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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RESOURCES MANAGEMENT CORP /CT/ /ADV6,331$566K0.07%-36513F-HR/ATimeline
Leo Wealth, LLC6,321$565K0.07%-4,01013F-HRTimeline
CSS LLC/IL6,314$564K0.03%new13F-HRTimeline
BBR PARTNERS, LLC6,296$562K0.03%-15213F-HRTimeline
GREAT LAKES ADVISORS, LLC6,272$560K<0.01%013F-HRTimeline
NORDEN GROUP LLC6,272$560K0.06%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,268$560K0.01%-2113F-HRTimeline
Momentum Wealth Planning, LLC6,205$554K0.43%+2,30013F-HRTimeline
Freedom Investment Management, Inc.6,201$554K0.15%-13,00513F-HRTimeline
Lodestone Wealth Management LLC6,192$553K0.25%-5213F-HRTimeline
SeaBridge Investment Advisors LLC6,185$553K0.09%-40513F-HRTimeline
Tyche Wealth Partners LLC6,171$551K0.1%+19813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,125$547K<0.01%-61313F-HRTimelineGroup
Sequent Asset Management, LLC6,122$547K0.26%013F-HRTimeline
LRI Investments, LLC6,104$545K0.04%-26013F-HRTimeline
Resurgent Financial Advisors LLC6,059$541K0.27%-12213F-HRTimeline
Venture Visionary Partners LLC6,054$541K0.02%-51213F-HRTimeline
Moloney Securities Asset Management, LLC6,038$539K0.06%-1,16813F-HRTimeline
Weaver Consulting Group6,027$538K0.14%-11713F-HRTimeline
Avantax Planning Partners, Inc.6,009$537K0.02%+2,41813F-HRTimeline
Mathes Company, Inc.6,000$536K0.19%-60013F-HRTimeline
Aries Wealth Management5,994$536K0.13%-75013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,979$534K0.02%-3513F-HRTimeline
Pathway Financial Advisors LLC5,975$534K0.07%013F-HRTimeline
Redwood Wealth Management Group, LLC5,958$532K0.23%-11013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,939$531K0.16%+3,19013F-HRTimeline
Bank of Marin5,937$530K0.37%-7013F-HRTimeline
Modera Wealth Management, LLC5,931$530K0.01%-1313F-HRTimeline
First Citizens Financial Corp5,920$529K0.26%+6213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,917$529K0.05%-2,94613F-HRTimeline
GLOBALT Investments LLC / GA5,898$527K0.02%-36213F-HRTimeline
Unique Wealth Strategies, LLC5,892$526K0.21%-8413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,852$523K0.09%+2313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,850$523K0.04%-10013F-HRTimeline
10Elms LLP5,842$522K0.47%+13013F-HRTimeline
Narwhal Capital Management5,841$522K0.04%-48013F-HRTimeline
Hudson Value Partners, LLC5,835$521K0.16%+10013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,807$519K0.03%-1,37813F-HRTimeline
Objective Capital Management, LLC5,802$518K0.54%+1613F-HRTimeline
Carlson Capital, L.P.5,800$518K0.29%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,790$517K0.03%-32913F-HRTimeline
TD Asset Management Inc5,742$513K<0.01%-1,07613F-HRTimeline
TCP Asset Management, LLC5,707$510K0.09%-13013F-HRTimeline
1ST SOURCE BANK5,689$508K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,671$507K0.01%-1,52413F-HRTimeline
First Command Advisory Services, Inc.5,664$506K<0.01%013F-HRTimeline
WULFF, HANSEN & CO.5,650$505K0.43%013F-HRTimeline
Lion Street Advisors, LLC8,759$503K0.17%+3,24513F-HRTimeline
Lifeworks Advisors, LLC5,626$503K0.07%-7513F-HRTimeline
GEM Asset Management, LLC5,602$501K0.24%+4513F-HRTimeline
Sunbelt Securities, Inc.5,582$499K0.03%-4,38913F-HRTimeline
Graham Capital Management, L.P.5,568$497K0.02%new13F-HRTimeline
Obermeyer Wealth Partners5,566$497K0.02%-24013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,560$497K0.12%-3,02513F-HRTimeline
IPG Investment Advisors LLC5,555$496K0.09%-81313F-HRTimeline
Disciplined Investments, LLC5,543$495K0.2%-14013F-HRTimeline
Rossby Financial, LCC5,537$495K0.16%-9813F-HRTimeline
McCollum Christoferson Group LLC5,535$494K0.14%013F-HRTimeline
Peak Asset Management, LLC5,531$494K0.09%013F-HRTimeline
Lewis Asset Management, LLC5,506$492K0.2%+33013F-HRTimeline
Selective Wealth Management, Inc.5,468$489K0.16%+2813F-HRTimeline
OBSIDIAN CIO, LLC5,465$488K0.06%+11113F-HRTimeline
MBL Wealth, LLC5,453$487K0.04%-14713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,449$487K0.09%-62413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,436$486K0.13%-68313F-HRTimeline
Lighthouse Wealth Management Inc.5,412$483K0.39%-8113F-HRTimeline
Fermata Advisors, LLC5,412$483K0.12%-31413F-HRTimeline
