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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,850 managers (1,869 13F filers) reported a position in XLE shares at 2025-12-31, 393,108,774 shares in all. 143 filers opened a position and 104 filers sold out during the quarter.

Managers
1,850
13F filers
1,869
New
143
Added
1,531
Reduced
64
Sold out
104
Shares held by filers
393,108,774

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
one8zero8, LLC2,620$117K0.03%new13F-HRTimeline
Cheviot Value Management, LLC2,324$116K0.01%+1,16213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,600$116K<0.01%+1,95013F-HRTimelineGroup
Founders Capital Management2,559$114K0.06%+1,28113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,556$114K0.03%+1,97913F-HRTimeline
Cranbrook Wealth Management, LLC2,544$114K0.02%+1,08013F-HRTimeline
Addison Advisors LLC2,542$114K0.03%+1,27113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,508$112K0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates2,432$109K0.03%+1,33913F-HRTimeline
Signature Equity Partners, LLC2,393$107K0.06%13F-HRTimeline
Centerpoint Advisors, LLC2,330$104K0.03%+1,16513F-HRTimeline
McIlrath & Eck, LLC2,320$104K0.01%+1,51213F-HRTimeline
Reyes Financial Architecture, Inc.2,280$102K0.06%+1,56613F-HRTimeline
Basecamp Wealth Advisors LLC2,278$102K0.02%13F-HRTimeline
Ameliora Wealth Management Ltd.2,260$101K0.03%+84813F-HRTimeline
Coston, McIsaac & Partners2,237$100K0.02%+1,67113F-HRTimeline
Root Financial Partners, LLC2,219$99.2K0.01%+92913F-HRTimeline
TD Capital Management LLC2,209$98.8K0.01%+1,38213F-HRTimeline
Abound Wealth Management2,169$97K0.02%+1,05713F-HRTimeline
Byrne Asset Management LLC2,147$96K0.05%+1,10313F-HRTimeline
Joseph Group Capital Management2,046$91.5K0.02%+1,02313F-HRTimeline
MTM Investment Management, LLC2,041$91.3K0.03%+1,02513F-HRTimeline
Hilton Head Capital Partners, LLC2,040$91.2K0.05%13F-HRTimeline
CVA Family Office, LLC1,982$88.6K0.01%+99113F-HRTimeline
HOWE & RUSLING INC1,980$88.5K0.01%+1,04113F-HRTimeline
HighMark Wealth Management LLC1,952$87.3K0.04%+97813F-HRTimeline
Versant Capital Management, Inc1,924$86K0.01%+1,83413F-HRTimeline
Bangor Savings Bank1,882$84.1K0.01%+65013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,854$82.9K0.07%13F-HRTimeline
Measured Wealth Private Client Group, L…1,824$81.6K0.02%+72713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…1,800$80.5K0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC1,785$79.8K0.03%+1,77513F-HRTimeline
Hilltop National Bank1,780$79.6K0.02%+89013F-HRTimeline
Smithfield Trust Co1,770$79K<0.01%+88513F-HRTimeline
Biltmore Family Office, LLC1,750$78.2K0.01%+1,00013F-HRTimeline
Nova Wealth Management, Inc.1,748$78.2K0.05%+89813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,740$77.8K0.02%+87013F-HRTimeline
WEST PACES ADVISORS INC.1,685$75.4K0.01%+46113F-HRTimeline
New Republic Capital, LLC1,602$71.6K0.02%new13F-HRTimeline
Integrity Financial Corp /WA1,600$71.5K0.04%+73213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,560$69.7K0.06%+78013F-HRTimeline
Monetary Solutions, Ltd1,540$68.9K0.07%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,509$67.5K<0.01%+98013F-HRTimeline
MGB Wealth Management, LLC1,500$67.1K0.02%+75013F-HRTimeline
Gleason Group, Inc.1,482$66.3K0.01%+74713F-HRTimeline
Seneschal Advisors, LLC1,474$65.9K0.05%+1,14213F-HRTimeline
Dorato Capital Management1,348$64.8K0.05%13F-HRTimeline
Brentview Investment Management LLC1,400$62.6K0.03%+70013F-HRTimeline
Topsail Wealth Management, LLC1,400$62.6K0.01%+70013F-HRTimeline
DecisionPoint Financial, LLC1,388$62.1K0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC1,352$60.4K0.04%+1,07613F-HRTimeline
Nemes Rush Group LLC1,349$60.3K0.01%+67813F-HRTimeline
Physician Wealth Advisors, Inc.1,346$60.2K0.01%+68913F-HRTimeline
Glassman Wealth Services1,340$59.9K0.01%+33713F-HRTimeline
Delos Wealth Advisors, LLC1,322$59.1K0.04%+66113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,294$58K0.02%+64713F-HRTimeline
Olistico Wealth, LLC1,290$57.7K0.03%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,288$57.6K0.01%+64413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,277$57.1K0.03%+63913F-HRTimeline
Millstone Evans Group, LLC1,264$56.5K0.03%+63213F-HRTimeline
