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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,024 managers (2,050 13F filers) reported a position in XLE shares at 2026-06-30, 441,198,795 shares in all. 136 filers opened a position and 215 filers sold out during the quarter.

Managers
2,024
13F filers
2,050
New
136
Added
782
Reduced
852
Sold out
215
Shares held by filers
441,198,795

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Quartz Partners, LLC10,661$566K0.19%+1,79313F-HRTimeline
Indivisible Partners10,652$566K0.03%new13F-HRTimeline
Next Level Private LLC10,567$561K0.11%+2513F-HRTimeline
WULFF, HANSEN & CO.10,540$560K0.43%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,440$554K0.03%-10413F-HRTimeline
HOLDERNESS INVESTMENTS CO10,362$550K0.09%+21713F-HRTimeline
KG Capital Management10,346$549K0.33%-1,23113F-HRTimeline
Creekside Partners10,262$545K0.2%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,244$544K<0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.10,235$544K0.05%-32,19213F-HRTimeline
MATHER GROUP, LLC.10,230$543K<0.01%+1,00013F-HRTimeline
Gallacher Capital Management LLC10,225$543K0.3%-6,66313F-HRTimeline
Mayfair Advisory Group, LLC9,101$543K0.16%-9713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.10,200$542K<0.01%+5,20013F-HRTimelineGroup
Commonwealth Financial Services, LLC11,068$538K0.07%+1,38913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,106$537K0.02%+1,20613F-HRTimeline
Circle Wealth Management, LLC10,045$533K0.01%+1013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,012$532K0.01%new13F-HRTimeline
Payne Capital Management, LLC10,000$531K0.14%new13F-HRTimeline
Wealth Care LLC10,000$531K0.43%013F-HRTimeline
Bauman Advisory Group, LLC9,993$531K0.28%+7113F-HRTimeline
Artesa Financial Group, LLC9,965$529K0.45%+1,77113F-HRTimeline
First National Bank of Hutchinson9,954$529K0.29%+17013F-HRTimeline
Auour Investments LLC9,954$529K0.15%-35913F-HRTimeline
KERR FINANCIAL PLANNING Corp9,954$529K0.59%+39913F-HRTimeline
Finivi Inc.9,930$527K0.27%-93513F-HRTimeline
Northwest Bancshares, Inc.9,910$526K0.09%013F-HRTimeline
Madrid Wealth Management, LLC9,907$526K0.35%-49713F-HRTimeline
Cornerstone National Bank & Trust Co9,954$526K0.18%+1,54713F-HRTimeline
Hyundai Investments Co., Ltd.9,792$525K0.57%+87913F-HRTimeline
Allegheny Financial Group9,868$524K0.06%-1713F-HRTimeline
CAPE ANN SAVINGS BANK9,812$521K0.25%013F-HRTimeline
Mascagni Wealth Management, Inc.9,810$521K0.32%-48613F-HRTimeline
NINE MASTS CAPITAL Ltd9,796$520K0.06%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,786$520K0.13%+32113F-HRTimeline
RDA Financial Network9,751$518K0.11%+4,51013F-HRTimeline
CENTRAL BANK & TRUST CO9,683$514K0.07%-87413F-HRTimeline
Allie Family Office LLC9,670$514K0.19%-1,91613F-HR/ATimeline
WEBSTER BANK, N. A.9,668$513K0.04%-36013F-HRTimeline
Federation des caisses Desjardins du Qu…9,638$512K<0.01%-3,42013F-HRTimeline
Roxbury Financial LLC9,638$512K0.4%-17013F-HRTimeline
Firestone Capital Management9,594$510K0.09%+2,02513F-HRTimeline
Ballast Rock Private Wealth LLC9,549$507K0.23%-23,48213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,546$507K0.03%-37,66413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,541$507K0.09%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co9,501$505K0.02%+1,66313F-HRTimelineGroup
