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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Collaborative Wealth Managment Inc.27,832$1.7M0.79%-59613F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,775$1.7M0.14%+2713F-HRTimeline
First National Trust Co27,765$1.7M0.06%-1,66113F-HRTimeline
MATAURO, LLC27,660$1.69M0.24%+1,62913F-HRTimeline
Crews Bank & Trust27,631$1.69M0.25%-1,08113F-HRTimeline
Acorns Advisers, LLC27,553$1.69M0.01%+2,94613F-HRTimeline
Grandview Asset Management LLC27,457$1.68M0.49%+18,00713F-HRTimeline
Platform Technology Partners27,438$1.68M0.32%+5,00113F-HRTimeline
Encore Global Management, LP27,400$1.68M1.17%13F-HRTimeline
CRA Financial Services, LLC27,347$1.68M0.22%+27713F-HRTimeline
Archford Capital Strategies, LLC27,223$1.67M0.19%+26613F-HRTimeline
Ironwood Financial, llc27,038$1.66M0.29%+2,30613F-HRTimeline
Keel Point, LLC27,024$1.66M0.11%-3,56113F-HRTimeline
Rossby Financial, LCC28,033$1.65M0.35%+16,91013F-HRTimeline
Park Edge Advisors, LLC26,970$1.65M0.38%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC26,749$1.64M0.27%+5,03713F-HRTimeline
Financial Engines Advisors L.L.C.26,585$1.63M<0.01%-1,51813F-HRTimeline
Callan Family Office, LLC26,420$1.62M0.04%-1,62713F-HRTimeline
Capital Advisors Wealth Management, LLC26,412$1.62M0.22%-1,39813F-HRTimeline
BAILARD, INC.26,392$1.62M0.04%-44813F-HRTimeline
Palisade Asset Management, LLC26,370$1.62M0.16%+7013F-HRTimeline
Heritage Wealth Advisors26,335$1.61M0.06%-3,26613F-HRTimeline
Cabana LLC26,233$1.61M12.61%-4,66113F-HRTimeline
Ellis Investment Partners, LLC26,170$1.6M0.28%-41,42913F-HRTimeline
OPINICUS CAPITAL, INC.26,167$1.6M1.13%-3113F-HRTimeline
FSA Investment Group, LLC25,806$1.58M0.64%+8,92913F-HRTimeline
CALTON & ASSOCIATES, INC.25,765$1.58M0.23%-1,72513F-HRTimeline
Signature Wealth Management Partners, L…25,696$1.57M0.79%-5213F-HRTimeline
J. Goldman & Co LP25,525$1.56M0.07%-64,68713F-HRTimeline
Financial & Tax Architects, LLC25,492$1.56M0.35%-1,49313F-HRTimeline
Wealth Advisors of Iowa, LLC25,343$1.55M0.48%-12,50113F-HRTimeline
Disciplina Capital Management LLC25,305$1.55M0.16%-4,19513F-HRTimeline
Wilson & Boucher Capital Management, LLC25,302$1.55M1.03%+10013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC25,251$1.55M0.26%+3,20913F-HRTimeline
Chesapeake Wealth Management24,977$1.53M0.47%-47513F-HRTimeline
1ST SOURCE BANK24,910$1.53M0.08%+15,76813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd24,686$1.51M0.02%+4,43113F-HRTimelineGroup
BRIGHTON JONES LLC24,612$1.51M0.03%new13F-HR/ATimeline
TD Asset Management Inc24,538$1.5M<0.01%+15,03213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,506$1.5M0.03%new13F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC24,477$1.5M0.63%-55413F-HRTimeline
Strategic Financial Concepts, LLC24,464$1.5M0.37%+11,28213F-HRTimeline
Sava Infond d.o.o.24,400$1.49M0.21%+10,60013F-HRTimeline
Arkos Global Advisors24,211$1.48M0.19%+15,62513F-HRTimeline
Centiva Capital, LP24,133$1.48M0.07%new13F-HRTimeline
AlphaStar Capital Management, LLC24,093$1.48M0.11%-15,90013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…23,887$1.46M0.01%new13F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC23,818$1.46M0.18%+2,83513F-HRTimeline
