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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Strata Wealth Advisors, LLC4,601$430K0.13%-3013F-HRTimeline
Pinnacle Bancorp, Inc.4,599$430K0.14%-2013F-HRTimeline
Magnolia Private Wealth, LLC4,592$429K0.36%-11613F-HRTimeline
Armstrong, Fleming & Moore, Inc4,590$429K0.52%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,585$428K0.02%+80213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,575$428K0.01%013F-HRTimelineGroup
Estate Counselors, LLC4,560$426K0.04%+1,91013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,560$426K0.17%013F-HRTimeline
Legacy Capital Group California, Inc.4,557$426K0.15%+1,06113F-HRTimeline
Shoker Investment Counsel, Inc.4,550$425K0.14%+313F-HRTimeline
Medallion Wealth Advisors, LLC4,515$424K0.19%+85613F-HRTimeline
Cresta Advisors, Ltd.4,534$424K0.22%new13F-HRTimeline
Campion Asset Management4,532$424K0.33%+12213F-HRTimeline
Annex Advisory Services, LLC4,512$422K0.01%-2,36713F-HRTimeline
HANOVER ADVISORS INC4,482$419K0.18%-43913F-HRTimeline
2UniFi Bank4,601$419K0.27%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,468$417K0.04%-4613F-HRTimeline
Manhattan West Asset Management, LLC4,466$417K0.11%-2,20013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,465$417K0.06%+69413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,462$417K0.02%+1,76313F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC4,457$416K0.06%-12,25413F-HRTimeline
Encompass More Asset Management4,455$416K0.12%-21,72413F-HRTimeline
SlateStone Wealth, LLC4,452$416K0.04%-25813F-HRTimeline
Bruce G. Allen Investments, LLC4,430$414K0.33%-19213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,414$412K0.18%-3013F-HRTimeline
CPR Investments Inc.4,399$411K0.36%new13F-HRTimeline
Rappaport Reiches Capital Management, L…4,372$409K0.1%new13F-HRTimeline
Blue Zone Wealth Advisors, LLC4,368$408K0.11%+1913F-HRTimeline
Teamwork Financial Advisors, LLC4,366$408K0.06%-24313F-HRTimeline
Strategic Investment Advisors / MI4,337$405K0.04%new13F-HRTimeline
Secure Asset Management, LLC4,336$405K0.08%-4,56913F-HRTimeline
Key Client Fiduciary Advisors, LLC4,330$405K0.19%+12313F-HRTimeline
Bensler, LLC4,326$404K0.05%-16313F-HRTimeline
PUREfi Wealth, LLC4,324$404K0.4%+1,07913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,320$404K0.01%-6613F-HRTimeline
LEIGH BALDWIN & CO., LLC4,313$403K0.32%-86613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,312$403K0.04%+24113F-HRTimeline
Montecito Bank & Trust4,306$402K0.07%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,270$399K<0.01%-32813F-HRTimeline
Auxano Advisors, LLC4,246$397K0.11%-49813F-HRTimeline
J HAGAN CAPITAL, INC.4,624$396K0.32%13F-HRTimeline
Avantax Planning Partners, Inc.4,223$395K0.01%+53513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…4,213$394K0.2%+48513F-HRTimelineGroup
BANK OF STOCKTON4,200$392K0.13%-1,13113F-HRTimeline
Banco BTG Pactual S.A.4,200$392K0.1%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,188$391K<0.01%+2,21513F-HRTimelineGroup
Americana Partners, LLC4,181$391K0.02%-94813F-HRTimeline
USA FINANCIAL FORMULAS4,179$391K0.06%-27713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,125$385K0.1%-1,59513F-HRTimeline
Arcus Capital Partners, LLC4,124$385K0.15%+12913F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,128$385K0.18%+18013F-HRTimeline
Capital Management Associates, Inc4,111$384K0.09%new13F-HRTimeline
Alteri Wealth LLC4,108$384K0.17%-51413F-HRTimeline
PCG Wealth Advisors, LLC4,101$383K0.13%-22,08213F-HRTimeline
Pacific Center for Financial Services4,083$382K0.1%+3,70113F-HRTimeline
Defined Financial Planning LLC4,049$381K0.39%new13F-HRTimeline
FLC Capital Advisors4,065$380K0.09%-65913F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,050$378K0.01%-4,77613F-HRTimeline
Kessler Investment Group, LLC4,024$376K0.18%013F-HRTimeline
WOLFF WIESE MAGANA LLC4,019$376K0.26%-12713F-HRTimeline
LFA - Lugano Financial Advisors SA4,018$375K0.26%013F-HRTimeline
Arkos Global Advisors4,009$375K0.06%+1,20613F-HRTimeline
Caldwell Trust Co4,002$374K0.04%+26013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,001$374K<0.01%-28313F-HRTimeline
Savvy Advisors, Inc.3,973$371K0.04%-16,57313F-HRTimeline
