Skip to content
Disclosery

XLE SELECT SECTOR SPDR TR

Follow

SHS (fund)

2,013 managers (2,039 13F filers) reported a position in XLE shares at 2026-06-30, 441,249,606 shares in all. 135 filers opened a position and 214 filers sold out during the quarter.

Managers
2,013
13F filers
2,039
New
135
Added
778
Reduced
847
Sold out
214
Shares held by filers
441,249,606

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Legacy Capital Wealth Partners, LLC15,759$837K0.16%+3,06313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.15,751$837K0.47%new13F-HRTimeline
WESPAC Advisors, LLC15,726$835K0.41%-52,49513F-HRTimeline
Asset One Wealth Management LLC14,758$834K0.09%+1,11113F-HRTimeline
Pacific Sun Financial Corp15,698$834K0.34%+1,26613F-HRTimeline
MontVue Capital Management, Inc.15,688$833K0.48%-61713F-HRTimeline
PROFFITT & GOODSON INC15,687$833K0.11%-56013F-HRTimeline
NIXON PEABODY TRUST CO15,652$831K0.06%+5,00013F-HRTimeline
Burford Brothers, Inc.15,643$831K0.3%-21513F-HRTimeline
Beacon Capital Management, Inc.15,635$830K0.05%+4,45613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,627$830K0.05%-9513F-HRTimeline
Clear Creek Financial Management, LLC15,622$830K0.05%-44,90613F-HRTimeline
St. Johns Investment Management Company…15,599$828K0.31%-1,23713F-HRTimeline
August Group Capital Ltd15,496$823K0.9%-1,13013F-HRTimeline
Glen Eagle Advisors, LLC15,492$823K0.1%+52813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,414$819K+1,793Timeline
CHICAGO TRUST Co NA15,395$818K0.12%+3,37913F-HRTimeline
Sageworth Trust Co15,384$817K0.03%013F-HRTimeline
FCA CORP /TX15,327$814K0.2%-13,72513F-HRTimeline
Sanchez Gaunt Capital Management, LLC15,304$813K0.45%-23913F-HRTimeline
Symphony Financial, Ltd. Co.15,179$812K0.09%+2913F-HRTimeline
Agate Pass Investment Management, LLC15,285$812K0.3%-1,21813F-HRTimeline
Mission Creek Capital Partners, Inc.15,229$809K0.14%+4413F-HRTimeline
Global Assets Advisory, LLC15,250$807K0.18%-58413F-HRTimeline
Nicholas Hoffman & Company, LLC.15,163$805K0.02%-27113F-HRTimeline
Constitution Capital LLC15,125$803K0.41%-35513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,083$801K0.01%+38813F-HRTimeline
CARLSON FINANCIAL, INC.15,072$801K0.41%-28213F-HRTimeline
Redwood Financial Network Corp15,076$801K0.44%-2,42013F-HRTimeline
Fulton Bank, N.A.15,057$800K0.02%+15713F-HRTimeline
Spartan Wealth Advisory Services LLC15,052$799K0.07%+5,26613F-HRTimeline
CADINHA & CO LLC15,014$797K0.12%-1,81813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC14,987$796K0.31%+90313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp14,967$795K<0.01%new13F-HRTimelineGroup
TCP Asset Management, LLC14,951$794K0.09%+913F-HRTimeline
SPINNAKER TRUST14,910$792K0.04%013F-HRTimeline
Wealthspire Retirement, LLC14,856$789K0.04%+4413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,846$788K0.15%+4,62713F-HRTimeline
Greenwich Wealth Management LLC14,842$788K0.03%-9613F-HRTimeline
MORTON COMMUNITY BANK14,781$785K0.16%new13F-HRTimeline
Value Investment Professionals, LLC14,771$785K0.66%new13F-HRTimeline
LightSquare Wealth Management, LLC14,766$784K0.54%-1,03213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,732$782K0.11%+43913F-HRTimeline
Blue Capital, Inc.14,692$780K0.5%new13F-HRTimeline
PCG Wealth Advisors, LLC14,672$779K0.17%-22,11413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,669$779K0.01%-3,87313F-HRTimelineGroup
