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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
St. Johns Investment Management Company…16,836$1.03M0.43%-31313F-HRTimeline
CADINHA & CO LLC16,832$1.03M0.19%-9813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC16,777$1.03M0.46%new13F-HRTimeline
WP Advisors, LLC16,757$1.03M0.27%new13F-HRTimeline
Saxony Capital Management, LLC16,739$1.03M0.6%new13F-HRTimeline
TrueWealth Advisors, LLC16,728$1.02M0.26%-16313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC16,716$1.02M0.34%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,703$1.02M0.03%-8,42413F-HR/ATimelineGroup
C2C Wealth Management, LLC16,678$1.02M0.86%013F-HRTimeline
Meramec Financial Planners, LLC18,530$1.02M0.4%+11613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…16,644$1.02M0.42%-9613F-HRTimeline
August Group Capital Ltd16,626$1.02M1.18%-54913F-HRTimeline
Sterling Investment Advisors, Ltd.16,624$1.02M0.18%-5113F-HRTimeline
Quadcap Wealth Management, LLC16,584$1.02M0.12%+7413F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,456$1.01M0.28%+13,01913F-HRTimeline
Agate Pass Investment Management, LLC16,503$1.01M0.4%-2,21713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,446$1.01M0.02%+52113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,440$1.01M<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.16,413$1.01M0.06%+1,11713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC16,384$1M0.08%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding16,384$1M+13,784Timeline
MontVue Capital Management, Inc.16,305$999K0.68%-8213F-HRTimeline
PROFFITT & GOODSON INC16,247$995K0.15%+58013F-HRTimeline
INVESTMENT PARTNERS, LTD.16,222$994K0.35%+15113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,105$987K0.3%+37613F-HRTimeline
VPR Management LLC16,000$980K0.39%013F-HRTimeline
Tandem Wealth Advisors LLC15,949$977K0.44%-2,25013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,878$973K0.01%+2,01013F-HRTimeline
Burford Brothers, Inc.15,858$971K0.4%+46413F-HRTimeline
Wealth Watch Advisors, INC15,840$970K0.41%+15,50813F-HRTimeline
Global Assets Advisory, LLC15,834$970K0.28%+6813F-HRTimeline
4WEALTH ADVISORS, INC.15,620$968K0.83%-35513F-HRTimeline
LightSquare Wealth Management, LLC15,798$968K0.72%13F-HRTimeline
LANARK FINANCIAL, INC.15,766$966K0.07%+50713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,722$963K0.07%+10013F-HRTimeline
GR FINANCIAL GROUP, LLC15,713$963K0.32%new13F-HRTimeline
Bluesphere Advisors LLC15,678$960K0.34%new13F-HRTimeline
SYKON CAPITAL LLC15,668$960K0.32%new13F-HRTimeline
Williams Jones Wealth Management, LLC.15,642$958K0.01%013F-HRTimeline
Continuum Advisory, LLC15,641$958K0.09%new13F-HRTimeline
Capital Advisor Network LLC15,569$954K1.34%13F-HR/ATimeline
Factor Wealth Management LTD15,547$952K0.18%-55913F-HRTimeline
Sanchez Gaunt Capital Management, LLC15,543$952K0.59%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,524$951K0.02%+4,77513F-HRTimeline
Wealth Management Associates, Inc.15,512$950K0.33%+10,06713F-HRTimeline
Constitution Capital LLC15,480$948K0.47%-59613F-HRTimeline
Principle Wealth Partners LLC15,479$948K0.05%013F-HRTimeline
Nicholas Hoffman & Company, LLC.15,434$945K0.02%+52713F-HRTimeline
