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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IFS Group,LLC2,560$229K0.2%13F-HRTimeline
Stack Financial Management, Inc2,548$228K0.02%+7513F-HRTimeline
Van Hulzen Asset Management, LLC2,543$227K0.02%-3413F-HRTimeline
Aventura Private Wealth, LLC2,543$227K0.08%-1,11813F-HRTimeline
Iowa State Bank2,539$227K0.04%013F-HRTimeline
Sonora Investment Management Group, LLC2,530$226K0.02%-27513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,535$226K0.17%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,525$226K0.16%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,524$225K0.03%+75213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,524$225K0.05%+11413F-HRTimeline
WJ Financial Advisors LLC2,520$225K0.22%13F-HRTimeline
BRAVE ASSET MANAGEMENT INC2,519$225K0.05%013F-HRTimeline
Klingman & Associates, LLC2,513$225K0.01%new13F-HRTimeline
Straight Path Wealth Management2,505$224K0.06%+1413F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,505$224K0.15%013F-HRTimeline
JSF Financial, LLC2,504$224K0.05%+1413F-HRTimeline
RDA Financial Network2,499$223K0.06%new13F-HRTimeline
J2 Capital Management Inc2,498$223K0.17%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,500$223K<0.01%013F-HRTimelineGroup
WealthPlan Investment Management, LLC2,496$223K0.01%-99313F-HRTimeline
Redhawk Wealth Advisors, Inc.2,492$223K0.03%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,488$222K<0.01%-17,02113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,473$221K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC2,470$221K0.06%new13F-HRTimeline
TruWealth Advisors, LLC2,463$220K0.01%-17213F-HRTimeline
Centerpoint Advisory Group2,460$220K0.17%+1713F-HRTimeline
2UniFi Bank2,457$220K0.11%-2,43013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,451$219K0.02%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,435$218K0.08%-19813F-HRTimeline
Valtinson Bruner Financial Planning LLC2,434$217K0.06%-33613F-HRTimeline
Pine Harbor Wealth Management, LLC2,433$217K0.07%+1213F-HRTimeline
Maia Wealth LLC2,403$217K0.04%-5813F-HRTimeline
Broyhill Asset Management, LLC2,400$214K0.19%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,391$214K0.04%013F-HRTimelineGroup
Sage Capital Management, LLC2,391$214K0.1%+1213F-HRTimeline
Disciplined Investors, L.L.C.2,389$213K0.15%-22513F-HRTimeline
YANKCOM Partnership2,382$213K0.1%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,365$211K0.02%new13F-HRTimeline
TradeWell Securities, LLC.2,356$210K0.09%-81613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,356$210K0.07%-17413F-HRTimeline
L.K. Benson & Company, P.C.2,344$209K0.11%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,331$208K0.06%new13F-HRTimeline
Paragon Capital Management Ltd2,321$207K0.04%new13F-HRTimeline
Longview Financial Advisors, Inc.2,306$206K0.15%new13F-HRTimeline
Mirabaud & Cie SA2,300$205K0.07%-84013F-HRTimeline
Bragg Financial Advisors, Inc2,288$204K0.01%new13F-HRTimeline
North Forty Two & Co.2,287$204K0.2%new13F-HRTimeline
Mengis Capital Management, Inc.2,286$204K0.04%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,282$204K0.01%new13F-HRTimeline
Gainplan LLC2,277$203K0.09%new13F-HRTimeline
Boston Standard Wealth Management, LLC2,256$202K0.03%new13F-HRTimeline
First Heartland Consultants, Inc.2,257$202K0.02%-29913F-HRTimeline
Peak Planning Group, LLC2,252$201K0.1%-12,75013F-HRTimeline
Capital Square, LLC2,247$201K0.1%new13F-HRTimeline
Mustard Seed Financial, LLC2,246$201K0.13%new13F-HRTimeline
Kings Path Partners LLC2,225$199K0.07%013F-HRTimeline
WORMSER FRERES GESTION2,195$196K0.11%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,190$196K0.02%013F-HRTimeline
COUNTRY TRUST BANK2,093$187K<0.01%-14913F-HRTimeline
Covestor Ltd2,000$179K0.1%+31213F-HRTimeline
Bulwark Capital Corp2,002$179K0.14%-11213F-HRTimeline
Black Maple Capital Management LP2,000$179K0.13%-1,00013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,989$178K0.06%-12813F-HRTimeline
Comprehensive Financial Planning, Inc./…1,977$177K0.12%-2513F-HRTimeline
