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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

2,024 managers (2,050 13F filers) reported a position in XLE shares at 2026-06-30, 441,198,795 shares in all. 136 filers opened a position and 215 filers sold out during the quarter.

Managers
2,024
13F filers
2,050
New
136
Added
782
Reduced
852
Sold out
215
Shares held by filers
441,198,795

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NORTHWEST WEALTH MANAGEMENT, LLC4,766$253K0.03%013F-HRTimeline
YANKCOM Partnership4,764$253K0.09%013F-HRTimeline
Valley Financial Group, Inc.4,758$253K0.12%+6213F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,758$253K0.06%+1413F-HRTimeline
Geneva Partners, LLC4,731$251K0.07%-3,24113F-HRTimeline
BEARING POINT CAPITAL, LLC4,730$251K0.03%013F-HRTimeline
Kennebec Savings Bank4,704$250K0.2%new13F-HRTimeline
Lakeside Advisors, INC.4,700$250K0.16%new13F-HRTimeline
MEANS INVESTMENT CO., INC.4,700$250K0.02%-1,04013F-HRTimeline
Elmwood Wealth Management, Inc.4,699$250K0.06%-8913F-HRTimeline
Maia Wealth LLC4,698$250K0.04%+113F-HRTimeline
NorthCrest Asset Manangement, LLC4,522$248K0.01%new13F-HRTimeline
Alpine Global Management, LLC4,665$248K0.04%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,662$248K0.01%-1,16513F-HRTimeline
Investment Advisory Group, LLC4,654$247K0.05%-47813F-HRTimeline
Paragon Capital Management Ltd4,642$247K0.05%013F-HRTimeline
American Institute for Advanced Investm…4,619$245K0.14%-25013F-HRTimeline
Clientfirst Wealth Management, LLC4,618$245K0.2%+18313F-HRTimeline
PW Nova Financial Services LLC4,617$245K0.05%-10113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,612$245K0.04%new13F-HRTimeline
Longview Financial Advisors, Inc.4,609$245K0.14%013F-HRTimeline
ArchPoint Investors4,600$244K0.05%013F-HRTimeline
Ponta Wealth Partners, LLC4,600$244K0.13%013F-HRTimeline
CPWA, LLC4,586$244K0.28%+77813F-HRTimeline
Iowa State Bank4,584$243K0.04%013F-HRTimeline
North Forty Two & Co.4,581$243K0.21%+313F-HRTimeline
Two West Capital Advisors LLC4,196$243K0.12%new13F-HRTimeline
Curran Financial Partners, LLC4,572$243K0.04%-23413F-HRTimeline
GAMMA Investing LLC4,562$242K0.01%+17813F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,541$241K<0.01%new13F-HRTimeline
Covestor Ltd4,535$241K0.14%-12713F-HRTimeline
Accredited Investors Inc.4,522$240K0.01%-1113F-HRTimeline
Capital Square, LLC4,354$240K0.11%-33713F-HRTimeline
First Bancorp, Inc /ME/4,510$240K0.09%+66613F-HRTimeline
Beacon Capital Management, LLC4,505$239K0.04%-48113F-HRTimeline
Princeton Global Asset Management LLC4,500$239K0.03%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,496$239K0.05%-49513F-HRTimeline
VVR Holdings LLC4,490$238K0.1%+3213F-HRTimeline
ALTFEST L J & CO INC4,487$238K0.02%-79,97413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,478$238K0.04%-1,05713F-HRTimeline
Centric Wealth Management4,003$238K0.04%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,462$237K0.02%-60013F-HRTimelineGroup
Stack Financial Management, Inc4,456$237K0.02%-64013F-HRTimeline
Keystone Wealth Services, LLC4,453$236K0.04%-9,46813F-HRTimeline
RWA WEALTH PARTNERS, LLC4,448$236K<0.01%+59013F-HRTimeline
VCI Wealth Management LLC4,443$236K0.06%+16713F-HRTimeline
Fort Point Capital Partners LLC4,440$236K0.03%new13F-HRTimeline
Coastal Bridge Advisors, LLC4,438$236K0.01%+113F-HRTimeline
WJ Financial Advisors LLC4,434$235K0.17%-1713F-HRTimeline
CULTIVAR CAPITAL, INC.4,430$235K0.15%013F-HRTimeline
Coppell Advisory Solutions LLC5,787$235K0.03%new13F-HRTimeline
SilverOak Wealth Management LLC4,428$235K0.03%+30013F-HRTimeline
Mission Financial Group, LLC4,426$235K0.19%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,423$235K0.14%+28513F-HRTimeline
Post Resch Tallon Group Inc.4,422$235K0.16%+313F-HRTimeline
Hara Capital LLC4,416$235K0.12%+53613F-HRTimeline
Octavia Wealth Advisors, LLC4,394$233K0.02%-2,22213F-HRTimeline
O'ROURKE & COMPANY, Inc4,359$232K0.08%+10613F-HRTimeline
Patton Albertson Miller Group, LLC4,358$231K0.02%013F-HRTimeline
Weaver Capital Management LLC3,772$231K0.05%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,318$229K0.01%-3,83213F-HRTimelineGroup
Grant Private Wealth Management Inc4,305$229K0.1%-1,10613F-HRTimeline
Mengis Capital Management, Inc.4,289$228K0.03%-16613F-HRTimeline
