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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers
2,092
13F filers
2,124
New
366
Added
830
Reduced
688
Sold out
120
Shares held by filers
466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Signet Private Wealth LLC6,929$424K0.41%+1013F-HRTimeline
WEALTHGARDEN F.S. LLC6,918$424K0.29%-98313F-HRTimeline
Tempo Wealth, LLC6,917$424K0.07%+1,00513F-HRTimeline
Alteri Wealth LLC6,912$423K0.14%+11813F-HRTimeline
MA Private Wealth6,908$423K0.07%013F-HRTimeline
MKT Advisors LLC7,013$422K0.14%-4213F-HRTimeline
MEMBERS WEALTH LLC7,458$422K0.25%013F-HRTimeline
Northwest Wealth Advisors, LLC6,868$421K0.3%+3113F-HRTimeline
Eldridge Investment Advisors, Inc.6,845$419K0.09%-24513F-HRTimeline
1834 INVESTMENT ADVISORS CO6,836$419K0.05%-40013F-HRTimeline
Blackston Financial Advisory Group, LLC6,834$419K0.26%+15613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,829$418K0.05%+2613F-HRTimeline
Strategic Wealth Partners, Ltd.6,817$418K0.03%+5313F-HRTimeline
Newman Dignan & Sheerar, Inc.6,798$416K0.09%-24013F-HRTimeline
EASTERN BANK6,787$416K0.01%-87113F-HRTimeline
Resolute Wealth Strategies, LLC6,786$416K0.18%-4013F-HRTimeline
Advisors Capital Management, LLC6,772$415K<0.01%-9,52613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,710$411K0.19%013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.6,672$409K0.06%013F-HRTimeline
United Financial Planning Group LLC6,667$408K0.24%+4113F-HRTimeline
Cooper Financial Group6,636$407K0.04%+38713F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,632$406K0.26%013F-HRTimeline
Evelyn Partners Investment Management (…6,624$406K0.14%013F-HRTimeline
Castleview Partners, LLC6,622$406K0.21%-2,77913F-HRTimeline
MCF Advisors LLC6,621$406K0.02%+1,46013F-HRTimeline
Octavia Wealth Advisors, LLC6,616$405K0.04%+15513F-HRTimeline
Mirador Capital Partners LP6,602$404K0.06%+1,09613F-HRTimeline
FRG Family Wealth Advisors LLC6,600$404K0.07%013F-HRTimeline
Comprehensive Financial Consultants Ins…6,596$404K0.12%-27613F-HRTimeline
Pacific Center for Financial Services6,594$404K0.1%+2,59113F-HRTimeline
VSM Wealth Advisory, LLC6,580$403K0.12%+5313F-HRTimeline
NWF Advisory Services Inc.6,556$402K0.05%+2113F-HRTimeline
Montecito Bank & Trust6,552$401K0.07%-90013F-HRTimeline
Triumph Capital Management6,514$399K0.08%-1,60513F-HRTimeline
Econ Financial Services Corp6,509$399K0.19%-181,60313F-HRTimeline
BIP Wealth, LLC6,508$399K0.02%new13F-HRTimeline
Xcelsior Advisor Partners LLC6,494$398K0.15%+26213F-HRTimeline
NOVEM GROUP6,483$397K0.05%+96513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC6,457$396K0.25%-1,79713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,431$394K0.07%-5,01313F-HRTimeline
Ally Invest Advisors Inc.6,428$394K0.03%-1,62213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,420$393K0.01%-85013F-HRTimeline
CITY HOLDING CO6,420$393K0.05%-6013F-HRTimeline
Pinnacle Financial Group, LLC / IL6,392$392K0.11%new13F-HRTimeline
United Advisor Group, LLC6,384$391K0.05%-36813F-HRTimeline
Fox Hill Wealth Management6,381$391K0.19%-6113F-HRTimeline
Zinnia Wealth Advisory, LLC6,343$389K0.43%-32713F-HRTimeline
Coastwise Capital Group, LLC6,340$388K0.22%-28413F-HRTimeline