Symphony Financial, Ltd. Co.15,150$944K0.13%+1,22013F-HRTimeline
Sageworth Trust Co15,384$942K0.04%013F-HRTimeline
CARLSON FINANCIAL, INC.15,354$941K0.55%+22313F-HRTimeline
One Charles Private Wealth Services, LLC15,345$940K0.24%-34313F-HRTimeline
AdvisorNet Financial, Inc15,330$939K0.05%+1,64113F-HRTimeline
STOCK YARDS BANK & TRUST CO15,301$937K0.03%+54513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,264$935K<0.01%-15,43013F-HRTimelineGroup
Argyle Capital Partners, LLC15,251$934K0.67%+9113F-HRTimeline
Mission Creek Capital Partners, Inc.15,185$930K0.19%+34213F-HRTimeline
PURSUE WEALTH PARTNERS LLC15,174$930K0.56%+9,62013F-HRTimeline
Granite FO LLC15,140$927K0.55%013F-HR/ATimeline
Leo Wealth, LLC15,081$924K0.07%+45713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC15,074$923K0.06%-3,81113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC15,001$919K0.59%+92713F-HRTimeline
Glen Eagle Advisors, LLC14,964$917K0.13%-3,47913F-HRTimeline
TCP Asset Management, LLC14,942$915K0.12%+3,51813F-HRTimeline
Greenwich Wealth Management LLC14,938$915K0.04%-3,79713F-HRTimeline
SPINNAKER TRUST14,910$913K0.05%013F-HRTimeline
Fulton Bank, N.A.14,900$913K0.03%+13013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…15,311$910K0.68%new13F-HRTimeline
Schneider Downs Wealth Management Advis…14,814$908K0.1%013F-HRTimeline
Wealthspire Retirement, LLC14,812$907K0.05%-21013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,733$903K0.68%+70413F-HRTimeline
Madison Wealth Partners, Inc14,723$902K0.14%+4,74113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.14,712$901K0.59%-66113F-HRTimeline
SIGNATUREFD, LLC14,702$901K0.01%+1,11213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,695$900K0.02%+57513F-HRTimeline
Avantax Planning Partners, Inc.14,679$899K0.02%+40413F-HRTimeline
Invst, LLC14,636$897K0.1%-3,70113F-HRTimeline
BFSG, LLC14,625$896K0.08%-1,96913F-HRTimeline
Prosperity Consulting Group, LLC14,612$895K0.04%-15713F-HRTimeline
Windsor Capital Management, LLC14,612$895K0.25%-1,95513F-HRTimeline
HUB Investment Partners, LLC14,575$893K0.02%+96713F-HRTimeline
Pacific Sun Financial Corp14,432$884K0.43%+93413F-HRTimeline
HBK Sorce Advisory LLC15,864$884K0.02%-2,87513F-HRTimeline
Sage Investment Advisers LLC14,956$882K0.65%-88213F-HRTimeline
Loudon Investment Management, LLC14,356$879K0.47%-79213F-HRTimeline
IKE Capital, LLC14,350$879K0.5%+75013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,293$876K0.15%+86413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,281$875K0.02%-40213F-HRTimeline
Rehmann Capital Advisory Group14,267$873K0.05%-30213F-HRTimeline
Tyche Wealth Partners LLC14,226$872K0.13%+1,30413F-HRTimeline
Kessler Investment Group, LLC14,219$871K0.41%-2,03613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,219$871K0.41%-1113F-HRTimeline
Soltis Investment Advisors LLC14,156$867K0.06%-1,80913F-HRTimeline
Golden State Wealth Management, LLC14,147$867K0.09%-91213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,130$866K0.02%-22613F-HRTimeline
KFA Private Wealth Group, LLC14,123$865K0.21%-42613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC14,084$863K0.38%-9,07213F-HRTimeline
Sloy Dahl & Holst, LLC14,073$862K0.12%-66513F-HRTimeline
Demars Financial Group, LLC14,021$859K0.28%-60613F-HRTimeline
