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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,869 managers (1,891 13F filers) reported a position in XLE shares at 2024-12-31, 227,454,618 shares in all. 134 filers opened a position and 126 filers sold out during the quarter.

Managers
1,869
13F filers
1,891
New
134
Added
709
Reduced
677
Sold out
126
Shares held by filers
227,454,618

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,225,233$2.85B0.26%-10,087,13813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,825,587$1.53B0.11%+125,59113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,266,374$1.22B0.29%-651,05513F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,458,812$810M0.18%+2,205,70813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,882,978$761M0.15%+807,20113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,917,749$678M0.05%-405,74513F-HRTimelineGroup
LPL Financial LLC7,187,325$616M0.25%+96,87013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,887,568$419M0.32%+1,610,82013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,929,212$337M0.09%-226,72513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,357,245$288M0.06%-193,10813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,355,536$287M0.11%13F-HR/ATimelineGroup
Hamilton Capital, LLC3,323,652$285M21.65%-34,40513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,107,600$266M-277,972Timeline
Saudi Central Bank2,160,502$204M19.19%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,256,026$193M2.05%+1,287,27813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,164,882$185M3.04%-63413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,002,916$172M0.27%+1,967,02513F-HRTimelineGroup
Provida Pension Fund Administrator1,701,614$146M2.97%-573,54013F-HRTimeline
CIBC WORLD MARKET INC.1,648,931$141M0.33%-1,194,78313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,450,000$124M0.27%+600,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,384,752$119M0.06%-3,776,62413F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,370,568$117M0.02%+56,40713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,356,677$116M0.06%+575,13413F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD1,350,000$116M0.11%+400,00013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,234,700$106M0.66%+822,00013F-HRTimelineGroup
Wealthfront Advisers LLC1,234,552$106M0.31%-63,20413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,207,871$103M0.11%-8,73913F-HRTimelineGroup
HighTower Advisors, LLC1,169,747$100M0.14%+39,48913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,082,044$92.7M0.14%+309,21113F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,057,760$90.6M1.24%+1,035,38713F-HRTimelineGroup
TD Asset Management Inc1,038,767$89M0.08%-2,48813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,031,964$88.4M0.13%-15,17913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC939,133$80.4M0.08%+304,46013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management929,568$79.6M0.19%+460,77713F-HRTimelineGroup
Cetera Investment Advisers915,183$78.4M0.16%-36,20313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.859,196$73.6M0.17%+30,76913F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.839,638$71.9M0.08%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…788,363$67.5M0.05%+16,36913F-HRTimelineGroup
RiverFront Investment Group, LLC780,809$66.9M1.52%+24,94313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co750,673$64.3M0.01%+533,33513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP762,453$61.4M0.1%+79,15113F-HRTimelineGroup
Cambridge Investment Research Advisors,…711,606$61M0.2%+182,09913F-HRTimeline
J.Safra Asset Management Corp691,163$58.4M4.75%+438,97613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC677,309$58M0.15%-363,05113F-HRTimelineGroup
Dynasty Wealth Management, LLC666,888$57.1M0.99%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…664,557$56.9M0.15%-38,63513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC663,916$56.9M0.2%+95,37613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.629,946$54M0.1%-68,07013F-HRTimelineGroup
Janney Montgomery Scott LLC599,963$51.4M0.14%-17,86413F-HRTimeline
Quotient Wealth Partners, LLC595,248$51M1.67%+30,79413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP589,768$50.5M0.08%-44,34113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD589,107$50.5M0.25%-28,83213F-HRTimelineGroup
Richard Bernstein Advisors LLC577,360$49.5M1.12%-29,85713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding571,656$49M-20,770Timeline
EP Wealth Advisors, LLC559,998$48M0.39%+4,88913F-HRTimeline
Private Advisor Group, LLC525,151$45M0.25%-77,87413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.521,732$44.7M<0.01%-127,00413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP507,536$43.5M0.05%+368,79813F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.502,486$43M0.43%+51,60513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding496,470$42.5M+30,440Timeline
