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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Aviso Financial Inc.5,864$262K0.01%+5,02413F-HRTimeline
Stack Financial Management, Inc5,850$262K0.02%+3,30213F-HRTimeline
Daybright Advisory Services, Inc.5,847$261K0.07%13F-HRTimeline
Viewpoint Capital Management LLC5,840$261K0.11%+2,92013F-HRTimeline
Bullock Wealth Management Group5,832$261K0.13%+3,06913F-HRTimeline
Manhattan West Asset Management, LLC5,829$261K0.05%+3,10713F-HRTimeline
USA FINANCIAL FORMULAS5,813$260K0.05%+2,55313F-HRTimeline
North Star Investment Management Corp.5,795$259K0.02%+2,90113F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,440$259K0.06%+2,72113F-HRTimeline
Anchor Investment Management, LLC5,772$258K0.02%+2,70213F-HRTimeline
Accurate Wealth Management, LLC5,533$258K0.03%+2,28013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,768$258K0.04%new13F-HRTimeline
Operose Advisors LLC5,763$258K0.06%+4,24313F-HRTimeline
MEANS INVESTMENT CO., INC.5,730$256K0.02%+2,87113F-HRTimeline
Grant Private Wealth Management Inc5,711$255K0.15%+2,84413F-HRTimeline
Westmount Partners, LLC5,700$255K0.06%+2,85013F-HRTimeline
Gradient Capital Advisors, LLC5,695$255K0.07%+2,61013F-HRTimeline
Future Financial Wealth Managment LLC5,344$254K0.17%+2,64713F-HRTimeline
Provident Wealth Management, LLC5,678$254K0.08%+2,83913F-HRTimeline
WORLD EQUITY GROUP, INC.5,648$253K0.07%+2,55213F-HRTimeline
MBA Advisors LLC5,628$252K0.1%+2,82813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,616$251K<0.01%+2,52113F-HRTimeline
SFG Wealth Management, LLC.5,592$250K0.1%new13F-HRTimeline
NCM Capital Management, LLC5,590$250K0.09%+2,79713F-HRTimeline
Indiana Trust & Investment Management Co5,572$249K0.07%+2,75713F-HRTimeline
Blue Barn Wealth, LLC5,570$249K0.36%+2,78513F-HRTimeline
Invariant Investment Management5,328$249K0.16%13F-HRTimeline
TRUEFG, LLC5,560$249K0.07%new13F-HRTimeline
MBE Wealth Management, LLC5,559$249K0.1%+2,98813F-HRTimeline
Briaud Financial Planning Inc5,558$248K0.06%+2,77913F-HRTimeline
Uptown Financial Advisors LLC5,557$248K0.21%+2,75013F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,554$248K0.12%+2,77713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,542$248K0.02%+2,71313F-HRTimeline
Alexander Randolph Advisory, Inc.5,530$247K0.21%+2,76513F-HRTimeline
NOVEM GROUP5,518$247K0.03%+2,06813F-HRTimeline
Poehling Capital Management, INC.5,516$247K0.05%+2,80513F-HRTimeline
Mirador Capital Partners LP5,506$246K0.03%+2,92413F-HRTimeline
Smartleaf Asset Management LLC5,462$246K0.01%-3,10813F-HRTimeline
Capstone Wealth Management, Inc.5,456$246K0.22%13F-HRTimeline
Advisory Resource Group5,488$245K0.04%+2,58213F-HRTimeline
Maia Wealth LLC4,542$245K0.04%+2,13913F-HRTimeline
Beaton Management Co. Inc.5,490$245K0.11%new13F-HRTimeline
Empowered Funds, LLC5,465$244K<0.01%new13F-HR/ATimeline
Financial Partners Group, Inc4,784$244K0.03%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,458$244K0.01%+2,41513F-HRTimelineGroup
Wealth Management Associates, Inc.5,445$243K0.08%+2,58113F-HRTimeline
Indivisible Partners5,090$243K0.03%13F-HRTimeline
BNB Wealth Management, LLC5,417$242K0.16%13F-HRTimeline
Helium Advisors LLC5,415$242K0.25%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,406$242K0.01%+2,70313F-HRTimeline
RDA Financial Network5,403$242K0.06%+2,90413F-HRTimeline
Aaron Wealth Advisors LLC5,398$241K0.01%+2,69913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,397$241K0.01%+2,73413F-HRTimeline
DT Investment Partners, LLC5,396$241K0.02%+2,69813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP5,400$241K0.01%+2,70013F-HRTimeline
Meridian Financial Advisors, LLC5,364$240K0.13%+2,68313F-HRTimeline
Whitener Capital Management, Inc.5,359$240K0.05%+2,56313F-HRTimeline
Gainplan LLC5,349$239K0.09%+3,07213F-HRTimeline
BankChampaign, National Association683$239K0.24%13F-HRTimeline
Redhawk Wealth Advisors, Inc.5,326$238K0.03%+2,83413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,326$238K0.01%+2,68913F-HRTimeline
WealthBridge Capital Management, LLC5,324$238K0.05%+2,23013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,316$238K0.08%+2,50513F-HRTimeline
Wellspring Financial Advisors, LLC182,043$237K0.02%+9,22413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,297$237K<0.01%+2,64313F-HRTimelineGroup
Alta Wealth Advisors LLC5,289$236K0.08%new13F-HRTimeline
