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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,013 managers (2,039 13F filers) reported a position in XLE shares at 2026-06-30, 441,249,606 shares in all. 135 filers opened a position and 214 filers sold out during the quarter.

Managers
2,013
13F filers
2,039
New
135
Added
778
Reduced
847
Sold out
214
Shares held by filers
441,249,606

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HOWARD FINANCIAL SERVICES, LTD.6,858$364K0.04%+2913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,853$364K<0.01%+1,39413F-HRTimelineGroup
Daybright Advisory Services, Inc.6,103$363K0.09%+22513F-HRTimeline
Stonebrook Private Inc.6,841$363K0.07%+2,43713F-HRTimeline
1834 INVESTMENT ADVISORS CO6,836$363K0.04%013F-HRTimeline
Blackston Financial Advisory Group, LLC6,820$362K0.2%-1413F-HRTimeline
Genesee Capital Advisors, LLC6,817$362K0.11%-43,12313F-HRTimeline
Elevated Capital Advisors, LLC6,790$361K0.1%-53213F-HRTimeline
CITY HOLDING CO6,770$360K0.04%+35013F-HRTimeline
Waterloo Capital, L.P.6,753$359K0.02%-5,97813F-HRTimeline
EASTERN BANK6,732$358K0.01%-5513F-HRTimeline
Strategies Wealth Advisors, LLC6,725$357K0.03%+85013F-HRTimeline
Alteri Wealth LLC6,720$357K0.1%-19213F-HRTimeline
Tempo Wealth, LLC6,720$357K0.05%-19713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,710$356K0.13%013F-HRTimeline
WAYSTONE ADVISORS LLC6,701$356K0.27%+87713F-HRTimeline
5T Wealth, LLC6,696$356K0.13%-1,58113F-HRTimeline
Triumph Capital Management6,691$355K0.06%+17713F-HRTimeline
Tradition Wealth Management, LLC6,673$354K0.02%+47813F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.6,672$354K0.04%013F-HRTimeline
United Financial Planning Group LLC6,667$354K0.18%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,667$354K0.21%+3513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,641$353K0.03%-4,91313F-HRTimelineGroup
Comprehensive Financial Consultants Ins…6,596$350K0.09%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors6,594$350K0.23%-2,25413F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.6,518$346K0.07%-28013F-HRTimeline
Founders Financial Alliance, LLC6,512$346K0.05%-1,02213F-HRTimeline
Straight Path Wealth Management6,460$343K0.08%+48913F-HRTimeline
Montecito Bank & Trust6,452$343K0.05%-10013F-HRTimeline
Eldridge Investment Advisors, Inc.6,445$342K0.07%-40013F-HRTimeline
Strategic Investment Advisors / MI6,443$342K0.02%+4,53213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,442$342K0.03%+1,20013F-HRTimeline
Summit Financial Strategies, Inc.6,440$342K0.02%+16413F-HRTimeline
Impact Partnership Wealth, LLC6,401$340K0.03%+3,11913F-HRTimeline
Fox Hill Wealth Management6,393$340K0.14%+1213F-HRTimeline
Zinnia Wealth Advisory, LLC6,381$339K0.35%+3813F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.5,696$338K0.22%new13F-HRTimeline
MCF Advisors LLC6,347$337K0.01%-27413F-HRTimeline
Financial Perspectives, Inc6,331$336K0.08%+4313F-HRTimeline
Pacific Center for Financial Services6,306$335K0.07%-28813F-HRTimeline