Brick & Kyle, Associates6,318$387K0.13%-7,12213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,316$387K0.04%013F-HRTimelineGroup
Financial Perspectives, Inc6,288$385K0.11%+3913F-HRTimeline
WEALTH ALLIANCE, LLC6,286$385K0.04%+40513F-HRTimeline
PKS Advisory Services, LLC6,282$385K0.09%-30613F-HRTimeline
Summit Financial Strategies, Inc.6,276$384K0.03%-2213F-HRTimeline
Smartleaf Asset Management LLC6,196$384K0.01%+73413F-HRTimeline
Well Done, LLC6,262$384K0.06%+12613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.6,260$383K0.2%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC6,252$383K0.2%new13F-HRTimeline
Oxinas Partners, LLC6,252$383K0.18%+23413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,237$382K0.02%new13F-HRTimelineGroup
Manhattan West Asset Management, LLC6,227$381K0.07%+39813F-HRTimeline
Crewe Advisors LLC6,222$381K0.03%+2,59613F-HRTimeline
Horrell Capital Management, Inc.6,212$381K0.17%013F-HRTimeline
Coordinated Financial Services, Inc.6,209$380K0.22%new13F-HRTimeline
Western Pacific Wealth Management, LP6,200$380K0.39%013F-HRTimeline
Tradition Wealth Management, LLC6,195$380K0.03%+4313F-HRTimeline
LEIGH BALDWIN & CO., LLC6,195$380K0.25%new13F-HRTimeline
Heritage Trust Co6,172$378K0.04%013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.6,178$378K0.1%013F-HRTimeline
Cascades Capital Asset Management, LLC6,151$377K0.16%new13F-HRTimeline
Eagle Capital Management, LLC6,106$374K0.15%013F-HRTimeline
Choate Investment Advisors6,079$372K0.01%new13F-HRTimeline
BRAVE ASSET MANAGEMENT INC6,072$372K0.09%+1,03413F-HRTimeline
Latitude Advisors, LLC6,070$372K0.17%+213F-HRTimeline
StoneCrest Wealth Management, Inc.6,065$372K0.16%new13F-HRTimeline
Ark Wealth Advisors LLC6,057$371K0.37%-2,43213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,051$371K0.01%013F-HRTimelineGroup
LEUTHOLD GROUP, LLC6,047$370K0.04%new13F-HRTimeline
DAVIS R M INC6,020$369K0.01%-22613F-HRTimeline
Cardinal Point Capital Management ULC6,001$368K0.02%-4,50213F-HRTimeline
Evanson Asset Management, LLC5,972$366K0.02%-86313F-HRTimeline
Straight Path Wealth Management5,971$366K0.1%+2213F-HRTimeline
PACK Private Wealth, LLC5,954$365K0.17%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,938$364K0.11%-3,18213F-HRTimeline
Beacon Bank & Trust5,930$363K0.07%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,915$362K0.14%+113F-HRTimeline
BCS Wealth Management5,903$362K0.07%-5,53913F-HRTimeline
WORMSER FRERES GESTION3,853$362K0.26%-53713F-HRTimeline
ARS Wealth Advisors Group, LLC5,891$361K0.03%-40013F-HRTimeline
Daybright Advisory Services, Inc.5,878$360K0.1%+3113F-HRTimeline
Strategies Wealth Advisors, LLC5,875$360K0.04%-17413F-HRTimeline
Aviso Financial Inc.5,864$359K0.01%013F-HRTimeline
Capital Wealth Planning, LLC5,856$359K<0.01%new13F-HRTimeline
Portside Wealth Group, LLC5,855$359K0.05%new13F-HRTimeline
Vilga Financial Planning LLC5,848$358K0.32%new13F-HRTimeline
Viewpoint Capital Management LLC5,840$358K0.17%013F-HRTimeline
RAINIER FAMILY WEALTH INC5,834$357K0.24%-3413F-HRTimeline
FIRST AMERICAN TRUST, FSB5,827$357K0.02%-3,43013F-HRTimeline
WAYSTONE ADVISORS LLC5,824$357K0.32%new13F-HRTimeline
DOLIVER ADVISORS, LP5,819$356K0.08%-60113F-HRTimeline
