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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cranbrook Wealth Management, LLC1,090$102K0.02%-1113F-HRTimeline
CSS LLC/IL1,071$100K0.01%-32,33913F-HRTimeline
Abound Wealth Management1,052$98.3K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,041$97.3K0.1%-13913F-HRTimeline
MTM Investment Management, LLC1,007$94.7K0.04%+413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,012$94.6K0.03%-3,91013F-HRTimeline
Glassman Wealth Services1,003$93.7K0.02%-113F-HRTimeline
Cheviot Value Management, LLC1,162$93.5K0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,000$93.5K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC1,000$93.5K0.03%013F-HRTimeline
Perkins Coie Trust Co971$90.7K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.934$87.3K0.02%013F-HRTimeline
Family Manage LLC914$85.4K0.01%+45013F-HRTimeline
North Capital, Inc.900$84.1K0.08%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC883$82.5K0.02%013F-HRTimeline
HOWE & RUSLING INC881$82.3K0.01%+2013F-HRTimeline
WFA Asset Management Corp868$81.9K0.04%+14013F-HRTimeline
WealthShield Partners, LLC876$81.8K0.01%+19813F-HRTimeline
HighMark Wealth Management LLC871$81.4K0.05%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…870$81.3K0.03%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC836$78.1K0.02%+313F-HRTimeline
TD Capital Management LLC827$77.3K0.01%013F-HRTimeline
Stone House Investment Management, LLC824$77K0.02%new13F-HRTimeline
McIlrath & Eck, LLC808$75.5K0.01%+6613F-HRTimeline
Integrity Financial Corp /WA808$75.5K0.04%+513F-HRTimeline
Gleason Group, Inc.799$74.7K0.01%-1513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC757$70.7K0.01%+12813F-HRTimeline
Global Trust Asset Management, LLC750$70.1K0.04%-15013F-HRTimeline
Tortoise Investment Management, LLC745$69.6K0.01%013F-HR/ATimeline
Nemes Rush Group LLC735$68.7K0.01%-12113F-HRTimeline
Byrne Asset Management LLC718$67.1K0.05%+9113F-HRTimeline
Flaharty Asset Management, LLC713$66.6K0.01%new13F-HRTimeline
Creekmur Asset Management LLC707$66.1K0.01%+313F-HRTimeline
FIRST UNITED BANK & TRUST705$65.9K0.02%-5013F-HRTimeline
Olistico Wealth, LLC705$65.9K0.04%+2013F-HRTimeline
Brentview Investment Management LLC700$65.4K0.03%new13F-HRTimeline
Topsail Wealth Management, LLC700$65.4K0.01%new13F-HRTimeline
Transce3nd, LLC679$63.2K0.03%-51913F-HRTimeline
TRUST CO OF VERMONT649$60.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC632$59.1K0.04%+813F-HRTimeline
Accredited Wealth Management, LLC630$58.9K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.627$58K0.03%-16413F-HRTimeline
Main Street Group, LTD608$56.8K0.02%+13013F-HRTimeline
Berbice Capital Management LLC600$56.1K0.05%new13F-HRTimeline
Coastline Trust Co600$56.1K0.01%-3,62713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PAYDEN & RYGEL598$56K<0.01%013F-HRTimeline
Smithfield Trust Co585$55K<0.01%013F-HRTimeline
MCF Advisors LLC565$52.8K<0.01%+313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.544$50.8K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC524$49K<0.01%-10113F-HRTimeline
Davis Capital Management520$48.6K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.513$47.9K0.02%+113F-HRTimeline
JDM Financial Group LLC500$46.7K0.02%+5713F-HRTimeline
Tanglewood Legacy Advisors, LLC500$46.7K0.02%013F-HRTimeline
Bollard Group LLC482$45K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC475$44.3K<0.01%+6313F-HRTimeline
WestEnd Advisors, LLC471$44.1K<0.01%-61913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …471$44K0.01%13F-HRTimelineGroup
NFSG Corp469$43.8K0.01%-1,81713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV469$43.8K0.02%-11513F-HRTimeline
GoalVest Advisory LLC458$42.8K0.01%-46213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC456$42.6K0.01%-24713F-HRTimeline
Paladin Advisory Group, LLC449$42K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners448$41.9K0.01%-1813F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC446$41.7K0.01%013F-HRTimeline
IAG Wealth Partners, LLC441$41.2K0.01%-8013F-HRTimeline
