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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FLOW TRADERS U.S. LLC8,786$393K0.01%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,778$392K0.03%+4,41313F-HRTimeline
Caldwell Trust Co8,774$392K0.03%+4,28213F-HRTimeline
Objective Capital Management, LLC8,774$392K0.4%+2,97213F-HRTimeline
CX Institutional8,753$391K0.01%+4,42513F-HRTimeline
SlateStone Wealth, LLC8,704$389K0.03%+4,34013F-HRTimeline
WEALTHGARDEN F.S. LLC7,901$389K0.26%+4,71913F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,678$388K0.01%+4,20413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,593$384K0.12%+3,88813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,590$384K<0.01%-444,02013F-HRTimelineGroup
Arkos Global Advisors8,586$384K0.05%+4,29313F-HRTimeline
Hobbs Group Advisors, LLC8,564$383K0.12%+1,04613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,560$383K0.04%+3,99513F-HRTimeline
Ulland Investment Advisors, LLC8,550$382K0.31%+4,27513F-HRTimeline
Rothschild Wealth LLC8,531$381K0.04%new13F-HR/ATimeline
Blue Zone Wealth Advisors, LLC8,518$381K0.07%+4,33913F-HRTimeline
Medallion Wealth Advisors, LLC8,516$381K0.13%+4,82013F-HRTimeline
5T Wealth, LLC8,491$380K0.15%new13F-HRTimeline
Ark Wealth Advisors LLC8,489$380K0.41%13F-HRTimeline
Auxano Advisors, LLC8,481$379K0.07%+4,23113F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,494$379K0.08%+4,08513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA8,473$379K0.02%+2,66613F-HRTimeline
Guardian Asset Advisors, LLC8,433$377K0.2%+4,15513F-HRTimeline
Seelaus Asset Management LLC8,428$377K0.3%+3,21413F-HRTimeline
Ruggiero Investments, Inc.8,427$377K0.34%13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD8,424$377K0.06%13F-HRTimeline
Hyundai Investments Co., Ltd.8,366$376K0.37%new13F-HRTimeline
LJI Wealth Management, LLC8,382$375K0.06%+4,19113F-HRTimeline
Hegarty Advisors, LLC8,328$372K0.32%13F-HRTimeline
Gryphon Financial Partners LLC8,296$371K0.04%+3,81213F-HRTimeline
Bruce G. Allen Investments, LLC8,285$370K0.25%+4,20913F-HRTimeline
KW WEALTH MANAGEMENT LLC8,260$369K0.56%+4,35113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8,254$369K0.23%13F-HRTimeline
Safeguard Investment Advisory Group, LLC8,239$368K0.09%+4,18113F-HRTimeline
MEMBERS WEALTH LLC7,458$367K0.23%+3,72913F-HRTimeline
Kapstone Financial Advisors LLC8,176$366K0.18%+3,72113F-HRTimeline
CHAPIN DAVIS, INC.8,143$364K0.09%+4,07713F-HRTimeline
Gambit Capital Management, LLC8,137$364K0.26%13F-HRTimeline
FLC Capital Advisors8,130$363K0.07%+4,03613F-HRTimeline
Triumph Capital Management8,119$363K0.08%+1,72013F-HRTimeline
COFG Advisors, LLC8,071$361K0.09%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,071$361K0.12%+3,85613F-HRTimelineGroup
HAMILTON CAPITAL PARTNERS, LLC8,064$361K0.12%new13F-HRTimeline
Ally Invest Advisors Inc.8,050$360K0.02%+3,88113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,043$360K0.04%+3,03213F-HRTimeline
Teamwork Financial Advisors, LLC8,022$359K0.04%+3,59513F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC8,017$358K0.16%13F-HRTimeline
Momentum Wealth Planning, LLC8,010$358K0.28%+1,80513F-HRTimeline
Bramshill Investments, LLC8,000$358K0.02%-50013F-HRTimeline
