Skip to content
Disclosery

XLE SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HUB Investment Partners, LLC13,608$608K0.02%+6,81613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,604$608K0.04%+6,44613F-HRTimeline
IKE Capital, LLC13,600$608K0.53%13F-HRTimeline
SIGNATUREFD, LLC13,590$608K0.01%+6,86013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC13,580$607K0.26%new13F-HRTimeline
SYM FINANCIAL Corp13,570$607K0.06%+6,61713F-HRTimeline
Pacific Sun Financial Corp13,498$603K0.29%+6,95213F-HRTimeline
Vise Technologies, Inc.13,451$601K0.01%new13F-HRTimeline
Brick & Kyle, Associates13,440$601K0.21%+6,74213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC13,429$600K0.1%13F-HRTimeline
IPG Investment Advisors LLC13,288$594K0.1%+7,73313F-HRTimeline
True Vision MN LLC13,231$592K0.3%+6,67413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC13,231$592K0.08%new13F-HRTimeline
Beacon Financial Advisory LLC13,210$591K0.14%+6,23613F-HRTimeline
KG Capital Management13,195$590K0.15%+6,56513F-HRTimeline
Strategic Financial Concepts, LLC13,182$589K0.54%+4,80513F-HRTimeline
Federation des caisses Desjardins du Qu…13,178$589K<0.01%+6,39313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,096$586K0.06%+6,47313F-HRTimeline
Alchemi Wealth, LLC13,085$585K0.32%13F-HRTimeline
Empire Financial Management Company, LLC13,070$584K0.13%+6,53513F-HRTimeline
Embree Financial Group13,025$582K0.07%+3,49313F-HRTimeline
Mason & Associates Inc13,024$582K0.11%+6,51213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC13,010$582K0.02%+6,60513F-HRTimelineGroup
Roberts Wealth Advisors, LLC12,974$580K0.15%+6,18313F-HRTimeline
First Command Advisory Services, Inc.12,928$578K<0.01%+7,26413F-HRTimeline
Tyche Wealth Partners LLC12,922$578K0.09%+6,75113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC12,915$577K0.02%-3,30413F-HRTimeline
NORDEN GROUP LLC12,908$577K0.06%+6,63613F-HRTimeline
McCollum Christoferson Group LLC12,880$576K0.17%+7,34513F-HRTimeline
COZAD ASSET MANAGEMENT INC12,794$572K0.04%+4,68613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.12,724$569K0.2%+6,26713F-HRTimeline
Thompson David Blair12,701$568K0.32%13F-HRTimeline
Venture Visionary Partners LLC12,657$566K0.02%+6,60313F-HRTimeline
Tradewinds Capital Management, LLC12,653$566K0.12%+6,30213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.12,600$563K0.09%-73,70013F-HRTimeline
Resurgent Financial Advisors LLC12,588$563K0.28%+6,52913F-HRTimeline
GREAT LAKES ADVISORS, LLC12,544$561K<0.01%+6,27213F-HRTimeline
Gotham Asset Management, LLC12,541$561K<0.01%+8,26313F-HRTimeline
Interchange Capital Partners, LLC12,538$561K0.1%+5,38913F-HRTimeline
COWA, LLC12,520$560K0.17%+5,95413F-HRTimeline
Insight Advisors, LLC/ PA12,464$557K0.08%+3,32413F-HRTimeline
Entelevest, LLC12,369$553K0.57%13F-HRTimeline
SeaBridge Investment Advisors LLC12,354$552K0.09%+6,16913F-HRTimeline
Thrive Capital Management, LLC12,343$552K0.12%+4,34213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV12,326$551K0.07%+5,99513F-HRTimeline
Berger Financial Group, Inc12,283$549K0.03%+5,85313F-HRTimeline
Simplicity Wealth,LLC12,234$547K0.03%+4,26113F-HRTimeline
LRI Investments, LLC12,208$546K0.04%+6,10413F-HRTimeline
Pathway Financial Advisors LLC11,950$545K0.07%+5,97513F-HRTimeline