Savvy Advisors, Inc.5,408$483K0.02%+2913F-HRTimeline
Independent Advisor Alliance5,403$483K0.01%+1,81113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,393$482K+34Timeline
Americana Partners, LLC5,396$482K0.01%+1,04013F-HRTimeline
Signal Advisors Wealth, LLC5,353$478K0.04%-111,91613F-HRTimeline
Boreal Capital Management LLC5,350$478K0.38%+17013F-HRTimeline
D.B. Root & Company, LLC5,333$476K0.12%+12413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,319$475K0.24%-18,55413F-HRTimelineGroup
Lumbard & Kellner, LLC5,275$471K0.17%+37513F-HRTimeline
Next Level Private LLC5,272$471K0.14%+4413F-HRTimeline
Roxbury Financial LLC5,258$470K0.43%-8813F-HRTimeline
Secure Asset Management, LLC5,244$469K0.08%+19913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,240$468K0.19%-63913F-HRTimeline
Finivi Inc.5,220$466K0.3%-25613F-HRTimeline
Seelaus Asset Management LLC5,214$466K0.37%-2713F-HR/ATimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.5,201$465K0.03%013F-HRTimeline
Mascagni Wealth Management, Inc.5,198$464K0.36%-6513F-HRTimeline
Northwest Bancshares, Inc.5,175$462K0.08%-20813F-HRTimeline
NIXON PEABODY TRUST CO5,175$462K0.03%-57513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,174$462K0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,170$462K0.03%+3,65213F-HRTimeline
Legacy Capital Wealth Partners, LLC5,165$461K0.1%-83713F-HRTimeline
PSI Advisors, LLC5,141$459K0.12%+113F-HRTimeline
Creekside Partners5,131$458K0.2%013F-HRTimeline
RPG Investment Advisory, LLC5,127$458K0.05%-29213F-HRTimeline
Towerpoint Wealth, LLC5,124$458K0.19%+113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,122$458K<0.01%+24813F-HRTimeline
Composition Wealth, LLC5,111$457K0.01%+33413F-HRTimeline
Stonebridge Financial Planning Group, L…5,092$455K0.17%-4,17513F-HRTimeline
WealthPLAN Partners, LLC5,078$454K0.07%+1,05413F-HRTimeline
Court Place Advisors, LLC5,050$451K0.14%-42513F-HRTimeline
Allegheny Financial Group5,048$451K0.08%+213F-HRTimeline
Litman Gregory Wealth Management LLC5,039$450K0.03%-4613F-HRTimeline
Fort Sheridan Advisors LLC5,016$448K0.06%013F-HRTimeline
J HAGAN CAPITAL, INC.5,016$448K0.27%-7,99613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,011$448K0.05%-63413F-HRTimeline
Circle Wealth Management, LLC5,008$447K0.01%+81813F-HRTimeline
Beaumont Financial Advisors, LLC5,000$447K0.03%-33113F-HRTimeline
Meadowbrook Wealth Management, LLC4,995$446K0.46%13F-HRTimeline
Madison Wealth Partners, Inc4,974$444K0.09%+713F-HRTimeline
CAPE ANN SAVINGS BANK4,964$443K0.24%-8313F-HRTimeline
Generation Capital Management LLC4,929$440K0.32%new13F-HRTimeline
Tidemark, LLC4,901$438K0.13%-13113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,886$437K0.13%+213F-HRTimeline
Buck Wealth Strategies, LLC4,850$433K0.06%+1213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,824$431K0.06%-1,04613F-HRTimeline
waypoint wealth counsel4,783$427K0.17%013F-HRTimeline
GM Advisory Group, LLC4,778$427K0.02%-1,50513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,769$426K0.02%-43813F-HRTimeline
Shulman DeMeo Asset Management LLC4,767$426K0.1%+3113F-HRTimeline
Measured Risk Portfolios, Inc.4,750$424K0.46%+35113F-HRTimeline
Princeton Global Asset Management LLC4,750$424K0.07%013F-HRTimeline
Sage Mountain Advisors LLC4,741$424K0.02%-1,03113F-HRTimeline
Patriot Financial Group Insurance Agenc…4,736$423K0.05%-4,45113F-HRTimeline
Grandview Asset Management LLC4,734$423K0.12%-22713F-HRTimeline
Commonwealth Financial Services, LLC4,727$422K0.07%+2,10013F-HRTimeline
HOLDERNESS INVESTMENTS CO4,715$421K0.09%-49713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,705$420K0.14%-1,46513F-HRTimeline
TSFG, LLC4,700$420K0.07%-69013F-HRTimeline
MMA ASSET MANAGEMENT LLC4,701$420K0.14%-23213F-HRTimeline
Auour Investments LLC4,697$420K0.14%+33213F-HRTimeline
Strategic Blueprint, LLC4,671$417K0.02%+1,21913F-HRTimeline
PROMETHIUM ADVISORS,LLC4,655$416K0.24%013F-HRTimeline
Mayfair Advisory Group, LLC4,617$412K0.18%-9813F-HRTimeline
FIRST AMERICAN TRUST, FSB4,608$412K0.03%+55813F-HRTimeline
Strata Wealth Advisors, LLC4,601$411K0.11%013F-HRTimeline
Legacy Capital Group California, Inc.4,598$411K0.1%+1013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,594$410K0.15%013F-HRTimeline
