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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST COMMUNITY TRUST NA415$35.2K0.03%013F-HRTimeline
Moser Wealth Advisors, LLC415$35.2K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.412$34.9K0.01%+4913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC408$34.6K0.01%-60413F-HRTimeline
Luminist Capital LLC399$34.1K0.03%-12,02613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise399$34K<0.01%013F-HRTimelineGroup
NewSquare Capital LLC3,881$32.8K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.387$32.8K0.03%-51,48913F-HRTimeline
Atlantic Edge Private Wealth Management…380$32.2K0.01%013F-HRTimeline
Stephens Consulting, LLC377$32K0.01%013F-HRTimeline
PFS Partners, LLC375$31.8K0.02%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.365$31K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.360$30.5K0.01%-3013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV362$30K0.01%+113F-HRTimeline
Bare Financial Services, Inc352$29.9K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC351$29.8K0.01%+30013F-HRTimeline
BIRCHBROOK, INC.340$28.8K0.02%013F-HRTimeline
Register Financial Advisors LLC334$28.3K0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC331$28.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…329$27.9K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.325$27.6K0.01%-6013F-HRTimeline
Rialto Wealth Management, LLC302$25.6K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.300$25.4K0.08%013F-HRTimeline
Painted Porch Advisors LLC300$25.4K0.01%013F-HRTimeline
NFSG Corp296$25.1K<0.01%-17313F-HRTimeline
Holos Integrated Wealth LLC289$24.5K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC278$23.6K0.02%-1,09813F-HRTimeline
MilWealth Group LLC256$21.7K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…251$21.3K0.01%-8713F-HRTimeline
FSA Wealth Management LLC248$21.1K0.01%+113F-HRTimeline
Strengthening Families & Communities, L…245$20.8K0.01%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.243$20.6K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.243$20.6K0.02%13F-HRTimeline
VISION FINANCIAL MARKETS LLC242$20.5K0.02%013F-HRTimeline
Centricity Wealth Management, LLC240$20.4K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC216$18.3K0.01%new13F-HRTimeline
GoalVest Advisory LLC212$18K<0.01%-24613F-HRTimeline
Towne Trust Company, N.A200$17K0.01%013F-HR/ATimeline
Fortitude Family Office, LLC200$17K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$17K0.01%013F-HRTimeline
DAGCO, INC.199$16.9K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC199$16.9K0.01%-13413F-HRTimeline
Bernard Wealth Management Corp.193$16.3K0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.191$16.2K<0.01%+113F-HRTimeline
Roble, Belko & Company, Inc190$16K<0.01%013F-HRTimeline
Citizens National Bank Trust Department180$15.3K<0.01%013F-HRTimeline
Coastline Trust Co175$14.8K<0.01%-42513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Provenance Wealth Advisors, LLC175$14.8K<0.01%-2513F-HRTimeline
Hartford Financial Management Inc.173$14.7K<0.01%013F-HRTimeline
Clean Yield Group169$14.3K<0.01%+213F-HRTimeline
Legacy Investment Solutions, LLC167$14.2K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…167$14.2K0.01%+10013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.150$12.8K0.01%-10,42313F-HRTimeline
BALLAST ADVISORS LLC150$12.7K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC146$12.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners144$12.2K<0.01%-30413F-HRTimelineGroup
Nalls Sherbakoff Group, LLC140$11.9K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.131$11.1K0.01%-9913F-HRTimeline
First PREMIER Bank127$11K<0.01%-3113F-HRTimeline
Morse Asset Management, Inc127$10.8K<0.01%-1713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management123$10.4K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…123$10.4K0.01%+1213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …121$10.3K<0.01%13F-HRTimelineGroup
Avion Wealth119$10K<0.01%+113F-HR/ATimeline
HHM Wealth Advisors, LLC117$9.96K<0.01%+3513F-HRTimeline
DiNuzzo Private Wealth, Inc.114$9.68K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC110$9.33K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC110$9.33K<0.01%-3513F-HRTimeline
WestEnd Advisors, LLC109$9.24K<0.01%-36213F-HRTimeline
Silicon Valley Capital Partners108$9.16K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC105$8.9K0.01%013F-HRTimeline
Bellwether Advisors, LLC105$8.9K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC104$8.84K<0.01%-1,85613F-HRTimeline
Sachetta, LLC100$8.48K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC100$8.48K<0.01%+7113F-HRTimeline
Archer Investment Corp99$8.44K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…100$8K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors91$7.72K<0.01%-15313F-HRTimeline
Versant Capital Management, Inc90$7.63K<0.01%013F-HRTimeline
Graney & King, LLC89$7.58K0.01%013F-HRTimeline
IMG Wealth Management, Inc.84$7.14K0.01%013F-HRTimeline
Pacifica Partners Inc.80$6.82K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…78$6.62K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC76$6.45K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC75$6.36K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC75$6.36K<0.01%+1113F-HRTimeline
Pineridge Advisors LLC75$6.36K<0.01%-11513F-HRTimeline
Wagner Wealth Management, LLC74$6.26K<0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC72$6.11K<0.01%013F-HRTimeline
MASECO LLP71$6.02K<0.01%13F-HRTimeline
Keener Financial Planning LLC75$6K<0.01%013F-HRTimeline
CNB Bank70$5.94K<0.01%013F-HRTimeline
Kilter Group LLC69$5.85K<0.01%new13F-HRTimeline
Bank & Trust Co67$5.68K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC66$5.6K<0.01%013F-HRTimeline
SWAN Capital LLC65$5.53K<0.01%+713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.65$5.51K<0.01%new13F-HRTimeline
City State Bank60$5.09K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.59$5.01K<0.01%-21913F-HRTimeline
Eukles Asset Management56$4.75K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.55$4.67K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.54$4.58K<0.01%-4413F-HR/ATimelineGroup
Summer Road LLC50$4.51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspect Partners, LLC51$4.34K<0.01%013F-HRTimeline
Asset Dedication, LLC51$4.33K<0.01%-10813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…50$4.24K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC48$4.07K<0.01%013F-HRTimeline
Robinswood Financial LLC46$3.93K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC44$3.76K<0.01%013F-HRTimeline
Rice Partnership, LLC43$3.63K<0.01%-2213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC39$3.32K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.39$3.31K<0.01%013F-HRTimeline
Kozak & Associates, Inc.34$2.99K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc35$2.97K<0.01%+513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC34$2.88K<0.01%new13F-HRTimeline
Pingora Partners LLC29$2.46K<0.01%013F-HRTimeline
Bogart Wealth, LLC28$2.38K<0.01%-8113F-HRTimeline
VALLEY NATIONAL ADVISERS INC28$2K<0.01%-36213F-HRTimeline
Truvestments Capital LLC22$1.87K<0.01%-5213F-HRTimeline
Cedar Wealth Management, LLC20$1.7K<0.01%013F-HRTimeline
Lavaca Capital LLC17$1.48K<0.01%013F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.14$1.19K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.11$973<0.01%013F-HRTimeline
Valued Wealth Advisors LLC11$909<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$848<0.01%-5013F-HRTimeline
Semmax Financial Advisors Inc.4$340<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4$339<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$254<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$172<0.01%013F-HRTimeline
West Oak Capital, LLC200$1700.01%013F-HRTimeline
Central Pacific Bank - Trust Division1$85<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC1$85<0.01%013F-HRTimeline
Park Place Capital Corp1$66<0.01%013F-HRTimeline
New Millennium Group LLC1$44<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.