US BANCORP \DE\in group US BANCORP \DE\495,181$42.4M0.06%-69,85613F-HRTimelineGroup
CW Advisors, LLC487,670$41.8M0.57%-4,95413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding460,614$39.5M+234,329Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC459,781$39.4M0.77%-132,74913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…446,320$38.2M0.96%+23,30013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …439,145$37.6M0.59%+10,87213F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC436,605$37.4M0.24%+37,79313F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …432,201$37M0.22%+225,21713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC431,667$37M0.03%+147,89313F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC415,557$35.6M0.72%-504,01913F-HRTimeline
EQUITABLE TRUST CO403,939$34.6M1.93%new13F-HRTimeline
Municipal Employees' Retirement System …392,435$33.6M0.46%+81,20713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC367,757$31.5M0.02%+192,91013F-HRTimelineGroup
CWM, LLCin group CWM, LLC366,886$31.4M0.13%+61,97813F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…366,525$31.4M0.28%-1,457,00013F-HRTimelineGroup
FORBES J M & CO LLP363,324$31.1M3%+1,47813F-HRTimeline
KCM INVESTMENT ADVISORS LLC353,456$30.3M1.04%-1,62613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC352,378$30.2M0.35%+196,59113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…336,286$30M0.06%+29,44213F-HRTimelineGroup
GenTrust, LLC349,252$29.9M1.3%-19,54613F-HRTimeline
Blue Chip Partners, LLC339,507$29.1M2.5%-8,19013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.330,705$28.3M0.68%-23,63513F-HRTimeline
Sanctuary Advisors, LLC310,493$28M0.18%-19,33313F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC326,418$28M4.95%+1,80313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding324,039$27.8M+23,153Timeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co310,260$26.6M0.5%013F-HRTimelineGroup
Crestwood Advisors Group, LLC310,057$26.6M0.5%-13,20113F-HRTimeline
Modern Wealth Management, LLC300,812$25.8M0.96%+286,43613F-HR/ATimeline
WNY Asset Management, LLC299,004$25.6M3.18%+178,96713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC291,283$25M0.03%+81,86013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd285,764$24.5M0.49%new13F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO276,600$23.7M0.26%-161,76013F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding275,560$23.6M+57,920Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp273,159$23.4M1.48%-3,69713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP272,061$23.3M0.34%-2,77413F-HRTimeline
Cresset Asset Management, LLC267,011$22.9M0.11%-22,94913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC266,214$22.8M0.66%-96,33413F-HRTimeline
APPLETON PARTNERS INC/MA256,413$22M1.62%+2,88513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources254,868$21.8M0.01%-96113F-HRTimelineGroup
CoreCap Advisors, LLC253,828$21.7M0.99%+31,34613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC252,115$21.6M0.02%-1,003,58613F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.250,000$21.4M0.82%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding247,852$21.2M+14Timeline
Steward Partners Investment Advisory, L…244,982$21M0.19%+27,34613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC242,388$20.8M0.83%+2,59413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC239,485$20.5M0.03%-10,53913F-HRTimelineGroup
Beacon Pointe Advisors, LLC231,047$19.8M0.22%-8,23713F-HRTimeline
GTS SECURITIES LLC228,653$19.6M0.95%+51,40613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC226,599$19.4M0.37%-2,15313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…225,702$19.3M0.04%+70,92713F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.221,825$19M0.12%+12,87913F-HRTimeline
ALLIANCEBERNSTEIN L.P.221,092$18.9M0.01%+158,62713F-HRTimeline
&PARTNERS212,432$18.6M0.22%+90,04313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS214,687$18.4M0.05%-12,84013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC212,824$18.3M0.08%+27,12613F-HRTimelineGroup
Trust Asset Management LLC212,622$18.2M1.42%013F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment211,000$18.1M0.16%-50,00013F-HRTimelineGroup
Lee Financial Co208,775$17.9M2.51%+2,25213F-HRTimeline
Enclave Advisors LLC208,504$17.9M2.94%-31,24113F-HRTimeline
Creative Planningin group Creative Planning202,086$17.3M0.02%+14,06813F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…200,402$17.2M1.8%+1,61113F-HRTimeline
Resonant Capital Advisors, LLC193,508$16.6M1.21%+2,65713F-HRTimeline
Granger Management LLC190,773$16.3M3.71%-64,29013F-HRTimeline
B & T Capital Management DBA Alpha Capi…185,837$15.9M2.92%+4,90513F-HRTimeline
SP Asset Management LLC183,821$15.7M1.32%+1,38113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…183,466$15.7M<0.01%+178,35013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …183,219$15.7M0.45%+3,72213F-HRTimelineGroup