Palumbo Wealth Management LLC9,470$503K0.11%-42813F-HRTimeline
Shulman DeMeo Asset Management LLC9,420$500K0.09%+1813F-HRTimeline
North Star Investment Management Corp.9,405$500K0.03%+53713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.9,394$499K0.17%+5013F-HRTimeline
HANOVER ADVISORS INC9,377$498K0.18%-13313F-HRTimeline
MBE Wealth Management, LLC9,370$498K0.17%-90713F-HRTimeline
Aurora Private Wealth, Inc.9,337$496K0.31%-1,47313F-HRTimeline
Meadowbrook Wealth Management, LLC9,385$496K0.53%-3,05613F-HRTimeline
Advance Capital Management, Inc.9,331$496K0.02%+18413F-HRTimeline
RPG Investment Advisory, LLC9,319$495K0.05%-23813F-HRTimeline
Summit Financial Wealth Advisors, LLC9,306$494K0.06%-3,12513F-HRTimeline
Lifeworks Advisors, LLC9,305$494K0.05%+1,03713F-HRTimeline
INVESTMENT HOUSE LLC9,238$491K0.02%new13F-HR/ATimeline
Poehling Capital Management, INC.9,211$489K0.1%-1,61313F-HRTimeline
Shepherd Financial Partners LLC9,196$488K0.04%-8313F-HRTimeline
Range Advisory, LLC9,193$488K0.06%+63313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,180$488K0.15%+1,31413F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC9,153$486K0.22%+2,90113F-HRTimeline
Shoker Investment Counsel, Inc.9,139$485K0.12%+813F-HRTimeline
Capital Investment Counsel, Inc9,126$485K0.05%-12,66313F-HRTimeline
Pinnacle Bancorp, Inc.9,113$484K0.13%-2613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC9,077$482K0.04%+51013F-HRTimeline
Sage Investment Advisers LLC9,068$482K0.32%-5,88813F-HRTimeline
Secure Asset Management, LLC9,042$480K0.07%+54813F-HRTimeline
Fort Sheridan Advisors LLC9,039$480K0.05%-1,96013F-HRTimeline
Laraway Financial Advisors Inc9,009$478K0.29%+24413F-HRTimeline
IPG Investment Advisors LLC9,005$478K0.07%-2,85413F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,995$478K0.01%+1,79513F-HRTimeline
Jacobs Equity LLC8,985$477K0.33%+9613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,981$477K0.01%+11613F-HRTimeline
Caldwell Trust Co8,974$477K0.04%+20013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc8,894$476K<0.01%+34913F-HRTimelineGroup
Guardian Asset Advisors, LLC8,969$476K0.22%+3,76413F-HRTimeline
Legacy Capital Group California, Inc.8,953$475K0.14%-2,35113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…8,939$475K0.03%+4,33413F-HRTimeline
Annex Advisory Services, LLC8,936$475K0.01%-4513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,918$474K0.01%-9313F-HRTimelineGroup
Arbor Investment Advisors, LLC8,892$472K0.05%+4113F-HRTimeline
Patriot Financial Group Insurance Agenc…8,838$469K0.05%-8,80613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,798$467K0.07%013F-HRTimeline
Blue Zone Wealth Advisors, LLC8,750$465K0.08%+11413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,701$462K0.07%+4513F-HRTimeline
Objective Capital Management, LLC8,689$461K0.41%-39813F-HRTimeline
Seelaus Asset Management LLC8,684$461K0.32%-30613F-HRTimeline
Advisors Capital Management, LLC8,666$460K<0.01%+1,89413F-HRTimeline
Oakmont Advisory Group, LLC8,644$459K0.39%+71313F-HRTimeline
Hobbs Group Advisors, LLC8,627$458K0.12%-7813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,609$457K<0.01%+1,06413F-HRTimeline
