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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moloney Securities Asset Management, LLC7,089$662K0.09%+65313F-HRTimeline
Intrua Financial, LLC7,075$661K0.1%+3313F-HRTimeline
IPG Investment Advisors LLC7,065$660K0.15%-91313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,044$658K0.08%-76613F-HRTimeline
Quotient Wealth Partners, LLC7,040$658K0.02%-588,20813F-HRTimeline
Berger Financial Group, Inc7,039$658K0.05%-27713F-HRTimeline
Acorns Advisers, LLC7,021$656K0.01%+1,72313F-HRTimeline
Smith Anglin Financial, LLC7,002$654K0.07%-76413F-HRTimeline
GLOBALT Investments LLC / GA6,998$654K0.03%-75713F-HRTimeline
Factor Wealth Management LTD6,997$654K0.2%+36813F-HRTimeline
Roberts Wealth Advisors, LLC6,989$653K0.2%+8713F-HRTimeline
MBL Wealth, LLC6,975$652K0.07%-42513F-HRTimeline
NAPA WEALTH MANAGEMENT6,969$651K0.37%new13F-HRTimeline
HBK Sorce Advisory LLC6,969$651K0.02%+99713F-HRTimeline
Redwood Financial Network Corp6,965$651K0.5%-92813F-HRTimeline
Flywheel Private Wealth LLC6,950$650K0.59%+10013F-HRTimeline
First National Bank of Hutchinson6,907$645K0.43%+78113F-HRTimeline
SUMMIT SECURITIES GROUP LLC6,900$645K0.45%new13F-HRTimeline
NorthRock Partners, LLC6,842$639K0.02%+1,23213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,841$639K0.14%+18013F-HRTimeline
True Vision MN LLC6,839$639K0.38%+5613F-HRTimeline
Sound View Wealth Advisors Group, LLC6,832$638K0.05%-5313F-HRTimeline
RiverGlades Family Offices LLC6,828$638K0.46%+4513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,791$635K0.29%-16513F-HRTimeline
1ST SOURCE BANK6,789$634K0.04%013F-HRTimeline
Cooper Financial Group6,786$634K0.08%+5513F-HRTimeline
Glenview Trust Co6,782$634K0.01%+16613F-HR/ATimeline
HUB Investment Partners, LLC6,749$631K0.03%-1,16213F-HRTimeline
Birchcreek Wealth Management, LLC6,742$630K0.4%-9113F-HRTimeline
Allie Family Office LLC6,736$629K0.34%+13013F-HRTimeline
NORDEN GROUP LLC6,731$629K0.07%+40213F-HRTimeline
CX Institutional6,731$629K0.02%-17113F-HRTimeline
Sterling Investment Advisors, Ltd.6,725$628K0.15%+3,71713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,719$628K0.28%-78613F-HRTimeline
First Financial Bankshares Inc6,696$626K0.01%new13F-HRTimeline
River Street Advisors LLC6,692$625K0.31%+35613F-HRTimeline
Seelaus Asset Management LLC6,676$624K0.59%-1,18913F-HRTimeline
Tandem Wealth Advisors LLC6,670$623K0.33%+73313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,669$623K0.24%+39613F-HRTimeline
Sovereign Financial Group, Inc.6,623$619K0.14%+1,11913F-HRTimeline
BBR PARTNERS, LLC6,605$617K0.04%+3913F-HRTimeline
Mathes Company, Inc.6,600$617K0.25%-2,35013F-HRTimeline
Brick & Kyle, Associates6,649$616K0.28%-20813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV6,574$614K0.2%-13413F-HRTimeline
COWA, LLC6,549$612K0.26%-14513F-HRTimeline
Empire Financial Management Company, LLC6,535$611K0.19%013F-HRTimeline
Mason & Associates Inc6,512$609K0.15%013F-HRTimeline
Garden State Investment Advisory Servic…6,478$607K0.19%-59813F-HRTimeline
Lifeworks Advisors, LLC6,440$602K0.1%-4,29413F-HRTimeline
