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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,824 managers (1,846 13F filers) reported a position in XLE shares at 2025-03-31, 222,521,341 shares in all. 146 filers opened a position and 170 filers sold out during the quarter.

Managers
1,824
13F filers
1,846
New
146
Added
630
Reduced
815
Sold out
170
Shares held by filers
222,521,341

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,812,844$2.6B0.23%-5,412,38913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,321,234$1.53B0.11%-1,504,35313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,233,237$1.33B0.32%-33,13713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,506,201$982M0.07%+2,588,45213F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,388,407$877M0.19%-70,40513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,363,996$688M0.13%-1,518,98213F-HR/ATimelineGroup
LPL Financial LLC6,730,761$629M0.24%-456,56413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,881,142$550M0.25%+4,496,39013F-HR/ATimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,007,550$468M3.05%+3,772,85013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,654,715$342M0.26%-1,232,85313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,418,739$320M0.21%+3,050,98213F-HRTimelineGroup
Hamilton Capital, LLC3,350,019$313M18.95%+26,36713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,177,782$297M0.23%+2,238,64913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,124,815$292M0.11%-230,72113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,014,390$282M0.06%-342,85513F-HR/ATimelineGroup
CIBC WORLD MARKET INC.2,948,791$276M0.63%+1,299,86013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,829,677$265M0.07%-1,099,53513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,455,934$230M0.38%+1,373,89013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,164,752$202M2.65%-13013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,766,090$165M-1,341,510Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,750,000$164M0.36%+300,00013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,656,002$155M2.37%+598,24213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,558,341$146M2.05%+1,549,80913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,409,476$132M0.07%+52,79913F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD1,350,000$126M0.12%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,336,477$125M0.01%+1,172,91513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,292,764$121M0.02%-77,80413F-HRTimelineGroup
Wealthfront Advisers LLC1,234,488$115M0.31%-6413F-HRTimeline
Quantitative Investment Management, LLC1,136,868$106M9.77%new13F-HRTimeline
TD Asset Management Inc1,039,055$97.1M0.09%+28813F-HRTimeline
Provida Pension Fund Administrator1,019,687$95.3M1.92%-681,92713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,019,475$95.3M0.13%-12,48913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,017,838$95.1M0.1%-190,03313F-HRTimelineGroup
HighTower Advisors, LLC989,765$92.5M0.13%-179,98213F-HRTimeline
Cetera Investment Advisers954,684$89.2M0.17%+39,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.949,670$88.8M0.2%+90,47413F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC829,570$77.5M0.9%+477,19213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management793,098$74.1M0.19%-136,47013F-HRTimelineGroup
Cambridge Investment Research Advisors,…779,564$72.8M0.25%+67,95813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…765,232$71.5M0.04%-23,13113F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC715,068$66.8M1.19%+299,51113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co710,835$66.4M0.01%-39,83813F-HR/ATimelineGroup
J.Safra Asset Management Corp708,247$66.2M5.38%+17,08413F-HR/ATimeline
RiverFront Investment Group, LLC652,989$61M1.36%-127,82013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…590,166$55.2M0.14%-74,39113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL571,287$53.4M0.48%-1,684,73913F-HRTimeline
EP Wealth Advisors, LLC564,828$52.8M0.42%+4,83013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD564,457$52.7M0.28%-24,65013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP560,105$52.3M0.08%-29,66313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP558,585$52.2M0.09%-203,86813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding548,936$51.3M-22,720Timeline
Janney Montgomery Scott LLC538,731$50.3M0.14%-61,23213F-HRTimeline
CW Advisors, LLC510,014$47.7M0.57%+22,34413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC486,237$45.4M0.26%+49,63213F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding469,772$43.9M-26,698Timeline
US BANCORP \DE\in group US BANCORP \DE\461,917$43.2M0.06%-33,26413F-HRTimelineGroup
Private Advisor Group, LLC442,862$41.4M0.25%-82,28913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …440,153$41.1M0.67%+1,00813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC420,234$39.3M0.07%-1,582,68213F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC411,870$38.5M0.17%+199,04613F-HRTimelineGroup
CWM, LLCin group CWM, LLC400,208$37.4M0.15%+33,32213F-HRTimelineGroup
EQUITABLE TRUST CO394,139$36.8M2.04%-9,80013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.390,404$36.5M1.37%+140,40413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…387,861$36.2M0.95%-58,45913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.387,811$36.2M0.07%-242,13513F-HRTimelineGroup