Missouri Trust & Investment Co1,950$174K0.05%+33413F-HRTimeline
Weaver Capital Management LLC1,888$169K0.04%013F-HRTimeline
Hara Capital LLC1,885$168K0.1%013F-HRTimeline
SSA SWISS ADVISORS AG1,883$168K0.08%+10813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,879$168K<0.01%013F-HRTimeline
Realta Investment Advisors1,869$167K0.06%-1713F-HRTimeline
Compass Financial Services Inc1,865$167K0.07%+1213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,863$166K0.17%-58113F-HR/ATimeline
Key Financial Inc1,842$165K0.03%-9713F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,800$161K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,751$156K0.02%-4,40013F-HRTimeline
WFA of San Diego, LLC1,750$156K0.11%013F-HRTimeline
Crewe Advisors LLC1,684$150K0.01%+3413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,656$148K0.11%+8213F-HRTimeline
Winch Advisory Services, LLC1,588$142K0.03%+1313F-HRTimeline
Sound Income Strategies, LLC1,601$140K0.01%-40713F-HRTimeline
HORIZON BANCORP INC /IN/1,521$136K0.06%013F-HRTimeline
Operose Advisors LLC1,520$136K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,512$135K0.01%+19813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,500$133K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,474$132K<0.01%-313F-HRTimeline
Cranbrook Wealth Management, LLC1,464$131K0.03%+713F-HRTimeline
WEBSTER BANK, N. A.1,464$131K0.01%+2513F-HRTimeline
Financial Life Planners1,463$131K0.09%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,455$130K0.01%013F-HRTimeline
Peterson Wealth Services58$129K0.04%-2,23813F-HRTimeline
Perritt Capital Management Inc1,415$126K0.06%+1213F-HRTimeline
Ameliora Wealth Management Ltd.1,412$126K0.04%-26,43313F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,395$125K0.17%013F-HRTimeline
Providence Capital Advisors, LLC1,347$120K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC1,333$119K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC1,293$116K0.03%-95613F-HRTimeline
Root Financial Partners, LLC1,290$115K0.01%new13F-HRTimeline
Founders Capital Management1,278$114K0.06%+213F-HRTimeline
Addison Advisors LLC1,271$114K0.03%013F-HRTimeline
Bangor Savings Bank1,232$110K0.01%+2513F-HRTimeline
Friedenthal Financial1,230$110K0.06%-813F-HRTimeline
WEST PACES ADVISORS INC.1,224$109K0.02%-22313F-HRTimeline
Northwest Capital Management Inc1,193$107K0.11%-15,50713F-HRTimeline
GAMMA Investing LLC1,193$107K0.01%+9113F-HRTimeline
Centerpoint Advisors, LLC1,165$104K0.03%-17213F-HRTimeline
Cheviot Value Management, LLC1,162$102K0.01%013F-HRTimeline
Abound Wealth Management1,112$99.4K0.02%+6013F-HRTimeline
Measured Wealth Private Client Group, L…1,097$98K0.03%new13F-HRTimeline
Global Wealth Strategies & Associates1,093$97.7K0.03%-39813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,055$95.3K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC1,045$93.4K0.01%-813F-HRTimeline
Byrne Asset Management LLC1,044$93.3K0.06%+18813F-HRTimeline
Joseph Group Capital Management1,023$91.4K0.03%013F-HRTimeline
MTM Investment Management, LLC1,016$90.8K0.03%+413F-HRTimeline
Glassman Wealth Services1,003$89.6K0.01%-5613F-HRTimeline
CVA Family Office, LLC991$88.5K0.01%013F-HRTimeline
HighMark Wealth Management LLC974$87K0.04%+10213F-HRTimeline
HOWE & RUSLING INC939$83.9K0.01%-14513F-HRTimeline
Hilltop National Bank890$79.5K0.02%013F-HRTimeline
Smithfield Trust Co885$79K<0.01%-3513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…870$77.7K0.02%013F-HRTimeline
Integrity Financial Corp /WA868$77.5K0.04%-513F-HRTimeline
Nova Wealth Management, Inc.850$76K0.05%-17913F-HRTimeline
Aviso Financial Inc.840$75K<0.01%013F-HRTimeline
TD Capital Management LLC827$73.9K0.01%013F-HRTimeline
Paladin Advisory Group, LLC818$73.1K0.06%+36913F-HRTimeline
McIlrath & Eck, LLC808$72.2K0.01%013F-HRTimeline
North Capital, Inc.801$71.6K0.06%+113F-HRTimeline
HM PAYSON & CO800$71.5K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.780$69.7K0.06%-9713F-HRTimeline
Ball & Co Wealth Management Inc.778$69K0.05%new13F-HRTimeline
Biltmore Family Office, LLC750$67K0.01%-15013F-HRTimeline