Vinland Capital Management Gestora de R…1,116$355K5.84%+1,11613F-HRTimeline
MBA Advisors LLC5,767$353K0.14%+13913F-HRTimeline
Westmount Partners, LLC5,752$352K0.09%+5213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,751$352K<0.01%+13513F-HRTimeline
Whitener Capital Management, Inc.5,747$352K0.08%+38813F-HRTimeline
River Street Advisors LLC5,740$352K0.12%-10,78613F-HRTimeline
MEANS INVESTMENT CO., INC.5,740$352K0.03%+1013F-HRTimeline
Van Hulzen Asset Management, LLC5,736$351K0.03%-80213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,690$349K0.02%+29313F-HRTimeline
Walkner Condon Financial Advisors LLC5,688$348K0.05%new13F-HRTimeline
SAXON INTERESTS, INC.5,679$348K0.12%-1,38013F-HRTimeline
Atala Financial Inc5,850$347K0.23%new13F-HRTimeline
Cordgrass Capital Advisors, LLC5,658$347K0.08%-28213F-HRTimeline
Volterra Technologies LP5,656$346K0.25%-1,36713F-HRTimeline
Anchor Investment Management, LLC5,640$346K0.03%-13213F-HRTimeline
Meridian Financial Advisors, LLC5,622$344K0.19%+25813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,602$343K0.05%-16613F-HRTimeline
Uptown Financial Advisors LLC5,600$343K0.28%+4313F-HRTimeline
NCM Capital Management, LLC5,593$343K0.12%+313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,592$343K0.01%+13413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…5,575$342K0.01%+54913F-HRTimeline
Bullock Wealth Management Group5,782$341K0.17%-5013F-HRTimeline
Briaud Financial Planning Inc5,558$340K0.09%013F-HRTimeline
Marks Group Wealth Management, Inc5,554$340K0.03%-32813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC5,535$339K0.06%new13F-HRTimeline
Gradient Capital Advisors, LLC5,534$339K0.09%-16113F-HRTimeline
GARRISON POINT ADVISORS, LLC5,532$339K0.15%+30013F-HRTimeline
Alexander Randolph Advisory, Inc.5,530$339K0.29%013F-HRTimeline
Rockwood Wealth Management, LLC5,530$339K0.02%+48813F-HRTimeline
Tulsa Wealth Advisors, INC5,530$339K0.06%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,523$338K0.01%new13F-HRTimelineGroup
GGM Financial LLC5,513$338K0.16%-37213F-HRTimeline
Advisory Resource Group5,494$337K0.06%+613F-HRTimeline
Provident Wealth Management, LLC5,494$337K0.1%-18413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,487$336K0.03%-5513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,459$334K<0.01%+16213F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…5,444$333K0.09%+413F-HRTimeline
Pure Financial Advisors, LLC5,432$333K<0.01%+23413F-HRTimeline
BankChampaign, National Association5,424$332K0.33%+4,74113F-HRTimeline
Grant Private Wealth Management Inc5,411$331K0.18%-30013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,406$331K0.02%013F-HRTimeline
Beaton Management Co. Inc.5,390$330K0.15%-10013F-HRTimeline
Aaron Wealth Advisors LLC5,384$330K0.02%-1413F-HRTimeline
JSF Financial, LLC5,382$330K0.06%+19413F-HRTimeline
LVW Advisors, LLC5,380$330K0.03%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,358$328K0.04%new13F-HRTimeline
Operose Advisors LLC5,357$328K0.08%-40613F-HRTimeline
Centerpoint Advisory Group5,350$328K0.25%+40013F-HRTimeline
Carr Financial Group Corp5,348$328K0.09%-85613F-HRTimeline
Independent Wealth Advisors LLC5,343$327K0.32%new13F-HRTimeline
Sound Income Strategies, LLC5,532$326K0.02%+75313F-HRTimeline