Glenview Trust Co13,942$854K0.01%-37813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …13,921$853K<0.01%-1,24313F-HRTimelineGroup
Keystone Wealth Services, LLC13,921$853K0.18%+8,96313F-HRTimeline
Cornerstone Select Advisors, LLC13,901$852K0.53%new13F-HRTimeline
Diligent Investors, LLC13,804$846K0.21%-50013F-HRTimeline
Sound View Wealth Advisors Group, LLC13,764$843K0.06%+2813F-HRTimeline
Discipline Wealth Solutions, LLC13,761$843K0.09%+4,96513F-HRTimeline
VestGen Investment Management13,746$842K0.46%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC13,736$841K0.04%-4,95413F-HRTimeline
Summerhill Capital Management lnc.13,686$838K0.73%new13F-HRTimeline
COURIER CAPITAL LLC13,654$836K0.05%-29313F-HR/ATimeline
Sunbelt Securities, Inc.13,639$836K0.05%+3,25213F-HRTimeline
ADIRONDACK TRUST CO13,635$835K0.28%-60913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,621$834K+4,784Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,604$833K0.05%013F-HRTimeline
COZAD ASSET MANAGEMENT INC13,516$828K0.07%+72213F-HRTimeline
RiverGlades Family Offices LLC13,507$827K0.49%13F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC13,480$826K0.19%-37013F-HRTimeline
SYM FINANCIAL Corp13,458$824K0.08%-11213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13,415$822K0.08%+1,52313F-HRTimeline
Alchemi Wealth, LLC13,286$814K0.45%+20113F-HRTimeline
Arlington Capital Management, Inc.13,258$812K0.46%new13F-HRTimeline
Brookwood Investment Group LLC13,226$810K0.1%-4,09313F-HRTimeline
Brindle & Bay Financial Advisors, LLC13,199$809K0.5%new13F-HRTimeline
Roberts Wealth Advisors, LLC13,162$806K0.2%+18813F-HRTimeline
Bay Capital Advisors, LLC13,121$804K0.5%-67813F-HRTimeline
ARMISTICE CAPITAL, LLC13,114$803K0.03%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,096$802K0.08%013F-HRTimeline
Empire Financial Management Company, LLC13,070$801K0.18%013F-HRTimeline
TrustWell Financial Advisors, LLC13,066$800K0.75%+1,20613F-HRTimeline
Federation des caisses Desjardins du Qu…13,058$800K<0.01%-12013F-HRTimeline
First Command Advisory Services, Inc.13,020$798K0.01%+9213F-HRTimeline
NORDEN GROUP LLC13,001$796K0.08%+9313F-HRTimeline
RMR Wealth Builders12,942$793K0.06%+86913F-HRTimeline
Welch Group, LLC12,937$793K0.03%-1,67613F-HRTimeline
Sovereign Financial Group, Inc.12,912$791K0.14%-1,73713F-HRTimeline
Pavion Blue Capital, LLC12,890$790K0.34%-2,27813F-HRTimeline
Mason & Associates Inc12,736$789K0.15%-28813F-HRTimeline
Beacon Financial Advisory LLC12,817$785K0.18%-39313F-HRTimeline
Strait & Sound Wealth Management LLC12,750$781K0.3%+1,45713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC12,738$780K0.03%-17713F-HRTimeline
Stamos Capital Partners, L.P.12,735$780K0.12%-22,87613F-HRTimeline
Waterloo Capital, L.P.12,731$780K0.05%new13F-HRTimeline
Thompson David Blair12,709$779K0.45%+813F-HRTimeline
Legacy Capital Wealth Partners, LLC12,696$778K0.16%+1,38413F-HRTimeline
WESBANCO BANK INC12,667$776K0.02%+2,09713F-HRTimeline
Ballew Advisors, Inc13,415$769K0.43%+21513F-HRTimeline
Legacy PCG, LLC12,529$768K4.18%-30,81913F-HRTimeline
Lodestone Wealth Management LLC12,525$767K0.3%+69313F-HR/ATimeline
COWA, LLC12,520$767K0.21%013F-HRTimeline
Asset One Wealth Management LLC13,647$762K0.08%-1,02013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,444$762K0.02%-3,64013F-HRTimelineGroup