Xcelsior Advisor Partners LLC14,605$776K0.1%+8,11113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,570$774K0.07%+1,47413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,564$773K<0.01%-70013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.14,547$773K<0.01%-96,11213F-HRTimelineGroup
Birchcreek Wealth Management, LLC14,538$772K0.3%-3,09113F-HRTimeline
Aberdeen Wealth Management LLC14,510$771K0.37%-5,40013F-HRTimeline
Avantax Planning Partners, Inc.14,486$769K0.02%-19313F-HRTimeline
BFSG, LLC14,432$766K0.07%-19313F-HRTimeline
Prosperity Consulting Group, LLC14,409$765K0.03%-20313F-HRTimeline
Discipline Wealth Solutions, LLC14,388$764K0.07%+62713F-HRTimeline
SMI Advisory Services, LLC14,379$764K0.12%-52,33313F-HRTimeline
Venture Visionary Partners LLC14,307$760K0.02%+2,21413F-HRTimeline
Granite FO LLC14,295$759K0.4%-84513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC14,291$759K0.43%-71013F-HRTimeline
Schneider Downs Wealth Management Advis…14,278$758K0.07%-53613F-HRTimeline
Rehmann Capital Advisory Group14,264$758K0.03%-313F-HRTimeline
Diligent Investors, LLC14,254$757K0.17%+45013F-HRTimeline
Overbrook Management Corp14,245$757K0.11%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,219$755K0.33%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD14,206$754K0.16%13F-HRTimeline
Tyche Wealth Partners LLC14,186$753K0.11%-4013F-HRTimeline
Selective Wealth Management, Inc.13,006$750K0.2%+2,50013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.14,100$749K0.12%-137,30013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,805$748K0.46%-90713F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…14,081$748K0.39%new13F-HRTimelineGroup
Sloy Dahl & Holst, LLC14,073$747K0.09%013F-HRTimeline
One Charles Private Wealth Services, LLC14,038$746K0.17%-1,30713F-HRTimeline
Demars Financial Group, LLC14,019$745K0.21%-213F-HRTimeline
Factor Wealth Management LTD14,002$744K0.11%-1,54513F-HRTimeline
Legacy PCG, LLC12,352$743K3.69%-17713F-HRTimeline
Strait & Sound Wealth Management LLC13,988$743K0.26%+1,23813F-HRTimeline
Capital Advisor Network LLC13,987$743K0.93%-1,58213F-HRTimeline
Cornerstone Select Advisors, LLC13,827$734K0.31%-7413F-HRTimeline
Soltis Investment Advisors LLC13,791$732K0.04%-36513F-HRTimeline
NVWM, LLC13,725$729K0.15%-4,79513F-HRTimeline
RiverGlades Family Offices LLC13,717$729K0.33%+21013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC13,703$728K0.02%+96513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …13,694$727K<0.01%-22713F-HRTimelineGroup
Windsor Capital Management, LLC13,675$726K0.19%-93713F-HRTimeline
Summit Wealth Partners, LLC13,667$726K0.1%-46,23813F-HRTimeline
Sound View Wealth Advisors Group, LLC13,639$724K0.04%-12513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13,635$724K0.06%+22013F-HR/ATimeline
Cyndeo Wealth Partners, LLC13,618$723K0.03%+1,88213F-HRTimeline
Arlington Capital Management, Inc.13,602$722K0.45%+34413F-HRTimeline
Argent Trust Co13,597$722K0.02%+4,09113F-HRTimeline
Glenview Trust Co13,556$720K0.01%-38613F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC13,502$717K0.02%+4,05313F-HRTimelineGroup
Lodestone Wealth Management LLC13,491$717K0.25%+96613F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd13,294$709K<0.01%13F-HRTimelineGroup