Morse Asset Management, Inc1,252$56K0.01%+1,12613F-HRTimeline
FIRST UNITED BANK & TRUST1,202$53.7K0.02%+49613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,196$53.5K0.01%+1,07913F-HRTimelineGroup
Mascoma Wealth Management LLC1,166$52.1K0.01%-12713F-HRTimeline
Bollard Group LLC1,164$52K<0.01%+58513F-HRTimeline
Barnes Dennig Private Wealth Management…1,154$51.6K0.05%+60513F-HRTimeline
Rosenberg Matthew Hamilton1,150$51.4K0.01%+57513F-HRTimeline
Northwest Capital Management Inc1,112$49.7K0.22%-8113F-HRTimeline
DARA CAPITAL US, INC.1,100$49.2K0.04%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,088$48.6K0.02%+54413F-HRTimeline
Collier Financial1,063$47.6K0.04%+33313F-HRTimeline
Tanglewood Legacy Advisors, LLC1,008$45.1K0.02%+50813F-HRTimeline
JDM Financial Group LLC1,008$45.1K0.02%+50413F-HRTimeline
HOEY INVESTMENTS, INC1,000$44.7K0.01%+50013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,000$44.7K0.01%13F-HRTimelineGroup
SageView Advisory Group, LLC994$44.4K<0.01%new13F-HRTimeline
Dunhill Financial, LLC990$44.3K0.01%+49713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.982$44K<0.01%+53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitlin John, LLC982$43.9K0.03%+45713F-HRTimeline
Wagner Wealth Management, LLC968$43.3K0.01%+69413F-HRTimeline
Your Advocates Ltd., LLP936$41.9K0.01%+42513F-HRTimeline
Family Manage LLC928$41.5K0.01%+46413F-HRTimeline
Compagnie Lombard Odier SCmA902$40.3K<0.01%+45113F-HRTimeline
Paladin Advisory Group, LLC898$40.1K0.03%+8013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV886$39.6K0.01%+44413F-HRTimeline
CBIZ Investment Advisory Services, LLC868$38.8K<0.01%+43413F-HRTimeline
Redwood Park Advisors LLC863$38.6K0.03%+43113F-HRTimeline
Whipplewood Advisors, LLC860$38.5K0.02%+43013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…860$38.4K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC848$37.9K0.01%+56413F-HRTimeline
WealthShield Partners, LLC847$37.9K<0.01%+38613F-HRTimeline
TRUST CO OF VERMONT840$37.6K<0.01%+37513F-HRTimeline
FIRST COMMUNITY TRUST NA830$37.1K0.03%+41513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC816$36.5K0.01%+40813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC810$36.2K0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC800$35.8K0.03%-10,66413F-HRTimeline
Turim 21 Investimentos Ltda.800$35.8K0.01%+40013F-HRTimeline
Davis Capital Management800$35.8K0.02%+40013F-HRTimeline
WestEnd Advisors, LLC764$34.2K<0.01%+66813F-HRTimeline
PFS Partners, LLC757$33.8K0.02%+38013F-HRTimeline
Stephens Consulting, LLC754$33.7K0.01%+37713F-HRTimeline
Cape Investment Advisory, Inc.749$33.5K0.01%+44813F-HRTimeline
Roble, Belko & Company, Inc735$33K<0.01%+36913F-HRTimeline
DHJJ Financial Advisors, Ltd.730$32.6K0.01%+36513F-HRTimeline
BARRETT & COMPANY, INC.728$32.5K0.01%+36413F-HRTimeline
DUNCKER STREETT & CO INC708$31.7K0.01%-1813F-HRTimeline
Bare Financial Services, Inc704$31.5K0.01%+35213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…702$31.4K0.02%+33613F-HRTimeline
SUMMIT SECURITIES GROUP LLC700$31.3K0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC697$31.2K0.05%-4,76813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC696$31.1K0.01%+33513F-HRTimeline
BIRCHBROOK, INC.680$30.4K0.02%+34013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…672$30K0.01%+59413F-HRTimelineGroup
Register Financial Advisors LLC672$30K0.01%+33713F-HRTimeline
IAG Wealth Partners, LLC668$29.9K<0.01%+33713F-HRTimeline
Signature Resources Capital Management,…658$29.4K0.01%+32913F-HRTimeline
BLUELINE ADVISORS LLC654$29.2K0.02%13F-HRTimeline
Costello Asset Management, INC643$28.8K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.632$28.3K0.02%13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise617$28K<0.01%+22813F-HRTimelineGroup
Vermillion Wealth Management, Inc.609$27.2K0.01%+28113F-HRTimeline
Holos Integrated Wealth LLC578$26.4K0.01%+28913F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA530$23.7K0.05%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.520$23.2K0.01%new13F-HRTimeline
MilWealth Group LLC512$22.9K0.01%+25613F-HRTimeline
Pacifica Partners Inc.490$22.4K0.01%+41013F-HRTimeline
Corecam Pte. Ltd.500$22.4K0.01%new13F-HRTimeline
Garner Asset Management Corp500$22.4K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…497$22.2K0.01%+25113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.486$21.7K0.01%+24313F-HRTimeline
