XLE SELECT SECTOR SPDR TR

SHS (fund)

2,092 managers (2,124 13F filers) reported a position in XLE shares at 2026-03-31, 466,767,076 shares in all. 366 filers opened a position and 120 filers sold out during the quarter.

Managers: 2,092
13F filers: 2,124
New: 366
Added: 830
Reduced: 688
Sold out: 120
Shares held by filers: 466,767,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Timothy G. Youngquist 2020 Irrevocable …	4,906	$301K	0.15%	new	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	4,902	$300K	0.03%	0	13F-HR Timeline
Stelac Advisory Services LLC	4,900	$300K	0.06%	new	13F-HR Timeline
Boston Standard Wealth Management, LLC	5,095	$300K	0.05%	+584	13F-HR Timeline
DT Investment Partners, LLC	4,880	$299K	0.02%	-516	13F-HR Timeline
American Institute for Advanced Investm…	4,869	$298K	0.19%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	5,344	$298K	0.19%	0	13F-HR Timeline
BSW Wealth Partners	4,825	$296K	0.04%	new	13F-HR Timeline
TruWealth Advisors, LLC	4,817	$295K	0.01%	-25	13F-HR Timeline
Curran Financial Partners, LLC	4,806	$294K	0.05%	-138	13F-HR Timeline
Broyhill Asset Management, LLC	4,800	$294K	0.29%	0	13F-HR Timeline
Elmwood Wealth Management, Inc.	4,788	$293K	0.08%	-41	13F-HR Timeline
Bedell Frazier Investment Counselling, …	4,786	$293K	0.06%	-372	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	4,766	$292K	0.04%	0	13F-HR Timeline
YANKCOM Partnership	4,764	$292K	0.12%	0	13F-HR Timeline
MLP3, LLC	4,756	$291K	0.32%	-140	13F-HR Timeline
First Heartland Consultants, Inc.	4,754	$291K	0.02%	new	13F-HR Timeline
Mustard Seed Financial, LLC	4,745	$291K	0.17%	new	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	4,744	$291K	0.15%	+46	13F-HR Timeline
BEARING POINT CAPITAL, LLC	4,730	$290K	0.05%	-4,400	13F-HR Timeline
PW Nova Financial Services LLC	4,718	$289K	0.07%	new	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	4,705	$288K	0.16%	new	13F-HR Timeline
Maia Wealth LLC	4,697	$288K	0.05%	+155	13F-HR Timeline
Valley Financial Group, Inc.	4,696	$288K	0.16%	new	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	4,681	$287K	0.21%	+933	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	4,678	$287K	0.05%	new	13F-HR Timeline
Covestor Ltd	4,662	$286K	0.2%	-226	13F-HR Timeline
Pinnacle Family Advisors, LLC	4,659	$285K	0.13%	new	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	4,656	$285K	0.06%	-9,768	13F-HR Timeline
CPR Investments Inc.	4,655	$285K	0.19%	new	13F-HR Timeline
Bragg Financial Advisors, Inc	4,654	$285K	0.01%	+48	13F-HR Timeline
TOUNJIAN ADVISORY PARTNERS, LLC	4,650	$285K	0.1%	+138	13F-HR Timeline
Paragon Capital Management Ltd	4,642	$284K	0.06%	0	13F-HR Timeline
WORLD EQUITY GROUP, INC.	4,642	$284K	0.07%	-1,006	13F-HR Timeline
Longview Financial Advisors, Inc.	4,609	$282K	0.17%	-3	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	4,605	$282K	0.02%	new	13F-HR Timeline
ArchPoint Investors	4,600	$282K	0.07%	-5,221	13F-HR Timeline
Mirabaud & Cie SA	4,600	$282K	0.11%	0	13F-HR Timeline
Ponta Wealth Partners, LLC	4,600	$282K	0.23%	new	13F-HR Timeline
Iowa State Bank	4,584	$281K	0.05%	-2,280	13F-HR Timeline
North Forty Two & Co.	4,578	$280K	0.26%	+2	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	4,564	$280K	0.02%	0	13F-HR Timeline
Financial Partners Group, Inc	4,570	$280K	0.03%	-214	13F-HR Timeline
Accredited Investors Inc.	4,533	$278K	0.01%	new	13F-HR Timeline
Princeton Global Asset Management LLC	4,500	$276K	0.04%	0	13F-HR Timeline
Pacific Excel Wealth Advisors, Inc.	4,494	$275K	0.29%	new	13F-HR Timeline