MGB Wealth Management, LLC750$67K0.02%-25013F-HRTimeline
Gleason Group, Inc.735$65.6K0.01%-3713F-HRTimeline
Collier Financial730$65.2K0.05%13F-HRTimeline
JPL Wealth Management, LLC726$64.9K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC726$64.9K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.714$63.8K0.04%+32713F-HRTimeline
WFA Asset Management Corp722$63.4K0.03%+513F-HRTimeline
FIRST UNITED BANK & TRUST706$63.1K0.02%+5613F-HRTimeline
Brentview Investment Management LLC700$62.5K0.03%013F-HRTimeline
Topsail Wealth Management, LLC700$62.5K0.01%013F-HRTimeline
Avalon Trust Co675$60.3K<0.01%new13F-HRTimeline
Nemes Rush Group LLC671$59.9K0.01%+213F-HRTimeline
Delos Wealth Advisors, LLC661$59.1K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.657$58.7K0.01%+24513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…650$58.1K<0.01%-6013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.647$58K0.02%+2013F-HRTimeline
Steigerwald, Gordon & Koch Inc.644$57.5K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD638$57K0.03%-39713F-HRTimeline
Millstone Evans Group, LLC632$56.5K0.04%013F-HRTimeline
Accredited Wealth Management, LLC100$56.3K0.04%-53013F-HRTimeline
Bollard Group LLC579$52K<0.01%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC577$51.5K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton575$51.4K0.01%+11313F-HRTimeline
MCF Advisors LLC572$51.1K<0.01%+313F-HRTimeline
Coston, McIsaac & Partners566$50K0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC550$49.1K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…549$49K0.05%-3613F-HRTimeline
Abich Financial Wealth Management LLC545$48.7K0.02%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.544$48.6K0.02%013F-HRTimeline
Principia Wealth Advisory, LLC537$48K0.03%-92113F-HRTimeline
Plante Moran Financial Advisors, LLC529$47.3K<0.01%+213F-HRTimeline
Caitlin John, LLC525$46.9K0.03%new13F-HRTimeline
Your Advocates Ltd., LLP511$45.6K0.02%+513F-HRTimeline
JDM Financial Group LLC504$45K0.02%013F-HRTimeline
Heartwood Wealth Advisors LLC500$44.7K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC500$44.7K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC500$44.7K0.02%013F-HRTimeline
Creekmur Asset Management LLC499$44.6K0.01%-3113F-HRTimeline
Dunhill Financial, LLC493$44.1K0.01%-28313F-HRTimeline
ORG Partners LLC475$42.4K0.01%013F-HRTimeline
Main Street Group, LTD466$41.6K0.01%+213F-HRTimeline
TRUST CO OF VERMONT465$41.5K<0.01%+4513F-HRTimeline
Family Manage LLC464$41.5K0.01%013F-HRTimeline
WealthShield Partners, LLC461$41.2K<0.01%+213F-HRTimeline
Compagnie Lombard Odier SCmA451$40.3K<0.01%-6,65613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.448$40K<0.01%-1,25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Point Investment Advisors, LLC446$39.8K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV442$39.5K0.01%-2813F-HRTimeline
CBIZ Investment Advisory Services, LLC434$38.8K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC432$38.6K0.01%013F-HRTimeline
Redwood Park Advisors LLC432$38.6K0.03%+113F-HRTimeline
Whipplewood Advisors, LLC430$38.4K0.03%013F-HRTimeline
Guerra Advisors Inc421$37.6K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA415$37.1K0.03%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC408$36.5K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.400$35.7K0.01%-5,61913F-HRTimeline
Davis Capital Management400$35.7K0.02%13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise389$35K<0.01%-1013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…380$34K0.01%013F-HRTimeline
Stephens Consulting, LLC377$33.7K0.01%013F-HRTimeline
PFS Partners, LLC377$33.6K0.02%+213F-HRTimeline
Roble, Belko & Company, Inc366$33K<0.01%+17613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…366$32.7K0.02%+11513F-HRTimeline
DHJJ Financial Advisors, Ltd.365$32.6K0.01%013F-HRTimeline
GoalVest Advisory LLC365$32.6K0.01%+15313F-HRTimeline
BARRETT & COMPANY, INC.364$32.5K0.01%-80013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC361$32.3K<0.01%-51713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV363$32K0.01%+113F-HRTimeline