Realta Investment Advisors23,797$1.46M0.51%+8,33313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,738$1.45M0.05%+2,99513F-HRTimeline
Everstar Asset Management, LLC23,727$1.45M0.77%-1,52113F-HRTimeline
Gainplan LLC23,694$1.45M1.09%+18,34513F-HRTimeline
Peoples Bank/KS23,584$1.44M1.45%013F-HRTimeline
McAdam, LLC23,556$1.44M0.07%+1,42013F-HRTimeline
Capital Wealth Alliance, LLC23,420$1.44M0.65%+3,98613F-HRTimeline
Simplicity Wealth,LLC23,423$1.43M0.08%+11,18913F-HRTimeline
YHB Investment Advisors, Inc.23,355$1.43M0.1%+1,77413F-HRTimeline
CPC Advisors, LLC23,188$1.42M0.23%+6,58813F-HRTimeline
Bison Wealth, LLC24,579$1.42M0.14%+2,94113F-HRTimeline
Caption Management, LLC23,116$1.42M0.07%new13F-HRTimeline
Savvy Advisors, Inc.23,108$1.42M0.04%+12,65913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC23,055$1.41M0.21%+513F-HRTimeline
GWN SECURITIES INC.22,984$1.41M0.27%+2,31513F-HRTimeline
BBR PARTNERS, LLC22,961$1.41M0.08%+9,25913F-HRTimeline
Powell Investment Advisors, LLC22,941$1.41M0.48%+9513F-HRTimeline
L & S Advisors Inc22,926$1.4M0.18%new13F-HRTimeline
Parcion Private Wealth LLC22,860$1.4M0.09%-1613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC22,850$1.4M0.03%new13F-HRTimeline
Cushing Capital Partners, LLC22,846$1.4M1.08%+41913F-HRTimeline
Sowa Financial Group, Inc.22,667$1.39M0.69%-35013F-HRTimeline
SteelPeak Wealth, LLC22,645$1.39M0.04%-3,63713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC22,640$1.39M0.04%+80213F-HR/ATimeline
Somerset Group LLC25,114$1.38M1.03%+7013F-HRTimeline
Evernest Financial Advisors, LLC24,323$1.38M0.29%-93113F-HRTimeline
Beaird Harris Wealth Management, LLC22,488$1.38M0.09%+22,39913F-HRTimeline
WNY Asset Management, LLC22,463$1.38M0.14%13F-HRTimeline
Edge Wealth Management LLC22,334$1.37M0.23%013F-HRTimeline
Copia Wealth Management22,329$1.37M0.94%+14,68113F-HRTimeline
Pallas Capital Advisors LLC22,274$1.36M0.05%-2,97013F-HRTimeline
Legacy Wealth Advisors, LLC22,190$1.36M0.69%+14213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,102$1.35M0.47%-40313F-HRTimeline
Davis Investment Partners, LLC22,036$1.35M0.48%new13F-HRTimeline
BLB&B Advisors, LLC21,990$1.35M0.06%-15,61113F-HRTimeline
Florida Trust Wealth Management Co21,969$1.35M0.04%+1,34513F-HRTimeline
Ipsen Advisor Group LLC21,964$1.35M0.94%+14213F-HRTimeline
Advisor Resource Council21,951$1.34M0.53%+5,99213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.21,838$1.34M0.27%new13F-HRTimeline
River Wealth Advisors LLC21,834$1.34M0.15%-98013F-HRTimeline
Intrua Financial, LLC21,821$1.34M0.14%-2,02613F-HRTimeline
Innovative Advisory Group, LLC21,796$1.34M1.18%-15013F-HRTimeline
Capital Investment Counsel, Inc21,789$1.33M0.16%-1,41013F-HRTimeline
Fermata Advisors, LLC21,717$1.33M0.3%-53613F-HRTimeline
High Net Worth Advisory Group LLC21,692$1.33M0.31%-1,00013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,626$1.32M0.09%+6213F-HRTimelineGroup
Atlas Legacy Advisors, LLC21,663$1.32M0.24%+1,87113F-HRTimeline
Avidian Wealth Enterprises, LLC21,526$1.32M0.04%-10,81413F-HRTimeline
Arete Wealth Advisors, LLC21,480$1.32M0.1%+2,70313F-HR/ATimeline
CERTUITY, LLC21,460$1.31M0.09%-12013F-HRTimeline
Audent Global Asset Management, LLC17,101$1.31M1.31%-10,57913F-HRTimeline
ANDERSON HOAGLAND & CO21,432$1.31M0.11%-113F-HRTimeline