LPWM LLC6,433$601K0.19%013F-HRTimeline
Aurora Private Wealth, Inc.6,428$601K0.48%-2,42813F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC6,408$599K0.27%-4613F-HRTimeline
STOCK YARDS BANK & TRUST CO6,390$597K0.02%+30013F-HRTimeline
Cyndeo Wealth Partners, LLC6,375$596K0.04%-28713F-HRTimeline
LRI Investments, LLC6,364$595K0.06%+4,44013F-HRTimeline
Blackston Financial Advisory Group, LLC6,357$594K0.4%-57813F-HR/ATimeline
Sageworth Trust Co6,347$593K0.04%+9513F-HRTimeline
GREAT LAKES ADVISORS, LLC6,343$593K0.01%-40,72413F-HRTimeline
Matthew Goff Investment Advisor, LLC6,328$591K0.11%new13F-HRTimeline
D.B. Root & Company, LLC6,323$591K0.19%-1213F-HRTimeline
CHICAGO TRUST Co NA6,272$586K0.1%013F-HRTimeline
Redwood Wealth Management Group, LLC6,218$581K0.3%-22513F-HRTimeline
Westover Capital Advisors, LLC6,213$581K0.13%+1313F-HRTimeline
Tradewinds Capital Management, LLC6,202$580K0.16%-3113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV6,199$579K0.21%+2,06013F-HRTimeline
Larson Financial Group LLC6,178$577K0.03%-13313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC6,151$575K0.2%+90813F-HRTimeline
Sequent Asset Management, LLC6,122$572K0.32%013F-HRTimeline
Compagnie Lombard Odier SCmA6,107$571K0.01%+15013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,104$570K0.09%-6113F-HRTimeline
Sage Mountain Advisors LLC6,082$568K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,055$566K<0.01%+4,07613F-HRTimeline
4WEALTH ADVISORS, INC.6,042$565K0.62%-8913F-HRTimeline
Weaver Consulting Group6,027$563K0.17%-8313F-HRTimeline
Compound Planning, Inc.6,018$562K0.03%+1,86213F-HRTimeline
SIMON QUICK ADVISORS, LLC6,014$562K0.03%+46413F-HRTimeline
NIXON PEABODY TRUST CO6,000$561K0.05%-30013F-HRTimeline
Hudson Value Partners, LLC5,980$559K0.21%+48013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,972$558K0.15%-46713F-HRTimeline
LCNB CORP5,950$556K0.2%+75013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,950$556K0.05%-2513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,918$553K0.21%-3,82213F-HRTimeline
PSI Advisors, LLC5,912$552K0.18%+15413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,905$552K0.02%013F-HRTimelineGroup
Firestone Capital Management5,897$551K0.14%-2813F-HRTimeline
Legacy Capital Wealth Partners, LLC5,897$551K0.14%+1713F-HRTimeline
Resolute Wealth Strategies, LLC5,883$550K0.31%-66213F-HRTimeline
American Institute for Advanced Investm…5,880$549K0.42%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,860$548K0.26%-37613F-HRTimeline
Galvin, Gaustad & Stein, LLC5,855$547K0.05%-20013F-HRTimeline
TCP Asset Management, LLC5,851$547K0.12%+513F-HRTimeline
Summit X, LLC5,848$546K0.11%+16513F-HRTimeline
Cornerstone Planning Group LLC6,725$546K0.13%+7913F-HRTimeline
SIGNATUREFD, LLC5,822$544K0.01%+7113F-HRTimeline
Disciplined Investments, LLC5,814$543K0.25%-13,94513F-HRTimeline
10Elms LLP5,792$541K0.54%+44013F-HRTimeline
Modera Wealth Management, LLC5,785$541K0.01%-51513F-HRTimeline
Carr Financial Group Corp5,776$540K0.18%-113F-HRTimeline
Finivi Inc.5,770$539K0.43%-1913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,763$539K0.25%+13813F-HRTimeline