Grantvest Financial Group LLC5,323$326K0.21%+82613F-HRTimeline
Mason Investment Advisory Services, Inc.5,317$326K0.02%-76413F-HRTimeline
BNB Wealth Management, LLC5,316$326K0.21%-10113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,314$326K<0.01%new13F-HRTimeline
KPP Advisory Services LLC5,310$325K0.05%+41413F-HRTimeline
Alta Wealth Advisors LLC5,309$325K0.11%+2013F-HRTimeline
Capstone Wealth Management, Inc.5,490$325K0.28%+3413F-HRTimeline
Southland Equity Partners LLC5,284$324K0.06%013F-HRTimeline
Aventura Private Wealth, LLC5,280$323K0.12%+19013F-HRTimeline
Indiana Trust & Investment Management Co5,272$323K0.1%-30013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP5,250$322K0.01%-15013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,242$321K0.03%013F-HRTimeline
RDA Financial Network5,241$321K0.08%-16213F-HRTimeline
2UniFi Bank5,239$321K0.16%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,935$320K0.15%-64213F-HRTimeline
Pictet North America Advisors SA5,214$319K0.03%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,210$319K0.27%+70013F-HRTimeline
Key Financial Inc5,208$319K0.06%+1,20013F-HRTimeline
New England Private Wealth Advisors LLC5,206$319K0.04%+1313F-HRTimeline
Guardian Asset Advisors, LLC5,205$319K0.19%-3,22813F-HRTimeline
Clarity Financial LLC5,203$319K0.03%-1,64513F-HRTimeline
WealthBridge Capital Management, LLC5,200$319K0.07%-12413F-HRTimeline
Avestar Capital, LLC5,171$317K0.02%+413F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…5,150$315K0.09%-2,25013F-HRTimelineGroup
Investment Advisory Group, LLC5,132$314K0.08%-15013F-HRTimeline
Strive Financial Group ,LLC5,104$313K0.17%-14013F-HRTimeline
Stack Financial Management, Inc5,096$312K0.02%-75413F-HRTimeline
Disciplined Investors, L.L.C.5,086$312K0.19%+31313F-HRTimeline
Keudell/Morrison Wealth Management5,085$312K0.06%new13F-HRTimeline
IFS Group,LLC5,081$311K0.28%13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM5,062$310K0.05%new13F-HRTimelineGroup
NWM ADVISORS, LLC5,060$310K0.28%-5,44213F-HRTimeline
Walser Wealth Management Company, A Ltd…5,055$310K0.14%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,050$309K0.2%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,042$309K0.01%013F-HRTimeline
Capital Asset Advisory Services LLC5,572$307K0.01%-68013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,000$306K<0.01%013F-HRTimelineGroup
PICKERING ENERGY PARTNERS LP5,000$306K0.62%new13F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,991$306K0.08%+33413F-HRTimeline
Beacon Capital Management, LLC4,986$305K0.05%+2713F-HRTimeline
American Trust4,982$305K0.03%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$305K0.13%new13F-HRTimelineAmount filed as zero, left out of ratios.
Clark Capital Management Group, Inc.4,966$304K<0.01%+28013F-HRTimeline
BOK Financial Private Wealth, Inc.4,946$303K0.02%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,942$303K0.11%+3113F-HRTimeline
BridgePort Financial Solutions, LLC4,940$303K0.09%013F-HRTimeline
Valtinson Bruner Financial Planning LLC4,936$302K0.08%+3013F-HRTimeline
Peak Planning Group, LLC4,933$302K0.08%new13F-HRTimeline
Element Wealth, LLC4,918$301K0.12%new13F-HRTimeline