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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Comprehensive Financial Consultants Ins…5,576$478K0.17%+54513F-HRTimeline
Owen LaRue, LLC5,569$477K0.25%new13F-HRTimeline
Obermeyer Wealth Partners5,566$477K0.02%+55013F-HRTimeline
SIMON QUICK ADVISORS, LLC5,550$475K0.03%+2,35413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC5,546$475K0.27%-2,31113F-HRTimeline
Sovereign Financial Group, Inc.5,504$471K0.11%+95613F-HRTimeline
Hudson Value Partners, LLC5,500$471K0.18%-1,50013F-HRTimeline
Sava Infond d.o.o.5,500$471K0.08%13F-HRTimeline
Lighthouse Wealth Management Inc.5,495$471K0.43%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,490$470K0.25%-8413F-HRTimeline
Atala Financial Inc5,485$470K0.33%13F-HRTimeline
Lodestone Wealth Management LLC5,478$469K0.24%+1,15213F-HRTimeline
CENTRAL BANK & TRUST CO5,461$468K0.07%-14913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,446$466K0.09%-44313F-HRTimeline
Guardian Asset Advisors, LLC5,408$464K0.3%-14,02813F-HRTimeline
Bristlecone Advisors, LLC5,380$461K0.04%+13913F-HRTimeline
Blue Door Asset Management, LLC5,369$460K0.31%-8,13113F-HRTimeline
Mayfair Advisory Group, LLC5,367$460K0.27%+17613F-HRTimeline
Rossby Financial, LCC5,366$460K0.29%13F-HRTimeline
Eagle Strategies LLC5,362$459K0.08%new13F-HRTimeline
GFS Advisors, LLC5,360$459K0.07%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,076$459K0.07%-25013F-HRTimeline
10Elms LLP5,352$458K0.47%13F-HRTimeline
WEALTH ALLIANCE, LLC5,332$457K0.05%+39913F-HRTimeline
BANK OF STOCKTON5,331$457K0.14%-6513F-HRTimeline
EWG Elevate Inc.5,328$456K0.14%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,301$454K0.13%13F-HRTimeline
Acorns Advisers, LLC5,298$454K<0.01%+2,21813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,265$451K0.02%-72013F-HRTimeline
Crewe Advisors LLC5,258$450K0.06%+69313F-HRTimeline
McCollum Christoferson Group LLC5,225$448K0.13%new13F-HRTimeline
Advance Capital Management, Inc.5,210$446K0.02%+20013F-HRTimeline
Ulland Investment Advisors, LLC5,205$446K0.28%+5513F-HRTimeline
LCNB CORP5,200$445K0.16%-27513F-HRTimeline
Next Level Private LLC5,194$445K0.18%+4013F-HRTimeline
Ironwood Financial, llc5,183$444K0.09%+2,05313F-HRTimeline
LEIGH BALDWIN & CO., LLC5,179$444K0.37%13F-HR/ATimeline
VCI Wealth Management LLC5,154$441K0.19%+1,10413F-HR/ATimeline
Laird Norton Wetherby Wealth Management…5,150$441K0.02%013F-HRTimeline
Creekside Partners5,131$440K0.23%-33613F-HRTimeline
Americana Partners, LLC5,129$439K0.02%-713F-HRTimeline
Towerpoint Wealth, LLC5,122$439K0.21%-1,10013F-HRTimeline
Shepherd Financial Partners LLC5,090$436K0.05%013F-HRTimeline
Litman Gregory Wealth Management LLC5,085$436K0.04%013F-HRTimeline
Lewis Asset Management, LLC5,069$434K0.33%-29913F-HRTimeline
Fort Sheridan Advisors LLC5,016$430K0.06%013F-HRTimeline
CAPE ANN SAVINGS BANK5,006$429K0.25%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,002$428K0.04%+26113F-HRTimelineGroup
FNY Investment Advisers, LLC5,000$428K0.22%new13F-HRTimeline
Tepp RIA, LLC4,996$428K0.63%13F-HRTimeline
KFA Private Wealth Group, LLC4,987$427K0.18%+2,70313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,949$424K<0.01%+13113F-HRTimeline
Private Advisory Group LLC4,939$423K0.05%-1,06313F-HR/ATimeline
MATHER GROUP, LLC.4,932$422K0.01%-4713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC4,922$422K0.14%013F-HRTimeline
HANOVER ADVISORS INC4,921$422K0.18%+1213F-HRTimeline
Donald L. Hagan, LLC4,917$421K0.22%-3,75013F-HRTimeline
HOLDERNESS INVESTMENTS CO4,897$419K0.09%+48013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,893$419K0.04%+2,10713F-HRTimeline
Measured Risk Portfolios, Inc.4,875$418K0.46%13F-HRTimeline
NOVEM GROUP4,871$417K0.06%13F-HRTimeline
Shulman DeMeo Asset Management LLC4,851$416K0.11%+3113F-HRTimeline
Strategic Wealth Partners, Ltd.4,628$415K0.03%+71913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,756$414K+2,346Timeline
Capital Planning Advisors, LLC4,821$413K0.06%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,814$412K0.03%new13F-HRTimeline
Lion Street Advisors, LLC4,808$412K0.13%-3013F-HRTimeline