Black Swift Group, LLC181,982$15.6M3.31%-6,11713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC181,410$15.5M0.22%+2,06613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV180,365$15.5M0.04%-115,17713F-HRTimeline
Integrated Wealth Concepts LLC178,489$15.3M0.18%-22,93013F-HRTimeline
Janney Capital Management LLC178,166$15.3M1.01%-7,83113F-HRTimeline
Full Sail Capital, LLC175,503$15M0.96%-8,45013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC173,339$14.8M2.71%+11,59213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC172,385$14.8M0.49%-11,80813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd170,726$14.6M0.97%new13F-HRTimelineGroup
NewEdge Advisors, LLC170,505$14.6M0.09%+11,60813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC169,329$14.5M0.7%-24,49113F-HRTimelineGroup
Blume Capital Management, Inc.165,148$14.1M3.18%-1,18013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP163,562$14M<0.01%-6,43913F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.161,825$13.9M4.06%+10,71113F-HRTimeline
Cercano Management LLC159,810$13.7M0.35%013F-HRTimeline
AE Wealth Management LLC158,605$13.6M0.12%+27,92313F-HRTimeline
MAI Capital Management156,916$13.4M0.1%+36,07913F-HRTimeline
Atria Investments, Inc155,956$13.4M0.17%+8,82213F-HRTimeline
First Interstate Bank154,908$13.3M0.8%-1,32013F-HRTimeline
Verition Fund Management LLC153,363$13.1M0.07%+85,31013F-HRTimeline
BLAIR WILLIAM & CO/IL152,429$13.1M0.04%+3,53113F-HRTimeline
Dakota Wealth Management151,898$13M0.3%-98613F-HRTimeline
PITTENGER & ANDERSON INC150,474$12.9M0.47%+24513F-HRTimeline
SCOTIA CAPITAL INC.147,364$12.6M0.07%-4,69713F-HRTimeline
Atria Wealth Solutions, Inc.145,456$12.5M0.14%-17,42013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding145,005$12.4M+133,600Timeline
Virtu Financial LLCin group Virtu Financial LLC144,346$12.4M0.65%+107,26113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding144,079$12.3M-21,609Timeline
Money Design Co.,Ltd.143,283$12.1M0.62%-6,24313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding141,357$12.1M+140,753Timeline
Wilmington Savings Fund Society, FSB138,556$11.9M0.21%+10,40313F-HRTimeline
Condire Management, LP136,911$11.7M1.7%-865,00013F-HRTimeline
Lombard Odier Asset Management (USA) Co…135,000$11.6M4.45%+89,00013F-HRTimeline
Ethos Financial Group, LLC134,335$11.5M1.5%+13,40613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK133,749$11.5M0.02%-139,49313F-HR/ATimelineGroup
Advisory Services Network, LLC132,911$11.4M0.21%+4,51813F-HRTimeline
Aveo Capital Partners, LLC131,830$11.3M1.24%-51713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…130,826$11.2M0.04%+10,08213F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP130,813$11.2M0.01%+24,45013F-HRTimelineGroup
Independent Advisor Alliance130,054$11.1M0.15%new13F-HRTimeline
Advisory Alpha, LLC129,809$11.1M0.4%-82,78613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC129,797$11.1M0.89%+3,79513F-HRTimeline
COMERICA BANK129,482$11.1M0.04%+4,71813F-HR/ATimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC127,095$10.9M0.01%-209,00013F-HRTimelineGroup
Solitude Financial Services126,769$10.9M4.75%-2,05213F-HRTimeline
Fielder Capital Group LLC126,755$10.9M3.38%+3,26713F-HRTimeline
CUMBERLAND ADVISORS INC124,342$10.7M4.25%-1,00013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP122,543$10.5M0.2%new13F-HRTimeline
Clarity Financial LLC120,773$10.3M1.24%+6,78313F-HRTimeline
Ashton Thomas Private Wealth, LLC118,497$10.2M0.4%+49,59913F-HRTimeline
LS Investment Advisors, LLC118,215$10.1M1.48%-4,15113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC117,551$10.1M1.79%-46713F-HRTimeline
Merit Financial Group, LLC115,046$9.85M0.18%+7213F-HRTimeline
NTV Asset Management LLC114,560$9.81M1.29%-1,39313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,086$9.77M0.09%-125,70213F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC113,993$9.76M1.69%+5,47713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.113,739$9.74M0.3%new13F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…113,223$9.7M10.04%13F-HRTimeline
CHEMUNG CANAL TRUST CO112,497$9.64M2.01%-47,84413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC112,482$9.64M0.3%+38,04613F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.104,258$9.62M0.23%-3,38513F-HRTimelineGroup
Financial Advocates Investment Manageme…111,831$9.58M0.55%+5,48913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,872$9.5M0.1%+5,31913F-HRTimelineGroup
EVOKE WEALTH, LLC110,545$9.47M0.26%-5,09813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,339$9.45M0.01%+61,72913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management109,477$9.38M0.29%+5,65613F-HRTimelineGroup
Fiduciary Group, LLC108,317$9.28M0.93%-2,57713F-HRTimeline
DRW Securities, LLC107,397$9.2M0.62%+89,31813F-HRTimeline
Sowell Financial Services LLC107,323$9.19M0.48%+7,81213F-HRTimeline
Vickerman Investment Advisors, Inc.107,074$9.17M2.49%+31813F-HRTimeline
Busey Bank107,031$9.17M0.3%-4,11113F-HRTimeline
Crescent Grove Advisors, LLC105,638$9.05M0.9%+12,57513F-HRTimeline
Steele Capital Management, Inc.105,158$9.01M0.47%+7,60113F-HRTimeline