VISION FINANCIAL MARKETS LLC486$21.7K0.02%+24313F-HRTimeline
Avalon Trust Co480$21.5K<0.01%-19513F-HRTimeline
Clayton Financial Group LLC450$20.1K0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…446$19.9K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.445$19.9K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC423$18.9K<0.01%+30513F-HRTimeline
REAP Financial Group, LLC409$18.3K<0.01%+20513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.400$17.9K0.05%+10013F-HRTimeline
Fortitude Family Office, LLC400$17.9K<0.01%+20013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$17.9K<0.01%+20013F-HRTimeline
DAGCO, INC.398$17.8K<0.01%+19913F-HRTimeline
Wealth Preservation Advisors, LLC398$17.8K0.01%+19913F-HRTimeline
Bernard Wealth Management Corp.395$17.7K0.01%+19913F-HRTimeline
SOA Wealth Advisors, LLC.388$17.3K<0.01%+19513F-HRTimeline
Stone House Investment Management, LLC380$17K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department360$16.1K<0.01%+18013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …352$16.1K<0.01%+18813F-HRTimelineGroup
IFC & Insurance Marketing, Inc.352$16K0.02%13F-HRTimeline
Corsicana & Co.350$15.6K0.01%+17513F-HRTimeline
Hartford Financial Management Inc.346$15.5K<0.01%+17313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.346$15.5K<0.01%-67,04613F-HRTimelineGroup
Clean Yield Group343$15.3K<0.01%+17313F-HRTimeline
Wealth Watch Advisors, INC332$14.8K0.01%new13F-HRTimeline
Perkins Coie Trust Co314$14K<0.01%+15713F-HRTimeline
Quattro Advisors LLC308$13.8K0.01%13F-HRTimeline
GoalVest Advisory LLC306$13.7K<0.01%-5913F-HRTimeline
Rice Partnership, LLC300$13.4K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC300$13.4K<0.01%+15013F-HRTimeline
CURIO WEALTH, LLC300$13.3K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC295$13.2K0.01%+14713F-HRTimeline
Vision Retirement, LLC294$13.1K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…293$13.1K0.01%-3613F-HRTimelineGroup
MH & ASSOCIATES SECURITIES MANAGEMENT C…280$12.5K0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC280$12.5K0.01%+14013F-HRTimeline
Wealth Enhancement Trust Services, Inc.280$12.5K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV282$12K<0.01%-8113F-HRTimeline
Atlantic Edge Private Wealth Management…260$11.6K<0.01%-12013F-HRTimeline
eCIO, Inc.258$11.5K0.01%new13F-HRTimeline
Estate Planners Group, LLC251$11.2K<0.01%13F-HRTimeline
First PREMIER Bank254$11K<0.01%+12713F-HRTimeline
Nvest Wealth Strategies, Inc.244$10.9K0.01%13F-HRTimeline
Networth Advisors, LLC240$10.7K0.01%13F-HRTimeline
Navalign, LLC234$10.5K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC229$10.2K<0.01%-9813F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.228$10.2K<0.01%+19213F-HRTimelineGroup
Avion Wealth238$10K<0.01%+11913F-HRTimeline
Financial Connections Group, Inc.225$10K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…222$9.93K0.01%+11113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC220$9.84K0.01%+11013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC220$9.84K<0.01%+11013F-HRTimeline
Greykasell Wealth Strategies, Inc.220$9.84K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners216$9.66K<0.01%+10813F-HRTimeline
Richard Bernstein Advisors LLC207$9.27K<0.01%+10313F-HRTimeline
Hamrick Investment Counsel, llc202$9.04K0.01%13F-HRTimeline
Asset Dedication, LLC202$9.03K<0.01%+18113F-HRTimeline
Archer Investment Corp200$8.95K<0.01%+10013F-HRTimeline
Berbice Capital Management LLC200$8.94K0.01%new13F-HRTimeline
Ankerstar Wealth, LLC200$8.94K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC200$8.94K<0.01%+3713F-HRTimeline
American Wealth Advisors, LLC189$8.43K0.01%+9613F-HRTimeline
Graney & King, LLC182$8.13K<0.01%+9213F-HRTimeline
City State Bank180$8.05K<0.01%+9013F-HRTimeline
Motiv8 Investments LLC180$8K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.170$7.62K<0.01%+8513F-HRTimeline
MASECO LLP162$7.24K<0.01%+9113F-HRTimeline
Hurley Capital, LLC155$6.94K<0.01%new13F-HRTimeline
Eukles Asset Management152$6.8K<0.01%+9613F-HRTimeline
LM Advisors LLC303$6.77K0.13%-3,36713F-HRTimeline
Core Alternative Capital150$6.71K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC150$6.71K<0.01%+7513F-HRTimeline