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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Eldridge Investment Advisors, Inc.2,935$274K0.06%013F-HRTimeline
ArchPoint Investors2,930$274K0.09%013F-HR/ATimeline
M.E. ALLISON & CO., INC.2,924$273K0.27%-4313F-HRTimeline
ALTFEST L J & CO INC2,923$273K0.03%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,910$272K0.13%013F-HRTimeline
Cadent Capital Advisors, LLC2,897$271K0.1%+36613F-HRTimeline
Compass Financial Services Inc2,894$270K0.14%+41713F-HRTimeline
NCM Capital Management, LLC2,888$270K0.12%-9913F-HRTimeline
Accurate Wealth Management, LLC3,440$270K0.05%+23913F-HRTimeline
WORLD EQUITY GROUP, INC.2,962$270K0.08%-4,98413F-HRTimeline
Summit Financial Strategies, Inc.2,882$269K0.03%013F-HRTimeline
Keystone Wealth Services, LLC2,871$268K0.07%-4,46413F-HRTimeline
GGM Financial LLC2,870$268K0.18%-28113F-HRTimeline
Arbor Investment Advisors, LLC2,867$268K0.04%+3313F-HRTimeline
Rockwood Wealth Management, LLC2,857$267K0.03%013F-HRTimeline
Sharkey, Howes & Javer2,842$266K0.04%+18013F-HRTimeline
Summit Trail Advisors, LLC2,841$265K0.01%-36013F-HRTimeline
Advisory Resource Group2,840$265K0.05%+613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,828$264K0.02%-50013F-HRTimeline
Bullock Wealth Management Group2,811$264K0.15%+11413F-HRTimeline
Uptown Financial Advisors LLC2,799$262K0.27%+10213F-HRTimeline
Whitener Capital Management, Inc.2,793$261K0.07%+42013F-HRTimeline
Crewe Advisors LLC2,785$260K0.04%-2,47313F-HRTimeline
Blue Barn Wealth, LLC2,785$260K0.14%013F-HRTimeline
Curi Capital, LLC2,778$260K0.01%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,777$260K0.16%013F-HRTimeline
Flagship Private Wealth, LLC2,772$259K0.12%-5,99113F-HRTimeline
CURA WEALTH ADVISORS, LLC2,769$259K0.1%013F-HRTimeline
Alexander Randolph Advisory, Inc.2,765$258K0.25%013F-HRTimeline
Pine Harbor Wealth Management, LLC2,763$258K0.1%+1313F-HRTimeline
BCS Wealth Management2,760$258K0.07%013F-HRTimeline
MBA Advisors LLC2,758$258K0.13%-45413F-HRTimeline
Sonora Investment Management Group, LLC2,755$257K0.02%-25113F-HRTimeline
Investment Advisory Group, LLC2,746$257K0.09%+39813F-HRTimeline
Valtinson Bruner Financial Planning LLC2,746$257K0.09%+1713F-HRTimeline
Schneider Downs Wealth Management Advis…2,742$256K0.05%+19013F-HRTimeline
Transform Wealth, LLC2,738$256K0.02%-79813F-HRTimeline
N.E.W. Advisory Services LLC2,732$255K0.02%new13F-HRTimeline
Post Resch Tallon Group Inc.2,738$255K0.26%-2213F-HRTimeline
Van Hulzen Asset Management, LLC2,717$254K0.02%+4913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,713$254K0.01%-25013F-HRTimeline
Cullen Capital Management, LLC2,709$253K<0.01%-37,56413F-HRTimeline
TruWealth Advisors, LLC2,706$253K0.02%+713F-HRTimeline
Aaron Wealth Advisors LLC2,699$252K0.03%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,700$252K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,693$252K0.02%-14813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,690$251K0.06%new13F-HRTimeline
My Personal CFO, LLC2,684$251K0.13%+1013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,683$251K0.11%013F-HRTimeline
Marks Group Wealth Management, Inc2,677$250K0.02%-1,11013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,674$250K0.02%-5,77213F-HRTimeline
ELCO Management Co., LLC2,650$248K0.14%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,650$248K0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,628$246K0.06%-51813F-HRTimeline
Mason Investment Advisory Services, Inc.2,626$245K0.01%-70813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,616$245K0.11%+1913F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,089$244K0.09%+1313F-HRTimeline
Sequent Planning LLC2,611$244K0.09%new13F-HRTimeline
CHAPIN DAVIS, INC.2,611$244K0.08%-34213F-HRTimeline
SVB WEALTH LLC2,611$244K0.01%-4,16713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,600$243K0.05%13F-HRTimeline
Indiana Trust & Investment Management Co2,599$243K0.09%-18513F-HRTimeline
Wealth Alliance Advisory Group, LLC2,598$243K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,583$241K0.17%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,577$241K0.03%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,566$240K0.04%13F-HRTimeline
