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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Berger Financial Group, Inc11,148$683K0.04%-1,13513F-HRTimeline
Lighthouse Wealth Management Inc.11,139$682K0.46%+30413F-HRTimeline
Lumbard & Kellner, LLC11,110$681K0.24%+25213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,102$680K0.05%+4,18213F-HRTimeline
Successful Portfolios LLC11,005$680K0.37%-62013F-HRTimeline
Disciplined Investments, LLC11,086$679K0.24%013F-HRTimeline
Peak Asset Management, LLC11,062$678K0.12%013F-HRTimeline
Helium Advisors LLC11,032$676K0.65%+5,61713F-HRTimeline
Fort Sheridan Advisors LLC10,999$674K0.08%+76613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,958$671K0.2%+2,36513F-HRTimeline
Astoria Portfolio Advisors LLC.11,803$670K0.14%-3,38113F-HRTimeline
True Vision MN LLC10,918$669K0.34%-2,31313F-HRTimeline
MBL Wealth, LLC10,900$668K0.05%013F-HRTimeline
Finivi Inc.10,865$666K0.36%+88013F-HRTimeline
Lewis Asset Management, LLC10,829$663K0.27%-21513F-HRTimeline
Poehling Capital Management, INC.10,824$663K0.14%+5,30813F-HRTimeline
Obermeyer Wealth Partners10,800$662K0.03%013F-HRTimeline
Composition Wealth, LLC10,727$657K0.01%-54313F-HRTimeline
Unique Wealth Strategies, LLC10,708$656K0.27%-43213F-HRTimeline
NIXON PEABODY TRUST CO10,652$653K0.05%013F-HRTimeline
CENTRAL BANK & TRUST CO10,557$647K0.1%+3,74213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,544$646K0.04%+113F-HRTimeline
Next Level Private LLC10,542$646K0.15%-9113F-HRTimeline
WULFF, HANSEN & CO.10,540$646K0.66%013F-HRTimeline
Towerpoint Wealth, LLC10,458$641K0.26%+21113F-HRTimeline
EFG International AGin group EFG International AG10,434$639K0.01%-29,92413F-HRTimelineGroup
Madrid Wealth Management, LLC10,404$637K0.48%-46013F-HR/ATimeline
Auour Investments LLC10,313$632K0.2%+65013F-HRTimeline
Mascagni Wealth Management, Inc.10,296$631K0.45%+613F-HRTimeline
MBE Wealth Management, LLC10,277$630K0.26%+4,71813F-HRTimeline
Creekside Partners10,262$629K0.26%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,244$628K<0.01%-3613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,219$626K0.13%-47413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,210$625K0.06%new13F-HRTimeline
GM Advisory Group, LLC10,159$622K0.02%+2,73713F-HRTimeline
Teamwork Financial Advisors, LLC10,146$622K0.07%+2,12413F-HRTimeline
HOLDERNESS INVESTMENTS CO10,145$621K0.12%+11113F-HRTimeline
Selective Wealth Management, Inc.10,506$620K0.18%+513F-HRTimeline
Chatterton & Associates Inc.10,777$618K0.43%+4,59013F-HRTimeline
Circle Wealth Management, LLC10,035$615K0.01%+913F-HRTimeline
WEBSTER BANK, N. A.10,028$614K0.06%+7,10013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,010$613K0.07%-22,44413F-HRTimeline
Sage Mountain Advisors LLC10,005$613K0.04%+48813F-HRTimeline
LuminArx Capital Management LP10,000$613K0.46%013F-HRTimeline
Eurizon Asset Management Hungary Ltd.10,000$613K0.66%new13F-HRTimeline
Wealth Care LLC10,000$613K0.54%13F-HRTimeline
Apex Wealth Management, LLC9,944$609K0.42%new13F-HRTimeline
Bauman Advisory Group, LLC9,922$608K0.43%+52213F-HRTimeline
PSI Advisors, LLC9,911$607K0.15%-32313F-HRTimeline
Northwest Bancshares, Inc.9,910$607K0.12%-44013F-HRTimeline
Palumbo Wealth Management LLC9,898$606K0.15%-8913F-HRTimeline
Allegheny Financial Group9,885$606K0.08%+4213F-HRTimeline
Royal Fund Management, LLC9,873$605K0.06%-44913F-HRTimeline
Windsor Advisory Group, LLC9,860$604K0.5%-32313F-HRTimeline
Klingman & Associates, LLC9,848$603K0.03%+5,15013F-HRTimeline
Vise Technologies, Inc.13,451$601K0.01%013F-HRTimeline
CAPE ANN SAVINGS BANK9,812$601K0.3%+9413F-HRTimeline
Roxbury Financial LLC9,808$601K0.54%+5013F-HRTimeline
Spartan Wealth Advisory Services LLC9,786$599K0.05%13F-HRTimeline
First National Bank of Hutchinson9,784$599K0.38%-1,43813F-HRTimeline
Commonwealth Financial Services, LLC9,679$593K0.09%+22613F-HRTimeline
Northstar Group, Inc.9,568$586K0.08%+1213F-HRTimeline
RPG Investment Advisory, LLC9,557$585K0.07%-13813F-HRTimeline
HANOVER ADVISORS INC9,510$583K0.24%-31713F-HRTimeline