Hopwood Financial Services, Inc.7,999$358K0.25%+4,13913F-HRTimeline
Pacific Center for Financial Services4,003$358K0.09%013F-HRTimeline
M.E. ALLISON & CO., INC.7,998$358K0.24%+4,00013F-HRTimeline
Strategic Blueprint, LLC7,930$355K0.02%+3,25913F-HRTimeline
VeraBank, N.A.7,910$354K0.06%+3,95513F-HRTimeline
Global View Capital Management LLC7,896$353K0.07%+4,12513F-HRTimeline
Bensler, LLC7,877$352K0.04%+4,08013F-HRTimeline
Fort Point Capital Partners LLC7,323$349K0.04%+3,20213F-HRTimeline
EVERETT HARRIS & CO /CA/7,728$346K<0.01%+4,57813F-HRTimeline
Centennial Wealth Advisory LLC7,715$345K0.09%+4,17113F-HRTimeline
Paladin Partners, LLC7,710$345K0.26%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,703$344K0.01%+3,56113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…7,671$343K0.01%+4,01613F-HRTimeline
EASTERN BANK7,658$342K0.01%+3,72013F-HRTimeline
Copia Wealth Management7,648$342K0.24%+3,64913F-HRTimeline
BlackDiamond Wealth Management, LLC6,373$342K0.17%new13F-HRTimeline
SEARLE & CO.7,635$341K0.09%+3,81713F-HRTimeline
Everhart Financial Group, Inc.7,607$340K0.03%new13F-HRTimeline
West Wealth Group, LLC7,556$338K0.07%+3,80713F-HRTimeline
Raab & Moskowitz Asset Management LLC7,534$337K0.07%+3,76713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,525$336K<0.01%+3,55113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,500$335K<0.01%+3,69713F-HRTimeline
Campion Asset Management7,494$335K0.23%+3,15713F-HRTimeline
Montecito Bank & Trust7,452$333K0.05%+3,69613F-HRTimeline
Global Financial Private Client, LLC7,442$333K0.12%+3,67413F-HRTimeline
Cornerstone National Bank & Trust Co7,432$332K0.13%new13F-HRTimeline
GM Advisory Group, LLC7,422$332K0.01%+2,64413F-HRTimeline
LCNB CORP7,418$332K0.11%+3,70913F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…7,406$331K0.06%+3,70313F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…7,400$331K0.04%+70013F-HRTimelineGroup
MKT Advisors LLC7,055$331K0.11%+3,53013F-HRTimeline
Laraway Financial Advisors Inc7,348$329K0.21%+3,83813F-HRTimeline
PCG Wealth Advisors, LLC7,326$328K0.09%+3,92013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC7,305$327K0.04%-134,65013F-HRTimeline
WealthPLAN Partners, LLC7,302$326K0.05%+2,22413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC7,299$326K0.1%+3,79513F-HRTimeline
Stolper Co17,596$326K0.1%+8,05813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,271$325K0.04%+2,44713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,270$325K0.01%+3,48513F-HRTimeline
1834 INVESTMENT ADVISORS CO7,236$324K0.04%+2,87613F-HRTimeline
BANK OF STOCKTON7,224$323K0.09%+3,43213F-HRTimeline
WealthPlan Investment Management, LLC7,199$322K0.02%+4,70313F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,199$322K0.01%-30,41013F-HRTimeline
Private Wealth Group, LLC7,187$321K0.15%+4,04613F-HRTimeline
Occidental Asset Management, LLC7,170$321K0.04%+3,35613F-HRTimeline
ELLERSON GROUP INC /ADV7,170$321K0.22%+3,58513F-HRTimeline
OakTrust Wealth Advisors, LLC7,157$320K0.3%13F-HRTimeline
L.K. Benson & Company, P.C.7,140$319K0.16%+4,79613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,122$318K0.01%+3,56113F-HRTimelineGroup
Elevated Capital Advisors, LLC7,099$317K0.07%+3,99713F-HRTimeline
