private Wealth Asset Management, LLC20,454$915K0.1%+10,21713F-HRTimeline
Mechanics Bank Trust Department20,355$910K0.12%+9,65913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd20,255$906K0.01%+8,33613F-HRTimelineGroup
Colonial River Investments, LLC20,186$903K0.32%+7,74713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,110$899K0.09%+9,51813F-HRTimelineGroup
Parkside Financial Bank & Trust20,068$897K0.07%+11,61813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC20,053$897K0.24%+9,63713F-HRTimeline
Sunbeam Capital Management, LLC20,022$895K0.53%+9,97313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT20,002$894K0.01%+10,00013F-HRTimeline
NVWM, LLC19,947$892K0.19%+10,47413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC19,929$891K0.05%+10,59513F-HRTimelineGroup
Wealthstar Advisors, LLC19,922$891K0.48%+9,88613F-HRTimeline
Aberdeen Wealth Management LLC19,910$890K0.41%+9,95513F-HRTimeline
KELLEHER FINANCIAL ADVISORS19,854$888K0.2%+9,86913F-HRTimeline
Atlas Legacy Advisors, LLC19,792$885K0.16%+12,21713F-HRTimeline
X-Square Capital, LLC19,702$881K0.29%+10,22313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC19,676$880K0.14%+9,45913F-HRTimelineGroup
ADKINS SEALE CAPITAL MANAGEMENT LLC19,668$879K0.87%13F-HRTimeline
Larson Financial Group LLC19,556$874K0.03%+9,88613F-HRTimeline
Haverford Trust Co19,502$872K0.01%+9,57313F-HRTimeline
Gateway Wealth Partners, LLC19,485$871K0.1%+10,00313F-HRTimeline
Mayflower Financial Advisors, LLC19,478$871K0.11%+10,03513F-HRTimeline
W.H. Cornerstone Investments Inc.19,369$866K0.52%+10,39013F-HRTimeline
Goelzer Investment Management, Inc.19,265$861K0.04%+9,50813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO19,042$851K0.05%+9,36113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC18,954$847K0.89%+9,27513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC18,885$844K0.05%+8,44013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18,812$841K0.36%+9,24613F-HRTimeline
Arete Wealth Advisors, LLC18,777$840K0.06%+10,18413F-HR/ATimeline
MOULTON WEALTH MANAGEMENT, INC18,370$839K0.79%+9,94213F-HRTimeline
Greenwich Wealth Management LLC18,735$838K0.04%+9,29513F-HRTimeline
Astoria Portfolio Advisors LLC.15,184$837K0.19%+5,29613F-HRTimeline
Agate Pass Investment Management, LLC18,720$837K0.31%+9,13313F-HRTimeline
Sequent Planning LLC18,703$836K0.21%+11,05913F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,690$836K0.05%+7,77313F-HRTimeline
Arcus Capital Partners, LLC18,663$834K0.3%+14,36613F-HRTimeline
Fairvoy Private Wealth, LLC18,651$834K0.19%+9,50113F-HRTimeline
Onyx Bridge Wealth Group LLC18,632$833K0.09%+8,98913F-HRTimeline
HCR Wealth Advisors18,549$829K0.08%+8,83413F-HRTimeline
SIG North Trading, ULC18,546$829K0.15%new13F-HRTimeline
Glen Eagle Advisors, LLC18,443$825K0.11%+8,70613F-HRTimeline
Narus Financial Partners, LLC18,405$823K0.23%+7,90413F-HRTimeline
Invst, LLC18,337$820K0.09%+8,45013F-HRTimeline
Autumn Glory Partners, LLC18,274$817K0.29%new13F-HRTimeline
AMERIFLEX GROUP, INC.18,254$816K0.42%+2,30313F-HRTimeline
Luminist Capital LLC18,229$815K1%+9,14413F-HRTimeline
ABOUND FINANCIAL, LLC18,228$815K0.32%new13F-HR/ATimeline
Tandem Wealth Advisors LLC18,199$814K0.36%+10,65813F-HRTimeline
Wedmont Private Capital17,989$812K0.03%+9,02213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd18,154$812K0.04%+9,07713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …18,122$810K0.01%-644,36913F-HRTimelineGroup
LPWM LLC18,021$806K0.2%+8,82813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,932$802K<0.01%+8,90813F-HRTimelineGroup
Redwood Financial Network Corp17,911$801K0.51%+10,02613F-HRTimeline
Wood Tarver Financial Group, LLC17,900$800K0.22%+8,95213F-HRTimeline
Diversified Enterprises, LLC17,883$800K0.05%+6,96513F-HRTimeline
Edgestream Partners, L.P.17,833$797K0.02%new13F-HRTimeline
Wall Street Financial Group, Inc.17,806$796K0.58%+9,06113F-HRTimeline
Advisor Resource Council15,959$795K0.28%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,768$794K0.13%+8,88413F-HRTimelineGroup
Telos Capital Management, Inc.17,766$794K0.07%+8,49313F-HRTimeline
