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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gainplan LLC3,386$290K0.11%+15413F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,382$290K0.2%-26913F-HRTimeline
Astoria Portfolio Advisors LLC.3,174$290K0.1%new13F-HRTimeline
Gradient Capital Advisors, LLC3,358$288K0.09%+313F-HRTimeline
Newman Dignan & Sheerar, Inc.3,350$287K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,350$287K<0.01%013F-HRTimeline
Quartz Partners, LLC3,348$287K0.17%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,346$287K0.14%+1813F-HRTimeline
Evanson Asset Management, LLC3,339$286K0.02%-19313F-HRTimeline
Mason Investment Advisory Services, Inc.3,334$286K0.02%+1813F-HRTimeline
Fiduciary Alliance LLC3,332$285K0.03%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,328$285K0.02%-4213F-HRTimeline
XML Financial, LLC3,321$284K0.03%new13F-HRTimeline
Evelyn Partners Investment Management (…3,312$284K0.1%13F-HRTimeline
Future Financial Wealth Managment LLC3,310$284K0.21%+113F-HRTimeline
Accurate Wealth Management, LLC3,201$283K0.05%-8713F-HRTimeline
Grandview Asset Management LLC3,287$282K0.1%new13F-HRTimeline
PBMares Wealth Management LLC3,271$280K0.06%+10413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,256$279K0.04%-7613F-HRTimeline
ARS Wealth Advisors Group, LLC3,250$278K0.04%-29913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,246$278K0.03%+1013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,076$278K0.09%+313F-HRTimeline
PUREfi Wealth, LLC3,245$278K0.27%13F-HRTimeline
BlackDiamond Wealth Management, LLC3,239$277K0.16%-4213F-HRTimeline
Fox Hill Wealth Management3,227$276K0.16%-1313F-HRTimeline
SWMG, LLC3,007$276K0.11%-1613F-HRTimeline
First Command Advisory Services, Inc.3,217$276K<0.01%-71913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,215$275K0.03%-33,45813F-HRTimeline
MBA Advisors LLC3,212$275K0.14%+20313F-HRTimeline
Occidental Asset Management, LLC3,212$275K0.04%-61413F-HRTimeline
Summit Trail Advisors, LLC3,201$274K0.01%new13F-HRTimeline
PICTET BANK & TRUST Ltd3,200$274K0.27%013F-HRTimeline
Grant Private Wealth Management Inc3,196$274K0.3%13F-HRTimeline
Sageworth Trust Co of South Dakota3,195$274K0.35%013F-HRTimeline
Financial Perspectives, Inc3,166$271K0.09%+2413F-HRTimeline
Horrell Capital Management, Inc.3,162$271K0.08%-1,02513F-HRTimeline
Disciplined Investors, L.L.C.3,000$271K0.26%13F-HRTimeline
Raab & Moskowitz Asset Management LLC3,158$271K0.07%013F-HRTimeline
GGM Financial LLC3,151$270K0.29%-7513F-HRTimeline
Charter Oak Capital Management, LLC3,151$270K0.03%+33813F-HRTimeline
Fulcrum Equity Management3,149$270K0.27%-2,05613F-HRTimeline
Mascoma Wealth Management LLC3,146$269K0.07%+2,97113F-HRTimeline
Compton Wealth Advisory Group, LLC3,145$269K0.07%013F-HRTimeline
Mirabaud & Cie SA3,140$269K0.09%new13F-HRTimeline
Viewpoint Capital Management LLC3,120$267K0.14%013F-HRTimeline
Realta Investment Advisors3,044$266K0.11%-1,06113F-HRTimeline
Western Pacific Wealth Management, LP3,100$266K0.21%013F-HRTimeline
Anchor Investment Management, LLC3,090$265K0.02%-7013F-HRTimeline
Centennial Wealth Advisory LLC3,087$264K0.1%+913F-HRTimeline
First Citizens Financial Corp3,083$264K0.14%+9313F-HRTimeline
Gallacher Capital Management LLC3,074$263K0.13%new13F-HRTimeline
NBW CAPITAL LLC3,073$263K0.05%-71013F-HRTimeline
Financial Partners Group, Inc3,066$263K0.04%-7913F-HRTimeline
Gryphon Financial Partners LLC3,060$262K0.04%+14013F-HRTimeline
Rosenberg Matthew Hamilton3,048$261K0.07%013F-HRTimeline
Centerpoint Advisory Group3,043$261K0.25%13F-HRTimeline
CHAPIN DAVIS, INC.2,953$259K0.08%013F-HRTimeline
AtlasMark Financial, Inc3,025$259K0.24%013F-HRTimeline
LM Advisors LLC3,020$259K0.05%+47613F-HR/ATimeline
Waterloo Capital, L.P.3,014$258K0.03%new13F-HRTimeline
Avestar Capital, LLC3,012$258K0.02%+34313F-HRTimeline
Sterling Investment Advisors, Ltd.3,008$258K0.06%new13F-HRTimeline
Sonora Investment Management Group, LLC3,006$258K0.02%+21213F-HRTimeline
NCM Capital Management, LLC2,987$256K0.12%+213F-HRTimeline
JSF Financial, LLC2,984$256K0.07%+49713F-HRTimeline
M.E. ALLISON & CO., INC.2,967$254K0.28%13F-HRTimeline
