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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Smith Anglin Financial, LLC6,808$577K0.05%-19413F-HRTimeline
Burford Brothers, Inc.6,805$577K0.26%-1,34213F-HRTimeline
Brick & Kyle, Associates6,673$572K0.25%+2413F-HRTimeline
Aries Wealth Management6,744$572K0.15%-1,56713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,738$571K<0.01%+2,55013F-HRTimelineGroup
Maridea Wealth Management LLC6,734$571K0.15%-22,64113F-HRTimeline
Promus Capital, LLC6,702$568K0.37%+2,89113F-HR/ATimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV6,696$568K0.08%-69413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,629$562K0.23%-9013F-HRTimeline
HBK Sorce Advisory LLC6,627$562K0.02%-34213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,623$562K0.06%-42113F-HRTimeline
True Vision MN LLC6,609$561K0.31%-23013F-HRTimeline
Mathes Company, Inc.6,600$560K0.21%013F-HRTimeline
HUB Investment Partners, LLC6,595$559K0.02%-15413F-HRTimeline
SeaBridge Investment Advisors LLC6,590$559K0.1%-1,07613F-HRTimeline
City Center Advisors, LLC6,583$558K0.6%-5,48413F-HRTimeline
Venture Visionary Partners LLC6,566$557K0.02%-6,77013F-HRTimeline
Berger Financial Group, Inc6,558$556K0.04%-48113F-HRTimeline
COWA, LLC6,558$556K0.21%+913F-HRTimeline
Keystone Global Partners, LLC6,536$554K0.3%-11,30413F-HRTimeline
Mason & Associates Inc6,512$552K0.13%013F-HRTimeline
BBR PARTNERS, LLC6,448$547K0.03%-15713F-HRTimeline
Royal Fund Management, LLC6,440$546K0.06%-1,12613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,405$543K0.02%+50013F-HRTimelineGroup
IPG Investment Advisors LLC6,368$540K0.11%-69713F-HRTimeline
Flywheel Private Wealth LLC6,367$540K0.43%-58313F-HRTimeline
LRI Investments, LLC6,364$540K0.05%013F-HRTimeline
Sageworth Trust Co6,347$538K0.03%013F-HRTimeline
Narwhal Capital Management6,321$536K0.04%-5,02013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…6,300$536K0.63%-26,40013F-HRTimelineGroup
NorthRock Partners, LLC6,302$534K0.01%-54013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC6,289$533K0.01%-85213F-HRTimeline
Aurora Private Wealth, Inc.6,288$533K0.39%-14013F-HRTimeline
GM Advisory Group, LLC6,283$533K0.03%-1,97613F-HRTimeline
Tradewinds Capital Management, LLC6,273$532K0.13%+7113F-HRTimeline
GREAT LAKES ADVISORS, LLC6,272$532K<0.01%-7113F-HRTimeline
NORDEN GROUP LLC6,272$532K0.06%-45913F-HRTimeline
GLOBALT Investments LLC / GA6,260$531K0.02%-73813F-HRTimeline
Glenview Trust Co6,251$530K0.01%-53113F-HRTimeline
Lodestone Wealth Management LLC6,244$530K0.26%+60513F-HRTimeline
Firestone Capital Management6,225$528K0.12%+32813F-HRTimeline
Compound Planning, Inc.6,203$526K0.02%+18513F-HRTimeline
Westover Capital Advisors, LLC6,200$526K0.11%-1313F-HRTimeline
Resurgent Financial Advisors LLC6,181$524K0.29%+1,15413F-HRTimeline
Welch Group, LLC6,173$524K0.02%+41013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,170$523K0.2%+1,15813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,151$522K0.05%-99213F-HRTimeline
Weaver Consulting Group6,144$521K0.14%+11713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,140$521K<0.01%-1,03013F-HRTimelineGroup
Blackston Financial Advisory Group, LLC6,135$520K0.33%-22213F-HR/ATimeline
Sequent Asset Management, LLC6,122$519K0.41%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,119$519K0.13%+14713F-HRTimeline
Cyndeo Wealth Partners, LLC6,119$519K0.03%-25613F-HRTimeline
Cascades Capital Asset Management, LLC6,085$516K0.27%-1,84013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,073$515K0.11%-76813F-HRTimeline
Redwood Wealth Management Group, LLC6,068$515K0.23%-15013F-HRTimeline
Turim 21 Investimentos Ltda.6,019$510K0.1%+5,61913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,014$510K0.02%013F-HRTimeline
Bank of Marin6,007$509K0.38%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC6,002$509K0.12%+10513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,829$507K0.09%+2313F-HRTimeline
Unique Wealth Strategies, LLC5,976$507K0.21%+30613F-HRTimeline
Pathway Financial Advisors LLC5,975$507K0.07%-3,07113F-HRTimeline
Tyche Wealth Partners LLC5,973$507K0.1%+2,48613F-HRTimeline
LCNB CORP5,959$505K0.18%+913F-HRTimeline