Ullmann Wealth Partners Group, LLC4,288$228K0.02%013F-HRTimeline
Financial Partners Group, Inc4,284$228K0.02%-28613F-HRTimeline
TAGStone Capital, Inc.4,280$227K0.07%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,280$227K0.03%+27613F-HRTimeline
CLG LLC4,277$227K0.05%new13F-HRTimeline
Coastline Trust Co4,272$227K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Terra Nova Asset Management LLC4,267$227K0.14%+3013F-HRTimeline
White Lighthouse Investment Management …4,260$226K0.03%013F-HRTimeline
Pine Harbor Wealth Management, LLC4,258$226K0.06%+1413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,258$226K0.04%-39813F-HRTimeline
TRUEFG, LLC4,246$226K0.05%+12113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…4,239$225K0.01%+17513F-HRTimelineGroup
LARCH CAPITAL PARTNERS LLC4,200$223K0.03%new13F-HRTimeline
Sage Capital Management, LLC4,196$223K0.09%+813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4,194$223K0.12%-2,26313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,170$221K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC4,168$221K0.08%-1,49013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC4,150$220K0.05%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,120$219K0.01%-1,47213F-HRTimelineGroup
Abbot Financial Management, Inc.4,118$219K0.08%013F-HRTimeline
Missouri Trust & Investment Co3,666$218K0.06%013F-HRTimeline
Vantus Wealth LLC4,109$218K0.12%13F-HRTimeline
Serenity Investment Advisors3,420$218K0.09%new13F-HRTimeline
Lakeridge Wealth Management LLC4,105$218K0.08%+1513F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC4,104$218K0.11%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,102$218K<0.01%new13F-HRTimeline
Madson Wealth Advisors Inc4,081$217K0.15%new13F-HRTimeline
SAXON INTERESTS, INC.4,065$216K0.06%-1,61413F-HRTimeline
National Wealth Management Group, LLC4,064$216K0.07%-26313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,054$215K0.11%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,035$215K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…4,031$214K0.11%+2713F-HRTimeline
Winthrop Advisory Group LLC4,030$214K0.01%-3813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.4,022$214K0.01%013F-HRTimelineGroup
SPWM Advisors LLC3,700$213K0.2%+2613F-HRTimeline
Tevis Investment Management4,017$213K0.12%-7213F-HRTimeline
MidFirst Bank4,014$213K0.02%013F-HRTimeline
Ballast, Inc.4,000$212K0.04%013F-HRTimeline
PICKERING ENERGY PARTNERS LP4,000$212K0.59%-1,00013F-HRTimeline
SCRATCH CAPITAL LLC4,000$212K0.11%013F-HRTimeline
Tortuga Wealth Management, Inc3,999$212K0.16%+1213F-HRTimeline
Destiny Wealth Partners, LLC3,562$212K0.03%013F-HRTimeline
Second Line Capital, LLC3,992$212K0.04%+51813F-HR/ATimeline
Round Rock Advisors LLC3,980$211K0.03%-21913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,972$211K0.02%-80,45113F-HRTimeline
BAYBAN3,956$210K0.16%013F-HRTimeline
BSW Wealth Partners3,956$210K0.02%-86913F-HRTimeline
LexAurum Advisors, LLC3,949$210K0.02%-21213F-HRTimeline
PKS Advisory Services, LLC3,948$210K0.03%-2,33413F-HRTimeline
Keebeck Wealth Management3,940$209K0.02%013F-HRTimeline
Wealth Quarterback LLC3,911$208K0.06%+413F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,889$207K0.02%+413F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,887$206K0.06%013F-HRTimeline
Milestone Asset Management Group, LLC3,871$206K0.1%+2113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,860$205K0.02%new13F-HRTimelineGroup
AtlasMark Financial, Inc3,855$205K0.1%-2,25013F-HRTimeline
WORMSER FRERES GESTION3,853$205K0.12%013F-HRTimeline
Aull & Monroe Investment Management Corp3,850$204K0.09%013F-HRTimeline
Signature Equity Partners, LLC3,850$204K0.09%-27,66913F-HRTimeline
Tempus Wealth Planning, LLC3,841$204K0.04%-19313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,839$204K0.02%+3413F-HRTimeline
Red Door Wealth Management, LLC3,828$203K0.02%-25013F-HRTimeline
NDWM LLC3,819$203K0.12%+913F-HRTimeline
Nabity-Jensen Investment Management Inc3,806$202K0.12%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,800$202K0.01%-2,62013F-HRTimeline
Navis Wealth Advisors, LLC3,800$202K0.08%013F-HRTimeline
AGP FRANKLIN, LLC3,800$202K0.09%013F-HRTimeline
Magnolia Private Wealth, LLC3,797$202K0.11%+213F-HRTimeline
American Money Management, LLC3,781$201K0.03%013F-HRTimeline