One Capital Management, LLC3,968$371K0.01%-16113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,913$366K0.07%-8713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,900$364K0.01%-17713F-HRTimeline
Safeguard Investment Advisory Group, LLC3,894$364K0.1%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,877$362K0.02%-32813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,875$362K0.2%new13F-HRTimeline
Global Financial Private Client, LLC3,848$360K0.14%-14013F-HRTimeline
Grantvest Financial Group LLC3,819$357K0.29%-47713F-HRTimeline
SEARLE & CO.3,818$357K0.1%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,817$357K0.04%-1,18513F-HRTimelineGroup
Authentikos Wealth Advisory, LLC3,815$357K0.28%new13F-HR/ATimeline
Promus Capital, LLC3,811$356K0.27%+1013F-HR/ATimeline
Summit Financial Consulting LLC3,787$354K0.33%13F-HRTimeline
First Citizens Financial Corp3,771$352K0.2%+68813F-HRTimeline
Nikulski Financial, Inc.3,769$352K0.11%-25013F-HRTimeline
Ally Invest Advisors Inc.3,755$351K0.03%-7313F-HRTimeline
Latitude Advisors, LLC3,754$351K0.2%-25113F-HRTimeline
Southland Equity Partners LLC3,751$351K0.08%+2613F-HRTimeline
Hopwood Financial Services, Inc.3,742$350K0.27%+20113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,740$349K<0.01%-1,20913F-HRTimeline
Tempus Wealth Planning, LLC3,737$349K0.1%-69413F-HRTimeline
MEMBERS WEALTH LLC3,729$348K0.26%013F-HRTimeline
Baltimore-Washington Financial Advisors…3,725$348K0.02%-38213F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…3,703$346K0.09%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.3,692$345K0.33%-1,95313F-HRTimeline
Marcum Wealth, LLC3,676$344K0.03%-10113F-HRTimeline
Saxony Capital Management, LLC3,663$342K0.3%-19013F-HRTimeline
Aventura Private Wealth, LLC3,657$342K0.18%-3013F-HRTimeline
Octavia Wealth Advisors, LLC3,641$340K0.04%-1413F-HRTimeline
WEALTH ALLIANCE, LLC3,637$340K0.04%-1,69513F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,635$340K0.11%+1,16313F-HRTimeline
Capital Asset Advisory Services LLC3,584$337K0.02%-19013F-HRTimeline
Wall Street Financial Group, Inc.3,597$336K0.35%-95213F-HRTimeline
Beacon Capital Management, LLC3,594$336K0.05%+2,59113F-HRTimeline
LJI Wealth Management, LLC3,585$335K0.07%+4513F-HRTimeline
Auour Investments LLC4,156$335K0.12%+28413F-HRTimeline
WMG Financial Advisors, LLC3,579$334K0.14%-6,82513F-HRTimeline
Laraway Financial Advisors Inc3,577$334K0.27%+80313F-HRTimeline
Raab & Moskowitz Asset Management LLC3,563$333K0.08%+40513F-HRTimeline
Strategies Wealth Advisors, LLC3,563$333K0.04%-2,50713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,561$333K0.01%013F-HRTimelineGroup
BluePointe Capital Management, LLC3,530$330K0.13%new13F-HRTimeline
Strategic Blueprint, LLC3,529$330K0.02%-2,11513F-HRTimeline
Buck Wealth Strategies, LLC3,522$329K0.06%new13F-HRTimeline
MCDONALD PARTNERS LLC3,515$329K0.09%-1,01213F-HRTimeline
Successful Portfolios LLC3,520$329K0.22%-20013F-HRTimeline
Comprehensive Financial Consultants Ins…3,516$329K0.12%-2,06013F-HRTimeline
PETERSON WEALTH MANAGEMENT3,510$328K0.22%-113F-HRTimeline
Poehling Capital Management, INC.3,505$328K0.08%-213F-HRTimeline
Summit Wealth Partners, LLC3,501$327K0.07%new13F-HRTimeline
Tyche Wealth Partners LLC3,487$326K0.07%+6313F-HRTimeline
DOLIVER ADVISORS, LP3,480$325K0.09%-19213F-HRTimeline
FRG Family Wealth Advisors LLC3,480$325K0.06%-2,60013F-HRTimeline
TradeWell Securities, LLC.3,461$323K0.18%-1,15613F-HRTimeline
Veltria Advisors Corp.3,459$323K0.21%-2,17213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,449$322K0.03%+20313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,442$322K0.19%-36013F-HRTimeline
SONATA CAPITAL GROUP INC3,430$321K0.14%-12513F-HRTimeline
First Command Advisory Services, Inc.3,423$320K<0.01%+20613F-HRTimeline
Lifestyle Asset Management, Inc.3,422$320K0.18%new13F-HRTimeline
Nova Wealth Management, Inc.3,415$319K0.28%-3,27413F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,403$318K<0.01%+5313F-HRTimeline
Apex Wealth Management, LLC3,391$317K0.29%-24913F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,390$317K0.15%+213F-HRTimeline
Live Oak Investment Partners3,383$316K0.25%new13F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,382$316K0.22%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,378$316K0.09%+49413F-HRTimeline
