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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Estate Counselors, LLC4,465$379K0.04%-9513F-HRTimeline
Gryphon Financial Partners LLC4,460$378K0.05%+1,40013F-HRTimeline
SlateStone Wealth, LLC4,452$378K0.04%013F-HRTimeline
Advance Capital Management, Inc.4,450$377K0.02%-81913F-HRTimeline
Clear Creek Financial Management, LLC4,442$377K0.04%-17,93913F-HRTimeline
Bristlecone Advisors, LLC4,439$376K0.03%-1,30113F-HRTimeline
Campion Asset Management4,407$374K0.28%-12513F-HRTimeline
Measured Risk Portfolios, Inc.4,399$373K0.42%-37913F-HRTimeline
Key Client Fiduciary Advisors, LLC4,387$372K0.15%+5713F-HRTimeline
Annex Advisory Services, LLC4,375$371K0.01%-13713F-HRTimeline
Auour Investments LLC4,365$370K0.13%+20913F-HRTimeline
Americana Partners, LLC4,356$370K0.01%+17513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,351$369K0.03%+3913F-HRTimeline
Ulland Investment Advisors, LLC4,350$369K0.28%-58013F-HRTimeline
Advisor Resource Council4,335$368K0.18%-118,04313F-HRTimeline
LJI Wealth Management, LLC4,291$364K0.06%+70613F-HRTimeline
Affinity Capital Advisors, LLC4,289$364K0.06%-5,00113F-HRTimeline
OLD MISSION CAPITAL LLC4,287$364K0.01%new13F-HRTimeline
MATHER GROUP, LLC.4,274$362K<0.01%-1,01413F-HRTimeline
Blue Zone Wealth Advisors, LLC4,272$362K0.09%-9613F-HRTimeline
Auxano Advisors, LLC4,248$360K0.08%+213F-HRTimeline
VeraBank, N.A.4,230$359K0.07%new13F-HRTimeline
Arcus Capital Partners, LLC4,216$358K0.15%+9213F-HRTimeline
Teamwork Financial Advisors, LLC4,187$356K0.04%-17913F-HRTimeline
Circle Wealth Management, LLC4,190$355K0.01%-4,47813F-HRTimeline
Carr Financial Group Corp4,139$351K0.1%-1,63713F-HRTimeline
Tradition Wealth Management, LLC4,123$350K0.03%-1,45013F-HRTimeline
WealthBridge Capital Management, LLC4,107$348K0.09%-3,66913F-HRTimeline
Caldwell Trust Co4,106$348K0.03%+10413F-HRTimeline
Arkos Global Advisors4,102$348K0.05%+9313F-HRTimeline
Safeguard Investment Advisory Group, LLC4,088$347K0.09%+19413F-HRTimeline
Medallion Wealth Advisors, LLC4,053$346K0.13%-46213F-HRTimeline
FLC Capital Advisors4,065$345K0.07%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,057$344K<0.01%+31713F-HRTimeline
Bruce G. Allen Investments, LLC4,053$344K0.26%-37713F-HRTimeline
FIRST AMERICAN TRUST, FSB4,050$343K0.03%-69813F-HRTimeline
Bensler, LLC4,029$342K0.04%-29713F-HRTimeline
WealthPLAN Partners, LLC4,024$341K0.05%+90013F-HRTimeline
Kessler Investment Group, LLC4,024$341K0.14%013F-HRTimeline
BANK OF STOCKTON4,020$341K0.1%-18013F-HRTimeline
WOLFF WIESE MAGANA LLC4,019$341K0.21%013F-HRTimeline
LFA - Lugano Financial Advisors SA4,018$341K0.2%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,010$340K0.01%-4013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…4,005$340K0.09%new13F-HRTimelineGroup
Olympiad Research LP4,000$339K0.55%-75313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,993$339K0.01%+11613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,978$337K0.09%-6,91613F-HRTimelineGroup
Pacific Center for Financial Services3,971$337K0.09%-11213F-HRTimeline
Mason Investment Advisory Services, Inc.3,961$336K0.02%+1,33513F-HRTimeline
Ally Invest Advisors Inc.3,951$335K0.03%+19613F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,938$334K0.01%-38213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,926$333K0.07%-1,06413F-HRTimeline
M.E. ALLISON & CO., INC.3,925$333K0.27%+1,00113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,914$332K0.06%+113F-HRTimeline
Momentum Wealth Planning, LLC3,905$331K0.28%13F-HRTimeline
Global Financial Private Client, LLC3,872$328K0.12%+2413F-HRTimeline
Magnolia Private Wealth, LLC3,842$326K0.25%-75013F-HRTimeline
SEARLE & CO.3,818$324K0.09%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,817$324K0.03%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,803$323K<0.01%+40013F-HRTimeline
Banco BTG Pactual S.A.3,776$320K0.07%-42413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,750$318K<0.01%new13F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC3,743$317K0.08%+18013F-HRTimeline
Clarity Financial LLC3,732$316K0.03%+1,49013F-HRTimeline
Thrive Capital Management, LLC3,719$315K0.1%new13F-HRTimeline
Iyo Bank, Ltd.3,714$315K0.13%-7,42813F-HRTimeline
