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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bay Capital Advisors, LLC8,213$704K0.57%13F-HRTimeline
Fulton Bank, N.A.8,137$697K0.03%-11613F-HRTimeline
SeaBridge Investment Advisors LLC8,126$696K0.15%new13F-HRTimeline
FFG Partners, LLC8,119$695K0.24%-8,25613F-HRTimeline
Worth Financial Advisory Group, LLC8,116$695K0.43%+5013F-HRTimeline
OLD MISSION CAPITAL LLC8,071$691K0.02%-29,17313F-HRTimeline
Cadence Bank8,054$690K0.05%-24513F-HRTimeline
Bramshill Investments, LLC8,000$685K0.11%new13F-HRTimeline
VPR Management LLC8,000$685K0.36%013F-HRTimeline
IPG Investment Advisors LLC7,978$683K0.16%+1,20613F-HRTimeline
CPC Advisors, LLC7,978$683K0.09%+913F-HRTimeline
WORLD EQUITY GROUP, INC.7,946$681K0.15%+4,96213F-HRTimeline
1834 INVESTMENT ADVISORS CO7,915$678K0.09%-75013F-HRTimeline
HUB Investment Partners, LLC7,911$678K0.03%+88113F-HRTimeline
Redwood Financial Network Corp7,893$676K0.5%-1,24413F-HRTimeline
L.M. KOHN & COMPANY7,887$676K0.17%-1,16413F-HRTimeline
Seelaus Asset Management LLC7,865$674K0.61%+1,02413F-HRTimeline
Windsor Advisory Group, LLC7,861$673K0.78%-77413F-HRTimeline
Sloy Dahl & Holst, LLC7,829$671K0.09%-20013F-HRTimeline
ADIRONDACK TRUST CO7,821$670K0.26%-1413F-HRTimeline
SPINNAKER TRUST7,818$670K0.04%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,810$669K0.08%+5113F-HRTimeline
Nicholas Hoffman & Company, LLC.7,805$669K0.03%-41213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
SYM FINANCIAL Corp7,766$665K0.09%+9013F-HRTimeline
Smith Anglin Financial, LLC7,766$665K0.06%-48313F-HRTimeline
GLOBALT Investments LLC / GA7,755$664K0.03%-16513F-HRTimeline
GRIES FINANCIAL LLC7,734$663K0.12%013F-HRTimeline
Cascades Capital Asset Management, LLC7,717$661K0.35%new13F-HRTimeline
Telos Capital Management, Inc.7,684$658K0.07%+19413F-HRTimeline
Quadrant Private Wealth Management, LLC7,677$658K0.16%+11313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,661$656K0.05%-3013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,649$655K0.11%-21413F-HRTimeline
KG Capital Management7,648$655K0.21%+18613F-HRTimeline
Alta Wealth Advisors LLC7,615$652K0.29%-24813F-HRTimeline
Granite FO LLC7,570$648K0.37%013F-HRTimeline
Campbell Deegan Wealth Management, LLC7,511$643K0.77%13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,507$643K0.51%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.7,505$643K0.28%013F-HRTimeline
Objective Capital Management, LLC7,502$643K0.43%-37413F-HRTimeline
Betterment LLC7,460$639K<0.01%-6713F-HRTimeline
Roberts Wealth Advisors, LLC6,902$639K0.19%+3,14513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,440$637K0.09%-57513F-HRTimeline
Global View Capital Management LLC7,341$636K0.22%13F-HRTimeline
MBL Wealth, LLC7,400$634K0.06%-2,56413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,393$633K0.07%-1,34413F-HRTimeline
AdvisorNet Financial, Inc7,389$633K0.05%-58413F-HRTimeline
Financial & Tax Architects, LLC7,347$629K0.16%+71413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,341$629K0.05%-55013F-HRTimeline
Onyx Bridge Wealth Group LLC7,338$629K0.09%+1,16513F-HRTimeline
Keystone Wealth Services, LLC7,335$628K0.17%+1,40713F-HRTimeline
Berger Financial Group, Inc7,316$627K0.04%-10913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,279$624K0.01%+2,02213F-HRTimelineGroup
Aries Wealth Management7,257$622K0.17%+1,02313F-HRTimeline
Sterling Investment Counsel, LLC7,190$616K0.41%-10,24413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,186$616K0.02%13F-HRTimeline
EVERETT HARRIS & CO /CA/7,180$615K0.01%+68513F-HRTimeline
Northwest Financial Advisors7,165$614K0.51%+1313F-HRTimeline
Paradigm Capital Management, LLC/NV7,138$611K0.57%+1313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,097$608K+200Timeline
Garden State Investment Advisory Servic…7,076$607K0.19%-42113F-HRTimeline
Elser Financial Planning, Inc7,050$604K0.04%new13F-HRTimeline
Intrua Financial, LLC7,042$603K0.1%-58213F-HRTimeline
Insight Advisors, LLC/ PA7,125$602K0.1%-91313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,021$601K0.01%+11413F-HRTimeline
Cornerstone Planning Group LLC6,646$601K0.15%+6013F-HRTimeline