First Heartland Consultants, Inc.2,560$239K0.02%+9413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,544$238K0.02%+14713F-HRTimelineGroup
Trexquant Investment LP2,544$238K<0.01%-5,90913F-HRTimeline
NBW CAPITAL LLC2,540$237K0.05%-53313F-HRTimeline
Iowa State Bank2,539$237K0.05%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,535$237K0.2%new13F-HRTimeline
Gotham Asset Management, LLC2,534$237K<0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,519$235K0.08%+4913F-HRTimeline
one8zero8, LLC2,519$235K0.06%-2513F-HRTimeline
Well Done, LLC2,742$235K0.04%013F-HRTimeline
Sprinkle Financial Consultants LLC2,512$235K0.15%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,509$234K0.01%-10013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.2,505$234K0.2%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,500$234K<0.01%013F-HRTimelineGroup
Northstar Financial Companies, Inc.2,498$233K0.25%-1,39313F-HRTimeline
Burns Matteson Capital Management, LLC2,495$233K0.13%+3013F-HRTimeline
Wealth Management Associates, Inc.2,486$232K0.1%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,477$231K0.07%-2413F-HRTimeline
JSF Financial, LLC2,477$231K0.06%-50713F-HRTimeline
Straight Path Wealth Management2,476$231K0.09%+11313F-HRTimeline
Oliver Luxxe Assets LLC2,475$231K0.04%+18013F-HRTimeline
Gainplan LLC2,468$231K0.15%-91813F-HRTimeline
Fortitude Advisory Group L.L.C.2,892$230K0.17%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,462$230K0.01%new13F-HRTimelineGroup
Briaud Financial Planning Inc2,470$230K0.09%013F-HRTimeline
Dale Q Rice Investment Management Ltd2,450$229K0.12%new13F-HRTimeline
Stack Financial Management, Inc2,434$227K0.02%new13F-HRTimeline
Cordgrass Capital Advisors, LLC2,423$226K0.06%013F-HRTimeline
Mission Financial Group, LLC3,690$226K0.21%13F-HRTimeline
Core Wealth Partners LLC2,418$226K0.13%+713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding2,410$225K-2,346Timeline
Lakeridge Wealth Management LLC2,402$224K0.11%+1113F-HRTimeline
Bellecapital International Ltd.2,400$224K0.04%013F-HRTimeline
Broyhill Asset Management, LLC2,400$224K0.18%013F-HRTimeline
Anson Capital, Inc.2,396$224K0.19%+813F-HRTimeline
Commonwealth Financial Services, LLC2,396$224K0.05%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,391$223K0.05%013F-HRTimelineGroup
ORG Partners LLC2,373$223K0.05%+73013F-HRTimeline
Paragon Capital Management Ltd2,386$223K0.05%013F-HRTimeline
YANKCOM Partnership2,382$223K0.12%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,374$222K0.03%-38313F-HRTimeline
Comprehensive Financial Planning, Inc./…2,371$222K0.22%-16313F-HRTimeline
Sage Capital Management, LLC2,367$221K0.12%+1013F-HRTimeline
Apella Capital, LLC2,680$221K0.01%+2513F-HRTimeline
Parkside Advisors LLC2,355$220K0.05%013F-HRTimeline
New Century Financial Group, LLC2,349$220K0.25%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,348$219K0.08%-1,07713F-HRTimeline
Solidarity Wealth, LLC2,344$219K0.05%013F-HRTimeline
L.K. Benson & Company, P.C.2,344$219K0.15%013F-HRTimeline
Peak Financial Management, Inc.2,340$219K0.07%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,329$218K0.1%-53413F-HRTimeline
DAVIS R M INC2,328$218K<0.01%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,311$216K0.12%-12213F-HRTimeline
PDS Planning, Inc2,307$216K0.02%-23713F-HRTimeline
Peterson Wealth Services2,296$215K0.07%-33113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,295$214K0.01%-4,50513F-HRTimelineGroup
North Forty Two & Co.2,284$213K0.24%new13F-HRTimeline
NDWM LLC2,279$213K0.21%-61413F-HRTimeline
BOSTON FAMILY OFFICE LLC2,282$213K0.02%-10113F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,274$213K0.02%new13F-HRTimeline
Syntegra Private Wealth Group, LLC2,272$212K0.02%new13F-HRTimeline
Cornerstone Select Advisors, LLC2,252$210K0.2%-23813F-HRTimeline
Berkshire Money Management, Inc.2,243$210K0.02%new13F-HRTimeline
COUNTRY TRUST BANK2,242$210K0.01%-4,62213F-HR/ATimeline
Clarity Financial LLC2,242$209K0.02%-118,53113F-HRTimeline
LYNCH & ASSOCIATES/IN2,235$209K0.05%new13F-HRTimeline
STAR Financial Bank2,233$209K0.15%-28613F-HRTimeline