Southland Equity Partners LLC5,284$236K0.05%-6,70413F-HRTimeline
Investment Advisory Group, LLC5,282$236K0.06%+2,44113F-HRTimeline
Strive Financial Group ,LLC5,244$234K0.12%13F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/5,242$234K0.02%+2,62113F-HRTimeline
2UniFi Bank5,239$234K0.11%+2,78213F-HRTimeline
GARRISON POINT ADVISORS, LLC5,232$234K0.1%+2,61913F-HRTimeline
Pictet North America Advisors SA5,214$233K0.02%+2,60713F-HRTimeline
Pure Financial Advisors, LLC5,198$232K<0.01%+2,63013F-HRTimeline
Affinity Capital Advisors, LLC5,195$232K0.03%+1,76213F-HRTimeline
New England Private Wealth Advisors LLC5,193$232K0.03%+83613F-HR/ATimeline
Tripletail Wealth Management, LLC5,190$232K0.29%+2,59513F-HRTimeline
JSF Financial, LLC5,188$232K0.05%+2,68413F-HRTimeline
Avestar Capital, LLC5,167$231K0.02%+2,08713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,165$231K<0.01%-1,38513F-HRTimeline
Capital Square, LLC5,162$231K0.12%+2,91513F-HRTimeline
MCF Advisors LLC5,161$231K0.01%+4,58913F-HRTimeline
Bedell Frazier Investment Counselling, …5,158$231K0.04%new13F-HRTimeline
Atom Investors LP5,106$228K0.02%-71,77413F-HRTimeline
Sound Income Strategies, LLC4,779$228K0.01%+3,17813F-HRTimeline
Aventura Private Wealth, LLC5,090$228K0.08%+2,54713F-HRTimeline
Stonebrook Private Inc.5,083$227K0.05%new13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD5,070$227K0.17%+2,53513F-HRTimeline
Summit Trail Advisors, LLC5,058$226K<0.01%+2,37513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,050$226K0.15%+2,52513F-HRTimeline
Comprehensive Wealth Management, LLC5,042$225K0.13%+2,37513F-HRTimeline
Rockwood Wealth Management, LLC5,042$225K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,042$225K0.01%+1,56913F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,038$225K0.05%+2,51913F-HRTimeline
Keebeck Wealth Management5,038$225K0.03%-6,73013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,026$225K0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,000$224K<0.01%+2,50013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.5,010$224K0.13%+2,50513F-HRTimeline
WJ Financial Advisors LLC4,965$222K0.2%+2,44513F-HRTimeline
Beacon Capital Management, LLC4,959$222K0.03%+1,72413F-HRTimeline
Keystone Wealth Services, LLC4,958$222K0.05%new13F-HRTimeline
Centerpoint Advisory Group4,950$221K0.17%+2,49013F-HRTimeline
BOK Financial Private Wealth, Inc.4,946$221K0.01%+2,47313F-HRTimeline
Curran Financial Partners, LLC4,944$221K0.04%+2,17413F-HRTimeline
BridgePort Financial Solutions, LLC4,940$221K0.06%+2,47013F-HRTimeline
Cambria Investment Management, L.P.4,929$220K0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC4,927$220K0.06%+2,18213F-HRTimeline
Icon Wealth Advisors, LLC3,562$220K0.01%+99913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,911$220K0.08%+2,47613F-HRTimeline
Valtinson Bruner Financial Planning LLC4,906$219K0.06%+2,47213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,902$219K0.02%+2,45113F-HRTimeline
Covestor Ltd4,888$219K0.11%+2,88813F-HRTimeline
KPP Advisory Services LLC4,896$219K0.03%new13F-HRTimeline
MLP3, LLC4,896$219K0.24%13F-HRTimeline
American Institute for Advanced Investm…4,869$219K0.14%+2,12413F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,437$217K0.06%+1,58413F-HRTimeline
Charter Oak Capital Management, LLC4,853$217K0.02%+2,07513F-HRTimeline
TruWealth Advisors, LLC4,842$216K0.01%+2,37913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.4,637$216K0.17%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,810$216K0.01%-36013F-HRTimeline
Elmwood Wealth Management, Inc.4,829$216K0.07%new13F-HRTimeline
Tortuga Wealth Management, Inc4,799$215K0.23%13F-HRTimeline
Broyhill Asset Management, LLC4,800$215K0.19%+2,40013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,798$215K0.05%+2,27413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,789$214K0.03%+2,26513F-HRTimeline
Disciplined Investors, L.L.C.4,773$213K0.14%+2,38413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,766$213K0.03%+1,35113F-HRTimeline
YANKCOM Partnership4,764$213K0.09%+2,38213F-HRTimeline
Magnolia Private Wealth, LLC4,710$211K0.15%+1,40313F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,698$210K0.06%+2,36713F-HRTimeline
Klingman & Associates, LLC4,698$210K0.01%+2,18513F-HRTimeline