Bristlecone Advisors, LLC5,740$536K0.04%+36013F-HRTimeline
Palumbo Wealth Management LLC5,740$536K0.18%-3513F-HRTimeline
TSFG, LLC5,711$534K0.11%-19113F-HRTimeline
Welch Group, LLC5,763$533K0.02%-7,10613F-HRTimeline
Northwest Bancshares, Inc.5,690$532K0.1%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,689$532K0.01%-9713F-HRTimeline
Unique Wealth Strategies, LLC5,670$530K0.24%+6413F-HRTimeline
WULFF, HANSEN & CO.5,650$528K0.48%013F-HRTimeline
Sunbelt Securities, Inc.5,643$527K0.05%-4,32813F-HRTimeline
Lodestone Wealth Management LLC5,639$527K0.28%+16113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,636$527K0.15%+33513F-HRTimeline
McCollum Christoferson Group LLC5,635$527K0.16%+41013F-HRTimeline
Mascagni Wealth Management, Inc.5,627$526K0.52%013F-HR/ATimeline
CAPITAL ADVISORS INC/OK5,607$524K0.01%-55513F-HRTimeline
OBSIDIAN CIO, LLC5,604$524K0.09%+1,50613F-HRTimeline
Lighthouse Wealth Management Inc.5,601$523K0.48%+10613F-HRTimeline
Court Place Advisors, LLC5,585$522K0.17%013F-HRTimeline
Lion Street Advisors, LLC5,584$522K0.17%+77613F-HRTimeline
Tradition Wealth Management, LLC5,573$521K0.05%-2713F-HRTimeline
Obermeyer Wealth Partners5,566$520K0.03%013F-HRTimeline
GEM Asset Management, LLC5,510$518K0.29%new13F-HRTimeline
Composition Wealth, LLC5,542$518K0.01%-78,50613F-HRTimeline
Guardian Asset Advisors, LLC5,539$518K0.34%+13113F-HRTimeline
Peak Asset Management, LLC5,531$517K0.1%-5,95713F-HRTimeline
ERn Financial, LLC5,525$516K0.08%-1,03013F-HRTimeline
Hexagon Capital Partners LLC5,510$515K0.1%-3,36113F-HRTimeline
Black Maple Capital Management LP5,500$514K0.4%-50013F-HRTimeline
Lighthouse Financial LLC5,500$514K0.44%-40013F-HRTimeline
Northwest Financial Advisors5,493$513K0.43%-1,67213F-HRTimeline
One Charles Private Wealth Services, LLC5,467$511K0.17%-28213F-HRTimeline
Argent Trust Co5,360$501K0.02%-45013F-HRTimeline
Beaumont Financial Advisors, LLC5,356$501K0.04%-33,79513F-HRTimeline
Donald L. Hagan, LLC5,355$500K0.26%+43813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,346$500K0.08%-10013F-HRTimeline
Shepherd Financial Partners LLC5,330$498K0.06%+24013F-HRTimeline
New England Private Wealth Advisors LLC5,327$498K0.08%+61413F-HRTimeline
Arax Advisory Partners5,301$495K0.03%-51113F-HRTimeline
MATHER GROUP, LLC.5,288$494K0.01%+35613F-HRTimeline
Advance Capital Management, Inc.5,269$492K0.02%+5913F-HRTimeline
Eagle Strategies LLC5,263$492K0.09%-9913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,014$491K0.02%-29713F-HRTimeline
1834 INVESTMENT ADVISORS CO5,237$489K0.06%-2,67813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,224$488K0.05%-22,62113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,203$486K-1,894Timeline
Next Level Private LLC5,184$484K0.18%-1013F-HRTimeline
HOLDERNESS INVESTMENTS CO5,165$483K0.11%+26813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,146$481K0.02%-98813F-HRTimelineGroup
Waterloo Capital, L.P.5,146$481K0.04%+2,13213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,142$481K0.13%new13F-HRTimelineGroup
Towerpoint Wealth, LLC5,132$480K0.24%+1013F-HRTimeline