Concentric Capital Strategies, LP	4,487	$275K	0.02%	-16,428	13F-HR Timeline
One Capital Management, LLC	4,476	$274K	0.01%	new	13F-HR Timeline
Charter Oak Capital Management, LLC	4,472	$274K	0.02%	-381	13F-HR Timeline
VVR Holdings LLC	4,458	$273K	0.14%	new	13F-HR Timeline
AtlasMark Financial, Inc	6,105	$273K	0.18%	0	13F-HR Timeline
Mengis Capital Management, Inc.	4,455	$273K	0.05%	-120	13F-HR Timeline
WJ Financial Advisors LLC	4,451	$273K	0.22%	-514	13F-HR Timeline
Coastal Bridge Advisors, LLC	4,437	$272K	0.02%	new	13F-HR Timeline
Clientfirst Wealth Management, LLC	4,435	$272K	0.23%	new	13F-HR Timeline
CULTIVAR CAPITAL, INC.	4,430	$271K	0.17%	new	13F-HR Timeline
Affinity Capital Advisors, LLC	4,425	$271K	0.04%	-770	13F-HR Timeline
Stonebrook Private Inc.	4,404	$270K	0.06%	-679	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	4,400	$270K	0.06%	new	13F-HR Timeline
GAMMA Investing LLC	4,384	$269K	0.01%	+650	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	4,370	$268K	0.1%	+3,850	13F-HR Timeline
Stolper Co	9,170	$267K	0.08%	-8,426	13F-HR Timeline
Patton Albertson Miller Group, LLC	4,358	$267K	0.03%	new	13F-HR Timeline
Capital Square, LLC	4,691	$267K	0.12%	-471	13F-HR Timeline
GFG Capital, LLC	4,350	$266K	0.09%	new	13F-HR Timeline
Post Resch Tallon Group Inc.	4,419	$266K	0.22%	new	13F-HR Timeline
National Wealth Management Group, LLC	4,327	$265K	0.1%	new	13F-HR Timeline
GC Wealth Management RIA, LLC	4,305	$264K	0.01%	new	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	4,298	$263K	0.06%	-500	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	4,288	$263K	0.03%	new	13F-HR Timeline
Cooper Capital Advisors LLC	4,287	$263K	0.18%	new	13F-HR Timeline
TAGStone Capital, Inc.	4,280	$262K	0.09%	new	13F-HR Timeline
VCI Wealth Management LLC	4,276	$262K	0.07%	-2,025	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	4,275	$262K		new	Timeline Wellington Shields Capital Manage…: 2,375 (0.02%) 13F-HR Wellington Shields & Co., LLC: 1,900 (0.03%) 13F-HR
Coastline Trust Co	4,272	$262K	0.03%	+750	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Uniting Wealth Partners, LLC	4,263	$261K	0.06%	new	13F-HR Timeline
White Lighthouse Investment Management …	4,260	$261K	0.04%	new	13F-HR Timeline
O'ROURKE & COMPANY, Inc	4,253	$261K	0.1%	new	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	4,250	$260K	0.21%	new	13F-HR Timeline
Pine Harbor Wealth Management, LLC	4,244	$260K	0.08%	new	13F-HR Timeline
Terra Nova Asset Management LLC	4,237	$260K	0.19%	new	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	4,215	$258K	0.12%	new	13F-HR Timeline
Abundance Wealth Counselors	4,214	$258K	0.04%	new	13F-HR Timeline
Round Rock Advisors LLC	4,199	$257K	0.04%	-50,435	13F-HR Timeline
Sage Capital Management, LLC	4,188	$257K	0.12%	new	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	4,170	$255K	0.04%	new	13F-HR Timeline
LexAurum Advisors, LLC	4,161	$255K	0.03%		13F-HR Timeline
HARVEY CAPITAL MANAGEMENT INC	4,150	$254K	0.06%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Hyposwiss Advisors SA	4,150	$254K	0.25%	0	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	4,138	$254K	0.17%	new	13F-HR Timeline
Anson Capital, Inc.	4,134	$253K	0.17%	new	13F-HR Timeline
SilverOak Wealth Management LLC	4,128	$253K	0.04%	new	13F-HR Timeline
TRUEFG, LLC	4,125	$253K	0.07%	-1,435	13F-HR Timeline
Runnymede Capital Advisors, Inc.	4,120	$252K	0.22%	new	13F-HR Timeline
Abbot Financial Management, Inc.	4,118	$252K	0.11%	new	13F-HR Timeline
Sharp Wealth Advisory, LLC	4,100	$251K	0.12%	new	13F-HR Timeline