Argent Trust Co9,506$582K0.02%-1,01613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,498$582K0.17%-90713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,465$580K0.17%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,449$579K0.02%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC9,416$577K0.01%+47113F-HRTimeline
Shulman DeMeo Asset Management LLC9,402$576K0.12%-6513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,378$575K0.04%+4,56813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.9,344$572K0.21%+17313F-HRTimeline
Shepherd Financial Partners LLC9,279$568K0.05%+16213F-HRTimeline
MATHER GROUP, LLC.9,230$565K0.01%+2,24613F-HRTimeline
Apella Capital, LLC10,261$565K0.01%+3,70713F-HRTimeline
Mayfair Advisory Group, LLC9,198$563K0.2%+313F-HRTimeline
Advance Capital Management, Inc.9,147$560K0.02%+1413F-HRTimeline
MMA ASSET MANAGEMENT LLC9,142$560K0.2%-26613F-HRTimeline
Pinnacle Bancorp, Inc.9,139$560K0.17%-313F-HRTimeline
Shoker Investment Counsel, Inc.9,131$559K0.17%+613F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,108$557K0.17%+61413F-HRTimeline
Objective Capital Management, LLC9,087$557K0.56%+31313F-HRTimeline
Premier Private Wealth Management LLC9,084$556K0.59%+69513F-HRTimeline
Key Client Fiduciary Advisors, LLC9,025$553K0.19%+2113F-HRTimeline
KERR FINANCIAL PLANNING Corp9,555$553K0.39%-2,98713F-HR/ATimeline
Hyundai Investments Co., Ltd.8,913$552K0.62%+54713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,011$552K0.02%+1,88913F-HRTimelineGroup
Seelaus Asset Management LLC8,990$551K0.4%+56213F-HRTimeline
Annex Advisory Services, LLC8,981$550K0.01%-44913F-HRTimeline
Man Group plcin group Man Group plc8,903$545K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.8,900$545K0.02%-59013F-HRTimeline
Jacobs Equity LLC8,889$545K0.49%-22113F-HRTimeline
North Star Investment Management Corp.8,868$543K0.03%+3,07313F-HRTimeline
Quartz Partners, LLC8,868$543K0.21%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,865$543K0.01%-1,82313F-HRTimeline
Arbor Investment Advisors, LLC8,851$542K0.07%+2,19113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,850$542K0.12%-3013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,848$542K0.35%-77613F-HRTimelineGroup
COFG Advisors, LLC8,831$541K0.13%+76013F-HRTimeline
BCS Private Wealth Management, Inc.8,820$540K0.16%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,798$539K0.09%013F-HRTimeline
S&A Financial Services, Inc.8,788$538K0.37%13F-HRTimeline
Eagle Strategies LLC8,774$538K0.06%-23,78213F-HRTimeline
Caldwell Trust Co8,774$537K0.05%013F-HRTimeline
Laraway Financial Advisors Inc8,765$537K0.38%+1,41713F-HRTimeline
Arcus Capital Partners, LLC8,716$534K0.19%-9,94713F-HRTimeline
CVFG LLC8,713$534K0.07%+2,07613F-HRTimeline
Hobbs Group Advisors, LLC8,705$533K0.16%+14113F-HRTimeline
Symmetry Partners, LLC8,665$531K0.03%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,659$530K0.04%+4,08813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,656$530K0.09%-29613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc8,545$529K<0.01%-1,04013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC8,636$529K0.11%+11813F-HRTimeline
Tidemark, LLC8,569$525K0.13%-1,30713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,567$525K0.05%-21113F-HRTimeline
Range Advisory, LLC8,560$524K0.1%new13F-HRTimeline
Gryphon Financial Partners LLC8,560$524K0.05%+26413F-HRTimeline
Sprinkle Financial Consultants LLC8,515$522K0.24%+2,57613F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,507$521K0.39%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…8,500$521K0.76%+6,70013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC8,499$521K0.02%+3,17313F-HRTimeline
Secure Asset Management, LLC8,494$520K0.08%-62413F-HRTimeline
Auxano Advisors, LLC8,484$520K0.1%+313F-HRTimeline
CHAPIN DAVIS, INC.8,441$517K0.12%+29813F-HRTimeline
Entelevest, LLC8,410$515K0.53%-3,95913F-HRTimeline
TSFG, LLC8,372$513K0.08%-76913F-HRTimeline
Strategic Blueprint, LLC8,371$513K0.03%+44113F-HRTimeline
Cypress Wealth Services, LLC8,357$512K0.07%+1,31213F-HRTimeline
Commerce Advisors, LLC8,345$511K0.43%13F-HRTimeline
LJI Wealth Management, LLC8,302$509K0.08%-8013F-HRTimeline
5T Wealth, LLC8,277$507K0.2%-21413F-HRTimeline
Lifeworks Advisors, LLC8,268$506K0.07%-1,26813F-HRTimeline
Artesa Financial Group, LLC8,194$502K0.48%new13F-HRTimeline
