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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
KW WEALTH MANAGEMENT LLC3,909$349K0.6%13F-HRTimeline
NWF Advisory Services Inc.3,895$348K0.04%-1,00213F-HRTimeline
Hopwood Financial Services, Inc.3,860$345K0.23%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,843$343K0.05%new13F-HRTimeline
SEARLE & CO.3,818$341K0.09%013F-HRTimeline
Occidental Asset Management, LLC3,814$341K0.04%+1,02713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,803$340K<0.01%013F-HRTimeline
Bensler, LLC3,797$339K0.04%-23213F-HRTimeline
BANK OF STOCKTON3,792$339K0.1%-22813F-HRTimeline
Successful Portfolios LLC3,790$339K0.2%+27013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,785$338K0.01%-77013F-HRTimeline
Blackston Financial Advisory Group, LLC3,776$337K0.2%-2,35913F-HR/ATimeline
Global View Capital Management LLC3,771$337K0.07%+37113F-HRTimeline
CTC LLC3,770$337K0.01%-92513F-HRTimeline
Global Financial Private Client, LLC3,768$337K0.12%-10413F-HRTimeline
Raab & Moskowitz Asset Management LLC3,767$337K0.08%+2413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,758$336K0.04%+1,19313F-HRTimeline
Montecito Bank & Trust3,756$336K0.05%13F-HRTimeline
MEMBERS WEALTH LLC3,729$333K0.21%13F-HRTimeline
WEALTH ALLIANCE, LLC3,725$333K0.03%+7113F-HRTimeline
Iyo Bank, Ltd.3,714$332K0.13%013F-HRTimeline
LCNB CORP3,709$331K0.12%-2,25013F-HRTimeline
Medallion Wealth Advisors, LLC3,696$330K0.12%-35713F-HRTimeline
Nikulski Financial, Inc.3,696$330K0.08%013F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…3,703$330K0.07%013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC3,688$329K<0.01%+1,12713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,686$329K<0.01%+28613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV3,674$328K0.06%-25213F-HRTimeline
LM Advisors LLC3,670$328K0.05%+65013F-HRTimeline
Strategic Wealth Partners, Ltd.3,671$328K0.02%-1,05813F-HRTimeline
Baltimore-Washington Financial Advisors…3,655$327K0.01%-5013F-HRTimeline
West Wealth Group, LLC3,749$324K0.07%+3713F-HRTimeline
Newman Dignan & Sheerar, Inc.3,619$323K0.07%+30013F-HRTimeline
Fortis Group Advisors, LLC3,654$322K0.06%-59,40413F-HRTimeline
Summit Wealth Partners, LLC3,598$321K0.06%+1413F-HRTimeline
ELLERSON GROUP INC /ADV3,585$320K0.2%-17,42513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,561$318K0.01%013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.3,545$317K0.07%+61013F-HRTimeline
Centennial Wealth Advisory LLC3,544$317K0.09%+10513F-HRTimeline
Well Done, LLC3,537$316K0.05%+79513F-HRTimeline
Clarity Financial LLC3,530$315K0.03%-20213F-HRTimeline
MKT Advisors LLC3,525$315K0.12%-1513F-HRTimeline
Alteri Wealth LLC3,515$314K0.11%-4313F-HRTimeline
ArchPoint Investors3,510$314K0.09%new13F-HRTimeline
Laraway Financial Advisors Inc3,510$314K0.21%+5513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC3,504$313K0.1%-3813F-HRTimeline
Lighthouse Financial LLC3,500$313K0.21%-2,00013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,495$312K0.12%-3,13413F-HRTimeline
Octavia Wealth Advisors, LLC3,493$312K0.03%+32113F-HRTimeline
Tradition Wealth Management, LLC3,488$312K0.02%-63513F-HRTimeline
SMART Wealth LLC3,481$311K0.12%-2,38413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC3,473$310K0.01%+95213F-HRTimeline
SONATA CAPITAL GROUP INC3,474$310K0.11%+2913F-HRTimeline
BTS Asset Management, Inc.3,468$310K0.4%new13F-HRTimeline
MA Private Wealth3,454$309K0.05%-4,86013F-HRTimeline
NOVEM GROUP3,450$308K0.04%-1,11513F-HRTimeline
Comprehensive Financial Consultants Ins…3,436$307K0.1%-8013F-HRTimeline
Financial Advocates Investment Manageme…3,431$307K0.17%-34,54913F-HRTimeline
DOLIVER ADVISORS, LP3,425$306K0.08%-4513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,422$306K0.03%-39513F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC3,415$305K0.05%-49913F-HRTimeline
Evanson Asset Management, LLC3,408$304K0.02%+713F-HRTimeline
PCG Wealth Advisors, LLC3,406$304K0.09%-1,17813F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,402$304K0.03%new13F-HRTimeline
Vinland Capital Management Gestora de R…3,400$304K3.92%new13F-HRTimeline