Barnes Dennig Private Wealth Management…437$40.8K0.06%13F-HRTimeline
CBIZ Investment Advisory Services, LLC434$40.6K<0.01%new13F-HR/ATimeline
Belmont Capital, LLC430$40.2K0.01%013F-HRTimeline
Whipplewood Advisors, LLC13$40.2K0.03%-41713F-HRTimeline
FIRST COMMUNITY TRUST NA415$38.8K0.03%013F-HRTimeline
Moser Wealth Advisors, LLC415$38.8K0.02%+33513F-HRTimeline
Your Advocates Ltd., LLP412$38.5K0.01%+5313F-HRTimeline
Turim 21 Investimentos Ltda.400$37.4K0.01%-6013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise399$37K<0.01%13F-HRTimelineGroup
Cape Investment Advisory, Inc.390$36.5K0.01%+1213F-HRTimeline
VALLEY NATIONAL ADVISERS INC390$36K0.01%+36213F-HRTimeline
Vermillion Wealth Management, Inc.385$36K0.01%+313F-HRTimeline
NewSquare Capital LLC3,881$35.8K<0.01%-4913F-HRTimeline
Atlantic Edge Private Wealth Management…380$35.5K0.01%-18213F-HRTimeline
Stephens Consulting, LLC377$35.2K0.01%013F-HRTimeline
PFS Partners, LLC373$34.8K0.02%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.365$34.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.363$33.9K0.01%-2013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV361$33K0.01%+13813F-HRTimeline
Bare Financial Services, Inc352$32.9K0.01%013F-HRTimeline
BIRCHBROOK, INC.340$31.8K0.02%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…339$31.7K0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…338$31.6K0.02%-3013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC334$31.2K0.01%-14813F-HRTimeline
Register Financial Advisors LLC333$31.2K0.02%+9113F-HRTimeline
Wealth Preservation Advisors, LLC333$31.1K0.02%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC331$30.9K<0.01%+27313F-HRTimeline
Signature Resources Capital Management,…329$30.7K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC302$28.2K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co301$28.1K0.01%-24313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.300$28K0.1%new13F-HRTimeline
Painted Porch Advisors LLC300$28K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.300$28K0.01%013F-HR/ATimeline
Dunhill Financial, LLC295$27.6K0.01%+213F-HRTimeline
Holos Integrated Wealth LLC289$27K0.02%013F-HRTimeline
Financial Management Professionals, Inc.278$26K<0.01%-6013F-HRTimeline
Serenus Wealth Advisors, LLC25,285$25.3K<0.01%-6413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.260$24.3K0.01%+10013F-HRTimeline
MilWealth Group LLC256$23.9K0.01%013F-HRTimeline
SJS Investment Consulting Inc.249$23.3K<0.01%013F-HRTimeline
FSA Wealth Management LLC247$23.1K0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.244$23K<0.01%-10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JNBA Financial Advisors244$22.8K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.243$22.7K0.01%013F-HRTimeline
Strengthening Families & Communities, L…243$22.7K0.01%+213F-HRTimeline
VISION FINANCIAL MARKETS LLC242$22.5K0.02%+113F-HRTimeline
Compass Wealth Management LLC240$22.4K0.01%013F-HRTimeline
Centricity Wealth Management, LLC240$22.4K0.02%013F-HRTimeline
Decker Retirement Planning Inc.230$21.5K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP219$20.5K<0.01%new13F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/213$19.9K0.01%-9913F-HRTimelineGroup
Guardian Wealth Management, Inc.208$19.4K0.01%-32,78413F-HRTimeline
Towne Trust Company, N.A200$18.7K0.01%013F-HRTimeline
TruNorth Capital Management, LLC200$18.7K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC200$18.7K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$18.7K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC200$18.7K<0.01%new13F-HRTimeline
DAGCO, INC.199$18.6K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc190$18K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.191$17.8K0.01%+113F-HRTimeline
Pineridge Advisors LLC190$17.8K0.01%+113F-HRTimeline
SOA Wealth Advisors, LLC.190$17.7K<0.01%-213F-HRTimeline
Smartleaf Asset Management LLC189$17.6K<0.01%013F-HRTimeline
Citizens National Bank Trust Department180$16.8K<0.01%+5013F-HRTimeline
Hartford Financial Management Inc.173$16.2K<0.01%013F-HRTimeline
