Skip to content
Disclosery

XLE SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WEBSTER BANK, N. A.2,055$176K0.02%-5,90513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,014$173K0.01%+26813F-HRTimeline
Federation des caisses Desjardins du Qu…1,979$170K<0.01%-8,43313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,973$169K<0.01%-1113F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC1,900$167K0.15%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,882$165K0.1%13F-HRTimeline
LRI Investments, LLC1,924$165K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,920$164K0.03%-1813F-HRTimeline
Collier Financial1,905$163K0.15%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,879$161K<0.01%+88813F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,877$161K<0.01%+22013F-HRTimelineGroup
Coppell Advisory Solutions LLC1,871$158K0.02%-6413F-HRTimeline
Key Financial Inc1,842$158K0.04%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,724$151K0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,676$144K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/1,653$142K0.07%+30113F-HRTimeline
ORG Partners LLC1,643$141K0.02%-54113F-HRTimeline
Winch Advisory Services, LLC1,633$140K0.04%-23813F-HRTimeline
NCP Inc.1,608$138K0.07%-18413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,500$136K<0.01%013F-HRTimeline
Joseph Group Capital Management1,523$130K0.05%013F-HRTimeline
Operose Advisors LLC1,520$130K0.04%-913F-HRTimeline
DUNCKER STREETT & CO INC1,518$130K0.02%+44313F-HRTimeline
Sound Income Strategies, LLC1,499$128K0.01%+73213F-HRTimeline
Provident Wealth Management, LLC1,484$127K0.04%-12113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,479$127K0.01%-16,88813F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD1,448$124K0.08%+113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,447$124K0.01%+10313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,427$122K0.01%013F-HRTimeline
Wells Financial Advisors INC1,410$121K0.16%013F-HRTimeline
GAMMA Investing LLC1,403$120K0.01%+3913F-HRTimeline
Perritt Capital Management Inc1,381$118K0.06%+1113F-HRTimeline
Missouri Trust & Investment Co1,350$116K0.04%+81013F-HRTimeline
Centerpoint Advisors, LLC1,337$115K0.04%-19613F-HRTimeline
Core Alternative Capital1,335$114K0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,314$113K0.01%013F-HRTimeline
Alexis Investment Partners, LLC1,280$110K0.05%13F-HRTimeline
Founders Capital Management1,273$109K0.07%+3513F-HRTimeline
HEARTLAND ADVISORS INC1,271$109K0.01%new13F-HRTimeline
Addison Advisors LLC1,271$109K0.03%013F-HRTimeline
Biltmore Family Office, LLC1,250$107K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,239$106K0.03%+1013F-HRTimeline
WEST PACES ADVISORS INC.1,233$106K0.03%-9213F-HRTimeline
Transce3nd, LLC1,198$105K0.04%13F-HRTimeline
Bangor Savings Bank1,188$102K0.01%-26713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,180$101K0.1%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,173$100K0.01%+10213F-HRTimeline
Mainstream Capital Management LLC1,123$96.2K0.07%new13F-HRTimeline
Cranbrook Wealth Management, LLC1,101$94.3K0.02%+113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,097$94K0.01%013F-HRTimeline
WestEnd Advisors, LLC1,090$93.4K<0.01%-3313F-HRTimeline
Abound Wealth Management1,052$90.1K0.03%013F-HRTimeline
Glassman Wealth Services1,004$86K0.01%-32313F-HRTimeline
MTM Investment Management, LLC1,003$85.9K0.03%+413F-HRTimeline
Beacon Capital Management, LLC1,003$85.9K0.01%-13213F-HRTimeline
MGB Wealth Management, LLC1,000$85.7K0.03%013F-HRTimeline
WORMSER FRERES GESTION1,000$85.5K0.05%013F-HRTimeline
CVA Family Office, LLC991$84.9K0.01%013F-HRTimeline
Perkins Coie Trust Co971$83.2K0.02%013F-HRTimeline
Financial Life Planners953$81.7K0.07%13F-HRTimeline
Hilltop National Bank933$79.9K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.934$79K0.02%-66,17313F-HRTimeline
GoalVest Advisory LLC920$78.8K0.02%+2513F-HRTimeline
Global Trust Asset Management, LLC900$77.1K0.03%+10013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC883$75.6K0.02%013F-HRTimeline