LaSalle St. Investment Advisors, LLC17,648$789K0.13%+9,58413F-HRTimeline
Dana Investment Advisors, Inc.17,499$782K0.02%+7,28313F-HRTimeline
Brookwood Investment Group LLC17,319$774K0.09%+6,56713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,304$774K<0.01%+13,61813F-HRTimelineGroup
WEALTH EFFECTS LLC17,256$772K0.24%+8,56313F-HRTimeline
Darden Wealth Group Inc17,243$771K0.37%+8,33113F-HRTimeline
August Group Capital Ltd17,175$768K0.85%13F-HRTimeline
St. Johns Investment Management Company…17,149$767K0.32%+8,76513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC17,144$767K0.35%13F-HRTimeline
JM2 Capital Inc.17,068$763K0.61%13F-HRTimeline
KERR FINANCIAL PLANNING Corp12,542$760K1.03%+9,90213F-HR/ATimeline
CADINHA & CO LLC16,930$757K0.12%+8,32013F-HRTimeline
TrueWealth Advisors, LLC16,891$755K0.2%+8,39113F-HRTimeline
FSA Investment Group, LLC16,877$755K0.46%+8,52413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,834$753K0.09%+8,23313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…16,740$748K0.31%+8,36213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC16,716$747K0.24%+8,35813F-HRTimeline
C2C Wealth Management, LLC16,678$746K0.63%+7,11813F-HRTimeline
Sterling Investment Advisors, Ltd.16,675$746K0.14%+8,34313F-HRTimeline
CPC Advisors, LLC16,600$742K0.07%+8,17913F-HRTimeline
BFSG, LLC16,594$742K0.07%+7,81213F-HRTimeline
Windsor Capital Management, LLC16,567$741K0.2%+8,27113F-HRTimeline
River Street Advisors LLC16,526$739K0.28%+8,61713F-HRTimeline
Quadcap Wealth Management, LLC16,510$738K0.08%+8,31813F-HRTimeline
PRIVATE TRUST CO NA16,480$737K0.06%+8,18213F-HRTimeline
Asset One Wealth Management LLC14,667$734K0.1%13F-HRTimeline
MontVue Capital Management, Inc.16,387$733K0.49%+8,02713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC16,384$733K0.05%+8,19213F-HRTimeline
Worth Financial Advisory Group, LLC16,372$732K0.35%+7,85313F-HRTimeline
Advisors Capital Management, LLC16,298$729K0.01%+12,96913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/16,288$728K0.29%+8,98413F-HRTimelineGroup
Kessler Investment Group, LLC16,255$727K0.31%+8,18413F-HRTimeline
Caprock Group, LLC16,220$725K0.02%+7,16913F-HRTimeline
Birchcreek Wealth Management, LLC16,194$724K0.36%+7,64313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,125$721K0.04%-15,26213F-HRTimeline
Factor Wealth Management LTD16,106$720K0.16%+8,16113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,084$719K0.01%new13F-HRTimelineGroup
Constitution Capital LLC16,076$719K0.34%+8,11813F-HRTimeline
INVESTMENT PARTNERS, LTD.16,071$719K0.25%+8,09413F-HRTimeline
Encompass More Asset Management16,023$716K0.13%+4,47913F-HRTimeline
VPR Management LLC16,000$715K0.32%+8,00013F-HRTimeline
4WEALTH ADVISORS, INC.15,975$714K0.62%+6,39513F-HRTimeline
Soltis Investment Advisors LLC15,965$714K0.05%+8,67713F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP15,925$712K0.01%+5,97113F-HRTimeline
Betterment LLC15,903$711K<0.01%+7,67513F-HRTimeline
Sage Investment Advisers LLC15,838$708K0.53%13F-HRTimeline
Global Assets Advisory, LLC15,766$705K0.2%+8,02013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC15,729$703K0.22%+8,34713F-HRTimeline
One Charles Private Wealth Services, LLC15,688$701K0.18%+7,82313F-HRTimeline
Quadrant Private Wealth Management, LLC15,684$701K0.11%+7,84113F-HRTimeline
PROFFITT & GOODSON INC15,667$700K0.1%+7,32613F-HRTimeline
Williams Jones Wealth Management, LLC.15,642$699K0.01%+8,19213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,622$698K0.05%+7,81113F-HRTimeline
Sovran Advisors, LLC14,659$698K0.06%+7,03913F-HRTimeline
Carlson Capital, L.P.15,500$693K0.34%+9,70013F-HRTimeline
Allie Family Office LLC15,486$692K0.32%+8,22013F-HRTimeline
Principle Wealth Partners LLC15,479$692K0.04%+7,56013F-HRTimeline
Realta Investment Advisors15,464$691K0.23%+13,59513F-HRTimeline
Burford Brothers, Inc.15,394$688K0.28%+7,73313F-HRTimeline
Sageworth Trust Co15,384$688K0.03%+7,69213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.15,373$687K0.44%+4,05713F-HRTimeline
FAS Wealth Partners, Inc.15,296$684K0.04%+7,65813F-HRTimeline