Murphy & Mullick Capital Management Corp6,956$596K0.55%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,800$596K0.03%+3,90313F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.6,956$596K0.27%-25813F-HRTimeline
Blackston Financial Advisory Group, LLC6,935$594K0.3%+1,08713F-HRTimeline
CX Institutional6,902$591K0.02%-9,12713F-HRTimeline
Sound View Wealth Advisors Group, LLC6,885$590K0.05%+6813F-HRTimeline
Annex Advisory Services, LLC6,879$589K0.02%+1,58713F-HRTimeline
COUNTRY TRUST BANK6,864$588K0.01%+4,51013F-HRTimeline
Brick & Kyle, Associates6,857$587K0.25%+10213F-HRTimeline
Flywheel Private Wealth LLC6,850$587K0.54%13F-HRTimeline
Birchcreek Wealth Management, LLC6,833$585K0.37%+78413F-HRTimeline
1ST SOURCE BANK6,789$582K0.03%-1,29013F-HRTimeline
RiverGlades Family Offices LLC6,783$581K0.41%+7513F-HRTimeline
True Vision MN LLC6,783$581K0.34%new13F-HRTimeline
SVB WEALTH LLC6,778$581K0.01%new13F-HRTimeline
Geller Advisors LLC6,741$577K0.04%new13F-HRTimeline
Cooper Financial Group6,731$577K0.07%-15813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,311$576K0.03%-6013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV6,708$575K0.21%+22813F-HRTimeline
COWA, LLC6,694$573K0.26%-2,70413F-HRTimeline
Nova Wealth Management, Inc.6,689$573K0.5%13F-HRTimeline
Manhattan West Asset Management, LLC6,666$571K0.15%+3,03213F-HRTimeline
Cyndeo Wealth Partners, LLC6,662$571K0.04%+84113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,661$571K0.13%-1,32513F-HRTimeline
Global Assets Advisory, LLC6,575$570K0.31%+2,47713F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.6,637$569K0.12%013F-HRTimeline
Factor Wealth Management LTD6,629$568K0.19%13F-HRTimeline
Glenview Trust Co6,616$567K0.01%+11513F-HRTimeline
Allie Family Office LLC6,606$566K0.31%-42513F-HRTimeline
BBR PARTNERS, LLC6,566$562K0.04%+4313F-HRTimeline
ERn Financial, LLC6,555$561K0.08%+1,09813F-HRTimeline
Intrinsic Value Partners, LLC6,550$561K0.56%+15013F-HRTimeline
Resolute Wealth Strategies, LLC6,545$561K0.29%+1,97813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,545$561K0.08%-38313F-HRTimeline
Empire Financial Management Company, LLC6,535$560K0.17%+16513F-HRTimeline
Mason & Associates Inc6,512$558K0.13%013F-HRTimeline
SignalPoint Asset Management, LLC6,512$558K0.14%-23813F-HRTimeline
Ignite Planners, LLC6,333$554K0.12%-4013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,454$553K0.25%-30413F-HRTimeline
MATAURO, LLC6,454$553K0.12%13F-HRTimeline
Redwood Wealth Management Group, LLC6,443$552K0.27%+1,61813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,439$552K0.14%+1,31813F-HR/ATimeline
Moloney Securities Asset Management, LLC6,436$551K0.07%+61913F-HRTimeline
LPWM LLC6,433$551K0.18%-3,17713F-HRTimeline
Strategies Wealth Advisors, LLC6,070$549K0.07%-5,10513F-HRTimeline
GWN SECURITIES INC.6,034$549K0.15%13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,374$546K0.12%-41313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,300$546K0.09%new13F-HRTimelineGroup
Circle Wealth Management, LLC6,359$545K0.01%+1513F-HRTimeline
River Street Advisors LLC6,336$543K0.28%+87113F-HRTimeline
D.B. Root & Company, LLC6,335$543K0.17%+2,95513F-HRTimeline
NORDEN GROUP LLC6,329$542K0.06%-13713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,312$541K0.06%13F-HRTimeline
City Center Advisors, LLC6,311$541K0.61%-2,82913F-HRTimeline
Larson Financial Group LLC6,311$541K0.03%-8313F-HRTimeline
Modera Wealth Management, LLC6,300$540K0.01%+1,02213F-HRTimeline
NIXON PEABODY TRUST CO6,300$540K0.04%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD6,300$540K0.09%+2,07013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,275$537K0.24%-4,00513F-HRTimeline
Bank of Marin6,274$537K0.42%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,273$537K0.21%-52813F-HRTimeline
CHICAGO TRUST Co NA6,272$537K0.1%+5013F-HRTimeline
Sageworth Trust Co6,252$536K0.03%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.6,236$534K0.3%13F-HRTimeline
Tradewinds Capital Management, LLC6,233$534K0.14%-3,50913F-HRTimeline
Westover Capital Advisors, LLC6,200$531K0.12%-11,64013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,165$528K0.08%-3113F-HRTimeline
CAPITAL ADVISORS INC/OK6,162$528K0.01%+21513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,151$527K0.14%13F-HRTimeline