Lakeridge Wealth Management LLC	4,090	$251K	0.11%	new	13F-HR Timeline
KINTRA WEALTH, LLC	4,089	$251K	0.02%	new	13F-HR Timeline
Tevis Investment Management	4,089	$250K	0.14%	new	13F-HR Timeline
Zhang Financial LLC	4,087	$250K	0.01%	new	13F-HR Timeline
Red Door Wealth Management, LLC	4,078	$250K	0.03%	new	13F-HR Timeline
Winthrop Advisory Group LLC	4,068	$249K	0.02%	new	13F-HR Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	4,064	$249K	0.01%	new	13F-HR Timeline Group
ORLEANS CAPITAL MANAGEMENT CORP/LA	4,054	$248K	0.17%	new	13F-HR Timeline
Marble Wealth, LLC	4,051	$248K	0.04%	new	13F-HR Timeline
Tempus Wealth Planning, LLC	4,034	$247K	0.06%	new	13F-HR Timeline
Capstone Financial Advisors, Inc.	4,030	$247K	0.01%	new	13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	4,022	$246K	0.02%	new	13F-HR Timeline Group
Mills Wealth Advisors LLC	4,021	$246K	0.09%	new	13F-HR Timeline
MidFirst Bank	4,014	$246K	0.02%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	4,004	$245K	0.17%	+23	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	4,004	$245K	0.03%	new	13F-HR Timeline
Graham Capital Management, L.P.	4,000	$245K	0.01%	-7,136	13F-HR Timeline
Ballast, Inc.	4,000	$245K	0.06%	new	13F-HR Timeline
SCRATCH CAPITAL LLC	4,000	$245K	0.14%	new	13F-HR Timeline
Exit Wealth Advisors, LLC.	3,997	$245K	0.13%	new	13F-HR Timeline
Tortuga Wealth Management, Inc	3,987	$244K	0.23%	-812	13F-HR Timeline
USA FINANCIAL FORMULAS	3,964	$243K	0.05%	-1,849	13F-HR Timeline
BAYBAN	3,956	$242K	0.21%	0	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	3,943	$242K	0.15%	-1,067	13F-HR Timeline
Keebeck Wealth Management	3,940	$241K	0.03%	-1,098	13F-HR Timeline
Richmond Investment Services, LLC	3,931	$241K	0.04%	-662	13F-HR Timeline
Mill Creek Capital Advisors, LLC	3,917	$240K	<0.01%	-2,254	13F-HR Timeline
Barnes Wealth Management Group, Inc	3,913	$240K	0.12%	new	13F-HR Timeline
Wealth Quarterback LLC	3,907	$239K	0.09%	new	13F-HR Timeline
SEVEN MILE ADVISORY	3,896	$239K	0.17%	new	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	3,887	$238K	0.08%	new	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	3,886	$238K	0.02%	-703	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	3,885	$238K	0.02%	new	13F-HR Timeline
Centric Wealth Management	4,003	$238K	0.05%	new	13F-HR Timeline
Hara Capital LLC	3,880	$238K	0.12%	+110	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	3,865	$237K	0.01%	new	13F-HR Timeline
RWA WEALTH PARTNERS, LLC	3,858	$236K	<0.01%	new	13F-HR Timeline
RFP Financial Group LLC	3,855	$236K	0.13%	new	13F-HR Timeline
Aull & Monroe Investment Management Corp	3,850	$236K	0.11%	new	13F-HR Timeline
Milestone Asset Management Group, LLC	3,850	$236K	0.14%	new	13F-HR Timeline
First Bancorp, Inc /ME/	3,844	$235K	0.12%	new	13F-HR Timeline
NDWM LLC	3,810	$233K	0.15%	new	13F-HR Timeline
Nabity-Jensen Investment Management Inc	3,806	$233K	0.16%	new	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	3,805	$233K	0.03%	new	13F-HR Timeline
Navis Wealth Advisors, LLC	3,800	$233K	0.12%	-3,000	13F-HR Timeline
AGP FRANKLIN, LLC	3,800	$233K	0.12%	new	13F-HR Timeline
Oliver Luxxe Assets LLC	3,795	$232K	0.03%	new	13F-HR Timeline
Magnolia Private Wealth, LLC	3,795	$232K	0.15%	-915	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	3,794	$232K	0.04%	new	13F-HR Timeline
N.E.W. Advisory Services LLC	3,786	$232K	0.02%	+222	13F-HR Timeline
American Money Management, LLC	3,781	$232K	0.04%	new	13F-HR Timeline
SmartHarvest Portfolios, LLC	3,778	$231K	0.1%	new	13F-HR Timeline