Maven Securities LTDin group Maven Securities LTD3,373$315K0.07%-2,92713F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC3,384$315K0.16%+58813F-HRTimeline
Advisors Capital Management, LLC3,366$315K<0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC3,365$314K0.03%-1,02113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,362$314K0.01%-7,57513F-HRTimeline
Gradient Capital Advisors, LLC3,362$314K0.1%+413F-HRTimeline
Newman Dignan & Sheerar, Inc.3,350$313K0.09%013F-HR/ATimeline
Quartz Partners, LLC3,348$313K0.19%013F-HRTimeline
Evanson Asset Management, LLC3,345$313K0.02%+613F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.3,337$312K0.08%-3,30013F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.3,316$310K0.1%-76313F-HRTimeline
Evelyn Partners Investment Management (…3,312$310K0.12%013F-HR/ATimeline
Future Financial Wealth Managment LLC3,310$309K0.23%013F-HRTimeline
BTS Asset Management, Inc.3,294$308K0.35%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,292$308K0.16%-5413F-HRTimeline
MEANS INVESTMENT CO., INC.3,290$307K0.03%-26713F-HRTimeline
Copia Wealth Management3,287$307K0.28%-71213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,285$307K0.07%+1,36513F-HRTimeline
WESPAC Advisors, LLC3,284$307K0.25%new13F-HRTimeline
Financial Futures Ltd Liability Co.3,284$307K0.17%-5,94213F-HRTimeline
XML Financial, LLC3,265$305K0.03%-5613F-HRTimeline
Centennial Wealth Advisory LLC3,258$304K0.11%+17113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,243$303K0.04%-1313F-HRTimeline
Westmount Partners, LLC3,240$303K0.09%+32113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,231$302K0.17%new13F-HRTimeline
Fox Hill Wealth Management3,217$301K0.18%-1013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,201$299K0.01%+1,52513F-HRTimeline
Financial Perspectives, Inc3,189$298K0.1%+2313F-HRTimeline
SYON CAPITAL LLC3,188$298K0.02%-2,40513F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY3,177$297K0.01%-26,70613F-HRTimeline
Horrell Capital Management, Inc.3,162$295K0.12%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,161$295K0.03%new13F-HRTimelineGroup
Coastwise Capital Group, LLC3,161$295K0.25%-27913F-HRTimeline
Avestar Capital, LLC3,160$295K0.03%+14813F-HRTimeline
ARS Wealth Advisors Group, LLC3,160$295K0.04%-9013F-HRTimeline
Provident Wealth Management, LLC3,153$295K0.1%+1,66913F-HRTimeline
Charter Oak Capital Management, LLC3,151$294K0.03%013F-HRTimeline
Fulcrum Equity Management3,149$294K0.32%013F-HRTimeline
Private Wealth Group, LLC3,141$294K0.17%-9,72213F-HRTimeline
Mirabaud & Cie SA3,140$293K0.1%013F-HRTimeline
Disciplined Investors, L.L.C.3,133$293K0.26%+13313F-HRTimeline
WealthPLAN Partners, LLC3,124$292K0.04%-96513F-HRTimeline
Viewpoint Capital Management LLC3,120$292K0.16%013F-HRTimeline
Bragg Financial Advisors, Inc3,100$290K0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP3,100$290K0.26%013F-HRTimeline
Grant Private Wealth Management Inc3,096$289K0.31%-10013F-HRTimeline
Icon Wealth Advisors, LLC3,063$286K0.02%-1,36113F-HRTimeline
Gryphon Financial Partners LLC3,060$286K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton3,048$285K0.07%013F-HRTimeline
Centerpoint Advisory Group3,043$284K0.28%013F-HRTimeline
Anchor Investment Management, LLC3,040$284K0.03%-5013F-HRTimeline
Financial Partners Group, Inc3,030$283K0.04%-3613F-HRTimeline
Longview Financial Advisors, Inc.3,028$283K0.24%-1,35613F-HRTimeline
AtlasMark Financial, Inc3,025$283K0.26%013F-HRTimeline
Occidental Asset Management, LLC3,022$282K0.04%-19013F-HRTimeline
Mirador Capital Partners LP3,021$282K0.05%-71,62513F-HRTimeline
LM Advisors LLC3,020$282K0.05%013F-HRTimeline
Heritage Trust Co3,000$280K0.03%-40013F-HRTimeline
American Financial Advisors, LLC2,993$280K0.04%+21713F-HRTimeline
DT Investment Partners, LLC2,981$279K0.03%+2,77013F-HRTimeline
Beacon Bank & Trust2,965$277K0.07%013F-HRTimeline
MKT Advisors LLC3,540$277K0.13%+25713F-HRTimeline
Capital Markets Trading UK LLP2,966$277K0.32%new13F-HRTimeline
Aull & Monroe Investment Management Corp2,955$276K0.14%013F-HRTimeline
CVFG LLC2,953$276K0.25%+36213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,950$276K<0.01%+2213F-HRTimelineGroup
Monterey Private Wealth, Inc.2,949$276K0.08%+113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,936$274K<0.01%-77813F-HRTimeline