Meadowbrook Wealth Management, LLC12,441$762K1.01%+3,11113F-HRTimeline
Summit Financial Wealth Advisors, LLC12,431$762K0.11%-39,68713F-HRTimeline
SeaBridge Investment Advisors LLC12,338$756K0.13%-1613F-HRTimeline
Redwood Wealth Management Group, LLC12,321$755K0.33%+3,33213F-HRTimeline
Insight Advisors, LLC/ PA12,272$752K0.14%-19213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC12,210$748K0.02%-80013F-HRTimelineGroup
LRI Investments, LLC12,208$748K0.07%013F-HRTimeline
First Citizens Financial Corp12,161$745K0.35%-313F-HRTimeline
Venture Visionary Partners LLC12,093$741K0.02%-56413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV12,076$740K0.1%-25013F-HRTimeline
CHICAGO TRUST Co NA12,016$736K0.12%013F-HRTimeline
Mathes Company, Inc.12,000$735K0.27%013F-HRTimeline
GLOBALT Investments LLC / GA11,901$729K0.03%+31413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,888$728K0.25%-83613F-HRTimeline
IPG Investment Advisors LLC11,859$726K0.12%-1,42913F-HRTimeline
Modera Wealth Management, LLC11,827$725K0.01%+1,83813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,785$722K0.2%+95013F-HRTimeline
Boreal Capital Management LLC11,770$721K0.62%+39013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA11,748$720K0.03%-21013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,739$719K0.05%+3,26613F-HRTimeline
Cyndeo Wealth Partners, LLC11,736$719K0.04%+16713F-HRTimeline
Weaver Consulting Group11,699$717K0.17%+26113F-HRTimeline
Narwhal Capital Management11,678$715K0.05%-313F-HRTimeline
Hudson Value Partners, LLC11,670$715K0.21%013F-HRTimeline
ABBINGTON INVESTMENT GROUP11,660$714K0.42%-2,15413F-HRTimeline
Bank of Marin11,654$714K0.52%-9613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,620$712K0.05%+4013F-HRTimeline
Allie Family Office LLC11,586$710K0.31%-3,90013F-HR/ATimeline
KG Capital Management11,577$709K0.51%-1,61813F-HRTimeline
Silver Grove Financial Group, Inc.11,561$708K0.57%+613F-HRTimeline
Pathway Financial Advisors LLC11,950$708K0.09%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,554$708K0.08%new13F-HRTimelineGroup
Town Capital LLC11,538$707K0.57%+1,09413F-HRTimeline
Segment Wealth Management, LLC11,500$704K0.04%new13F-HRTimeline
M Holdings Securities, Inc.12,206$700K0.05%-1,81513F-HRTimeline
Elser Financial Planning, Inc11,600$697K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC11,380$697K0.23%+2,86413F-HRTimeline
GEM Asset Management, LLC11,380$697K0.31%+7213F-HRTimeline
Hexagon Capital Partners LLC11,345$695K0.1%+14513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,326$694K<0.01%013F-HRTimelineGroup
Flywheel Private Wealth LLC11,322$694K0.4%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,320$693K0.01%+4,26013F-HRTimeline
Sequent Asset Management, LLC11,314$693K0.33%+1,41213F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,305$693K0.17%-74513F-HRTimeline
Legacy Capital Group California, Inc.11,304$692K0.26%+2,02513F-HRTimeline
Interchange Capital Partners, LLC7,362$688K0.22%-5,17613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,990$687K0.11%+23913F-HRTimeline
Clear Harbor Asset Management, LLC11,206$686K0.05%new13F-HRTimeline
Beacon Capital Management, Inc.11,179$685K0.04%-24,53513F-HR/ATimeline