Affinity Capital Advisors, LLC3,433$304K0.05%-85613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,382$302K0.04%-113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,382$302K0.21%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,376$302K<0.01%+7913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,360$300K0.02%-17413F-HRTimeline
MATHER GROUP, LLC.3,352$299K<0.01%-92213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.3,337$298K0.05%013F-HR/ATimeline
Apex Wealth Management, LLC3,335$298K0.21%+2813F-HRTimeline
Advisors Capital Management, LLC3,329$297K<0.01%+29013F-HRTimeline
Evelyn Partners Investment Management (…3,312$296K0.1%013F-HRTimeline
Magnolia Private Wealth, LLC3,307$295K0.22%-53513F-HRTimeline
Carr Financial Group Corp3,303$295K0.08%-83613F-HRTimeline
United Financial Planning Group LLC3,301$295K0.19%13F-HRTimeline
FRG Family Wealth Advisors LLC3,300$295K0.05%-18013F-HRTimeline
PKS Advisory Services, LLC3,291$294K0.06%-10913F-HRTimeline
NCP Inc.3,269$292K0.22%new13F-HRTimeline
Arbor Investment Advisors, LLC3,262$291K0.04%+23813F-HRTimeline
USA FINANCIAL FORMULAS3,260$291K0.05%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,257$291K0.11%-7113F-HRTimelineGroup
Beacon Capital Management, LLC3,235$289K0.04%-24313F-HRTimeline
ARS Wealth Advisors Group, LLC3,231$289K0.03%+27113F-HRTimeline
Cooper Financial Group3,226$288K0.03%+1013F-HRTimeline
Capital Asset Advisory Services LLC3,226$288K0.01%-15313F-HRTimeline
Strategies Wealth Advisors, LLC3,205$286K0.03%-4213F-HRTimeline
Fox Hill Wealth Management3,202$286K0.13%-3513F-HRTimeline
Coastwise Capital Group, LLC3,200$286K0.2%+1813F-HRTimeline
Financial Perspectives, Inc3,199$286K0.08%+2513F-HRTimeline
CVFG LLC3,189$285K0.21%+21813F-HRTimeline
CITY HOLDING CO3,175$284K0.04%-1,55013F-HRTimeline
PLIMOTH TRUST CO LLC3,159$282K0.06%-1,31513F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,145$282K0.1%-20813F-HRTimeline
EVERETT HARRIS & CO /CA/3,150$281K<0.01%-53013F-HRTimeline
Summit Financial Strategies, Inc.3,149$281K0.02%+6513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.3,147$281K0.08%-10513F-HRTimeline
Accurate Wealth Management, LLC3,253$281K0.04%+313F-HRTimeline
Beacon Bank & Trust3,142$281K0.06%013F-HRTimeline
Private Wealth Group, LLC3,141$281K0.14%013F-HRTimeline
AVALON CAPITAL MANAGEMENT3,128$279K0.07%new13F-HRTimeline
DAVIS R M INC3,123$279K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.3,118$279K0.12%-4013F-HRTimeline
Elevated Capital Advisors, LLC3,102$277K0.07%new13F-HRTimeline
Coordinated Financial Services, Inc.3,102$277K0.18%-1,79813F-HRTimeline
Western Pacific Wealth Management, LP3,100$277K0.27%013F-HRTimeline
Grantvest Financial Group LLC3,100$277K0.19%-30913F-HRTimeline
WORLD EQUITY GROUP, INC.3,096$277K0.06%-15513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,095$277K<0.01%-40513F-HRTimeline
WEALTHGARDEN F.S. LLC3,182$276K0.2%-36513F-HRTimeline
Fulcrum Equity Management3,094$276K0.28%-5513F-HRTimeline
WealthBridge Capital Management, LLC3,094$276K0.06%-1,01313F-HRTimeline
Gradient Capital Advisors, LLC3,085$276K0.07%-1,47313F-HRTimeline
Avestar Capital, LLC3,080$275K0.02%+50313F-HRTimeline
Anchor Investment Management, LLC3,070$274K0.02%013F-HRTimeline
Eagle Capital Management, LLC3,053$273K0.1%-11,91413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,043$272K0.01%+80013F-HRTimelineGroup
Latitude Advisors, LLC3,032$271K0.12%+3013F-HRTimeline
AtlasMark Financial, Inc3,025$270K0.18%013F-HRTimeline
Oxinas Partners, LLC3,023$270K0.14%-6,69113F-HRTimeline
Post Resch Tallon Group Inc.3,007$269K0.24%+30213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,000$268K<0.01%+2513F-HRTimelineGroup
Heritage Trust Co3,000$268K0.03%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,953$264K0.04%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,951$264K0.11%-6713F-HRTimeline
Sprinkle Financial Consultants LLC2,946$263K0.15%+17113F-HRTimeline
Cordgrass Capital Advisors, LLC2,942$263K0.06%+17813F-HRTimeline
Richmond Investment Services, LLC2,927$262K0.05%new13F-HRTimeline
Viewpoint Capital Management LLC2,920$261K0.11%-20013F-HRTimeline
GGM Financial LLC2,918$261K0.13%+2413F-HRTimeline
Advisory Resource Group2,906$260K0.05%+6013F-HRTimeline
North Star Investment Management Corp.2,894$259K0.02%-2,89713F-HRTimeline