Helium Advisors LLC13,341$709K0.59%+2,30913F-HRTimeline
Loudon Investment Management, LLC13,215$702K0.34%-1,14113F-HRTimeline
ADIRONDACK TRUST CO13,140$698K0.21%-49513F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC13,125$697K0.15%-35513F-HRTimeline
Sovereign Financial Group, Inc.13,111$696K0.11%+19913F-HRTimeline
First Citizens Financial Corp13,097$696K0.29%+93613F-HRTimeline
Capital Markets Trading UK LLP13,086$695K0.5%new13F-HRTimeline
Mason & Associates Inc13,086$695K0.11%+35013F-HRTimeline
OceanIQ Capital, LLC11,400$695K0.42%13F-HRTimeline
TrustWell Financial Advisors, LLC13,066$694K0.59%013F-HRTimeline
SYM FINANCIAL Corp13,017$691K0.06%-44113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,004$691K0.04%-60013F-HRTimeline
REYL & Cie S.A.11,235$690K0.8%13F-HRTimeline
Brandywine Financial Group8,289$689K8.22%+8,27413F-HRTimeline
Welch Group, LLC12,951$688K0.02%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,916$686K0.03%-82013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,846$683K0.1%-14413F-HRTimeline
Golden State Wealth Management, LLC12,718$675K0.06%-1,42913F-HRTimeline
Modera Wealth Management, LLC12,698$674K0.01%+87113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,685$674K0.01%-1,44513F-HRTimeline
Allied Private Wealth LLC12,093$672K0.43%13F-HRTimeline
Thompson David Blair12,642$671K0.34%-6713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,621$670K0.01%+17713F-HRTimelineGroup
COURIER CAPITAL LLC12,618$670K0.03%-1,03613F-HRTimeline
Beacon Financial Advisory LLC12,595$669K0.13%-22213F-HRTimeline
Astoria Portfolio Advisors LLC.12,573$668K0.11%+77013F-HRTimeline
Bay Capital Advisors, LLC12,566$667K0.36%-55513F-HRTimeline
Lighthouse Wealth Management Inc.12,462$662K0.41%+1,32313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC12,364$657K0.02%+15413F-HRTimelineGroup
Pavion Blue Capital, LLC12,346$656K0.26%-54413F-HRTimeline
NORDEN GROUP LLC12,340$655K0.05%-66113F-HRTimeline
COWA, LLC12,320$654K0.16%-20013F-HRTimeline
Elevate Capital Advisors, LLC12,235$650K0.36%-7,72613F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC12,218$649K0.23%-34,43813F-HRTimeline
LRI Investments, LLC12,208$648K0.05%013F-HRTimeline
Ballew Advisors, Inc12,148$647K0.33%-1,26713F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding12,172$646K-4,212Timeline
NAPLES GLOBAL ADVISORS, LLC12,170$646K0.04%+55013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,139$645K0.04%+2,76113F-HRTimeline
Berger Financial Group, Inc12,119$644K0.03%+97113F-HRTimeline
Alchemi Wealth, LLC12,114$643K0.3%-1,17213F-HRTimeline
SIGNATUREFD, LLC12,113$643K0.01%-2,58913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,106$643K0.1%+5,67513F-HRTimeline
Roberts Wealth Advisors, LLC12,106$643K0.15%-1,05613F-HRTimeline
Chatterton & Associates Inc.11,700$641K0.38%+92313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV12,007$638K0.08%-6913F-HRTimeline
Lionhunter Capital Management, LLC12,000$637K0.29%13F-HRTimeline
Pathway Financial Advisors LLC11,950$636K0.07%013F-HRTimeline
M Holdings Securities, Inc.11,820$635K0.09%-38613F-HRTimeline
COFG Advisors, LLC11,929$634K0.11%+3,09813F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.11,898$632K0.01%-9,01613F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,807$627K<0.01%+48113F-HRTimelineGroup