First Citizens Financial Corp12,164$544K0.27%+6,24413F-HRTimeline
Successful Portfolios LLC11,625$543K0.28%+7,83513F-HRTimeline
RMR Wealth Builders12,073$540K0.04%+3,93813F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,050$539K0.15%new13F-HRTimeline
CHICAGO TRUST Co NA12,016$537K0.08%+5,48313F-HRTimeline
Mathes Company, Inc.12,000$537K0.19%+6,00013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,751$536K0.08%+5,89913F-HRTimeline
Ransom Advisory, Ltd11,960$535K0.21%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA11,958$535K0.02%+5,97913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,892$532K0.05%+5,97513F-HRTimeline
TrustWell Financial Advisors, LLC11,860$530K0.51%13F-HRTimeline
Lodestone Wealth Management LLC11,832$529K0.22%+5,64013F-HRTimeline
Bank of Marin11,750$525K0.36%+5,81313F-HRTimeline
Compound Planning, Inc.11,704$523K0.02%+7,31913F-HRTimeline
Hudson Value Partners, LLC11,670$523K0.16%+5,83513F-HRTimeline
Narwhal Capital Management11,681$522K0.04%+5,84013F-HRTimeline
GLOBALT Investments LLC / GA11,587$518K0.02%+5,68913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,581$518K0.02%+7,05013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC11,580$518K0.04%+5,73013F-HRTimeline
Cyndeo Wealth Partners, LLC11,569$517K0.03%+5,77913F-HRTimeline
Silver Grove Financial Group, Inc.11,555$517K0.45%+5,13213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,444$512K0.1%+5,99513F-HRTimeline
BCS Wealth Management11,442$512K0.05%+8,58113F-HRTimeline
Weaver Consulting Group11,438$511K0.13%+5,41113F-HRTimeline
TCP Asset Management, LLC11,424$511K0.09%+5,71713F-HRTimeline
GEM Asset Management, LLC11,308$510K0.23%+5,70613F-HRTimeline
Boreal Capital Management LLC11,380$509K0.38%+6,03013F-HRTimeline
Aries Wealth Management11,378$509K0.11%+5,38413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,326$506K<0.01%+5,20113F-HRTimelineGroup
10Elms LLP11,324$506K0.46%+5,48213F-HRTimeline
Flywheel Private Wealth LLC11,322$506K0.32%+4,95513F-HRTimeline
Legacy Capital Wealth Partners, LLC11,312$506K0.11%+6,14713F-HRTimeline
Strait & Sound Wealth Management LLC11,293$505K0.19%+3,27113F-HRTimeline
Composition Wealth, LLC11,270$504K0.01%+6,15913F-HRTimeline
First National Bank of Hutchinson11,222$502K0.29%+2,31513F-HRTimeline
Hexagon Capital Partners LLC11,200$501K0.09%new13F-HRTimeline
Selective Wealth Management, Inc.10,501$500K0.16%+5,03313F-HRTimeline
Unique Wealth Strategies, LLC11,140$498K0.2%+5,24813F-HRTimeline
Graham Capital Management, L.P.11,136$498K0.02%+5,56813F-HRTimeline
Rossby Financial, LCC11,123$497K0.16%+5,58613F-HRTimeline
Disciplined Investments, LLC11,086$496K0.19%+5,54313F-HRTimeline
Peak Asset Management, LLC11,062$495K0.08%+5,53113F-HRTimeline
Lewis Asset Management, LLC11,044$494K0.2%+5,53813F-HRTimeline
D.B. Root & Company, LLC11,026$493K0.12%+5,69313F-HRTimeline
Aurora Private Wealth, Inc.10,880$490K0.32%13F-HRTimeline
MBL Wealth, LLC10,900$487K0.04%+5,44713F-HRTimeline
Vertex Investment Solutions Co., Ltd.10,900$486K0.48%13F-HRTimeline
Madrid Wealth Management, LLC10,864$486K0.39%13F-HRTimeline
Lumbard & Kellner, LLC10,858$485K0.17%+5,58313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,835$484K0.13%-2,28513F-HRTimeline
