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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in XLE shares at 2025-09-30, 195,270,825 shares in all. 122 filers opened a position and 124 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
122
Added
590
Reduced
783
Sold out
124
Shares held by filers
195,270,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bare Financial Services, Inc352$31.4K0.01%013F-HRTimeline
BIRCHBROOK, INC.340$30.4K0.02%013F-HRTimeline
Register Financial Advisors LLC335$29.9K0.01%+113F-HRTimeline
Seneschal Advisors, LLC332$29.7K0.02%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC331$29.6K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC331$29.6K<0.01%-11013F-HRTimeline
Signature Resources Capital Management,…329$29.4K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…329$29.4K0.01%+16213F-HRTimelineGroup
Vermillion Wealth Management, Inc.328$29.3K0.01%+313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC327$29.2K0.01%-2413F-HRTimeline
Cape Investment Advisory, Inc.301$26.9K0.03%-5913F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.300$26.8K0.08%013F-HRTimeline
Painted Porch Advisors LLC300$26.8K0.01%013F-HRTimeline
NFSG Corp297$26.6K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC284$25.4K0.01%-1813F-HRTimeline
Dynamic Wealth Strategies, LLC276$24.7K0.02%-213F-HRTimeline
Holos Integrated Wealth LLC289$24.6K0.01%013F-HRTimeline
Wagner Wealth Management, LLC274$24.5K0.01%+20013F-HRTimeline
MilWealth Group LLC256$22.9K0.01%013F-HRTimeline
FSA Wealth Management LLC250$22.3K0.01%+213F-HRTimeline
Strengthening Families & Communities, L…246$22.1K<0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.243$21.7K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC243$21.6K0.02%+113F-HRTimeline
REAP Financial Group, LLC204$18.2K<0.01%new13F-HRTimeline
Towne Trust Company, N.A200$17.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC200$17.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$17.9K<0.01%013F-HRTimeline
DAGCO, INC.199$17.8K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC199$17.8K0.01%013F-HRTimeline
Bernard Wealth Management Corp.196$17.5K0.01%+313F-HRTimeline
SOA Wealth Advisors, LLC.193$17.2K<0.01%+213F-HRTimeline
Citizens National Bank Trust Department180$16.1K<0.01%013F-HRTimeline
Coastline Trust Co175$15.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corsicana & Co.175$15.6K0.01%13F-HRTimeline
Hartford Financial Management Inc.173$15.5K<0.01%013F-HRTimeline
Clean Yield Group170$15.2K<0.01%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …164$14.7K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC163$14.6K<0.01%-1213F-HRTimeline
Perkins Coie Trust Co157$14K<0.01%-81413F-HRTimeline
LGT Financial Advisors LLC155$13.8K0.03%new13F-HRTimeline
BALLAST ADVISORS LLC150$13.4K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC148$13.2K0.01%+213F-HRTimeline
American Capital Advisory, LLC143$12.8K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC140$12.5K0.01%013F-HRTimeline
Morse Asset Management, Inc126$11.3K<0.01%-113F-HRTimeline
First PREMIER Bank127$11K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management123$11K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC118$10.6K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners117$10.5K<0.01%-2713F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.114$10.3K<0.01%013F-HRTimeline
Avion Wealth119$10K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…111$9.92K0.01%-1213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC110$9.83K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC110$9.83K<0.01%013F-HRTimeline
Silicon Valley Capital Partners108$9.65K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.108$9.65K0.01%+9413F-HRTimeline
Richard Bernstein Advisors LLC104$9.19K<0.01%013F-HRTimeline
Sachetta, LLC100$8.93K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC100$8.93K<0.01%013F-HRTimeline
Archer Investment Corp100$8.91K<0.01%+113F-HRTimeline
WestEnd Advisors, LLC96$8.59K<0.01%-1313F-HRTimeline
American Wealth Advisors, LLC93$8.35K0.01%13F-HRTimeline
JNBA Financial Advisors91$8.13K<0.01%013F-HRTimeline
Graney & King, LLC90$8.05K0.01%+113F-HRTimeline
Versant Capital Management, Inc90$8.04K<0.01%013F-HRTimeline
City State Bank90$8.04K<0.01%+3013F-HRTimeline
IMG Wealth Management, Inc.85$7.59K0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.83$7.42K<0.01%-6713F-HRTimeline
Pacifica Partners Inc.80$7.15K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…78$6.97K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC76$6.76K<0.01%+113F-HRTimeline
Pineridge Advisors LLC76$6.75K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC75$6.7K<0.01%013F-HRTimeline
Creative Capital Management Investments…74$6.61K<0.01%new13F-HRTimeline
MASECO LLP71$6.34K<0.01%013F-HRTimeline
CNB Bank70$6.25K<0.01%013F-HRTimeline
Kilter Group LLC70$6.25K<0.01%+113F-HRTimeline
Keener Financial Planning LLC75$6K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC67$5.99K<0.01%-2,94513F-HRTimeline
Bank & Trust Co67$5.99K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB66$5.9K<0.01%-50013F-HRTimeline
SWAN Capital LLC65$5.84K<0.01%013F-HRTimeline
Eukles Asset Management56$5K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.55$4.91K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.55$4.91K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC54$4.82K<0.01%new13F-HRTimeline
Aspect Partners, LLC51$4.57K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$4.47K<0.01%-5513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…50$4.47K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC48$4.29K<0.01%013F-HRTimeline
Robinswood Financial LLC46$4.18K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC45$3.99K<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.42$3.75K<0.01%-1713F-HRTimeline
Aventus Investment Advisors, Inc.42$3.75K<0.01%-20113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC40$3.53K<0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.36$3.22K<0.01%-1813F-HRTimelineGroup
Kozak & Associates, Inc.34$3.07K<0.01%013F-HRTimeline
Park Place Capital Corp30$2.66K<0.01%+2913F-HRTimeline
Bogart Wealth, LLC28$2.5K<0.01%013F-HRTimeline
Strategic Advocates LLC28$2.49K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc25$2.23K<0.01%-1013F-HRTimeline
Financial Network Wealth Advisors LLC25$2.23K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.24$2.15K<0.01%new13F-HRTimeline
Truvestments Capital LLC22$1.97K<0.01%013F-HRTimeline
Asset Dedication, LLC21$1.88K<0.01%-3013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.21$1.88K<0.01%new13F-HRTimelineGroup
Cedar Wealth Management, LLC20$1.79K<0.01%013F-HRTimeline
Lavaca Capital LLC18$1.57K<0.01%+113F-HRTimeline
Transce3nd, LLC16$1.29K0.01%-66713F-HRTimeline
Orion Capital Management LLC12$1.07K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.12$1.03K<0.01%+113F-HRTimeline
SYNTAX RESEARCH, INC.10$901<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC10$893<0.01%013F-HRTimeline
Valued Wealth Advisors LLC9$778<0.01%-213F-HRTimeline
WOLFF WIESE MAGANA LLC6$537<0.01%-4,01313F-HRTimeline
Turning Point Benefit Group, Inc.5$447<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4$357<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$268<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$183<0.01%013F-HRTimeline
West Oak Capital, LLC200$1790.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$89<0.01%-135,64113F-HRTimeline
Central Pacific Bank - Trust Division1$89<0.01%013F-HRTimeline
New Millennium Group LLC0$23<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
CHESAPEAKE ASSET MANAGEMENT LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.