Coastwise Capital Group, LLC6,289$334K0.19%-5113F-HRTimeline
Smartleaf Asset Management LLC6,196$332K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,242$332K0.03%-7413F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC6,216$330K0.14%+2,00113F-HRTimeline
Western Pacific Wealth Management, LP6,200$329K0.3%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,358$328K0.04%013F-HRTimeline
Mustard Seed Financial, LLC6,176$328K0.17%+1,43113F-HRTimeline
Well Done, LLC6,136$326K0.04%-12613F-HRTimeline
Manhattan West Asset Management, LLC6,110$325K0.05%-11713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,104$324K0.01%+1,06213F-HRTimeline
Eagle Capital Management, LLC6,106$324K0.11%013F-HRTimeline
Vilga Financial Planning LLC6,080$323K0.24%+23213F-HRTimeline
Choate Investment Advisors6,079$323K0.01%013F-HRTimeline
GEM Asset Management, LLC6,051$321K0.13%-5,32913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,051$321K0.01%013F-HRTimelineGroup
Beacon Bank & Trust6,030$320K0.06%+10013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST6,024$320K0.03%+2,52213F-HRTimeline
DAVIS R M INC6,022$320K0.01%+213F-HRTimeline
Resolute Wealth Strategies, LLC6,018$320K0.12%-76813F-HRTimeline
Rockwood Wealth Management, LLC5,996$318K0.02%+46613F-HRTimeline
Future Financial Wealth Managment LLC5,344$317K0.2%013F-HRTimeline
Evanson Financial, LLC5,960$317K0.02%13F-HRTimeline
Northwest Wealth Advisors, LLC5,949$316K0.18%-91913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,938$315K0.09%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co5,900$313K0.02%new13F-HRTimeline
L.K. Benson & Company, P.C.5,883$312K0.09%-1,25713F-HRTimeline
BCS Wealth Management5,878$312K0.06%-2513F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.5,882$312K0.08%-29613F-HRTimeline
Wealth Group, Ltd.5,882$312K0.08%new13F-HRTimeline
New England Private Wealth Advisors LLC5,224$311K0.03%+1813F-HRTimeline
BlackDiamond Wealth Management, LLC5,167$311K0.13%+1,82213F-HRTimeline
Atala Financial Inc5,850$311K0.19%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,839$310K0.02%+14913F-HRTimeline
Pinnacle Financial Group, LLC / IL5,836$310K0.08%-55613F-HRTimeline
RAINIER FAMILY WEALTH INC5,834$310K0.18%013F-HRTimeline
GK Wealth Management LLC5,819$309K0.19%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,801$308K0.11%-11413F-HRTimeline
Cardinal Point Capital Management ULC5,796$308K0.02%-20513F-HRTimeline
DOLIVER ADVISORS, LP5,786$307K0.07%-3313F-HRTimeline
CFS Investment Advisory Services, LLC5,771$307K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.5,769$306K0.02%new13F-HRTimeline
Bullock Wealth Management Group5,788$306K0.13%13F-HRTimeline
Westmount Partners, LLC5,752$305K0.07%013F-HRTimeline
Fortis Group Advisors, LLC5,739$305K0.05%-25,89313F-HRTimeline
Walkner Condon Financial Advisors LLC5,738$305K0.04%+5013F-HRTimeline
Prairie Wealth Advisors, Inc.0$303K0.07%013F-HRTimelineAmount filed as zero, left out of ratios.