Eisler Capital Management Ltd.5,956$505K0.02%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,950$505K0.04%013F-HRTimeline
Modera Wealth Management, LLC5,944$504K0.01%+15913F-HRTimeline
Pacific Sun Financial Corp5,924$502K0.26%+79513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,879$499K0.22%+11613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,870$498K0.07%-23413F-HRTimeline
SMART Wealth LLC5,865$497K0.16%-40,59013F-HRTimeline
First Citizens Financial Corp5,858$497K0.27%+2,08713F-HRTimeline
TCP Asset Management, LLC5,837$495K0.1%-1413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,812$493K0.05%+99813F-HRTimeline
Summit X, LLC5,811$493K0.09%-3713F-HRTimeline
Obermeyer Wealth Partners5,806$492K0.02%+24013F-HRTimeline
Donald L. Hagan, LLC5,798$492K0.25%+44313F-HRTimeline
North Star Investment Management Corp.5,791$491K0.03%-2,96713F-HRTimeline
Objective Capital Management, LLC5,786$491K0.55%+94713F-HRTimeline
Sage Mountain Advisors LLC5,772$490K0.03%-31013F-HRTimeline
NIXON PEABODY TRUST CO5,750$488K0.04%-25013F-HRTimeline
Resolute Wealth Strategies, LLC5,737$487K0.26%-14613F-HRTimeline
Hudson Value Partners, LLC5,735$486K0.17%-24513F-HRTimeline
Fermata Advisors, LLC5,726$486K0.13%-3,92513F-HRTimeline
10Elms LLP5,712$484K0.46%-8013F-HRTimeline
Lifeworks Advisors, LLC5,701$483K0.07%-73913F-HRTimeline
1ST SOURCE BANK5,689$482K0.03%-1,10013F-HRTimeline
Disciplined Investments, LLC5,683$482K0.2%-13113F-HRTimeline
First Command Advisory Services, Inc.5,664$480K<0.01%+2,24113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,658$480K0.17%-49313F-HRTimeline
WULFF, HANSEN & CO.5,650$479K0.41%013F-HRTimeline
Selective Wealth Management, Inc.5,440$479K0.17%-12613F-HRTimeline
GEM Asset Management, LLC5,557$479K0.25%+4713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,645$479K0.06%-2,08213F-HRTimeline
Rossby Financial, LCC5,635$478K0.18%+24213F-HRTimeline
Kapstone Financial Advisors LLC5,632$478K0.24%-2,32113F-HRTimeline
Palumbo Wealth Management LLC5,614$476K0.15%-12613F-HRTimeline
MBL Wealth, LLC5,600$475K0.05%-1,37513F-HRTimeline
McCollum Christoferson Group LLC5,535$469K0.14%-10013F-HRTimeline
Peak Asset Management, LLC5,531$469K0.09%013F-HRTimeline
Lion Street Advisors, LLC5,514$468K0.14%-7013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP5,513$467K0.15%new13F-HRTimeline
Bramshill Investments, LLC5,500$466K0.05%+50013F-HRTimeline
Lighthouse Financial LLC5,500$466K0.36%013F-HRTimeline
Lighthouse Wealth Management Inc.5,493$466K0.4%-10813F-HRTimeline
Finivi Inc.5,476$464K0.31%-29413F-HRTimeline
Court Place Advisors, LLC5,475$464K0.15%-11013F-HRTimeline
RPG Investment Advisory, LLC5,419$460K0.06%-5,80613F-HRTimeline
TSFG, LLC5,390$457K0.08%-32113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,359$457K+2,949Timeline
Northwest Bancshares, Inc.5,383$457K0.08%-30713F-HRTimeline
SIGNATUREFD, LLC5,381$456K0.01%-44113F-HRTimeline
Savvy Advisors, Inc.5,379$456K0.03%+1,40613F-HRTimeline
OBSIDIAN CIO, LLC5,354$454K0.07%-25013F-HRTimeline
Roxbury Financial LLC5,346$453K0.44%-2,11213F-HRTimeline
Beaumont Financial Advisors, LLC5,331$452K0.03%-2513F-HRTimeline
American Institute for Advanced Investm…5,310$450K0.32%-57013F-HRTimeline
SAXON INTERESTS, INC.4,796$448K0.21%013F-HRTimeline
Mascagni Wealth Management, Inc.5,263$446K0.38%-36413F-HRTimeline
Seelaus Asset Management LLC5,241$444K0.39%-1,43513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,240$444K0.13%-1,33413F-HRTimeline
Next Level Private LLC5,228$443K0.14%+4413F-HRTimeline
Argent Trust Co5,220$443K0.02%-14013F-HRTimeline
HOLDERNESS INVESTMENTS CO5,212$442K0.1%+4713F-HRTimeline
D.B. Root & Company, LLC5,209$442K0.13%-1,11413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,207$442K0.02%+62213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.5,201$441K0.03%-2,00713F-HRTimeline
Boreal Capital Management LLC5,180$439K0.36%13F-HRTimeline
Lewis Asset Management, LLC5,176$439K0.21%+32513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,174$439K0.08%-2,47313F-HRTimeline
Laird Norton Wetherby Wealth Management…5,165$438K0.02%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,162$438K0.02%+1613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC5,161$438K<0.01%-114,50013F-HRTimeline