Eldridge Investment Advisors, Inc.7,090$317K0.07%+3,54513F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,060$316K0.01%+3,05013F-HRTimeline
SAXON INTERESTS, INC.7,059$316K0.11%+2,62213F-HRTimeline
Cypress Wealth Services, LLC7,045$315K0.04%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.7,038$315K0.07%+3,41913F-HRTimeline
waypoint wealth counsel7,025$314K0.12%+2,24213F-HRTimeline
Volterra Technologies LP7,023$314K0.32%-37,93813F-HRTimeline
SONATA CAPITAL GROUP INC7,004$313K0.11%+3,53013F-HRTimeline
Summit Wealth Partners, LLC7,003$313K0.06%+3,40513F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC7,000$313K0.09%new13F-HRTimeline
MATHER GROUP, LLC.6,984$312K<0.01%+3,63213F-HRTimeline
Founders Financial Alliance, LLC6,978$312K0.06%-25,83113F-HRTimeline
BTS Asset Management, Inc.6,843$312K0.42%+3,37513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,920$309K0.02%+3,56013F-HRTimeline
Signet Private Wealth LLC6,919$309K0.3%13F-HRTimeline
Presidio Capital Management, LLC6,910$309K0.09%new13F-HRTimeline
MA Private Wealth6,908$309K0.05%+3,45413F-HRTimeline
Comprehensive Financial Consultants Ins…6,872$307K0.09%+3,43613F-HRTimeline
Iowa State Bank6,864$307K0.06%+4,32513F-HRTimeline
Clarity Financial LLC6,848$306K0.03%+3,31813F-HRTimeline
SACKS & ASSOCIATES, LLC6,840$306K0.22%13F-HRTimeline
Northwest Wealth Advisors, LLC6,837$306K0.24%13F-HRTimeline
Evanson Asset Management, LLC6,835$306K0.02%+3,42713F-HRTimeline
Resolute Wealth Strategies, LLC6,826$305K0.13%-9,64513F-HRTimeline
CENTRAL BANK & TRUST CO6,815$305K0.05%+2,32113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,803$304K0.04%+3,42113F-HRTimeline
Navis Wealth Advisors, LLC6,800$304K0.13%new13F-HRTimeline
QP WEALTH MANAGEMENT, LLC6,795$304K0.27%13F-HRTimeline
Alteri Wealth LLC6,794$304K0.1%+3,27913F-HRTimeline
Strategic Wealth Partners, Ltd.6,764$302K0.02%+3,09313F-HRTimeline
United Advisor Group, LLC6,752$302K0.04%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,710$300K0.12%+3,21513F-HRTimeline
Lighthouse Financial LLC6,700$300K0.2%+3,20013F-HRTimeline
Blackston Financial Advisory Group, LLC6,678$299K0.18%+2,90213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.6,672$298K0.05%+3,33513F-HRTimeline
Zinnia Wealth Advisory, LLC6,670$298K0.32%13F-HRTimeline
Arbor Investment Advisors, LLC6,660$298K0.04%+3,39813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,641$297K0.04%+3,68813F-HRTimeline
CVFG LLC6,637$297K0.2%+3,44813F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,632$297K0.18%13F-HRTimeline
United Financial Planning Group LLC6,626$296K0.18%+3,32513F-HRTimeline
Evelyn Partners Investment Management (…6,624$296K0.1%+3,31213F-HRTimeline
Coastwise Capital Group, LLC6,624$296K0.15%+3,42413F-HRTimeline
FRG Family Wealth Advisors LLC6,600$295K0.05%+3,30013F-HRTimeline
PKS Advisory Services, LLC6,588$295K0.07%+3,29713F-HRTimeline
NCP Inc.6,557$293K0.24%+3,28813F-HRTimeline
Apella Capital, LLC6,554$293K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC6,540$292K0.12%-24,86313F-HRTimeline
Van Hulzen Asset Management, LLC6,538$292K0.02%+3,99513F-HRTimeline
NWF Advisory Services Inc.6,535$292K0.03%+2,64013F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,531$292K0.18%+3,66013F-HRTimeline