Creekside Partners5,131$479K0.25%013F-HRTimeline
Pacific Sun Financial Corp5,129$479K0.27%+1,48813F-HRTimeline
EASTERN BANK5,101$477K0.01%-1,02813F-HRTimeline
Tidemark, LLC5,095$476K0.17%+1,21213F-HRTimeline
Litman Gregory Wealth Management LLC5,085$475K0.04%013F-HRTimeline
Talon Private Wealth, LLC5,083$475K0.06%-7,95213F-HRTimeline
MMA ASSET MANAGEMENT LLC5,062$473K0.2%+58613F-HRTimeline
Resurgent Financial Advisors LLC5,027$470K0.28%-91813F-HRTimeline
Fort Sheridan Advisors LLC5,016$469K0.07%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,012$468K0.23%-47813F-HRTimeline
CAPE ANN SAVINGS BANK5,006$468K0.29%013F-HRTimeline
Bramshill Investments, LLC5,000$467K0.05%-3,00013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV4,990$466K0.1%-1,38413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,990$466K0.02%-27513F-HRTimeline
Inscription Capital, LLC4,892$462K0.08%13F-HRTimeline
Ulland Investment Advisors, LLC4,930$461K0.39%-27513F-HRTimeline
Atala Financial Inc4,915$459K0.33%-57013F-HRTimeline
Mayfair Advisory Group, LLC4,913$459K0.26%-45413F-HRTimeline
CENTRAL BANK & TRUST CO4,910$459K0.08%-55113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC4,891$457K0.17%+98413F-HRTimeline
Coordinated Financial Services, Inc./CO4,889$457K0.35%13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,806$454K0.1%+2113F-HRTimeline
Lewis Asset Management, LLC4,851$453K0.37%-21813F-HRTimeline
Objective Capital Management, LLC4,839$452K0.58%-2,66313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,825$451K0.01%+32913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,821$450K0.07%-25513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,814$450K0.05%013F-HRTimeline
Atlas Legacy Advisors, LLC4,797$448K0.11%013F-HRTimeline
SAXON INTERESTS, INC.4,796$448K0.21%-26,73313F-HRTimeline
Measured Risk Portfolios, Inc.4,778$447K0.48%-9713F-HRTimeline
Shulman DeMeo Asset Management LLC4,773$446K0.13%-7813F-HRTimeline
waypoint wealth counsel4,772$446K0.28%-4,74013F-HRTimeline
NOVEM GROUP4,759$445K0.06%-11213F-HRTimeline
Rossby Financial, LCC5,393$444K0.19%+2713F-HRTimeline
Olympiad Research LP4,753$444K0.52%013F-HRTimeline
Princeton Global Asset Management LLC4,750$444K0.09%013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,748$444K0.04%-14513F-HRTimeline
CenterStar Asset Management, LLC4,736$443K0.64%new13F-HRTimeline
Allegheny Financial Group4,741$443K0.11%+45813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,731$442K0.08%-89,53813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,725$442K<0.01%-10,07213F-HR/ATimeline
PLIMOTH TRUST CO LLC4,711$440K0.11%-87313F-HRTimeline
Selective Wealth Management, Inc.5,566$439K0.19%+113F-HRTimeline
Astoria Portfolio Advisors LLC.5,392$438K0.15%+2,21813F-HRTimeline
PROMETHIUM ADVISORS,LLC4,655$435K0.28%new13F-HRTimeline
Grandview Asset Management LLC4,649$434K0.16%+1,36213F-HRTimeline
NEVILLE RODIE & SHAW INC4,648$434K0.03%013F-HRTimeline
Legacy Advisors, LLC4,639$434K0.05%new13F-HRTimeline
CITY HOLDING CO4,637$433K0.06%+11613F-HRTimeline
Winthrop Advisory Group LLC4,606$430K0.05%-1,22913F-HRTimeline