Clean Yield Group167$15.6K0.01%+113F-HRTimeline
First PREMIER Bank158$15K<0.01%013F-HRTimeline
Asset Dedication, LLC159$14.9K<0.01%+1213F-HRTimeline
BALLAST ADVISORS LLC150$14K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC146$13.7K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC145$13.6K0.01%-7813F-HRTimeline
Morse Asset Management, Inc144$13.5K<0.01%013F-HRTimeline
Demars Financial Group, LLC1,213,059$13K1.98%+69,36613F-HRTimeline
Redwood Park Advisors LLC137$12.8K0.01%-53613F-HRTimeline
ALBION FINANCIAL GROUP /UT125$11.7K<0.01%013F-HRTimeline
Covestor Ltd114$11K0.01%+1313F-HRTimeline
DiNuzzo Private Wealth, Inc.114$10.7K<0.01%013F-HRTimeline
Brooklyn Investment Group114$10.7K<0.01%+7113F-HRTimeline
Smallwood Wealth Investment Management,…111$10.4K0.01%new13F-HRTimeline
Bogart Wealth, LLC109$10.2K<0.01%-2613F-HRTimeline
Slocum, Gordon & Co LLP108$10.1K0.01%013F-HRTimeline
Avion Wealth118$10K<0.01%013F-HRTimeline
Silicon Valley Capital Partners108$9.98K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC105$9.81K0.01%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP100$9.35K<0.01%-507,43613F-HRTimelineGroup
Sachetta, LLC100$9.35K<0.01%013F-HRTimeline
Archer Investment Corp99$9.27K<0.01%-19713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.98$9.16K<0.01%-6713F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…100$9K<0.01%-1,37913F-HRTimelineGroup
HM PAYSON & CO92$8.6K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC90$8.41K<0.01%new13F-HRTimeline
Versant Capital Management, Inc90$8.41K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.90$8.41K<0.01%new13F-HRTimeline
Graney & King, LLC89$8.29K0.01%new13F-HRTimeline
Colony Family Offices, LLC87$8.13K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.84$7.81K0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC82$7.64K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…78$7.29K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC76$7.1K<0.01%-14513F-HRTimeline
Cherry Tree Wealth Management, LLC75$7.01K<0.01%013F-HRTimeline
Keener Financial Planning LLC75$7K<0.01%new13F-HRTimeline
Pacifica Partners Inc.80$6.94K<0.01%013F-HRTimeline
Truvestments Capital LLC74$6.92K<0.01%+5213F-HRTimeline
Wagner Wealth Management, LLC73$6.83K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC72$6.73K<0.01%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS72$6.73K<0.01%-5,91013F-HRTimelineGroup
CNB Bank70$6.54K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…67$6.26K<0.01%-15813F-HRTimelineGroup
Bank & Trust Co67$6.26K0.01%013F-HRTimeline
WealthTrak Capital Management LLC66$6.17K0.01%+413F-HRTimeline
Rice Partnership, LLC65$6.06K<0.01%-20813F-HRTimeline
VSM Wealth Advisory, LLC64$6.02K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$5.61K<0.01%013F-HRTimeline
City State Bank60$5.61K<0.01%013F-HRTimeline
SWAN Capital LLC58$5.43K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC57$5.33K<0.01%new13F-HRTimeline
Eukles Asset Management56$5.23K<0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.55$5.14K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.55$5.14K<0.01%new13F-HRTimeline
Aspect Partners, LLC51$4.78K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC51$4.75K<0.01%+113F-HRTimeline
Summer Road LLC50$4.51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kiker Wealth Management, LLC48$4.49K<0.01%new13F-HRTimeline
Robinswood Financial LLC46$4.3K<0.01%new13F-HRTimeline
WPG Advisers, LLC44$4.12K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC44$4.11K<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC93$4.01K3.67%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.39$3.65K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC39$3.63K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC37$3.46K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc30$2.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC29$2.71K<0.01%new13F-HRTimeline
Pingora Partners LLC29$2.71K<0.01%013F-HRTimeline
Kozak & Associates, Inc.34$2.69K<0.01%new13F-HRTimeline