Royal Fund Management, LLC2,894$259K0.03%-3,54613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,889$258K0.02%-31213F-HRTimeline
CLG LLC2,888$258K0.07%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,871$256K0.16%new13F-HRTimeline
Grant Private Wealth Management Inc2,867$256K0.16%new13F-HRTimeline
Capital Investment Counsel, LLC2,866$256K0.04%-10,23813F-HRTimeline
Wealth Management Associates, Inc.2,864$256K0.09%+813F-HRTimeline
BCS Wealth Management2,861$256K0.06%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,859$255K0.02%+613F-HRTimeline
Westmount Partners, LLC2,850$255K0.07%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,847$254K0.05%013F-HRTimeline
Investment Advisory Group, LLC2,841$254K0.07%013F-HRTimeline
Provident Wealth Management, LLC2,839$254K0.08%013F-HRTimeline
Eisler Capital Management Ltd.2,813$253K0.01%-3,14313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,829$253K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co2,815$251K0.08%-2813F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,853$251K0.07%+1113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,811$251K0.09%-9613F-HRTimeline
Uptown Financial Advisors LLC2,807$251K0.22%-913F-HRTimeline
MBA Advisors LLC2,800$250K0.11%+2913F-HRTimeline
MB Generational Wealth, LLC2,800$250K0.16%13F-HRTimeline
Whitener Capital Management, Inc.2,796$250K0.06%-39913F-HRTimeline
NCM Capital Management, LLC2,793$250K0.1%+213F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,789$249K0.1%-29013F-HRTimeline
Blue Barn Wealth, LLC2,785$249K0.11%-32213F-HRTimeline
Curi Capital, LLC2,781$248K<0.01%+25013F-HRTimeline
Briaud Financial Planning Inc2,779$248K0.08%013F-HRTimeline
Charter Oak Capital Management, LLC2,778$248K0.02%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,777$248K0.14%013F-HRTimeline
Curran Financial Partners, LLC2,770$247K0.05%+33613F-HRTimeline
Alexander Randolph Advisory, Inc.2,765$247K0.2%013F-HRTimeline
Bullock Wealth Management Group2,763$246K0.12%-1813F-HRTimeline
Cadent Capital Advisors, LLC2,745$245K0.06%-16313F-HRTimeline
American Institute for Advanced Investm…2,745$245K0.16%-2,56513F-HRTimeline
Asset Management One Co., Ltd.2,744$245K<0.01%-1,80413F-HRTimeline
Exit Wealth Advisors, LLC.2,724$243K0.16%13F-HRTimeline
Manhattan West Asset Management, LLC2,722$243K0.05%+12413F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,719$243K0.06%+213F-HRTimeline
Poehling Capital Management, INC.2,711$242K0.05%-313F-HRTimeline
KERR FINANCIAL PLANNING Corp2,640$242K0.34%13F-HR/ATimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,703$241K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC2,699$241K0.01%013F-HRTimeline
DT Investment Partners, LLC2,698$241K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,700$241K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC2,697$241K0.15%-49813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Trail Advisors, LLC2,683$240K<0.01%-3613F-HRTimeline
Meridian Financial Advisors, LLC2,681$240K0.13%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,680$239K<0.01%-90213F-HRTimeline
Marks Group Wealth Management, Inc2,677$239K0.02%013F-HRTimeline
Comprehensive Wealth Management, LLC2,667$238K0.17%-8813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,663$238K0.01%+13913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,654$237K<0.01%+56613F-HRTimelineGroup
ELCO Management Co., LLC2,650$237K0.12%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,637$236K0.01%-7713F-HRTimeline
PACK Private Wealth, LLC2,624$234K0.11%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,621$234K0.02%-15813F-HRTimeline
Northwest Financial Advisors2,620$234K0.3%+113F-HRTimeline
GARRISON POINT ADVISORS, LLC2,613$233K0.1%-10713F-HRTimeline
Pictet North America Advisors SA2,607$233K0.02%-13,90013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,599$232K0.06%+11713F-HRTimeline
Tripletail Wealth Management, LLC2,595$232K0.27%-15013F-HRTimeline
Mirador Capital Partners LP2,582$231K0.03%-34113F-HRTimeline
National Wealth Management Group, LLC2,577$230K0.09%new13F-HRTimeline
MBE Wealth Management, LLC2,571$230K0.1%-15813F-HRTimeline
Pure Financial Advisors, LLC2,568$229K<0.01%-6613F-HRTimeline
Icon Wealth Advisors, LLC2,563$229K0.02%-52213F-HRTimeline