Beacon Bank & Trust2,965$254K0.06%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,963$254K0.01%-59613F-HRTimeline
Aull & Monroe Investment Management Corp2,955$253K0.13%013F-HRTimeline
Monterey Private Wealth, Inc.2,948$253K0.08%+3913F-HRTimeline
International Private Wealth Advisors L…2,946$252K0.25%new13F-HRTimeline
Eldridge Investment Advisors, Inc.2,935$251K0.06%-10013F-HRTimeline
ArchPoint Investors2,930$251K0.08%+113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,928$251K<0.01%+2413F-HRTimelineGroup
ALTFEST L J & CO INC2,923$250K0.03%new13F-HRTimeline
Westmount Partners, LLC2,919$250K0.08%-1513F-HRTimeline
GARRISON POINT ADVISORS, LLC2,910$249K0.12%013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC2,649$249K0.17%new13F-HRTimeline
Sharp Wealth Advisory, LLC2,900$248K0.19%013F-HRTimeline
NDWM LLC2,893$248K0.21%-10813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,884$247K0.07%013F-HRTimeline
Summit Financial Strategies, Inc.2,882$247K0.03%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,863$245K0.1%-1,75613F-HRTimeline
Stonebridge Financial Group, LLC2,862$245K0.03%13F-HRTimeline
Maia Wealth LLC2,713$245K0.05%-8013F-HRTimeline
BOK Financial Private Wealth, Inc.2,841$243K0.02%-10,27713F-HRTimeline
Arbor Investment Advisors, LLC2,834$243K0.03%new13F-HRTimeline
Advisory Resource Group2,834$243K0.05%013F-HRTimeline
Rockwood Wealth Management, LLC2,857$242K0.03%+48913F-HRTimeline
Well Done, LLC2,742$241K0.04%013F-HRTimeline
Arkos Global Advisors2,803$240K0.04%+21513F-HRTimeline
BlueChip Wealth Advisors LLC2,797$240K0.13%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,796$240K0.12%+4813F-HRTimeline
DIVERSIFIED TRUST CO2,796$240K0.01%-413F-HRTimeline
Post Resch Tallon Group Inc.2,760$239K0.23%13F-HRTimeline
Blue Barn Wealth, LLC2,785$239K0.13%013F-HRTimeline
Indiana Trust & Investment Management Co2,784$238K0.08%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,777$238K0.14%013F-HRTimeline
American Financial Advisors, LLC2,776$238K0.03%+1713F-HRTimeline
Laraway Financial Advisors Inc2,774$238K0.18%-4813F-HRTimeline
SAPIENT CAPITAL LLC2,770$237K<0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC2,769$237K0.1%13F-HRTimeline
Alexander Randolph Advisory, Inc.2,765$237K0.22%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,757$236K0.03%-37013F-HRTimeline
BCS Wealth Management2,760$236K0.06%-1013F-HRTimeline
Pine Harbor Wealth Management, LLC2,750$236K0.09%+1413F-HRTimeline
Cassady Schiller Wealth Management, LLC2,739$235K0.09%-68513F-HRTimeline
Valtinson Bruner Financial Planning LLC2,729$234K0.08%+1913F-HRTimeline
MRA Advisory Group2,719$233K0.12%-113F-HRTimeline
Wellington Wealth Strategies, LLC.2,590$232K0.21%-4,82113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,704$232K0.04%-1,66813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,699$231K0.01%new13F-HRTimelineGroup
Aaron Wealth Advisors LLC2,699$231K0.03%-5613F-HRTimeline
TruWealth Advisors, LLC2,699$231K0.01%-20213F-HRTimeline
Uptown Financial Advisors LLC2,697$231K0.25%13F-HRTimeline
Bullock Wealth Management Group2,697$231K0.13%-25513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,700$231K0.01%-10013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,683$230K0.1%13F-HRTimeline
My Personal CFO, LLC2,674$229K0.12%-113F-HRTimeline
Van Hulzen Asset Management, LLC2,668$229K0.02%+1213F-HRTimeline
Sharkey, Howes & Javer2,662$228K0.03%+2213F-HRTimeline
CAXTON ASSOCIATES LP2,658$228K0.01%new13F-HRTimeline
Apella Capital, LLC2,655$227K0.01%new13F-HRTimeline
Estate Counselors, LLC2,650$227K0.02%new13F-HRTimeline
ELCO Management Co., LLC2,650$227K0.12%-1,70013F-HRTimeline
Sincerus Advisory, LLC2,650$227K0.24%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,650$227K0.01%013F-HRTimeline
L & S Advisors Inc2,636$226K0.02%new13F-HRTimeline
Hobbs Group Advisors, LLC2,635$226K0.08%+43613F-HRTimeline
Edge Capital Group, LLC2,631$225K0.01%-46613F-HRTimeline