Sprinkle Financial Consultants LLC8,558$455K0.18%+4313F-HRTimeline
Gradient Capital Advisors, LLC8,553$454K0.11%+3,01913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,539$453K0.01%-87713F-HRTimeline
Teamwork Financial Advisors, LLC8,490$451K0.04%-1,65613F-HRTimeline
Eagle Strategies LLC8,487$451K0.04%-28713F-HRTimeline
CVFG LLC8,478$450K0.05%-23513F-HRTimeline
Northstar Group, Inc.8,454$449K0.06%-1,11413F-HRTimeline
CHAPIN DAVIS, INC.8,449$449K0.08%+813F-HRTimeline
Abundance Wealth Counselors8,428$448K0.03%+4,21413F-HRTimeline
Hegarty Advisors, LLC8,415$447K0.31%+24513F-HRTimeline
S&A Financial Services, Inc.8,408$447K0.27%-38013F-HRTimeline
Kapstone Financial Advisors LLC8,383$445K0.19%+20713F-HRTimeline
Entelevest, LLC8,364$444K0.39%-4613F-HRTimeline
Cypress Wealth Services, LLC8,351$444K0.05%-613F-HRTimeline
Commerce Advisors, LLC8,347$443K0.24%+213F-HRTimeline
Gryphon Financial Partners LLC8,346$443K0.04%-21413F-HRTimeline
TSFG, LLC8,319$442K0.06%-5313F-HRTimeline
Pure Financial Advisors, LLC8,285$440K0.01%+2,85313F-HRTimeline
FLOW TRADERS U.S. LLC8,281$440K0.02%-165,31913F-HRTimeline
Global Financial Private Client, LLC8,277$440K0.12%+48013F-HRTimeline
MMA ASSET MANAGEMENT LLC8,246$438K0.14%-89613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,222$437K0.04%new13F-HRTimeline
Beaumont Financial Advisors, LLC8,213$436K0.03%+6013F-HRTimeline
Confluence Wealth Services, Inc.8,187$435K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC8,178$434K0.25%+1,26013F-HRTimeline
M.E. ALLISON & CO., INC.8,161$433K0.25%+113F-HRTimeline
EVERETT HARRIS & CO /CA/8,160$433K0.01%+43213F-HRTimeline
Crewe Advisors LLC8,134$432K0.03%+1,91213F-HRTimeline
PLIMOTH TRUST CO LLC8,133$432K0.09%+94413F-HRTimeline
1ST SOURCE BANK8,118$431K0.02%-16,79213F-HRTimeline
West Wealth Group, LLC8,077$429K0.07%+22313F-HRTimeline
Hopwood Financial Services, Inc.8,076$429K0.25%+21413F-HRTimeline
MEMBERS WEALTH LLC8,058$428K0.23%+60013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,050$428K0.08%-80013F-HRTimeline
Fosun International Ltd8,000$425K0.1%new13F-HRTimeline
Auxano Advisors, LLC7,966$423K0.08%-51813F-HRTimeline
Ulland Investment Advisors, LLC7,970$423K0.31%-15013F-HRTimeline
NCM Capital Management, LLC7,952$422K0.13%+2,35913F-HRTimeline
Measured Risk Portfolios, Inc.7,935$421K0.37%+32413F-HRTimeline
Bruce G. Allen Investments, LLC7,923$421K0.27%-4213F-HRTimeline
FLC Capital Advisors7,882$419K0.07%-9813F-HRTimeline
KFA Private Wealth Group, LLC7,879$419K0.1%-6,24413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC7,868$418K0.16%-26013F-HRTimeline
Realta Investment Advisors7,864$418K0.13%-15,93313F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,846$417K0.1%-171,85413F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,846$417K0.23%-7,32813F-HRTimeline
Global View Capital Management LLC7,845$417K0.09%-12,98213F-HRTimeline
Gambit Capital Management, LLC7,833$416K0.24%+6113F-HRTimeline
Tidemark, LLC7,832$416K0.09%-73713F-HRTimeline
SACKS & ASSOCIATES, LLC6,983$416K0.28%+1913F-HRTimeline
Keudell/Morrison Wealth Management7,820$415K0.08%+2,73513F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,803$414K0.22%+6213F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…7,800$414K0.05%+2,65013F-HRTimelineGroup