Kings Path Partners LLC2,225$208K0.1%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,219$207K<0.01%+1,46213F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC2,217$207K0.11%new13F-HRTimeline
CULTIVAR CAPITAL, INC.2,215$207K0.17%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,213$207K0.03%-10013F-HRTimeline
WEBSTER BANK, N. A.2,208$206K0.02%+15313F-HRTimeline
Boston Standard Wealth Management, LLC2,256$206K0.05%new13F-HRTimeline
Nabity-Jensen Investment Management Inc2,203$206K0.16%new13F-HRTimeline
Causey Wealth LLC2,194$205K0.11%-2,26313F-HRTimeline
Cascade Financial Partners, LLC2,188$204K0.03%new13F-HRTimeline
MRA Advisory Group2,188$204K0.11%-53113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM2,188$204K0.03%new13F-HRTimelineGroup
Patton Albertson Miller Group, LLC2,179$204K0.03%new13F-HR/ATimeline
Park Square Financial Group, LLC2,150$201K0.16%013F-HRTimeline
Mengis Capital Management, Inc.2,147$201K0.04%new13F-HRTimeline
Wealth Quarterback LLC2,144$200K0.11%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,144$200K0.03%new13F-HRTimeline
Man Group plcin group Man Group plc2,143$200K<0.01%new13F-HRTimelineGroup
Abundance Wealth Counselors2,145$200K0.04%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,136$200K0.08%+513F-HR/ATimeline
Realta Investment Advisors2,101$196K0.09%-94313F-HRTimeline
SSA SWISS ADVISORS AG2,099$196K0.1%13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,047$191K0.03%+95013F-HRTimeline
WORMSER FRERES GESTION2,000$186K0.11%+1,00013F-HRTimeline
Richard Bernstein Advisors LLC1,960$183K<0.01%-575,40013F-HRTimeline
Global Wealth Strategies & Associates1,891$177K0.05%-8,61713F-HRTimeline
Weaver Capital Management LLC1,887$176K0.05%+1,86413F-HRTimeline
Hara Capital LLC1,885$176K0.12%-48513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,879$176K<0.01%013F-HRTimeline
Key Financial Inc1,842$172K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,744$163K0.01%-27013F-HRTimeline
Sound Income Strategies, LLC1,667$156K0.01%+16813F-HRTimeline
CVA Family Office, LLC1,666$156K0.02%+67513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,625$152K<0.01%-98513F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC1,621$151K0.09%-26113F-HRTimeline
Continuum Advisory, LLC1,611$151K0.02%+97213F-HRTimeline
Winch Advisory Services, LLC1,562$146K0.04%-7113F-HRTimeline
NCP Inc.1,559$146K0.2%-4913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,781$145K0.11%-11913F-HRTimeline
Joseph Group Capital Management1,523$142K0.05%013F-HRTimeline
Operose Advisors LLC1,520$142K0.05%013F-HRTimeline
HORIZON BANCORP INC /IN/1,484$139K0.08%-16913F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,480$138K0.27%new13F-HRTimeline
GAMMA Investing LLC1,470$137K0.01%+6713F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN1,455$136K0.01%+2813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,449$135K0.08%+113F-HRTimeline
Wells Financial Advisors INC1,410$132K0.18%013F-HRTimeline
Collier Financial1,394$130K0.11%-51113F-HRTimeline
Perritt Capital Management Inc1,391$130K0.07%+1013F-HRTimeline
Dynamic Wealth Strategies, LLC1,376$129K0.11%-1,21213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,370$128K+783Timeline
Financial Life Planners1,351$126K0.12%+39813F-HRTimeline
Missouri Trust & Investment Co1,350$126K0.04%013F-HRTimeline
Centerpoint Advisors, LLC1,337$125K0.05%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,314$123K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,500$122K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,291$121K0.02%-22713F-HRTimeline
Addison Advisors LLC1,277$119K0.03%+613F-HRTimeline
Founders Capital Management1,274$119K0.08%+113F-HRTimeline
Biltmore Family Office, LLC1,250$117K0.02%013F-HRTimeline
Friedenthal Financial1,238$116K0.07%+1,23713F-HRTimeline
WEST PACES ADVISORS INC.1,233$115K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC1,229$115K0.01%-1,63313F-HRTimeline
Bangor Savings Bank1,212$113K0.01%+2413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,173$110K0.04%013F-HRTimeline
Garde Capital, Inc.1,152$108K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,127$105K0.01%-3,47913F-HRTimeline