Clark Capital Management Group, Inc.4,686$210K<0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,657$208K0.06%+2,05813F-HRTimeline
Paragon Capital Management Ltd4,642$208K0.04%+2,32113F-HRTimeline
Longview Financial Advisors, Inc.4,612$206K0.14%+2,30613F-HRTimeline
Bragg Financial Advisors, Inc4,606$206K0.01%+2,31813F-HRTimeline
Mirabaud & Cie SA4,600$206K0.07%+2,30013F-HRTimeline
Richmond Investment Services, LLC4,593$205K0.04%+1,66613F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,589$205K0.02%+2,22413F-HRTimeline
Cravens & Co Advisors, LLC4,364$205K0.13%new13F-HRTimeline
North Forty Two & Co.4,576$205K0.19%+2,28913F-HRTimeline
Mengis Capital Management, Inc.4,575$205K0.04%+2,28913F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,571$204K0.01%new13F-HR/ATimeline
BOSTON FAMILY OFFICE LLC4,564$204K0.01%+2,28213F-HRTimeline
Berkshire Money Management, Inc.4,537$203K0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,512$202K0.07%+2,15613F-HRTimeline
Boston Standard Wealth Management, LLC4,511$202K0.03%+2,25513F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV4,510$202K0.16%13F-HRTimeline
WESPAC Advisors, LLC4,510$202K0.11%-6,05213F-HRTimeline
Princeton Global Asset Management LLC4,500$201K0.03%-25013F-HRTimeline
Grantvest Financial Group LLC4,497$201K0.13%+1,39713F-HRTimeline
Stonebridge Financial Planning Group, L…4,478$200K0.07%-61413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,280$191K0.02%+2,09013F-HRTimeline
Hyposwiss Advisors SA4,150$186K0.18%13F-HRTimeline
COUNTRY TRUST BANK4,018$180K<0.01%+1,92513F-HRTimeline
MidFirst Bank4,014$179K0.01%13F-HRTimeline
Key Financial Inc4,008$179K0.03%+2,16613F-HRTimeline
Comprehensive Financial Planning, Inc./…3,981$178K0.12%+2,00413F-HRTimeline
BAYBAN3,956$177K0.16%13F-HRTimeline
Weaver Capital Management LLC3,772$169K0.04%+1,88413F-HRTimeline
Hara Capital LLC3,770$169K0.09%+1,88513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,758$168K<0.01%+1,87913F-HRTimeline
Compass Financial Services Inc3,755$168K0.07%+1,89013F-HRTimeline
Kings Path Partners LLC3,750$168K0.06%+1,52513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,748$168K0.14%+1,88513F-HRTimeline
GAMMA Investing LLC3,734$167K0.01%+2,54113F-HRTimeline
Missouri Trust & Investment Co3,666$164K0.05%+1,71613F-HRTimeline
Crewe Advisors LLC3,626$162K0.01%+1,94213F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,600$161K<0.01%+1,80013F-HRTimeline
N.E.W. Advisory Services LLC3,564$159K0.01%+2,51913F-HRTimeline
NFSG Corp3,547$159K0.02%+3,25013F-HRTimeline
Coastline Trust Co3,522$157K0.01%+3,34713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST3,502$157K0.01%+1,75113F-HRTimeline
WFA of San Diego, LLC3,500$156K0.11%+1,75013F-HRTimeline
Ares Financial Consulting, LLC3,486$156K0.15%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,400$152K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,852$152K0.11%+1,19613F-HRTimeline
ORG Partners LLC3,376$151K0.03%+2,90113F-HRTimeline
Wellington Grp LLC3,372$151K0.05%13F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,000$149K<0.01%+1,50013F-HRTimeline
SSA SWISS ADVISORS AG3,318$148K0.07%+1,43513F-HRTimeline
Bravera Wealth3,242$145K0.07%13F-HRTimeline
HORIZON BANCORP INC /IN/3,166$142K0.07%+1,64513F-HRTimeline
SHP Wealth Management3,168$142K0.01%13F-HRTimeline
Winch Advisory Services, LLC3,148$141K0.03%+1,56013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,086$138K0.05%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,062$137K0.03%+3,01213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,024$135K0.01%+1,51213F-HRTimeline
WEBSTER BANK, N. A.2,928$131K0.01%+1,46413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,910$130K0.01%+1,45513F-HRTimeline
Providence Capital Advisors, LLC2,904$130K0.02%+1,55713F-HRTimeline
Peterson Wealth Services2,892$129K0.03%+2,83413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,844$127K<0.01%+1,37013F-HRTimeline
FINANCIAL CONSULATE, INC2,838$127K0.02%+1,50513F-HRTimeline
Planning Project LLC2,786$125K0.03%13F-HRTimeline
Hamilton Point Investment Advisors, LLC2,708$121K0.02%+2,26213F-HRTimeline
Commonwealth Retirement Investments LLC2,684$120K0.04%new13F-HRTimeline
Keating Financial Advisory Services, In…2,644$118K0.02%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,643$118K0.03%+65413F-HRTimeline
Bullseye Investment Management, LLC2,620$117K0.06%new13F-HRTimeline