Premier Private Wealth Management LLC7,716$410K0.36%-1,36813F-HRTimeline
BANK OF STOCKTON7,711$410K0.11%-3213F-HRTimeline
Cooper Financial Group7,710$409K0.03%+1,07413F-HRTimeline
Safeguard Investment Advisory Group, LLC7,707$409K0.09%-22713F-HRTimeline
BCS Private Wealth Management, Inc.7,695$409K0.12%-1,12513F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,682$408K0.14%-1,42613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,650$406K0.01%+113F-HRTimelineGroup
Saxony Capital Management, LLC7,643$406K0.19%-9,09613F-HRTimeline
SEARLE & CO.7,635$405K0.09%013F-HRTimeline
Centennial Wealth Advisory LLC7,614$404K0.09%-34413F-HRTimeline
TENET WEALTH PARTNERS, LLC6,910$403K0.3%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,550$401K0.05%+50213F-HRTimeline
Advisory Resource Group7,500$398K0.06%+2,00613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,500$398K<0.01%013F-HRTimeline
Campion Asset Management7,494$398K0.24%013F-HRTimeline
Castleview Partners, LLC7,489$398K0.17%+86713F-HRTimeline
LJI Wealth Management, LLC7,470$397K0.06%-83213F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,449$396K0.03%-1,21013F-HRTimeline
LCNB CORP7,418$394K0.12%013F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…7,406$393K0.05%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.7,387$392K0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA7,383$392K0.03%-4,35613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,337$390K0.09%-2,16113F-HRTimeline
Curi Capital, LLC7,332$389K0.01%-50513F-HRTimeline
Accurate Wealth Management, LLC7,076$389K0.04%-143,81813F-HRTimeline
Summit Trail Advisors, LLC7,325$389K<0.01%+14613F-HRTimeline
Lighthouse Financial LLC7,314$388K0.2%+7913F-HRTimeline
Baltimore-Washington Financial Advisors…7,311$388K0.01%-7413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD7,311$388K0.05%-35313F-HRTimeline
VeraBank, N.A.7,290$387K0.06%-47013F-HRTimeline
Brick & Kyle, Associates6,318$387K0.13%013F-HRTimeline
SlateStone Wealth, LLC7,204$383K0.03%013F-HRTimeline
OakTrust Wealth Advisors, LLC7,191$382K0.33%+1913F-HRTimeline
Private Wealth Group, LLC7,187$382K0.15%013F-HRTimeline
Apex Wealth Management, LLC7,171$381K0.23%-2,77313F-HRTimeline
ELLERSON GROUP INC /ADV7,170$381K0.22%013F-HRTimeline
Clearview Wealth Management LLC7,149$380K0.24%013F-HRTimeline
PACK Private Wealth, LLC7,145$379K0.16%+1,19113F-HRTimeline
NOVEM GROUP7,125$378K0.04%+64213F-HRTimeline
Strategic Wealth Partners, Ltd.7,108$378K0.02%+29113F-HRTimeline
Bensler, LLC7,101$377K0.03%-46213F-HRTimeline
Raab & Moskowitz Asset Management LLC7,095$377K0.08%+1113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,090$377K<0.01%+1,77613F-HR/ATimeline
SONATA CAPITAL GROUP INC7,074$376K0.12%+2613F-HRTimeline
Operose Advisors LLC7,068$375K0.07%+1,71113F-HRTimeline
MBA Advisors LLC7,039$374K0.13%+1,27213F-HRTimeline
Anchor Bay Capital, Inc.6,202$373K0.2%13F-HRTimeline
VSM Wealth Advisory, LLC6,995$371K0.1%+41513F-HRTimeline
Ally Invest Advisors Inc.6,983$371K0.02%+55513F-HRTimeline
Kessler Investment Group, LLC6,980$371K0.16%-7,23913F-HRTimeline
GSA CAPITAL PARTNERS LLP6,965$370K0.02%new13F-HRTimeline
BIP Wealth, LLC6,965$370K0.01%+45713F-HRTimeline
Mirador Capital Partners LP6,946$369K0.05%+34413F-HRTimeline