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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Well Done, LLC2,742$233K0.04%013F-HRTimeline
Tripletail Wealth Management, LLC2,745$232K0.33%13F-HRTimeline
MBE Wealth Management, LLC2,729$231K0.1%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,720$231K0.11%-19013F-HRTimeline
Summit Trail Advisors, LLC2,719$231K<0.01%-12213F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,717$230K0.07%+19813F-HRTimeline
Poehling Capital Management, INC.2,714$230K0.05%-79113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,714$230K0.01%+113F-HRTimeline
Talon Private Wealth, LLC2,711$230K0.03%-2,37213F-HRTimeline
Post Resch Tallon Group Inc.2,705$229K0.22%-3313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,703$229K0.01%-12513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,700$229K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC2,699$229K0.02%013F-HRTimeline
DT Investment Partners, LLC2,698$229K0.02%-28313F-HRTimeline
My Personal CFO, LLC2,695$229K0.1%+1113F-HRTimeline
Marks Group Wealth Management, Inc2,677$227K0.02%013F-HRTimeline
Winthrop Advisory Group LLC2,676$227K0.02%-1,93013F-HRTimeline
ELCO Management Co., LLC2,650$225K0.12%013F-HRTimeline
TruWealth Advisors, LLC2,635$223K0.01%-7113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,633$223K0.09%+1713F-HRTimeline
Pure Financial Advisors, LLC2,634$223K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC2,627$223K0.04%+23113F-HRTimeline
Flagship Private Wealth, LLC2,624$223K0.09%-14813F-HR/ATimeline
Northwest Financial Advisors2,619$222K0.31%-2,87413F-HRTimeline
CHAPIN DAVIS, INC.2,616$222K0.06%+513F-HRTimeline
NBW CAPITAL LLC2,614$222K0.05%+7413F-HRTimeline
Disciplined Investors, L.L.C.2,614$222K0.17%-51913F-HRTimeline
Manhattan West Asset Management, LLC2,598$220K0.05%-1,86813F-HRTimeline
Avestar Capital, LLC2,577$219K0.02%-58313F-HRTimeline
Van Hulzen Asset Management, LLC2,577$219K0.02%-14013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,567$218K0.12%-87513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,565$218K0.03%new13F-HRTimeline
Schonfeld Strategic Advisors LLC2,561$217K<0.01%+2,56013F-HRTimeline
Sharkey, Howes & Javer2,559$217K0.03%-28313F-HRTimeline
First Heartland Consultants, Inc.2,556$217K0.02%-413F-HRTimeline
Aull & Monroe Investment Management Corp2,555$217K0.12%-40013F-HRTimeline
Iowa State Bank2,539$215K0.04%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,535$215K0.17%013F-HRTimeline
Gotham Asset Management, LLC2,534$215K<0.01%013F-HRTimeline
Curi Capital, LLC2,531$215K<0.01%-24713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,525$214K0.15%-5813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,524$214K0.01%-15013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,521$214K0.01%-12913F-HRTimeline
BRAVE ASSET MANAGEMENT INC2,519$214K0.06%-1,11613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,505$212K0.16%013F-HRTimeline
DCF Advisers, LLC2,500$212K0.1%-6,75013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,500$212K<0.01%013F-HRTimelineGroup
Straight Path Wealth Management2,491$211K0.07%+1513F-HRTimeline
JSF Financial, LLC2,490$211K0.05%+1313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,482$211K0.06%+513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,443$210K0.08%-24013F-HRTimeline
Stack Financial Management, Inc2,473$210K0.02%+3913F-HRTimeline
BOK Financial Private Wealth, Inc.2,473$210K0.01%-22013F-HRTimeline
Maia Wealth LLC2,461$209K0.04%new13F-HRTimeline
Rockwood Wealth Management, LLC2,449$208K0.02%-40813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,444$207K0.26%13F-HRTimeline
Centerpoint Advisory Group2,443$207K0.18%-60013F-HRTimeline
Curran Financial Partners, LLC2,434$206K0.05%new13F-HRTimeline
Pine Harbor Wealth Management, LLC2,421$205K0.07%-34213F-HRTimeline
Anson Capital, Inc.2,418$205K0.17%+2213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,410$204K0.05%-1,71513F-HRTimeline
Coppell Advisory Solutions LLC2,390$204K0.02%new13F-HR/ATimeline
BLUEFIN CAPITAL MANAGEMENT, LLC2,400$204K0.16%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,400$204K0.07%-4,50013F-HRTimeline