CHILDRESS CAPITAL ADVISORS, LLC5,694$302K0.05%-27,40513F-HRTimeline
UNIQUE WEALTH, LLC5,675$301K0.04%new13F-HRTimeline
Embree Financial Group5,673$301K0.03%-2,38913F-HRTimeline
Whitener Capital Management, Inc.5,672$301K0.06%-7513F-HRTimeline
Meridian Financial Advisors, LLC5,624$299K0.14%+213F-HRTimeline
KPP Advisory Services LLC5,623$299K0.04%+31313F-HRTimeline
WEALTH ALLIANCE, LLC5,621$299K0.02%-66513F-HRTimeline
Uptown Financial Advisors LLC5,603$298K0.22%+313F-HRTimeline
Briaud Financial Planning Inc5,575$296K0.08%+1713F-HRTimeline
GGM Financial LLC5,552$295K0.11%+3913F-HRTimeline
Capital Asset Advisory Services LLC5,548$295K0.01%-2413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,540$294K0.04%-6213F-HR/ATimeline
Aaron Wealth Advisors LLC5,534$294K0.01%+15013F-HRTimeline
River Street Advisors LLC5,533$294K0.09%-20713F-HRTimeline
Tulsa Wealth Advisors, INC5,528$294K0.04%-213F-HRTimeline
NWF Advisory Services Inc.5,518$293K0.03%-1,03813F-HRTimeline
Capstone Wealth Management, Inc.5,530$293K0.22%+4013F-HRTimeline
Chancellor Financial Group WB LP5,488$291K0.18%new13F-HRTimeline
NBH Bank5,485$291K0.12%13F-HRTimeline
Stonebridge Financial Group, LLC/CA5,497$291K0.04%13F-HRTimeline
BankChampaign, National Association5,477$291K0.22%+5313F-HRTimeline
Oxinas Partners, LLC5,474$291K0.11%-77813F-HRTimeline
Formidable Asset Management, LLC4,745$291K0.05%new13F-HRTimeline
MW ADVISORY, LLC5,468$290K0.12%13F-HRTimeline
ARS Wealth Advisors Group, LLC5,464$290K0.02%-42713F-HRTimeline
waypoint wealth counsel5,445$289K0.18%new13F-HRTimeline
First Heartland Consultants, Inc.5,439$289K0.02%+68513F-HRTimeline
McAlister, Sweet & Associates, Inc.5,439$289K0.15%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,426$288K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,420$288K0.09%+1,05013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,406$287K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC5,390$286K0.07%+45013F-HRTimeline
Grantvest Financial Group LLC5,389$286K0.17%+6613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5,377$286K0.06%+5,26713F-HRTimeline
Independent Wealth Advisors LLC5,375$285K0.26%+3213F-HRTimeline
Marks Group Wealth Management, Inc5,354$284K0.02%-20013F-HRTimeline
Heritage Trust Co5,353$284K0.02%-81913F-HRTimeline
Centerpoint Advisory Group5,350$284K0.18%013F-HRTimeline
Beaton Management Co. Inc.5,340$284K0.12%-5013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,345$284K<0.01%-161,90613F-HRTimelineGroup
LongView Wealth Management5,344$284K0.07%new13F-HRTimeline
Prota Financial, LLC5,368$283K0.19%-1,97013F-HRTimeline
BNB Wealth Management, LLC5,331$283K0.15%+1513F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,310$282K0.21%+10013F-HRTimeline
Alta Wealth Advisors LLC5,309$282K0.08%013F-HRTimeline
Southland Equity Partners LLC5,284$281K0.05%013F-HRTimeline
Avestar Capital, LLC5,277$280K0.02%+10613F-HRTimeline
Indiana Trust & Investment Management Co5,272$280K0.08%013F-HRTimeline
Laidlaw Wealth Management LLC5,269$280K0.8%-2,52813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP5,250$279K0.01%013F-HRTimeline
JSF Financial, LLC5,235$278K0.04%-14713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,233$278K<0.01%-51813F-HRTimeline
Carr Financial Group Corp5,225$278K0.06%-12313F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…5,215$277K<0.01%new13F-HRTimelineGroup
Pictet North America Advisors SA5,214$277K0.02%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,209$277K0.01%-36613F-HRTimeline
Key Financial Inc5,208$277K0.05%013F-HRTimeline