HighMark Wealth Management LLC870$74.5K0.04%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…870$74.5K0.03%new13F-HRTimeline
HOWE & RUSLING INC861$73.7K0.01%+7913F-HRTimeline
Nemes Rush Group LLC856$73.3K0.01%-11013F-HRTimeline
WINTRUST INVESTMENTS LLC860$73K0.06%-72813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC833$71.4K0.02%-10513F-HRTimeline
TD Capital Management LLC827$70.9K0.01%013F-HRTimeline
Gleason Group, Inc.814$69.7K0.01%+713F-HRTimeline
Integrity Financial Corp /WA803$68.8K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.791$68K0.03%+3113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…757$64.8K<0.01%+2813F-HRTimelineGroup
FIRST UNITED BANK & TRUST755$64.7K0.02%-4013F-HRTimeline
Tortoise Investment Management, LLC745$63.8K0.01%new13F-HR/ATimeline
McIlrath & Eck, LLC742$63.6K0.01%013F-HRTimeline
Raleigh Capital Management Inc.734$62.9K0.02%-1613F-HRTimeline
WFA Asset Management Corp728$62.4K0.03%+613F-HRTimeline
Creekmur Asset Management LLC704$60.3K0.01%-10113F-HRTimeline
Wingate Wealth Advisors, Inc.704$60.3K0.06%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC703$60.2K0.02%-48513F-HRTimeline
Olistico Wealth, LLC685$58.7K0.03%013F-HRTimeline
Transcendent Capital Group LLC685$58.6K0.03%-28013F-HRTimeline
WealthShield Partners, LLC678$58K0.01%-42013F-HRTimeline
Redwood Park Advisors LLC673$57.6K0.05%13F-HRTimeline
Delos Wealth Advisors, LLC661$56.6K0.05%-2013F-HRTimeline
TRUST CO OF VERMONT649$55.6K<0.01%013F-HRTimeline
Continuum Advisory, LLC639$54.7K0.01%013F-HRTimeline
Accredited Wealth Management, LLC630$54K0.05%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC629$53.9K0.01%+19113F-HRTimeline
Byrne Asset Management LLC627$53.7K0.04%+3813F-HRTimeline
Plante Moran Financial Advisors, LLC625$53.5K<0.01%-20013F-HRTimeline
Millstone Evans Group, LLC624$53.5K0.04%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC604$51.7K0.04%13F-HRTimeline
PAYDEN & RYGEL598$51K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding587$50.3K-132Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV584$50K0.02%+213F-HRTimeline
Smithfield Trust Co585$50K<0.01%013F-HRTimeline
MCF Advisors LLC562$48.2K<0.01%+313F-HRTimeline
Atlantic Edge Private Wealth Management…562$48.1K0.01%-2313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.544$46.6K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co544$46.6K0.02%+50513F-HRTimeline
IAG Wealth Partners, LLC521$44.6K0.01%+21213F-HRTimeline
Davis Capital Management520$44.5K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.512$43.8K0.02%+3013F-HRTimeline
S.A. Mason LLC500$42.8K0.02%-8013F-HRTimeline
Tanglewood Legacy Advisors, LLC500$42.8K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC482$41.3K0.02%-1813F-HRTimeline
Bollard Group LLC481$41K<0.01%-8713F-HRTimeline
Main Street Group, LTD478$40.9K0.02%013F-HRTimeline
Turim 21 Investimentos Ltda.460$40.3K0.01%+6013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners466$39.9K0.01%+41513F-HRTimelineGroup
Family Manage LLC464$39.7K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC449$38.5K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC447$38.3K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC446$38.2K0.01%-36013F-HRTimeline
JDM Financial Group LLC443$37.9K0.02%013F-HRTimeline
Caitlin John, LLC442$37.9K0.03%-2,73013F-HRTimeline
NewSquare Capital LLC3,930$37.3K<0.01%-165,29013F-HRTimeline
Belmont Capital, LLC430$36.8K0.01%-1,95513F-HRTimeline
Whipplewood Advisors, LLC430$36.8K0.02%13F-HRTimeline
FIRST COMMUNITY TRUST NA415$35.5K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC412$35.3K<0.01%+713F-HRTimeline
Morling Financial Advisors, LLC400$34.3K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.383$32.8K0.01%new13F-HRTimeline
Pacific Center for Financial Services382$32.8K0.01%-37713F-HRTimeline
Vermillion Wealth Management, Inc.382$32.7K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.378$32.4K0.01%+213F-HRTimeline
Stephens Consulting, LLC377$32.3K0.01%013F-HRTimeline