Atlas Legacy Advisors, LLC4,797$411K0.1%13F-HRTimeline
Olympiad Research LP4,753$407K0.42%new13F-HRTimeline
Princeton Global Asset Management LLC4,750$407K0.08%013F-HRTimeline
Auxano Advisors, LLC4,744$406K0.1%+20213F-HRTimeline
FLC Capital Advisors4,724$405K0.09%+38213F-HRTimeline
WEALTHGARDEN F.S. LLC4,717$404K0.38%-10013F-HRTimeline
BlueCrest Capital Management Ltd4,716$404K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC4,713$404K0.06%+1,02113F-HRTimeline
Magnolia Private Wealth, LLC4,708$403K0.36%13F-HRTimeline
SlateStone Wealth, LLC4,710$403K0.04%+213F-HRTimeline
NEVILLE RODIE & SHAW INC4,648$398K0.03%-1,23213F-HRTimeline
Strata Wealth Advisors, LLC4,631$397K0.12%013F-HRTimeline
Bruce G. Allen Investments, LLC4,622$396K0.32%+2813F-HRTimeline
Alteri Wealth LLC4,622$396K0.11%13F-HRTimeline
Pinnacle Bancorp, Inc.4,619$396K0.13%013F-HRTimeline
TradeWell Securities, LLC.4,617$396K0.2%13F-HRTimeline
Teamwork Financial Advisors, LLC4,609$395K0.05%-13013F-HRTimeline
OAKWORTH CAPITAL, INC.4,606$395K0.03%+3,47913F-HRTimeline
2UniFi Bank4,601$394K0.26%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,598$394K<0.01%+6313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,575$392K0.01%013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC4,560$391K0.15%013F-HRTimeline
Lantern Wealth Advisors, LLC4,555$390K0.25%-21113F-HRTimeline
Wall Street Financial Group, Inc.4,549$390K0.38%-14,34113F-HRTimeline
Shoker Investment Counsel, Inc.4,547$390K0.13%+413F-HRTimeline
MCDONALD PARTNERS LLC4,527$388K0.1%+12813F-HRTimeline
CITY HOLDING CO4,521$387K0.05%-9913F-HRTimeline
BLACK POINT WEALTH MANAGEMENT4,519$387K0.45%+813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,514$387K0.04%+23413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,496$385K0.01%-4513F-HRTimeline
Bensler, LLC4,489$385K0.05%+9713F-HRTimeline
MMA ASSET MANAGEMENT LLC4,476$383K0.17%-10,52713F-HRTimeline
Causey Wealth LLC4,457$382K0.22%13F-HRTimeline
USA FINANCIAL FORMULAS4,456$382K0.06%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,444$381K0.17%013F-HRTimeline
Tempus Wealth Planning, LLC4,431$380K0.12%+1,71713F-HRTimeline
Icon Wealth Advisors, LLC4,424$379K0.03%-70813F-HRTimeline
Campion Asset Management4,410$378K0.29%-21013F-HRTimeline
Arcus Capital Partners, LLC3,995$377K0.12%-6513F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,386$376K0.01%+26413F-HRTimeline
Cardinal Point Capital Management ULC4,386$376K0.06%new13F-HRTimeline
Longview Financial Advisors, Inc.4,384$376K0.3%+24013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,349$373K0.11%+4113F-HRTimeline
Montecito Bank & Trust4,306$369K0.06%-7613F-HRTimeline
Grantvest Financial Group LLC4,296$368K0.41%13F-HRTimeline
Pinnacle Family Advisors, LLC4,290$367K0.18%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,284$367K<0.01%-30013F-HRTimeline
Allegheny Financial Group4,283$367K0.09%-82313F-HRTimeline
Ransom Advisory, Ltd4,280$367K0.17%+20013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK4,260$365K0.2%new13F-HRTimeline
Banco BTG Pactual S.A.4,200$364K0.09%+10913F-HRTimeline
OMNI 360 Wealth, Inc.4,236$363K0.24%-79213F-HR/ATimeline
Coastline Trust Co4,227$362K0.04%+17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Client Fiduciary Advisors, LLC4,207$360K0.16%+2613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,205$360K0.02%+713F-HRTimelineGroup
Coordinated Financial Services, Inc.4,171$357K0.28%13F-HRTimeline
Axecap Investments, LLC4,162$357K0.27%-4713F-HRTimeline
Compound Planning, Inc.4,156$356K0.02%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…4,150$355K0.06%-1,54213F-HRTimelineGroup
WOLFF WIESE MAGANA LLC4,146$355K0.24%-17013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,139$355K0.12%+57513F-HRTimeline
One Capital Management, LLC4,129$354K0.01%+9013F-HRTimeline
Baltimore-Washington Financial Advisors…4,107$352K0.02%+11513F-HRTimeline
OBSIDIAN CIO, LLC4,098$351K0.06%+85213F-HRTimeline