Lighthouse Wealth Management Inc.10,835$484K0.33%+5,42313F-HRTimeline
Obermeyer Wealth Partners10,800$483K0.02%+5,23413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,749$481K0.01%+3,09313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding10,537$480K+5,144Timeline
SILVERLAKE WEALTH MANAGEMENT LLC10,693$478K0.11%+5,13313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,688$478K0.01%+7,31213F-HRTimeline
NIXON PEABODY TRUST CO10,652$476K0.04%+5,47713F-HRTimeline
Next Level Private LLC10,633$475K0.12%+5,36113F-HRTimeline
WESBANCO BANK INC10,570$473K0.01%+3,78513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,564$472K0.03%+2,95813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,543$471K0.03%+5,34213F-HRTimeline
WULFF, HANSEN & CO.10,540$471K0.4%+4,89013F-HRTimeline
Argent Trust Co10,522$470K0.02%+3,83013F-HRTimeline
Cardinal Point Capital Management ULC10,503$470K0.03%new13F-HRTimeline
NWM ADVISORS, LLC10,502$470K0.41%13F-HRTimeline
NANO CAP NEW MILLENNIUM GROWTH FUND L P10,500$469K0.4%13F-HRTimeline
Savvy Advisors, Inc.10,449$467K0.02%+5,04113F-HRTimeline
Town Capital LLC10,444$467K0.38%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,405$465K0.13%+4,46613F-HRTimeline
Sunbelt Securities, Inc.10,387$464K0.03%+4,80513F-HRTimeline
Northwest Bancshares, Inc.10,350$463K0.09%+5,17513F-HRTimeline
Royal Fund Management, LLC10,322$462K0.04%+7,42813F-HRTimeline
Ballast Rock Private Wealth LLC10,304$461K0.29%13F-HRTimeline
Mascagni Wealth Management, Inc.10,290$460K0.34%+5,09213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,280$460K<0.01%+5,15813F-HRTimeline
Creekside Partners10,262$459K0.19%+5,13113F-HRTimeline
Towerpoint Wealth, LLC10,247$458K0.18%+5,12313F-HRTimeline
PSI Advisors, LLC10,234$458K0.11%+5,09313F-HRTimeline
Fort Sheridan Advisors LLC10,233$458K0.06%+5,21713F-HRTimeline
Windsor Advisory Group, LLC10,183$455K0.41%+2,20713F-HRTimeline
Litman Gregory Wealth Management LLC10,078$451K0.03%+5,03913F-HRTimeline
HOLDERNESS INVESTMENTS CO10,034$449K0.09%+5,31913F-HRTimeline
Circle Wealth Management, LLC10,026$448K0.01%+5,01813F-HRTimeline
Generation Capital Management LLC10,018$448K0.29%+5,08913F-HRTimeline
Patriot Financial Group Insurance Agenc…10,017$448K0.05%+5,28113F-HRTimeline
LuminArx Capital Management LP10,000$447K0.43%13F-HRTimeline
Modera Wealth Management, LLC9,989$447K0.01%+4,05813F-HRTimeline
Palumbo Wealth Management LLC9,987$447K0.11%new13F-HRTimeline
Finivi Inc.9,985$446K0.26%+4,76513F-HRTimeline
Madison Wealth Partners, Inc9,982$446K0.08%+5,00813F-HRTimeline
Capital Markets Trading UK LLP9,937$444K0.54%new13F-HR/ATimeline
Per Stirling Capital Management, LLC.9,913$443K0.05%-11,29713F-HRTimeline
Sequent Asset Management, LLC9,902$443K0.2%+3,78013F-HRTimeline
Tidemark, LLC9,876$442K0.13%+4,97513F-HRTimeline
Allegheny Financial Group9,843$440K0.07%+4,79513F-HRTimeline
HANOVER ADVISORS INC9,827$439K0.17%+5,23413F-HRTimeline
ArchPoint Investors9,821$439K0.1%+6,31113F-HRTimeline
Roxbury Financial LLC9,758$436K0.39%+4,50013F-HRTimeline
CAPE ANN SAVINGS BANK9,718$434K0.22%+4,75413F-HRTimeline
RPG Investment Advisory, LLC9,695$433K0.05%+4,56813F-HRTimeline
Auour Investments LLC9,663$432K0.14%+4,96613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors9,624$430K0.25%+4,30513F-HRTimelineGroup