SmartHarvest Portfolios, LLC3,778$201K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,758$200K<0.01%013F-HRTimeline
Kings Path Partners LLC3,750$199K0.05%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,745$199K0.02%-1913F-HRTimeline
Main Street Group, LTD3,736$198K0.05%-64,38413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,721$198K0.04%+1,90413F-HRTimeline
USA FINANCIAL FORMULAS3,707$197K0.04%13F-HRTimeline
SHP Wealth Management3,660$194K0.01%+39113F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,600$193K<0.01%013F-HRTimeline
COUNTRY TRUST BANK3,538$188K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC3,517$187K0.13%+1713F-HRTimeline
Cranbrook Wealth Management, LLC3,387$180K0.03%+97413F-HRTimeline
Financial Life Planners3,305$176K0.11%-6313F-HRTimeline
one8zero8, LLC3,259$173K0.03%-12513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,254$173K0.1%-1,42713F-HRTimeline
N.E.W. Advisory Services LLC3,253$173K0.01%-53313F-HRTimeline
Winch Advisory Services, LLC3,131$166K0.03%+2213F-HRTimeline
HORIZON BANCORP INC /IN/3,104$165K0.08%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,039$161K0.04%-50313F-HRTimelineGroup
EFG International AGin group EFG International AG2,974$158K<0.01%-7,46013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN2,910$155K0.01%013F-HRTimeline
TOEWS CORP /ADV2,900$154K0.02%new13F-HRTimeline
CVA Family Office, LLC2,899$154K0.01%+90013F-HRTimeline
Park Place Capital Corp2,896$154K0.02%+11513F-HRTimeline
Peterson Wealth Services2,892$154K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,875$153K0.02%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC2,868$152K0.02%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,852$151K0.11%013F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC2,801$149K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,794$148K0.08%-5413F-HRTimeline
Redwood Park Advisors LLC2,786$148K0.11%+66513F-HRTimeline
Creative Capital Management Investments…2,764$147K0.03%+2,61613F-HRTimeline
HOWE & RUSLING INC2,750$146K0.01%-94713F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…2,697$143K0.01%-5213F-HRTimeline
Commonwealth Retirement Investments LLC2,684$143K0.04%new13F-HRTimeline
Archer Investment Corp2,651$141K0.03%+1,53813F-HR/ATimeline
XY Capital Ltd1,822$139K0.16%new13F-HRTimeline
Bangor Savings Bank2,606$138K0.01%+69213F-HRTimeline
Providence Capital Advisors, LLC2,594$138K0.02%013F-HRTimeline
Founders Capital Management2,565$136K0.06%+313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,548$135K0.01%-27813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,524$134K<0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,500$133K<0.01%+2,46013F-HRTimelineGroup
Abound Wealth Management2,439$130K0.03%+15613F-HRTimeline
Hamilton Point Investment Advisors, LLC2,392$127K0.02%013F-HRTimeline
Centerpoint Advisors, LLC2,330$124K0.04%013F-HRTimeline
Cheviot Value Management, LLC2,324$123K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,321$123K0.02%+1,86713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,315$123K0.04%-24313F-HRTimeline
Roble, Belko & Company, Inc2,294$122K0.01%+213F-HRTimeline
Ameliora Wealth Management Ltd.2,260$120K0.04%013F-HRTimeline
Coston, McIsaac & Partners2,262$120K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…2,223$118K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,208$117K0.04%-86613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,154$114K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC2,056$109K0.03%+813F-HRTimeline
Joseph Group Capital Management2,046$109K0.02%new13F-HRTimeline
Hickory Point Bank & Trust2,026$108K0.07%013F-HRTimeline
Quent Capital, LLC1,973$105K0.01%new13F-HRTimeline
HighMark Wealth Management LLC1,958$104K0.03%+313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,952$104K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,894$101K0.03%+12413F-HRTimeline
TD Capital Management LLC1,871$99.4K0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC1,871$99.4K0.05%-16913F-HRTimeline
Axiom Investment Management LLC1,858$98.7K0.07%+813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,834$97.4K0.07%-2013F-HRTimeline
Byrne Asset Management LLC1,811$96.2K0.05%-15813F-HRTimeline
FIRST UNITED BANK & TRUST1,806$95.9K0.03%-20413F-HRTimeline