Zhang Financial LLC5,198$276K0.01%+1,11113F-HRTimeline
Sage Mountain Advisors LLC5,186$275K0.02%-4,81913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,187$275K0.02%-30013F-HRTimeline
Summit Financial Consulting LLC5,163$274K0.19%new13F-HRTimeline
One Capital Management, LLC4,476$274K0.01%013F-HRTimeline
Latitude Advisors, LLC5,146$273K0.11%-92413F-HRTimeline
Peak Planning Group, LLC5,113$272K0.06%+18013F-HRTimeline
GARRISON POINT ADVISORS, LLC5,112$271K0.11%-42013F-HRTimeline
Cascades Capital Asset Management, LLC5,111$271K0.1%-1,04013F-HRTimeline
Boston Standard Wealth Management, LLC5,132$270K0.04%+3713F-HRTimeline
Disciplined Investors, L.L.C.5,081$270K0.13%-513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,080$270K<0.01%+2,08013F-HRTimeline
Provident Wealth Management, LLC5,067$269K0.07%-42713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD5,070$269K0.19%-2,39013F-HRTimeline
NWM ADVISORS, LLC5,060$269K0.21%013F-HR/ATimeline
KINTRA WEALTH, LLC4,399$269K0.01%+31013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,050$268K0.15%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,044$268K0.06%-1,02813F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,038$268K0.06%-40613F-HRTimeline
Aventura Private Wealth, LLC5,024$267K0.08%-25613F-HRTimeline
NFSG Corp4,993$265K0.03%+3,50113F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,962$265K0.1%+2713F-HRTimeline
Horrell Capital Management, Inc.4,992$265K0.12%-1,22013F-HRTimeline
Clarity Financial LLC4,982$265K0.02%-22113F-HRTimeline
Clark Capital Management Group, Inc.4,976$264K<0.01%+1013F-HRTimeline
Ark Wealth Advisors LLC4,974$264K0.23%-1,08313F-HRTimeline
Valtinson Bruner Financial Planning LLC4,970$264K0.07%+3413F-HRTimeline
BOK Financial Private Wealth, Inc.4,946$263K0.01%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,400$262K0.05%013F-HRTimeline
American Trust4,927$262K0.02%-5513F-HRTimeline
WealthBridge Capital Management, LLC4,916$261K0.05%-28413F-HRTimeline
Van Hulzen Asset Management, LLC4,916$261K0.02%-82013F-HRTimeline
Strive Financial Group ,LLC4,914$261K0.11%-19013F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC4,902$260K0.02%013F-HRTimeline
Stelac Advisory Services LLC4,900$260K0.05%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,891$260K0.09%-5113F-HRTimeline
IFS Group,LLC4,882$259K0.36%-19913F-HRTimeline
DT Investment Partners, LLC4,880$259K0.02%013F-HRTimeline
Vertex Planning Partners, LLC4,874$259K0.04%+1,48113F-HRTimeline
Uniting Wealth Partners, LLC4,872$259K0.05%+60913F-HRTimeline
Bragg Financial Advisors, Inc4,860$258K0.01%+20613F-HRTimeline
Spahn Wealth & Retirement LLC4,832$257K0.17%-47,98513F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…4,814$256K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC4,813$256K0.01%-71913F-HRTimeline
Tripletail Wealth Management, LLC4,800$255K0.29%+1,40013F-HRTimeline
WORLD EQUITY GROUP, INC.4,801$255K0.06%+15913F-HRTimeline
Broyhill Asset Management, LLC4,800$255K0.23%013F-HR/ATimeline
COOKSON PEIRCE & CO INC4,795$255K0.01%new13F-HRTimeline
MKT Advisors LLC4,658$255K0.08%-2,35513F-HRTimeline
GC Wealth Management RIA, LLC4,776$254K0.01%+47113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,766$253K0.03%013F-HRTimeline
YANKCOM Partnership4,764$253K0.09%013F-HRTimeline
Valley Financial Group, Inc.4,758$253K0.12%+6213F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,758$253K0.06%+1413F-HRTimeline
Geneva Partners, LLC4,731$251K0.07%-3,24113F-HRTimeline
BEARING POINT CAPITAL, LLC4,730$251K0.03%013F-HRTimeline
Kennebec Savings Bank4,704$250K0.2%new13F-HRTimeline