Measured Risk Portfolios, Inc.9,620$430K0.5%+4,87013F-HRTimeline
Triad Wealth Partners, LLC9,607$430K0.04%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc9,585$429K<0.01%+8,53013F-HRTimelineGroup
Northstar Group, Inc.9,556$427K0.06%new13F-HRTimeline
Lifeworks Advisors, LLC9,536$426K0.06%+3,91013F-HRTimeline
Sage Mountain Advisors LLC9,517$425K0.02%+4,77613F-HRTimeline
TD Asset Management Inc9,506$425K<0.01%+3,76413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,490$424K0.02%+4,72113F-HRTimeline
Shulman DeMeo Asset Management LLC9,467$423K0.1%+4,70013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,465$423K0.12%+4,57913F-HRTimeline
Commonwealth Financial Services, LLC9,453$423K0.07%+4,72613F-HRTimeline
Grandview Asset Management LLC9,450$423K0.12%+4,71613F-HRTimeline
Annex Advisory Services, LLC9,430$422K0.01%+5,28713F-HRTimeline
MMA ASSET MANAGEMENT LLC9,408$421K0.15%+4,70713F-HRTimeline
Castleview Partners, LLC9,401$420K0.21%-28713F-HRTimeline
Bauman Advisory Group, LLC9,400$420K0.34%13F-HRTimeline
Premier Private Wealth Management LLC8,389$420K0.44%13F-HRTimeline
Mayfair Advisory Group, LLC9,195$420K0.16%+4,57813F-HRTimeline
Meadowbrook Wealth Management, LLC9,330$417K0.48%+4,33513F-HRTimeline
Legacy Capital Group California, Inc.9,279$415K0.1%+4,68113F-HRTimeline
FIRST AMERICAN TRUST, FSB9,257$414K0.03%+4,64913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.9,171$410K0.15%+4,57713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,150$409K0.01%+4,57513F-HRTimelineGroup
TSFG, LLC9,141$409K0.06%+4,44113F-HRTimeline
1ST SOURCE BANK9,142$409K0.02%+3,45313F-HRTimeline
Pinnacle Bancorp, Inc.9,142$409K0.12%+4,57313F-HRTimeline
Advance Capital Management, Inc.9,133$408K0.02%+4,69713F-HRTimeline
BEARING POINT CAPITAL, LLC9,130$408K0.06%new13F-HRTimeline
Shoker Investment Counsel, Inc.9,125$408K0.12%+4,56613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,120$408K0.12%+4,56013F-HRTimeline
Secure Asset Management, LLC9,118$408K0.06%+3,87413F-HRTimeline
Shepherd Financial Partners LLC9,117$408K0.04%+4,58313F-HRTimeline
Jacobs Equity LLC9,110$407K0.39%13F-HRTimeline
FNY Investment Advisers, LLC9,040$404K0.11%new13F-HRTimeline
WORMSER FRERES GESTION4,390$403K0.23%+2,19513F-HRTimeline
Key Client Fiduciary Advisors, LLC9,004$403K0.14%+4,60413F-HRTimeline
Redwood Wealth Management Group, LLC8,989$402K0.17%+3,03113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,952$400K0.07%+4,51413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,945$400K0.01%+6,26513F-HRTimeline
Capital Planning Advisors, LLC8,939$400K0.05%new13F-HRTimeline
Buck Wealth Strategies, LLC8,911$398K0.05%+4,06113F-HRTimeline
PROMETHIUM ADVISORS,LLC8,910$398K0.21%+4,25513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,880$397K0.09%+4,30513F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,879$397K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC8,879$397K0.03%+4,43013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,837$395K0.02%+4,32013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV8,830$395K0.1%+4,38513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,798$393K0.06%+3,62413F-HRTimeline
Discipline Wealth Solutions, LLC8,796$393K0.07%new13F-HRTimeline