Broyhill Asset Management, LLC2,400$204K0.18%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,391$203K0.04%013F-HRTimelineGroup
Oliver Luxxe Assets LLC2,390$203K0.04%-8513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,385$202K0.09%-4,02313F-HRTimeline
YANKCOM Partnership2,382$202K0.1%013F-HRTimeline
Sage Capital Management, LLC2,379$202K0.1%+1213F-HRTimeline
Peterson Wealth Services2,296$195K0.05%013F-HRTimeline
Berkshire Money Management, Inc.2,252$191K0.02%+913F-HRTimeline
Mascoma Wealth Management LLC2,249$191K0.04%-37913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,243$190K0.01%-5213F-HRTimelineGroup
COUNTRY TRUST BANK2,242$190K<0.01%013F-HRTimeline
Kings Path Partners LLC2,225$189K0.08%013F-HRTimeline
WORMSER FRERES GESTION2,195$186K0.11%+19513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,190$186K0.02%-2313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,117$180K0.07%-1913F-HRTimeline
Bulwark Capital Corp2,114$179K0.15%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,088$177K<0.01%-13113F-HRTimelineGroup
Sound Income Strategies, LLC2,008$170K0.01%+34113F-HRTimeline
Comprehensive Financial Planning, Inc./…2,002$170K0.13%-36913F-HRTimeline
Key Financial Inc1,939$164K0.03%+9713F-HRTimeline
Weaver Capital Management LLC1,888$160K0.04%+113F-HRTimeline
Realta Investment Advisors1,886$160K0.06%-21513F-HRTimeline
Hara Capital LLC1,885$160K0.1%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,879$159K<0.01%013F-HRTimeline
Compass Financial Services Inc1,853$157K0.08%-1,04113F-HRTimeline
SSA SWISS ADVISORS AG1,775$154K0.07%-32413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,772$150K0.02%-27513F-HRTimeline
WFA of San Diego, LLC1,750$148K0.11%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,574$147K0.12%-20713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,702$144K<0.01%+1,45813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd1,688$143K0.08%+1,57413F-HRTimeline
Garde Capital, Inc.1,682$143K0.01%+53013F-HRTimeline
Crewe Advisors LLC1,650$140K0.02%-1,13513F-HRTimeline
Missouri Trust & Investment Co1,616$137K0.04%+26613F-HRTimeline
Park Square Financial Group, LLC1,600$136K0.1%-55013F-HRTimeline
Smartleaf Asset Management LLC1,582$135K0.01%+1,39313F-HRTimeline
Winch Advisory Services, LLC1,575$134K0.03%+1313F-HRTimeline
HORIZON BANCORP INC /IN/1,521$129K0.06%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Operose Advisors LLC1,520$129K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,518$129K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,500$127K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,491$126K0.04%-40013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,477$125K<0.01%-26713F-HRTimeline
Principia Wealth Advisory, LLC1,458$124K0.11%+1,44813F-HRTimeline
Cranbrook Wealth Management, LLC1,457$124K0.03%+36713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,455$123K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,447$123K0.03%+21413F-HRTimeline
WEBSTER BANK, N. A.1,439$122K0.01%-76913F-HRTimeline
Wells Financial Advisors INC1,410$120K0.16%013F-HRTimeline
Perritt Capital Management Inc1,403$119K0.06%+1213F-HR/ATimeline
REDMONT WEALTH ADVISORS LLC1,395$118K0.17%-8513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,370$116K0Timeline
Centennial Bank/AR/in group Centennial Bank/AR/1,366$116K0.05%+1,15313F-HR/ATimelineGroup
Providence Capital Advisors, LLC1,347$114K0.02%new13F-HRTimeline
Centerpoint Advisors, LLC1,337$113K0.04%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,314$111K0.01%013F-HRTimeline
Founders Capital Management1,276$108K0.06%+213F-HRTimeline
Addison Advisors LLC1,271$108K0.03%-613F-HRTimeline
Friedenthal Financial1,238$105K0.06%013F-HRTimeline
Bangor Savings Bank1,207$102K0.01%-513F-HRTimeline
BARRETT & COMPANY, INC.1,164$98.7K0.04%+65113F-HRTimeline
Cheviot Value Management, LLC1,162$98.7K0.01%013F-HRTimeline
GAMMA Investing LLC1,102$93.5K0.01%-36813F-HRTimeline
HOWE & RUSLING INC1,084$92K0.01%+20313F-HRTimeline
Glassman Wealth Services1,059$89.8K0.01%+5613F-HRTimeline
N.E.W. Advisory Services LLC1,053$89.3K0.01%-1,67913F-HRTimeline