Peterson Wealth Services2,627$225K0.07%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …2,612$224K0.13%-8813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,610$224K<0.01%-85513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,609$223K0.01%-30613F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC2,609$223K0.03%-7913F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC2,600$223K0.14%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC2,598$223K0.05%-2,41213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,597$222K0.1%13F-HRTimeline
CVFG LLC2,591$222K0.2%13F-HRTimeline
Dynamic Wealth Strategies, LLC2,588$222K0.2%-65313F-HRTimeline
Cutter & CO Brokerage, Inc.2,566$220K0.05%-7013F-HRTimeline
Schneider Downs Wealth Management Advis…2,552$219K0.04%-2,17013F-HRTimeline
Purkiss Capital Advisors LLC2,548$218K0.19%13F-HRTimeline
PDS Planning, Inc2,544$218K0.02%-5,95113F-HRTimeline
one8zero8, LLC2,544$218K0.05%13F-HRTimeline
Iowa State Bank2,539$217K0.05%013F-HRTimeline
Comprehensive Financial Planning, Inc./…2,534$217K0.18%13F-HRTimeline
Cadent Capital Advisors, LLC2,531$217K0.08%-124,11713F-HRTimeline
STAR Financial Bank2,519$216K0.16%+12513F-HRTimeline
Keebeck Wealth Management2,508$215K0.03%-1,00613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,505$215K0.19%013F-HRTimeline
J2 Capital Management Inc2,501$214K0.2%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,501$214K0.07%+7913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,500$214K<0.01%+50013F-HRTimelineGroup
Cornerstone Select Advisors, LLC2,490$213K0.21%13F-HRTimeline
RWA WEALTH PARTNERS, LLC2,489$213K<0.01%new13F-HRTimeline
Benchmark Investment Advisors LLC2,489$213K0.14%+713F-HRTimeline
Compass Financial Services Inc2,477$212K0.12%13F-HRTimeline
BRAVE ASSET MANAGEMENT INC2,472$212K0.07%-5113F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,470$212K0.07%+5113F-HRTimeline
First Heartland Consultants, Inc.2,466$211K0.02%-18313F-HRTimeline
Burns Matteson Capital Management, LLC2,465$211K0.12%new13F-HRTimeline
Briaud Financial Planning Inc2,470$211K0.09%-54813F-HRTimeline
Tiller Private Wealth, Inc.2,440$209K0.09%-6013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,433$208K0.07%+113F-HRTimeline
Cordgrass Capital Advisors, LLC2,423$208K0.06%+32113F-HRTimeline
Bison Wealth, LLC2,420$207K0.03%13F-HRTimeline
Delta Financial Group, Inc.2,415$207K0.05%new13F-HRTimeline
Core Wealth Partners LLC2,411$206K0.12%-78513F-HRTimeline
Total Clarity Wealth Management, Inc.2,405$206K0.07%new13F-HRTimeline
Bellecapital International Ltd.2,400$206K0.04%new13F-HRTimeline
Broyhill Asset Management, LLC2,400$206K0.18%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,397$205K0.02%new13F-HRTimelineGroup
Lakeridge Wealth Management LLC2,391$205K0.11%+1113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,391$205K0.04%013F-HRTimelineGroup
American Money Management, LLC2,390$205K0.04%-32113F-HRTimeline
Anson Capital, Inc.2,388$205K0.18%-39013F-HRTimeline
Paragon Capital Management Ltd2,386$204K0.04%013F-HRTimeline
YANKCOM Partnership2,382$204K0.11%13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,383$204K0.01%-6,27913F-HRTimeline
Whitener Capital Management, Inc.2,373$203K0.06%new13F-HRTimeline
Hara Capital LLC2,370$203K0.13%013F-HR/ATimeline
Straight Path Wealth Management2,363$202K0.08%+1413F-HRTimeline
Sage Capital Management, LLC2,357$202K0.1%+1213F-HRTimeline
Parkside Advisors LLC2,355$202K0.05%013F-HRTimeline
Oliver Luxxe Assets LLC2,295$202K0.04%013F-HR/ATimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,350$201K0.02%013F-HRTimelineGroup
Investment Advisory Group, LLC2,348$201K0.07%013F-HRTimeline
Solidarity Wealth, LLC2,344$201K0.05%013F-HRTimeline
L.K. Benson & Company, P.C.2,344$201K0.14%13F-HRTimeline
Essential Planning, LLC.2,210$201K<0.01%new13F-HRTimeline
Peak Financial Management, Inc.2,340$200K0.06%013F-HRTimeline
Clarity Capital Partners LLC2,339$200K0.1%-1,06213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,313$198K0.03%-35613F-HRTimeline
NFSG Corp2,286$196K0.05%+54913F-HRTimeline
Amundiin group Amundi2,179$192K<0.01%+4413F-HRTimelineGroup
Kings Path Partners LLC2,225$191K0.08%-27513F-HRTimeline
Park Square Financial Group, LLC2,150$184K0.13%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,131$183K0.11%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,085$179K0.03%013F-HRTimeline