Journey Advisory Group, LLC21,205$1.3M0.11%-1,22513F-HRTimeline
Sharper & Granite LLC21,190$1.3M0.44%+20013F-HRTimeline
PCG ASSET MANAGEMENT, LLC21,160$1.3M1.04%+59213F-HRTimeline
Claro Advisors Inc.21,011$1.29M0.16%-1,57413F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.20,914$1.28M0.05%-807,54913F-HRTimelineGroup
Morangie Management LLC20,876$1.28M1.18%013F-HRTimeline
WHITE PINE CAPITAL LLC20,872$1.28M0.35%013F-HR/ATimeline
Wealthstar Advisors, LLC20,871$1.28M0.76%+94913F-HRTimeline
Wall Capital Group, Inc.20,847$1.28M1.36%-26113F-HRTimeline
SAX WEALTH ADVISORS, LLC28,547$1.28M0.06%013F-HRTimeline
Global View Capital Management LLC20,827$1.28M0.34%+12,93113F-HRTimeline
X-Square Capital, LLC20,705$1.27M0.43%+1,00313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp20,698$1.27M<0.01%013F-HRTimelineGroup
Meriwether Wealth & Planning, LLC20,683$1.27M0.69%+20313F-HRTimeline
FLOYD FINANCIAL GROUP LLC22,692$1.27M0.84%+2113F-HRTimeline
Falcon Wealth Planning20,622$1.26M0.09%-2,84513F-HRTimeline
LPWM LLC20,590$1.26M0.32%+2,56913F-HRTimeline
Strategic Advisors LLC20,571$1.26M0.21%+11513F-HRTimeline
DIVERSIFIED TRUST CO20,494$1.26M0.02%-5,08213F-HRTimeline
B. Riley Wealth Advisors, Inc.20,238$1.25M0.08%-56,69813F-HRTimeline
Private Wealth Asset Management, LLC20,454$1.25M0.13%013F-HRTimeline
Providence First Trust Co20,409$1.25M0.44%-3,34913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC20,291$1.24M0.09%-3,42313F-HRTimeline
Sunbeam Capital Management, LLC20,146$1.23M0.71%+12413F-HRTimeline
Colonial River Investments, LLC20,082$1.23M0.44%-10413F-HRTimeline
Haverford Trust Co20,023$1.23M0.01%+52113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT20,002$1.23M0.02%013F-HR/ATimeline
Bricktown Capital, LLC20,000$1.23M0.24%new13F-HRTimeline
Curat Global, LLC19,992$1.22M1.21%+5,20013F-HRTimeline
10Elms LLP20,112$1.22M0.77%+8,78813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC19,981$1.22M1.21%+31313F-HRTimeline
City Center Advisors, LLC19,969$1.22M1.13%new13F-HRTimeline
Elevate Capital Advisors, LLC19,961$1.22M0.79%-2,97813F-HRTimeline
Aberdeen Wealth Management LLC19,910$1.22M0.56%013F-HRTimeline
Goelzer Investment Management, Inc.19,610$1.2M0.06%+34513F-HRTimeline
Sequent Planning LLC19,578$1.2M0.29%+87513F-HRTimeline
AAFMAA Wealth Management & Trust LLC19,567$1.2M0.47%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS19,454$1.19M0.3%-40013F-HRTimeline
Onyx Bridge Wealth Group LLC19,439$1.19M0.13%+80713F-HRTimeline
TRB Wealth Management, LLC19,369$1.19M0.17%13F-HRTimeline
Mayflower Financial Advisors, LLC19,356$1.19M0.14%-12213F-HRTimeline
Mechanics Bank Trust Department19,284$1.18M0.16%-1,07113F-HRTimeline
Legacy Private Trust Co.19,268$1.18M0.07%+4,73013F-HRTimeline
Chicago Partners Investment Group LLC20,854$1.18M0.03%-16513F-HRTimeline
Innovative Asset Advisors Group, LLC19,200$1.18M0.68%13F-HRTimeline
W.H. Cornerstone Investments Inc.19,145$1.17M0.73%-22413F-HRTimeline
Quadrant Private Wealth Management, LLC19,133$1.17M0.18%+3,44913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…20,573$1.17M0.39%-4,46813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO19,042$1.17M0.06%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC19,040$1.17M0.07%-1,56813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC18,925$1.16M1.19%-2913F-HRTimeline