Mascagni Wealth Management, Inc.5,627$526K0.52%13F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,134$525K0.1%+1,56813F-HRTimelineGroup
4WEALTH ADVISORS, INC.6,131$525K0.54%13F-HRTimeline
EASTERN BANK6,129$525K0.01%+30613F-HRTimeline
First National Bank of Hutchinson6,126$525K0.32%013F-HRTimeline
Sequent Asset Management, LLC6,122$524K0.26%013F-HRTimeline
Weaver Consulting Group6,110$523K0.16%-3,66713F-HRTimeline
MSH Capital Advisors LLC6,105$523K0.16%+2,79413F-HRTimeline
STOCK YARDS BANK & TRUST CO6,090$522K0.02%-4,59513F-HRTimeline
Sage Mountain Advisors LLC6,082$521K0.04%013F-HRTimeline
FRG Family Wealth Advisors LLC6,080$521K0.09%013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,055$519K0.05%-1,02513F-HRTimeline
Wealthspire Retirement, LLC6,023$516K0.04%new13F-HRTimeline
Black Maple Capital Management LP6,000$514K0.39%+1,74013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,000$514K0.01%013F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS5,982$512K<0.01%-2,17413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,975$512K0.05%013F-HRTimeline
HBK Sorce Advisory LLC5,972$512K0.02%-3,56113F-HRTimeline
Compagnie Lombard Odier SCmA5,957$510K0.01%+4,73013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,956$510K0.01%+85613F-HRTimeline
Resurgent Financial Advisors LLC5,945$509K0.3%-47813F-HRTimeline
Tandem Wealth Advisors LLC5,937$509K0.26%-37813F-HRTimeline
Selective Wealth Management, Inc.5,565$508K0.21%-913F-HRTimeline
Firestone Capital Management5,925$508K0.13%+1,16313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,785$506K0.11%-813F-HRTimeline
TSFG, LLC5,902$506K0.1%-86213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,905$506K0.02%+1,10013F-HRTimelineGroup
Lighthouse Financial LLC5,900$505K0.41%13F-HRTimeline
Legacy Capital Wealth Partners, LLC5,880$504K0.12%-3,16713F-HRTimeline
American Institute for Advanced Investm…5,880$504K0.38%-18613F-HRTimeline
RPG Investment Advisory, LLC5,862$502K0.07%-35613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,855$502K0.04%new13F-HRTimelineGroup
TCP Asset Management, LLC5,846$501K0.11%+1,87613F-HRTimeline
Quantbot Technologies LP5,840$500K0.02%new13F-HRTimeline
Winthrop Advisory Group LLC5,835$500K0.06%-67,09913F-HRTimeline
Arax Advisory Partners5,812$498K0.03%+51013F-HRTimeline
Argent Trust Co5,810$498K0.02%+32713F-HRTimeline
Finivi Inc.5,789$496K0.4%-16913F-HRTimeline
Cassaday & Co Wealth Management LLC5,786$496K0.01%-4013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP5,786$496K0.07%-38213F-HRTimeline
Carr Financial Group Corp5,777$495K0.16%+28813F-HRTimeline
Palumbo Wealth Management LLC5,775$495K0.18%new13F-HRTimeline
Gateway Wealth Partners, LLC5,770$494K0.13%+1,09013F-HRTimeline
Householder Group Estate & Retirement S…5,769$494K0.37%-4,64013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…5,765$494K0.1%+1,87013F-HRTimeline
PSI Advisors, LLC5,758$493K0.15%+91613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,758$493K<0.01%-2,044,97813F-HRTimelineGroup
SIGNATUREFD, LLC5,751$493K0.01%+44613F-HRTimeline
One Charles Private Wealth Services, LLC5,749$492K0.17%-97913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,720$490K0.13%-55713F-HRTimeline
Northwest Bancshares, Inc.5,690$487K0.09%-1,30413F-HRTimeline
Summit X, LLC5,683$487K0.11%+58113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,243$485K0.13%new13F-HR/ATimeline
Luminist Capital LLC5,664$485K0.84%13F-HRTimeline
WULFF, HANSEN & CO.5,650$484K0.46%013F-HRTimeline
Runnymede Capital Advisors, Inc.5,645$484K0.42%13F-HRTimeline
Strategic Blueprint, LLC5,644$483K0.03%-76813F-HRTimeline
Veltria Advisors Corp.5,631$482K0.2%-178,28113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,625$482K0.21%+1,51713F-HRTimeline
NorthRock Partners, LLC5,610$481K0.02%-26113F-HR/ATimeline
Unique Wealth Strategies, LLC5,606$480K0.21%+24113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,600$480K<0.01%-190,46113F-HRTimeline
Tradition Wealth Management, LLC5,600$480K0.04%-45713F-HRTimeline
SYON CAPITAL LLC5,593$479K0.04%new13F-HRTimeline
Court Place Advisors, LLC5,585$478K0.16%-1,45013F-HRTimeline
PLIMOTH TRUST CO LLC5,584$478K0.12%-50913F-HRTimeline