EASTERN BANK5,142$436K0.01%+4113F-HRTimeline
AMERIFLEX GROUP, INC.5,084$436K0.23%-9,49013F-HRTimeline
PSI Advisors, LLC5,140$436K0.21%-77213F-HRTimeline
Creekside Partners5,131$435K0.21%013F-HRTimeline
Towerpoint Wealth, LLC5,123$434K0.19%-913F-HRTimeline
Litman Gregory Wealth Management LLC5,085$431K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,078$431K0.06%+25713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,054$429K0.07%+32313F-HRTimeline
CAPE ANN SAVINGS BANK5,047$428K0.26%+4113F-HRTimeline
Allegheny Financial Group5,046$428K0.1%+30513F-HRTimeline
Secure Asset Management, LLC5,045$428K0.08%+70913F-HRTimeline
Tidemark, LLC5,032$427K0.14%-6313F-HRTimeline
Fort Sheridan Advisors LLC5,016$425K0.06%013F-HRTimeline
Guardian Asset Advisors, LLC4,991$423K0.24%-54813F-HRTimeline
Madison Wealth Partners, Inc4,967$421K0.09%new13F-HRTimeline
Grandview Asset Management LLC4,961$421K0.13%+31213F-HRTimeline
1834 INVESTMENT ADVISORS CO4,944$419K0.05%-29313F-HRTimeline
MMA ASSET MANAGEMENT LLC4,933$418K0.16%-12913F-HRTimeline
Lumbard & Kellner, LLC4,900$416K0.18%new13F-HRTimeline
Coordinated Financial Services, Inc.4,900$416K0.29%13F-HRTimeline
NWF Advisory Services Inc.4,897$415K0.05%-40,17313F-HRTimeline
2UniFi Bank4,887$414K0.24%+28613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,884$414K0.13%-1,31513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,874$413K<0.01%+60413F-HRTimeline
Buck Wealth Strategies, LLC4,838$410K0.06%+1,31613F-HRTimeline
Financial Partners Group, LLC4,808$408K0.15%-10,18013F-HRTimeline
Legacy Private Trust Co.4,794$407K0.03%new13F-HRTimeline
waypoint wealth counsel4,783$406K0.2%+1113F-HRTimeline
Composition Wealth, LLC4,777$405K0.01%-76513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,771$405K0.05%-57513F-HRTimeline
Princeton Global Asset Management LLC4,750$403K0.07%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,749$403K0.04%-47513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.4,747$403K0.21%-1,11313F-HRTimeline
Shulman DeMeo Asset Management LLC4,736$402K0.1%-3713F-HRTimeline
Gallacher Capital Management LLC4,730$401K0.19%new13F-HRTimeline
Strategic Wealth Partners, Ltd.4,729$401K0.03%13F-HRTimeline
CITY HOLDING CO4,725$401K0.05%+8813F-HRTimeline
Mayfair Advisory Group, LLC4,715$400K0.19%-19813F-HRTimeline
CTC LLC4,695$398K0.03%-30,64113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,691$398K<0.01%+1,75513F-HRTimeline
Per Stirling Capital Management, LLC.4,676$397K0.05%-19,56013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,671$396K0.15%+54313F-HRTimeline
PROMETHIUM ADVISORS,LLC4,655$395K0.24%013F-HRTimeline
Encompass More Asset Management4,650$394K0.09%+19513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,638$393K0.01%-18713F-HRTimeline
HANOVER ADVISORS INC4,605$391K0.16%+12313F-HRTimeline
Strata Wealth Advisors, LLC4,601$390K0.11%013F-HRTimeline
Pinnacle Bancorp, Inc.4,599$390K0.12%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,594$390K0.16%+18013F-HRTimeline
Legacy Capital Group California, Inc.4,588$389K0.11%+3113F-HRTimeline
PCG Wealth Advisors, LLC4,584$389K0.2%+48313F-HRTimeline
CENTRAL BANK & TRUST CO4,583$389K0.06%-32713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,575$388K0.01%013F-HRTimelineGroup
NOVEM GROUP4,565$387K0.05%-19413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,565$387K0.05%+10013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,560$387K0.14%013F-HRTimeline
Gradient Capital Advisors, LLC4,558$387K0.11%+1,19613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,555$386K0.02%-43513F-HRTimeline
Shoker Investment Counsel, Inc.4,555$386K0.12%+513F-HRTimeline
Asset Management One Co., Ltd.4,548$386K<0.01%+4,53113F-HRTimeline
Cresta Advisors, Ltd.4,534$385K0.19%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,531$384K0.02%+6913F-HRTimelineGroup
Shepherd Financial Partners LLC4,510$383K0.04%-82013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,504$382K0.05%+4713F-HRTimeline
New England Private Wealth Advisors LLC4,348$381K0.06%-97913F-HRTimeline
PLIMOTH TRUST CO LLC4,474$379K0.09%-23713F-HRTimeline