Dana Investment Advisors, Inc.18,921$1.16M0.03%+1,42213F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP18,779$1.15M1.26%+4,23313F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,697$1.15M0.18%+92913F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG18,677$1.14M0.02%+9,52713F-HRTimelineGroup
D.B. Root & Company, LLC18,658$1.14M0.27%+7,63213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,542$1.14M0.02%-2,15413F-HRTimelineGroup
Sherry Group, Inc.18,541$1.14M1.24%-5,57813F-HRTimeline
NVWM, LLC18,520$1.13M0.25%-1,42713F-HRTimeline
PeakShares LLC18,400$1.13M1.03%-5,41213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC18,378$1.13M<0.01%+44613F-HRTimelineGroup
Wall Street Financial Group, Inc.18,360$1.12M0.67%+55413F-HRTimeline
HCR Wealth Advisors18,359$1.12M0.12%-19013F-HRTimeline
OpenArc Corporate Advisory, LLC18,331$1.12M0.02%+3,23113F-HRTimeline
Spinnaker Investment Group, LLC18,324$1.12M0.23%new13F-HRTimeline
Rathbones Group PLC18,296$1.12M<0.01%new13F-HR/ATimeline
Connecticut Wealth Management, LLC18,184$1.11M0.05%new13F-HRTimeline
Murphy & Mullick Capital Management Corp18,157$1.11M0.82%+3,15513F-HRTimeline
Betterment LLC18,102$1.11M<0.01%+2,19913F-HRTimeline
AMERIFLEX GROUP, INC.18,092$1.11M0.56%-16213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/18,088$1.11M0.4%+1,80013F-HRTimelineGroup
Diversified Enterprises, LLC18,027$1.1M0.06%+14413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC18,007$1.1M0.35%+12,69113F-HRTimeline
Narus Financial Partners, LLC17,993$1.1M0.29%-41213F-HRTimeline
SeaCrest Wealth Management, LLC17,979$1.1M0.12%+3,78513F-HRTimeline
PRIVATE TRUST CO NA17,960$1.1M0.1%+1,48013F-HRTimeline
Wood Tarver Financial Group, LLC17,917$1.1M0.3%+1713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC17,906$1.1M0.16%-1,77013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.17,881$1.1M0.45%-93113F-HRTimeline
Northstar Advisory Group, LLC17,880$1.1M0.42%+3,59613F-HRTimeline
Parkside Financial Bank & Trust17,850$1.09M0.08%-2,21813F-HRTimeline
Trust Co17,718$1.09M0.1%-2,82113F-HRTimeline
LaSalle St. Investment Advisors, LLC17,709$1.08M0.15%+6113F-HRTimeline
WEALTH EFFECTS LLC17,652$1.08M0.38%+39613F-HRTimeline
Patriot Financial Group Insurance Agenc…17,644$1.08M0.06%+7,62713F-HRTimeline
Birchcreek Wealth Management, LLC17,629$1.08M0.52%+1,43513F-HRTimeline
Autumn Glory Partners, LLC17,624$1.08M0.4%-65013F-HRTimeline
Cornerstone Planning Group LLC18,060$1.07M0.14%-58513F-HRTimeline
Redwood Financial Network Corp17,496$1.07M0.7%-41513F-HRTimeline
Savior LLC17,447$1.07M3.81%new13F-HRTimeline
Darden Wealth Group Inc17,384$1.06M0.54%+14113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC17,300$1.06M0.49%+15613F-HRTimeline
JM2 Capital Inc.17,276$1.06M0.88%+20813F-HRTimeline
Resurgent Financial Advisors LLC17,209$1.05M0.38%+4,62113F-HRTimeline
Wedmont Private Capital18,005$1.05M0.03%+1613F-HRTimeline
Luminist Capital LLC17,050$1.04M1.39%-1,17913F-HRTimeline
ARS Investment Partners, LLC16,907$1.04M0.05%-6,18313F-HRTimeline
Union Bancaire Privee, UBP SA16,700$1.03M0.01%+1,50013F-HRTimeline
Gallacher Capital Management LLC16,888$1.03M0.4%-11,60413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,851$1.03M0.11%-3,25913F-HRTimelineGroup