Abound Wealth Management1,052$89.2K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,035$87.8K0.05%-41413F-HRTimeline
Nova Wealth Management, Inc.1,029$87.3K0.06%-2,38613F-HRTimeline
Joseph Group Capital Management1,023$86.8K0.03%-50013F-HR/ATimeline
MTM Investment Management, LLC1,012$85.8K0.03%+513F-HRTimeline
MGB Wealth Management, LLC1,000$84.8K0.03%013F-HRTimeline
CVA Family Office, LLC991$84K0.01%-67513F-HRTimeline
Perkins Coie Trust Co971$82.3K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC967$82K<0.01%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…950$80.6K0.05%-33,20013F-HRTimelineGroup
Smithfield Trust Co920$78K<0.01%+33513F-HRTimeline
Biltmore Family Office, LLC900$76.3K0.01%-35013F-HRTimeline
Hilltop National Bank890$75.5K0.02%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC883$74.9K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC878$74.5K0.02%+4213F-HRTimeline
Quest 10 Wealth Builders, Inc.877$74.4K0.07%-16413F-HRTimeline
Integrity Financial Corp /WA873$74K0.04%+6513F-HRTimeline
HighMark Wealth Management LLC872$74K0.04%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…870$73.8K0.02%013F-HRTimeline
Byrne Asset Management LLC856$72.6K0.05%+13813F-HRTimeline
Aviso Financial Inc.840$71.2K<0.01%new13F-HRTimeline
TD Capital Management LLC827$70.2K0.01%013F-HRTimeline
Brooklyn Investment Group827$70.1K0.01%+71313F-HR/ATimeline
Riggs Asset Managment Co. Inc.821$69.6K0.02%-11313F-HRTimeline
McIlrath & Eck, LLC808$68.5K0.01%013F-HRTimeline
North Capital, Inc.800$67.8K0.06%-10013F-HRTimeline
Dunhill Financial, LLC776$65.8K0.02%+48113F-HRTimeline
Gleason Group, Inc.772$65.4K0.01%-2713F-HRTimeline
WFA Asset Management Corp717$65.3K0.04%-15113F-HRTimeline
DUNCKER STREETT & CO INC726$61.6K0.01%-56513F-HRTimeline
HEARTLAND ADVISORS INC715$60.6K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…710$60.2K<0.01%-91513F-HRTimelineGroup
Brentview Investment Management LLC700$59.4K0.03%013F-HRTimeline
Topsail Wealth Management, LLC700$59.4K0.01%013F-HRTimeline
Transce3nd, LLC683$57.9K0.02%+413F-HRTimeline
Nemes Rush Group LLC669$56.8K0.01%-6613F-HRTimeline
Delos Wealth Advisors, LLC661$56.1K0.04%new13F-HRTimeline
FIRST UNITED BANK & TRUST650$55.1K0.02%-5513F-HRTimeline
Olistico Wealth, LLC645$54.7K0.03%-6013F-HRTimeline
HAZLETT, BURT & WATSON, INC.627$54K0.02%013F-HRTimeline
Millstone Evans Group, LLC632$53.6K0.04%013F-HRTimeline
Accredited Wealth Management, LLC630$53.4K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…585$49.6K0.06%+14813F-HRTimeline
Bollard Group LLC576$49K<0.01%+9413F-HRTimeline
MCF Advisors LLC569$48.2K<0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB566$48K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.544$46.1K0.02%013F-HRTimeline
Creekmur Asset Management LLC530$44.9K0.01%-17713F-HRTimeline
Plante Moran Financial Advisors, LLC527$44.7K<0.01%+313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC524$44.4K0.01%+6813F-HRTimeline
Your Advocates Ltd., LLP506$43K0.02%+9413F-HRTimeline
JDM Financial Group LLC504$42.7K0.02%+413F-HRTimeline
Tanglewood Legacy Advisors, LLC500$42.4K0.02%013F-HRTimeline
ORG Partners LLC475$40.6K0.01%-1,89813F-HRTimeline
Elequin Capital, LP472$40K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV470$39.9K0.01%+113F-HRTimeline
Family Manage LLC464$39.4K0.01%-45013F-HRTimeline
Main Street Group, LTD464$39.4K0.01%-14413F-HRTimeline
Rosenberg Matthew Hamilton462$39.2K0.01%-2,58613F-HRTimeline
WealthShield Partners, LLC459$38.9K<0.01%-41713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC452$38.4K<0.01%-2313F-HRTimeline
Paladin Advisory Group, LLC449$38.1K0.03%013F-HRTimeline
Hamilton Point Investment Advisors, LLC446$37.8K0.01%013F-HRTimeline
IAG Wealth Partners, LLC441$37.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC434$36.8K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC432$36.6K0.01%new13F-HRTimeline
Redwood Park Advisors LLC431$36.6K0.03%+29413F-HRTimeline
Belmont Capital, LLC430$36.5K0.01%013F-HRTimeline
Whipplewood Advisors, LLC430$36.5K0.02%+41713F-HRTimeline
TRUST CO OF VERMONT420$35.6K<0.01%-22913F-HRTimeline