HANOVER ADVISORS INC4,593$410K0.16%-1213F-HRTimeline
Stonegate Investment Group, LLC4,576$409K0.01%-2,42413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,575$409K0.09%-5,20013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,575$409K0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,569$408K0.12%-3013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,568$408K0.03%-1,24413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,560$407K0.13%013F-HRTimeline
Shoker Investment Counsel, Inc.4,559$407K0.12%+413F-HRTimeline
Verition Fund Management LLC4,558$407K<0.01%+1,27913F-HRTimeline
Shepherd Financial Partners LLC4,534$405K0.04%+2413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,531$405K0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,517$404K0.02%-3,21113F-HRTimelineGroup
CENTRAL BANK & TRUST CO4,494$401K0.06%-8913F-HRTimeline
Caldwell Trust Co4,492$401K0.04%+38613F-HRTimeline
SAXON INTERESTS, INC.4,437$401K0.16%-35913F-HRTimeline
Gryphon Financial Partners LLC4,484$401K0.05%+2413F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,474$400K0.01%+53613F-HRTimeline
Gallacher Capital Management LLC4,471$399K0.16%-25913F-HRTimeline
Kapstone Financial Advisors LLC4,455$398K0.19%-1,17713F-HRTimeline
Clear Creek Financial Management, LLC4,449$397K0.03%+713F-HRTimeline
Bristlecone Advisors, LLC4,444$397K0.03%+513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,445$397K0.11%-79513F-HR/ATimeline
ORRSTOWN FINANCIAL SERVICES INC4,438$396K0.07%+1,06813F-HRTimeline
Advance Capital Management, Inc.4,436$396K0.02%-1413F-HRTimeline
Teamwork Financial Advisors, LLC4,427$396K0.04%+24013F-HRTimeline
Key Client Fiduciary Advisors, LLC4,400$393K0.13%+1313F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,409$393K0.13%-26213F-HRTimeline
Compound Planning, Inc.4,385$392K0.01%-1,81813F-HRTimeline
Mason Investment Advisory Services, Inc.4,375$391K0.02%+41413F-HRTimeline
SlateStone Wealth, LLC4,364$390K0.03%-8813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,365$390K0.03%+1413F-HRTimeline
1834 INVESTMENT ADVISORS CO4,360$390K0.05%-58413F-HRTimeline
New England Private Wealth Advisors LLC4,357$389K0.05%+913F-HRTimeline
Proficio Capital Partners LLC4,337$387K0.03%-10,169,74513F-HR/ATimeline
Campion Asset Management4,337$387K0.28%-7013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,565$387K0.05%013F-HRTimeline
CX Institutional4,328$387K0.01%-7,56013F-HRTimeline
Arkos Global Advisors4,293$384K0.05%+19113F-HRTimeline
Arcus Capital Partners, LLC4,297$384K0.17%+8113F-HRTimeline
Gotham Asset Management, LLC4,278$382K<0.01%+1,74413F-HRTimeline
Guardian Asset Advisors, LLC4,278$382K0.21%-71313F-HRTimeline
Ulland Investment Advisors, LLC4,275$382K0.29%-7513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…4,273$382K0.1%+26813F-HRTimelineGroup
Auxano Advisors, LLC4,250$380K0.08%+213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,215$377K0.12%+23713F-HRTimelineGroup
LJI Wealth Management, LLC4,191$374K0.07%-10013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,179$373K0.07%-9313F-HRTimeline
Ally Invest Advisors Inc.4,169$372K0.03%+21813F-HRTimeline
Annex Advisory Services, LLC4,143$370K0.01%-23213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,142$370K0.01%+14913F-HRTimelineGroup
Fort Point Capital Partners LLC4,121$368K0.05%-27,24313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,110$367K0.04%-39413F-HRTimeline
FLC Capital Advisors4,094$366K0.07%+2913F-HRTimeline
Bruce G. Allen Investments, LLC4,076$364K0.26%+2313F-HRTimeline
CHAPIN DAVIS, INC.4,066$363K0.09%+1,45013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,058$363K0.09%-3013F-HRTimeline
LFA - Lugano Financial Advisors SA4,018$359K0.19%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,010$358K0.01%013F-HRTimeline
Pacific Center for Financial Services4,003$358K0.09%+3213F-HRTimeline
Copia Wealth Management3,999$357K0.27%+94813F-HRTimeline
M.E. ALLISON & CO., INC.3,998$357K0.25%+7313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,974$355K<0.01%-71713F-HRTimeline
Banco BTG Pactual S.A.3,972$355K0.05%+19613F-HRTimeline
VeraBank, N.A.3,955$353K0.07%-27513F-HRTimeline
EASTERN BANK3,938$352K0.01%-1,20413F-HRTimeline