VSM Wealth Advisory, LLC6,527$292K0.09%+6,45113F-HRTimeline
CITY HOLDING CO6,480$290K0.04%+3,30513F-HRTimeline
Octavia Wealth Advisors, LLC6,461$289K0.03%+2,96813F-HRTimeline
Fox Hill Wealth Management6,442$288K0.13%+3,24013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,422$287K0.08%+3,27513F-HRTimeline
DOLIVER ADVISORS, LP6,420$287K0.07%+2,99513F-HRTimeline
Capital Asset Advisory Services LLC6,252$285K0.01%+3,02613F-HRTimeline
Summit Financial Consulting LLC6,317$282K0.21%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,316$282K0.03%+2,89413F-HRTimelineGroup
VCI Wealth Management LLC6,301$282K0.08%new13F-HRTimeline
Summit Financial Strategies, Inc.6,298$282K0.02%+3,14913F-HRTimeline
ARS Wealth Advisors Group, LLC6,291$281K0.03%+3,06013F-HRTimeline
Cooper Financial Group6,249$279K0.03%+3,02313F-HRTimeline
Financial Perspectives, Inc6,249$279K0.08%+3,05013F-HRTimeline
DAVIS R M INC6,246$279K<0.01%+3,12313F-HRTimeline
Xcelsior Advisor Partners LLC6,232$279K0.14%13F-HRTimeline
Horrell Capital Management, Inc.6,212$278K0.12%+3,09413F-HRTimeline
Carr Financial Group Corp6,204$277K0.07%+2,90113F-HRTimeline
Western Pacific Wealth Management, LP6,200$277K0.27%+3,10013F-HRTimeline
PLIMOTH TRUST CO LLC6,193$277K0.06%+3,03413F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,577$277K0.13%+2,43213F-HRTimeline
Chatterton & Associates Inc.6,187$277K0.24%13F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.6,178$276K0.07%new13F-HRTimeline
Heritage Trust Co6,172$276K0.03%+3,17213F-HRTimeline
Mill Creek Capital Advisors, LLC6,171$276K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC6,152$275K0.02%+2,66413F-HRTimeline
Well Done, LLC6,136$274K0.04%+2,59913F-HRTimeline
Eagle Capital Management, LLC6,106$273K0.1%+3,05313F-HRTimeline
AtlasMark Financial, Inc6,105$273K0.18%+3,08013F-HRTimeline
Curi Capital, LLC6,090$272K<0.01%+3,30913F-HRTimeline
Mason Investment Advisory Services, Inc.6,081$272K0.01%+1,70613F-HRTimeline
Latitude Advisors, LLC6,068$271K0.12%+3,03613F-HRTimeline
Beaumont Financial Advisors, LLC6,066$271K0.02%+1,06613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,064$271K0.04%+3,21713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,051$271K<0.01%+3,05113F-HRTimelineGroup
Strategies Wealth Advisors, LLC6,049$270K0.03%+2,84413F-HRTimeline
Oxinas Partners, LLC6,018$269K0.13%+2,99513F-HRTimeline
West Tower Group, LLC6,000$268K0.62%new13F-HRTimeline
SMART Wealth LLC5,957$266K0.08%+2,47613F-HRTimeline
PACK Private Wealth, LLC5,954$266K0.12%+3,33013F-HRTimeline
Straight Path Wealth Management5,949$266K0.07%+3,44413F-HRTimeline
Cordgrass Capital Advisors, LLC5,940$266K0.06%+2,99813F-HRTimeline
Sprinkle Financial Consultants LLC5,939$265K0.13%+2,99313F-HRTimeline
Beacon Bank & Trust5,930$265K0.05%+2,78813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,914$264K0.11%+2,96313F-HRTimeline
Tempo Wealth, LLC5,912$264K0.05%13F-HRTimeline
GGM Financial LLC5,885$263K0.13%+2,96713F-HRTimeline
Marks Group Wealth Management, Inc5,882$263K0.03%+3,20513F-HRTimeline
WEALTH ALLIANCE, LLC5,881$263K0.03%+2,15613F-HRTimeline
RAINIER FAMILY WEALTH INC5,868$262K0.2%new13F-HRTimeline