PFS Partners, LLC371$31.8K0.02%+213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…368$31.5K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.365$31.3K0.01%013F-HRTimeline
Your Advocates Ltd., LLP359$30.8K0.01%+313F-HRTimeline
Bare Financial Services, Inc352$30.2K0.01%013F-HRTimeline
WR Wealth Planners, LLC351$30.1K0.01%-9713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.353$30K<0.01%+9413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIRCHBROOK, INC.340$29.1K0.02%013F-HRTimeline
Financial Management Professionals, Inc.338$29K<0.01%+213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/312$26.7K0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC302$25.9K0.01%13F-HRTimeline
Painted Porch Advisors LLC300$25.7K0.01%-3613F-HRTimeline
GKV Capital Management Co., Inc.300$25.7K0.01%13F-HRTimeline
Serenus Wealth Advisors, LLC25,349$25.3K<0.01%13F-HRTimeline
Archer Investment Corp296$25.3K0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.278$25.2K0.02%013F-HRTimeline
Dunhill Financial, LLC293$25.1K0.01%+113F-HRTimeline
Holos Integrated Wealth LLC289$24.8K0.02%13F-HRTimeline
Rice Partnership, LLC273$23.4K<0.01%+20813F-HRTimeline
MilWealth Group LLC256$21.9K0.01%013F-HRTimeline
SJS Investment Consulting Inc.249$21.3K<0.01%013F-HRTimeline
FSA Wealth Management LLC246$21.1K0.01%+113F-HRTimeline
Strengthening Families & Communities, L…241$21K0.01%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.243$20.8K0.01%013F-HRTimeline
Register Financial Advisors LLC242$20.7K0.01%+2413F-HRTimeline
VISION FINANCIAL MARKETS LLC241$20.6K0.02%13F-HRTimeline
Compass Wealth Management LLC240$20.6K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC240$20.6K0.02%13F-HRTimeline
Quent Capital, LLC237$20.3K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC225$19.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…225$19.9K0.01%013F-HRTimelineGroup
Rise Advisors, LLC233$19.9K0.01%+613F-HRTimeline
LEE DANNER & BASS INC225$19.3K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC223$19.1K0.01%-2013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV223$19K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC221$18.9K0.01%013F-HRTimeline
DT Investment Partners, LLC211$18.1K<0.01%new13F-HRTimeline
Human Investing LLC210$18K<0.01%new13F-HRTimeline
Element Wealth, LLC200$17.2K0.01%-1413F-HRTimeline
Towne Trust Company, N.A200$17.1K0.01%new13F-HRTimeline
Fortitude Family Office, LLC200$17.1K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$17.1K0.01%013F-HRTimeline
KIECKHEFER GROUP LLC200$17.1K0.01%13F-HRTimeline
Denver PWM, LLC196$16.8K0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.192$16.5K<0.01%+513F-HR/ATimeline
Reyes Financial Architecture, Inc.191$16.4K0.01%13F-HRTimeline
Bernard Wealth Management Corp.190$16.2K0.01%13F-HR/ATimeline
Pineridge Advisors LLC189$16.2K0.01%-23413F-HRTimeline
Smartleaf Asset Management LLC189$16.1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc190$16K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC180$15.4K0.01%013F-HRTimeline
Hartford Financial Management Inc.173$14.8K<0.01%013F-HRTimeline
Clean Yield Group166$14.2K<0.01%+113F-HRTimeline
Rakuten Securities, Inc.165$14.1K0.01%-4913F-HRTimeline
First PREMIER Bank158$14K<0.01%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.160$13.7K0.01%13F-HRTimeline
Demars Financial Group, LLC1,143,693$13.4K1.93%+1,031,70813F-HRTimeline
BALLAST ADVISORS LLC150$12.8K<0.01%013F-HRTimeline
Asset Dedication, LLC147$12.6K<0.01%-5813F-HRTimeline
Midwest Capital Advisors, LLC146$12.5K0.01%13F-HRTimeline
Morse Asset Management, Inc144$12.3K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC143$12.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC135$11.5K<0.01%+113F-HRTimeline
Citizens National Bank Trust Department130$11.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …129$11.1K<0.01%+12213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT125$10.7K<0.01%+4413F-HRTimeline
Avion Wealth118$10K<0.01%-33613F-HRTimeline
DiNuzzo Private Wealth, Inc.114$9.78K<0.01%013F-HRTimeline