WealthPLAN Partners, LLC4,089$350K0.05%-1,70413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.4,079$349K0.11%+66913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,077$349K0.01%-56113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,071$349K0.03%+26413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,802$347K0.19%new13F-HRTimeline
Kessler Investment Group, LLC4,024$345K0.16%013F-HRTimeline
CLG LLC4,024$345K0.12%13F-HRTimeline
Nikulski Financial, Inc.4,019$344K0.1%013F-HRTimeline
LFA - Lugano Financial Advisors SA4,018$344K0.23%013F-HRTimeline
Latitude Advisors, LLC4,005$343K0.19%-58713F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.4,000$343K0.35%new13F-HRTimeline
Chung Wu Investment Group, LLC4,000$343K0.35%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,000$343K0.07%+15213F-HRTimeline
Copia Wealth Management3,999$343K0.33%13F-HRTimeline
Aspen Investment Management Inc3,994$342K0.16%013F-HRTimeline
Global Financial Private Client, LLC3,988$342K0.13%+1113F-HRTimeline
Auour Investments LLC3,872$339K0.12%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,948$338K0.13%13F-HRTimeline
Proficio Capital Partners LLC3,933$337K0.03%new13F-HR/ATimeline
PURE PORTFOLIOS HOLDINGS LLC3,907$335K0.12%+51513F-HRTimeline
BEARING POINT CAPITAL, LLC3,900$334K0.07%13F-HRTimeline
Northstar Financial Companies, Inc.3,891$333K0.32%13F-HRTimeline
Tidemark, LLC3,883$333K0.13%+98713F-HRTimeline
MEMBERS WEALTH LLC3,729$332K0.25%13F-HRTimeline
Capital Asset Advisory Services LLC3,774$330K0.02%-22013F-HRTimeline
Saxony Capital Management, LLC3,853$330K0.29%+6813F-HRTimeline
Ally Invest Advisors Inc.3,828$328K0.03%+52313F-HRTimeline
SEARLE & CO.3,818$327K0.09%013F-HRTimeline
Promus Capital, LLC3,801$326K0.25%13F-HR/ATimeline
Marks Group Wealth Management, Inc3,787$324K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,783$324K0.02%-1,02813F-HRTimeline
Marcum Wealth, LLC3,777$324K0.03%-53613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,771$323K0.05%-77013F-HRTimeline
PATRON PARTNERS, LLC3,742$321K0.17%-11313F-HRTimeline
Caldwell Trust Co3,742$321K0.03%+8613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,728$319K0.16%-7513F-HRTimelineGroup
Southland Equity Partners LLC3,725$319K0.07%-1,37413F-HRTimeline
Successful Portfolios LLC3,720$319K0.21%-2013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,714$318K<0.01%-1,36613F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…3,703$317K0.08%013F-HRTimelineGroup
Avantax Planning Partners, Inc.3,688$316K0.01%+1,21713F-HRTimeline
Aventura Private Wealth, LLC3,687$316K0.17%13F-HRTimeline
JB Capital LLC3,671$315K0.02%new13F-HRTimeline
DOLIVER ADVISORS, LP3,672$315K0.09%-32513F-HRTimeline
Medallion Wealth Advisors, LLC3,659$314K0.16%13F-HRTimeline
Octavia Wealth Advisors, LLC3,655$313K0.04%-15013F-HRTimeline
EHRLICH FINANCIAL GROUP3,653$313K0.22%+83413F-HRTimeline
Pacific Sun Financial Corp3,641$312K0.17%new13F-HRTimeline
Apex Wealth Management, LLC3,640$312K0.27%13F-HRTimeline
MKT Advisors LLC3,283$308K0.13%+39213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,561$305K0.01%013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,557$305K0.03%+813F-HRTimeline
SONATA CAPITAL GROUP INC3,555$304K0.13%-97213F-HRTimeline
Hopwood Financial Services, Inc.3,541$303K0.23%13F-HRTimeline
LJI Wealth Management, LLC3,540$303K0.06%-213F-HRTimeline
Transform Wealth, LLC3,536$303K0.02%+92713F-HRTimeline
PETERSON WEALTH MANAGEMENT3,511$301K0.18%-22313F-HRTimeline
Poehling Capital Management, INC.3,507$300K0.07%-3013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC3,503$300K0.04%-1,52113F-HRTimeline
Cravens & Co Advisors, LLC3,503$300K0.23%new13F-HRTimeline
Legacy Capital Group California, Inc.3,496$299K0.09%-1,03013F-HRTimeline
TrinityPoint Wealth, LLC3,492$299K0.04%+65313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,475$296K<0.01%-51,51813F-HRTimeline
Coastwise Capital Group, LLC3,440$295K0.24%+47013F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,425$293K0.11%-89813F-HRTimeline
Tyche Wealth Partners LLC3,424$293K0.06%+2513F-HRTimeline
Heritage Trust Co3,400$291K0.03%13F-HRTimeline
JPL Wealth Management, LLC3,394$291K0.08%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,388$290K0.14%-10413F-HRTimeline