Union Bancaire Privee, UBP SA15,200$683K0.01%+6,14213F-HRTimeline
LANARK FINANCIAL, INC.15,259$682K0.05%+7,86013F-HRTimeline
Garden State Investment Advisory Servic…15,214$681K0.16%+7,86813F-HRTimeline
Pavion Blue Capital, LLC15,168$678K0.28%+7,21213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …15,164$678K<0.01%+7,76613F-HRTimelineGroup
Argyle Capital Partners, LLC15,160$678K0.5%+6,97813F-HRTimeline
Loudon Investment Management, LLC15,148$677K0.35%new13F-HRTimeline
Granite FO LLC15,140$677K0.36%+7,57013F-HRTimeline
CARLSON FINANCIAL, INC.15,131$677K0.39%13F-HRTimeline
OpenArc Corporate Advisory, LLC15,100$675K0.01%13F-HRTimeline
Golden State Wealth Management, LLC15,059$673K0.07%+7,71313F-HRTimeline
Wealthspire Retirement, LLC15,022$672K0.04%+7,40013F-HRTimeline
Murphy & Mullick Capital Management Corp15,002$671K0.48%+6,96113F-HRTimeline
SPINNAKER TRUST14,910$667K0.04%+7,10713F-HRTimeline
Nicholas Hoffman & Company, LLC.14,907$666K0.02%+7,32113F-HRTimeline
Mission Creek Capital Partners, Inc.14,843$664K0.13%+6,74413F-HRTimeline
111 Capital14,835$663K0.14%new13F-HRTimeline
Independent Advisor Alliance14,821$663K0.02%+9,41813F-HRTimeline
Schneider Downs Wealth Management Advis…14,814$662K0.07%+7,40713F-HRTimeline
Curat Global, LLC14,792$661K0.73%+4,79613F-HRTimeline
Fulton Bank, N.A.14,770$660K0.02%+5,94213F-HRTimeline
Prosperity Consulting Group, LLC14,769$660K0.03%+3,79413F-HRTimeline
STOCK YARDS BANK & TRUST CO14,756$660K0.02%+7,72813F-HRTimeline
Sloy Dahl & Holst, LLC14,738$659K0.08%+7,48413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,683$656K0.01%+7,34213F-HRTimeline
Sovereign Financial Group, Inc.14,649$655K0.12%+7,35313F-HRTimeline
Demars Financial Group, LLC14,627$654K0.22%+7,02613F-HRTimeline
Leo Wealth, LLC14,624$654K0.05%+8,30313F-HRTimeline
Welch Group, LLC14,613$653K0.03%+8,19713F-HRTimeline
Rehmann Capital Advisory Group14,569$651K0.03%+7,31713F-HRTimeline
KFA Private Wealth Group, LLC14,549$651K0.16%+6,97613F-HRTimeline
Eaton Financial Holdings Company, LLC14,547$650K0.17%+2613F-HRTimeline
Cadence Bank14,546$650K0.04%+7,27313F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP14,546$650K0.71%13F-HRTimelineGroup
Legacy Private Trust Co.14,538$650K0.04%+7,26913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,424$645K0.14%+8,98813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,356$642K0.01%+3,74213F-HRTimeline
Berkeley Capital Partners, LLC14,344$641K0.15%new13F-HRTimeline
SeaCrest Wealth Management, LLC14,194$641K0.06%+7,38913F-HRTimeline
Glenview Trust Co14,320$640K0.01%+7,16013F-HRTimeline
Diligent Investors, LLC14,304$640K0.16%+7,02713F-HRTimeline
Northstar Advisory Group, LLC14,284$639K0.23%new13F-HRTimeline
Avantax Planning Partners, Inc.14,275$638K0.02%+8,26613F-HRTimeline
ADIRONDACK TRUST CO14,244$637K0.21%+7,05413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,230$636K0.3%+7,11513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,120$631K0.01%+7,85213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC14,074$629K0.42%+6,34413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,029$627K0.52%new13F-HRTimeline
M Holdings Securities, Inc.14,021$627K0.04%new13F-HRTimeline
Symphony Financial, Ltd. Co.13,930$626K0.08%+7,20613F-HRTimeline
COURIER CAPITAL LLC13,947$624K0.04%+7,23913F-HRTimeline
Value Investment Professionals, LLC13,912$622K0.65%13F-HRTimeline
Ballew Advisors, Inc13,200$620K0.35%+6,61313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,868$620K<0.01%+6,92613F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC13,850$619K0.14%+6,71513F-HRTimeline
ABBINGTON INVESTMENT GROUP13,814$618K0.42%+6,92213F-HRTimeline
EHP Funds Inc.13,800$617K1.41%+6,40013F-HRTimeline
Sava Infond d.o.o.13,800$617K0.08%+6,90013F-HRTimeline
Bay Capital Advisors, LLC13,799$617K0.38%+6,78713F-HRTimeline
Sound View Wealth Advisors Group, LLC13,736$614K0.04%+6,83713F-HRTimeline
Firestone Capital Management13,727$614K0.13%+6,90813F-HRTimeline
BBR PARTNERS, LLC13,702$613K0.03%+7,40613F-HRTimeline
AdvisorNet Financial, Inc13,689$612K0.03%+7,09313F-HRTimeline