West Wealth Group, LLC3,712$314K0.08%new13F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…3,703$314K0.07%013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…3,705$314K0.01%-2013F-HRTimeline
Nikulski Financial, Inc.3,696$313K0.09%-7313F-HRTimeline
Live Oak Investment Partners3,692$313K0.24%+30913F-HRTimeline
EVERETT HARRIS & CO /CA/3,680$312K<0.01%-3,50013F-HRTimeline
Blue Barn Wealth, LLC3,107$312K0.15%+32213F-HRTimeline
Aventura Private Wealth, LLC3,661$310K0.13%+413F-HRTimeline
WEALTH ALLIANCE, LLC3,654$310K0.03%+1713F-HRTimeline
WEALTHGARDEN F.S. LLC3,547$309K0.26%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC3,623$307K0.2%-69013F-HRTimeline
Independent Advisor Alliance3,592$305K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.3,591$305K0.01%-63213F-HRTimeline
Summit Wealth Partners, LLC3,584$304K0.06%+8313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,582$304K<0.01%-31813F-HRTimeline
MKT Advisors LLC3,540$303K0.12%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,561$302K0.01%013F-HRTimelineGroup
Alteri Wealth LLC3,558$302K0.12%-55013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC3,542$300K0.1%-1,34913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,534$300K0.02%+8513F-HRTimeline
Successful Portfolios LLC3,520$299K0.18%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,516$298K0.1%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,500$297K<0.01%-50113F-HRTimeline
WealthPlan Investment Management, LLC3,489$296K0.02%new13F-HRTimeline
FRG Family Wealth Advisors LLC3,480$295K0.05%013F-HRTimeline
Beacon Capital Management, LLC3,478$295K0.04%-11613F-HRTimeline
DOLIVER ADVISORS, LP3,470$294K0.08%-1013F-HRTimeline
Centennial Wealth Advisory LLC3,439$294K0.09%+18113F-HRTimeline
Laraway Financial Advisors Inc3,455$293K0.22%-12213F-HRTimeline
Strategic Blueprint, LLC3,452$293K0.01%-7713F-HRTimeline
SONATA CAPITAL GROUP INC3,445$292K0.12%+1513F-HRTimeline
Grantvest Financial Group LLC3,409$289K0.21%-41013F-HRTimeline
Capital Asset Advisory Services LLC3,379$289K0.01%-20513F-HRTimeline
SVB WEALTH LLC3,405$289K0.02%+79413F-HRTimeline
Evanson Asset Management, LLC3,401$288K0.02%+5613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,400$288K<0.01%-102,18113F-HRTimelineGroup
PKS Advisory Services, LLC3,400$288K0.07%-7,59613F-HRTimeline
Global View Capital Management LLC3,400$288K0.09%-3,87813F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,353$288K0.11%-3113F-HRTimeline
Accurate Wealth Management, LLC3,250$288K0.04%-19013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,383$287K0.04%+14013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,382$287K0.19%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC3,370$286K0.06%+68013F-HRTimeline
Traynor Capital Management, Inc.3,313$283K0.02%new13F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.3,337$283K0.05%013F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,328$282K0.12%-88513F-HRTimelineGroup
Cullen Capital Management, LLC3,325$282K<0.01%+61613F-HRTimeline
Newman Dignan & Sheerar, Inc.3,319$281K0.06%-3113F-HRTimeline
Evelyn Partners Investment Management (…3,312$281K0.1%013F-HR/ATimeline
Apex Wealth Management, LLC3,307$280K0.23%-8413F-HRTimeline
Veltria Advisors Corp.3,300$280K0.19%-15913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,297$280K<0.01%-6513F-HRTimeline
Verition Fund Management LLC3,279$278K<0.01%-6,11213F-HRTimeline
Apella Capital, LLC3,216$277K0.01%+53613F-HRTimeline
WORLD EQUITY GROUP, INC.3,251$276K0.08%+28913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.3,252$276K0.08%-6413F-HRTimeline
Strategies Wealth Advisors, LLC3,247$275K0.03%-31613F-HRTimeline
Fox Hill Wealth Management3,237$275K0.14%+2013F-HRTimeline
Cooper Financial Group3,216$273K0.03%-3,57013F-HRTimeline
Pinnacle Family Advisors, LLC3,215$273K0.13%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,201$271K0.02%new13F-HRTimeline
Whitener Capital Management, Inc.3,195$271K0.07%+40213F-HRTimeline
Future Financial Wealth Managment LLC3,195$271K0.18%-11513F-HRTimeline
Coastwise Capital Group, LLC3,182$270K0.21%+2113F-HRTimeline
Financial Perspectives, Inc3,174$269K0.08%-1513F-HRTimeline
Octavia Wealth Advisors, LLC3,172$269K0.03%-46913F-HRTimeline