Mathes Company, Inc.11,800$627K0.19%-20013F-HRTimeline
Boreal Capital Management LLC11,770$625K0.47%013F-HRTimeline
Strategic Financial Concepts, LLC11,766$625K0.19%-12,69813F-HRTimeline
Interchange Capital Partners, LLC11,764$625K0.12%+4,40213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA11,748$624K0.02%013F-HRTimeline
Narwhal Capital Management11,744$624K0.04%+6613F-HRTimeline
Bank of Marin11,654$619K0.43%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,650$619K0.15%-13513F-HRTimeline
First Command Advisory Services, Inc.11,648$619K<0.01%-1,37213F-HRTimeline
RMR Wealth Builders11,599$616K0.04%-1,34313F-HRTimeline
Apella Capital, LLC11,241$614K0.01%+98013F-HRTimeline
Composition Wealth, LLC11,552$614K0.01%+82513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,541$613K0.06%-12,27713F-HRTimeline
Bridgewater Advisors Inc.10,419$613K0.03%new13F-HRTimeline
Hudson Value Partners, LLC11,470$609K0.15%-20013F-HRTimeline
Elser Financial Planning, Inc11,466$609K0.03%-13413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,453$608K0.04%+35113F-HRTimeline
Silver Grove Financial Group, Inc.11,425$607K0.33%-13613F-HRTimeline
Insight Advisors, LLC/ PA11,422$607K0.11%-85013F-HRTimeline
Successful Portfolios LLC11,005$604K0.28%013F-HRTimeline
Medallion Wealth Advisors, LLC11,364$604K0.19%-1613F-HRTimeline
Regency Capital Management Inc.\DE11,367$604K0.24%-138,28513F-HRTimeline
Brindle & Bay Financial Advisors, LLC11,336$602K0.3%-1,86313F-HRTimeline
Flywheel Private Wealth LLC11,322$601K0.3%013F-HRTimeline
Hexagon Capital Partners LLC11,284$599K0.08%-6113F-HRTimeline
WESBANCO BANK INC11,262$598K0.01%-1,40513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,233$597K0.01%-4,29113F-HR/ATimeline
Peak Asset Management, LLC11,194$595K0.09%+13213F-HRTimeline
Unique Wealth Strategies, LLC11,187$594K0.22%+47913F-HRTimeline
Clear Harbor Asset Management, LLC11,146$592K0.04%-6013F-HRTimeline
SeaBridge Investment Advisors LLC11,113$590K0.09%-1,22513F-HRTimeline
Disciplined Investments, LLC11,086$589K0.19%013F-HR/ATimeline
GLOBALT Investments LLC / GA11,040$586K0.02%-86113F-HRTimeline
Sterling Investment Advisors, Ltd.10,986$583K0.1%-5,63813F-HRTimeline
Klingman & Associates, LLC10,968$583K0.02%+1,12013F-HRTimeline
Strategic Blueprint, LLC10,959$582K0.03%+2,58813F-HRTimeline
Lewis Asset Management, LLC10,956$582K0.2%+12713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,944$581K0.08%-7,75313F-HRTimelineGroup
WP Advisors, LLC10,925$580K0.14%-5,83213F-HRTimeline
Towerpoint Wealth, LLC10,906$579K0.2%+44813F-HRTimeline
Sequent Asset Management, LLC10,902$579K0.24%-41213F-HRTimeline
MBL Wealth, LLC10,900$579K0.04%013F-HRTimeline
BOSTON FAMILY OFFICE LLC10,864$577K0.04%+6,30013F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,826$575K0.13%-47913F-HR/ATimeline
Obermeyer Wealth Partners10,800$574K0.02%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,714$569K0.01%-60613F-HRTimeline
PSI Advisors, LLC10,710$569K0.13%+79913F-HRTimeline
Weaver Consulting Group10,705$569K0.12%-99413F-HRTimeline
Quartz Partners, LLC10,661$566K0.19%+1,79313F-HRTimeline
Indivisible Partners10,652$566K0.03%new13F-HRTimeline
Next Level Private LLC10,567$561K0.11%+2513F-HRTimeline
WULFF, HANSEN & CO.10,540$560K0.43%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,440$554K0.03%-10413F-HRTimeline