Kapstone Financial Advisors LLC8,176$501K0.25%013F-HRTimeline
Hegarty Advisors, LLC8,170$500K0.39%-15813F-HRTimeline
M.E. ALLISON & CO., INC.8,160$500K0.33%+16213F-HRTimeline
Beaumont Financial Advisors, LLC8,153$499K0.03%+2,08713F-HRTimeline
Ulland Investment Advisors, LLC8,120$497K0.43%-43013F-HRTimeline
Cornerstone National Bank & Trust Co8,407$496K0.18%+97513F-HRTimeline
Embree Financial Group8,062$494K0.06%-4,96313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,150$491K0.02%+2,94013F-HRTimelineGroup
Buck Wealth Strategies, LLC7,981$489K0.06%-93013F-HRTimeline
FLC Capital Advisors7,980$489K0.09%-15013F-HRTimeline
Geneva Partners, LLC7,972$488K0.23%new13F-HRTimeline
Bruce G. Allen Investments, LLC7,965$488K0.32%-32013F-HRTimeline
Centennial Wealth Advisory LLC7,958$487K0.12%+24313F-HRTimeline
Aurora Private Wealth, Inc.10,810$487K0.35%-7013F-HRTimeline
Safeguard Investment Advisory Group, LLC7,934$486K0.13%-30513F-HRTimeline
Oakmont Advisory Group, LLC7,931$486K0.49%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,866$482K0.17%-20513F-HR/ATimelineGroup
Hopwood Financial Services, Inc.7,862$482K0.32%-13713F-HRTimeline
West Wealth Group, LLC7,854$481K0.1%+29813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,838$480K0.02%+5,33013F-HRTimelineGroup
Curi Capital, LLC7,837$480K0.01%+1,74713F-HRTimeline
Laidlaw Wealth Management LLC7,797$478K1.66%new13F-HRTimeline
Global Financial Private Client, LLC7,797$478K0.16%+35513F-HRTimeline
Gambit Capital Management, LLC7,772$476K0.34%-36513F-HRTimeline
VeraBank, N.A.7,760$475K0.09%-15013F-HRTimeline
BANK OF STOCKTON7,743$474K0.15%+51913F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,741$474K0.29%+1,21013F-HRTimeline
EVERETT HARRIS & CO /CA/7,728$473K0.01%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD7,664$470K0.07%-76013F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$469K0.02%-5413F-HRTimelineGroup
SEARLE & CO.7,635$468K0.12%013F-HRTimeline
Measured Risk Portfolios, Inc.7,611$466K0.51%-2,00913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC8,128$464K0.2%+11113F-HRTimeline
Firestone Capital Management7,569$464K0.1%-6,15813F-HRTimeline
Bensler, LLC7,563$463K0.05%-31413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,545$462K<0.01%+2013F-HRTimeline
Founders Financial Alliance, LLC7,534$462K0.08%+55613F-HRTimeline
Campion Asset Management7,494$459K0.31%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,460$457K0.31%+2,39013F-HRTimeline
LCNB CORP7,418$454K0.15%013F-HRTimeline
Occidental Asset Management, LLC7,406$454K0.05%+23613F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…7,406$454K0.09%013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…7,385$452K0.02%-28613F-HRTimeline
Prota Financial, LLC7,338$450K0.33%-129,50313F-HRTimeline
Elevated Capital Advisors, LLC7,322$449K0.11%+22313F-HRTimeline
Cadent Capital Advisors, LLC7,275$446K0.12%+2,34813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,500$445K0.01%013F-HRTimeline
Asset Management One Co., Ltd.7,258$445K<0.01%new13F-HRTimeline
Lighthouse Financial LLC7,235$443K0.27%+53513F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,200$441K0.01%-1,47813F-HRTimeline
SlateStone Wealth, LLC7,204$441K0.04%-1,50013F-HRTimeline
PLIMOTH TRUST CO LLC7,189$440K0.1%+99613F-HRTimeline
Private Wealth Group, LLC7,187$440K0.21%013F-HR/ATimeline
Summit Trail Advisors, LLC7,179$440K0.01%+2,12113F-HRTimeline
OakTrust Wealth Advisors, LLC7,172$439K0.4%+1513F-HRTimeline
ELLERSON GROUP INC /ADV7,170$439K0.29%013F-HRTimeline
Clearview Wealth Management LLC7,149$438K0.31%13F-HRTimeline
Rothschild Wealth LLC7,144$438K0.04%-1,38713F-HRTimeline
L.K. Benson & Company, P.C.7,140$437K0.14%013F-HRTimeline
Raab & Moskowitz Asset Management LLC7,084$434K0.1%-45013F-HRTimeline
SONATA CAPITAL GROUP INC7,048$432K0.16%+4413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,048$432K0.05%-22313F-HRTimeline
CSS LLC/IL7,020$430K0.02%new13F-HRTimeline
CVS HEALTH Corp7,000$429K0.2%new13F-HRTimeline
Brooklyn Investment Group6,993$428K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,967$427K0.05%-1,07613F-HRTimeline
SACKS & ASSOCIATES, LLC6,964$427K0.32%+12413F-HRTimeline