TradeWell Securities, LLC.3,172$269K0.13%-28913F-HRTimeline
Horrell Capital Management, Inc.3,158$268K0.11%-413F-HRTimeline
Fulcrum Equity Management3,149$267K0.27%013F-HRTimeline
Beacon Bank & Trust3,142$266K0.06%+17713F-HRTimeline
Private Wealth Group, LLC3,141$266K0.14%013F-HRTimeline
Mirabaud & Cie SA3,140$266K0.08%013F-HRTimeline
Viewpoint Capital Management LLC3,120$265K0.13%013F-HRTimeline
Western Pacific Wealth Management, LP3,100$263K0.25%013F-HRTimeline
Icon Wealth Advisors, LLC3,085$262K0.02%+2213F-HRTimeline
Summit Financial Strategies, Inc.3,084$262K0.02%+20213F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,079$261K0.11%-31113F-HRTimeline
Anchor Investment Management, LLC3,070$260K0.02%+3013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,067$260K-2,136Timeline
Southland Equity Partners LLC3,062$260K0.06%-68913F-HRTimeline
Copia Wealth Management3,051$259K0.22%-23613F-HRTimeline
Advisors Capital Management, LLC3,039$258K<0.01%-32713F-HRTimeline
AtlasMark Financial, Inc3,025$257K0.2%013F-HRTimeline
Arbor Investment Advisors, LLC3,024$256K0.03%+15713F-HRTimeline
NAPA WEALTH MANAGEMENT3,023$256K0.12%-3,94613F-HRTimeline
LM Advisors LLC3,020$256K0.03%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,018$256K0.12%-27413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,012$255K<0.01%-712,05613F-HRTimeline
Latitude Advisors, LLC3,002$255K0.13%-75213F-HRTimeline
Black Maple Capital Management LP3,000$254K0.18%-2,50013F-HRTimeline
Heritage Trust Co3,000$254K0.03%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,975$252K<0.01%+2513F-HRTimelineGroup
CVFG LLC2,971$252K0.2%+1813F-HRTimeline
ARS Wealth Advisors Group, LLC2,960$251K0.03%-20013F-HRTimeline
WJ Wealth Management, LLC2,950$250K0.08%-9,16313F-HRTimeline
Eldridge Investment Advisors, Inc.2,935$249K0.05%013F-HRTimeline
Atala Financial Inc2,925$248K0.17%-1,99013F-HRTimeline
Mirador Capital Partners LP2,923$248K0.04%-9813F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,842$248K0.07%-24713F-HRTimeline
Columbia Bank2,788$247K0.08%new13F-HRTimeline
Cadent Capital Advisors, LLC2,908$247K0.08%+1113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,907$247K0.11%-32413F-HRTimeline
GGM Financial LLC2,894$245K0.14%+2413F-HR/ATimeline
BCS Wealth Management2,861$243K0.05%+10113F-HRTimeline
Wealth Management Associates, Inc.2,856$242K0.09%+37013F-HRTimeline
MEANS INVESTMENT CO., INC.2,853$242K0.02%-43713F-HRTimeline
Westmount Partners, LLC2,850$242K0.07%-39013F-HRTimeline
Cornerstone Advisory, LLC2,847$241K0.03%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,847$241K0.06%-53113F-HRTimeline
Advisory Resource Group2,846$241K0.05%+613F-HRTimeline
Indiana Trust & Investment Management Co2,843$241K0.08%+24413F-HRTimeline
Investment Advisory Group, LLC2,841$241K0.07%+9513F-HRTimeline
Uptown Financial Advisors LLC2,816$241K0.22%+1713F-HRTimeline
Centiva Capital, LP2,840$241K0.02%new13F-HRTimeline
Provident Wealth Management, LLC2,839$241K0.08%-31413F-HRTimeline
American Financial Advisors, LLC2,809$238K0.03%-18413F-HRTimeline
Sonora Investment Management Group, LLC2,805$238K0.02%+5013F-HRTimeline
Bullock Wealth Management Group2,781$238K0.13%-3013F-HRTimeline
NCM Capital Management, LLC2,791$237K0.1%-9713F-HRTimeline
Occidental Asset Management, LLC2,787$236K0.03%-23513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,530$236K0.05%-3613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,779$236K0.03%new13F-HRTimeline
Charter Oak Capital Management, LLC2,778$236K0.02%-37313F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,777$236K0.13%013F-HRTimeline
Sprinkle Financial Consultants LLC2,775$235K0.14%+26313F-HRTimeline
MBA Advisors LLC2,771$235K0.11%+1313F-HRTimeline
Briaud Financial Planning Inc2,779$235K0.09%+30913F-HRTimeline
Valtinson Bruner Financial Planning LLC2,770$235K0.07%+2413F-HRTimeline
CURA WEALTH ADVISORS, LLC2,769$235K0.11%013F-HRTimeline
Alexander Randolph Advisory, Inc.2,765$234K0.21%013F-HRTimeline
Cordgrass Capital Advisors, LLC2,764$234K0.06%+34113F-HRTimeline
Comprehensive Wealth Management, LLC2,755$234K0.19%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,749$233K0.11%-1,12613F-HRTimeline
SYON CAPITAL LLC2,744$233K0.02%-44413F-HRTimeline