Linscomb Wealth, Inc.	3,776	$231K	0.01%	new	13F-HR Timeline
Weaver Capital Management LLC	3,772	$231K	0.05%	0	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	3,764	$231K	0.03%	-1,025	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	3,758	$230K	<0.01%	0	13F-HR Timeline
Kings Path Partners LLC	3,750	$230K	0.08%	0	13F-HR/A Timeline
Alhambra Investment Management LLC	3,745	$229K	0.11%	new	13F-HR Timeline
Martel Wealth Advisors LLC	3,740	$229K	0.04%	new	13F-HR Timeline
Sierra Capital LLC	3,738	$229K	0.02%	new	13F-HR Timeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	3,729	$228K	0.02%	new	13F-HR Timeline
Torrey-Payne Wealth Management, LLC	3,720	$228K	0.21%	new	13F-HR Timeline
HOWE & RUSLING INC	3,697	$226K	0.01%	+1,717	13F-HR Timeline
TradeWell Securities, LLC.	3,691	$226K	0.1%	new	13F-HR Timeline
Horizon Investment Services, LLC	3,684	$226K	0.08%	new	13F-HR Timeline
Sincerus Advisory, LLC	3,668	$225K	0.17%	new	13F-HR Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD	3,667	$225K	<0.01%	new	13F-HR Timeline Group
Missouri Trust & Investment Co	3,666	$225K	0.07%	0	13F-HR Timeline
TPG Advisors LLC	3,666	$225K	0.14%	new	13F-HR Timeline
Fund Advisors of America Inc/FL	3,652	$224K	0.23%	new	13F-HR Timeline
SVB WEALTH LLC	3,650	$224K	0.01%	new	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	3,600	$223K	<0.01%	0	13F-HR Timeline
DMC Group, LLC	3,634	$223K	0.15%	new	13F-HR Timeline
Stonebridge Financial Planning Group, L…	3,630	$222K	0.08%	-848	13F-HR Timeline
CFC Planning Co LLC	3,625	$222K	0.16%	new	13F-HR Timeline
KOM Wealth Management Group, LLC	3,612	$221K	0.15%	new	13F-HR Timeline
Bolthouse Investments, LLC	3,600	$221K	0.2%	new	13F-HR Timeline
WealthPLAN Partners, LLC	3,599	$220K	0.04%	-3,703	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	3,590	$220K	0.1%	new	13F-HR Timeline
Forbes Financial Planning, Inc.	3,580	$219K	0.13%	new	13F-HR Timeline
Canopy Partners, LLC	3,579	$219K	0.08%	new	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,566	$218K	0.04%	new	13F-HR Timeline
RED CRANE WEALTH MANAGEMENT, LLC	3,563	$218K	0.18%	new	13F-HR Timeline
Destiny Wealth Partners, LLC	3,562	$218K	0.02%	new	13F-HR Timeline
CPWA, LLC	3,808	$218K	0.26%		13F-HR Timeline
Facet Wealth, Inc.	3,548	$217K	<0.01%	new	13F-HR Timeline
Z3 Capital Partners, LLC	3,545	$217K	0.05%	new	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	3,542	$217K	0.09%	+3,314	13F-HR Timeline Group
COUNTRY TRUST BANK	3,538	$217K	<0.01%	-480	13F-HR Timeline
Cambridge Advisors Inc.	3,536	$217K	0.04%	new	13F-HR Timeline
Comprehensive Wealth Management, LLC	3,534	$216K	0.11%	-1,508	13F-HR Timeline
Huntleigh Advisors, Inc.	3,524	$216K	0.04%	new	13F-HR Timeline
Investment Planning Advisors, Inc.	3,520	$216K	0.06%	new	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	3,506	$215K	0.08%	new	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	3,502	$215K	0.02%	0	13F-HR Timeline
ELCO Management Co., LLC	3,500	$214K	0.1%	new	13F-HR Timeline
LYNCH & ASSOCIATES/IN	3,493	$214K	0.04%	new	13F-HR Timeline
Box Hill Private Wealth LLC	3,493	$214K	0.21%	new	13F-HR Timeline
JT Stratford LLC	3,479	$213K	0.03%	new	13F-HR Timeline
Waterway Wealth Management, LLC	3,464	$212K	0.05%	new	13F-HR Timeline
SPWM Advisors LLC	3,674	$211K	0.18%	new	13F-HR Timeline
Caliber Wealth Management, LLC / KS	3,452	$211K	0.02%	new	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	3,441	$211K	0.08%	new	13F-HR Timeline
Good Harbor Advisors, Inc.	3,434	$210K	0.23%	new	13F-HR Timeline