FORBES J M & CO LLP375,606$35.1M3.4%+12,28213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding368,626$34.4M-91,988Timeline
MML INVESTORS SERVICES, LLC367,822$34.4M0.11%-296,09413F-HRTimeline
Blue Chip Partners, LLC356,010$33.3M2.87%+16,50313F-HRTimeline
KCM INVESTMENT ADVISORS LLC353,448$33M1.19%-813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC349,840$32.9M4.42%+343,54013F-HRTimelineGroup
GenTrust, LLC348,979$32.6M1.57%-27313F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.348,757$32.6M0.42%-153,72913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd337,895$31.6M0.7%+52,13113F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC337,248$31.5M5.85%+10,83013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.326,934$30.6M0.19%+105,10913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.319,182$29.8M<0.01%-202,55013F-HRTimelineGroup
Modern Wealth Management, LLC316,623$29.6M0.95%+15,81113F-HR/ATimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co310,260$29M0.58%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding307,986$28.8M-16,053Timeline
Crestwood Advisors Group, LLC296,208$27.7M0.53%-13,84913F-HRTimeline
Qube Research & Technologies Ltd291,130$27.2M0.04%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC288,298$26.9M0.83%+22,08413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC288,072$26.9M0.04%-3,21113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …285,670$26.7M0.03%+269,48413F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …284,893$26.6M0.16%-147,30813F-HRTimeline
FACTORY MUTUAL INSURANCE CO276,600$25.8M0.3%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp275,537$25.7M1.68%+2,37813F-HRTimelineGroup
APPLETON PARTNERS INC/MA273,017$25.5M1.97%+16,60413F-HRTimeline
Sanctuary Advisors, LLC267,501$25M0.18%-42,99213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP266,977$24.9M0.37%-5,08413F-HRTimeline
Municipal Employees' Retirement System …261,557$24.4M0.31%-130,87813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources255,818$23.9M0.01%+95013F-HRTimelineGroup
AE Wealth Management LLC255,621$23.9M0.2%+97,01613F-HRTimeline
Cresset Asset Management, LLC254,811$23.8M0.12%-12,20013F-HRTimeline
CoreCap Advisors, LLC251,261$23.5M1.03%-2,56713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC248,251$23.2M0.87%+5,86313F-HRTimelineGroup
VESTOR CAPITAL, LLC239,901$22.4M1.84%+156,46913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC239,799$22.4M0.02%-12,31613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…230,468$21.5M0.04%+4,76613F-HRTimeline
Mariner, LLCin group Mariner, LLC230,175$21.5M0.04%-9,31013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC221,142$20.7M0.4%-5,45713F-HRTimeline
Creative Planningin group Creative Planning219,182$20.5M0.02%+17,09613F-HRTimelineGroup
&PARTNERS219,718$20.3M0.22%+7,28613F-HRTimeline
Steward Partners Investment Advisory, L…213,882$20M0.18%-31,10013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding212,062$19.8M-35,790Timeline
Trust Asset Management LLC211,348$19.8M1.62%-1,27413F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment211,000$19.7M0.17%013F-HRTimelineGroup
Lee Financial Co209,983$19.6M3%+1,20813F-HRTimeline
Advisory Alpha, LLC207,062$19.3M0.66%+77,25313F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…204,068$19.1M2.03%+3,66613F-HRTimeline
Resonant Capital Advisors, LLC201,751$18.9M1.32%+8,24313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS197,870$18.5M0.05%-16,81713F-HRTimeline
B & T Capital Management DBA Alpha Capi…194,744$18.2M3.46%+8,90713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV194,226$18.1M0.04%+13,86113F-HRTimeline
THOR TRADING ADVISORS, LLC192,156$18M7.26%new13F-HRTimeline
Granger Management LLC190,773$17.8M6.43%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …186,347$17.4M0.51%+3,12813F-HR/ATimelineGroup
Enclave Advisors LLC183,646$17.2M2.93%-24,85813F-HRTimeline
Ensign Peak Advisors, Inc183,200$17.1M0.03%+152,71613F-HRTimeline
SP Asset Management LLC182,962$17.1M1.51%-85913F-HRTimeline
Geneos Wealth Management Inc.178,910$16.7M0.24%+124,29113F-HRTimeline
Janney Capital Management LLC174,743$16.3M1.12%-3,42313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.170,947$16M0.02%-668,69113F-HRTimelineGroup
Black Swift Group, LLC167,317$15.6M3.54%-14,66513F-HRTimeline
Full Sail Capital, LLC165,838$15.5M1%-9,66513F-HRTimeline
Blume Capital Management, Inc.163,773$15.3M3.42%-1,37513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.161,920$15.1M4.31%+9513F-HRTimeline
Cercano Management LLC159,810$14.9M0.44%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP160,062$14.8M0.01%+49,72313F-HR/ATimelineGroup
NewEdge Advisors, LLC156,968$14.7M0.09%-13,53713F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC156,935$14.7M0.74%-12,39413F-HRTimelineGroup
Dakota Wealth Management150,934$14.1M0.33%-96413F-HRTimeline
PITTENGER & ANDERSON INC149,654$14M0.51%-82013F-HRTimeline
BLAIR WILLIAM & CO/IL149,118$13.9M0.04%-3,31113F-HRTimeline
COMERICA BANK146,050$13.6M0.06%+16,56813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding144,705$13.5M-300Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP144,494$13.5M0.23%new13F-HRTimeline
First Interstate Bank144,220$13.5M0.8%-10,68813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…142,212$13.4M0.03%-194,07413F-HR/ATimelineGroup
MAI Capital Management140,908$13.2M0.1%-16,00813F-HRTimeline
Wilmington Savings Fund Society, FSB140,629$13.1M0.25%+2,07313F-HRTimeline
Integrated Wealth Concepts LLC139,625$13M0.15%-38,86413F-HRTimeline
Trek Financial, LLC138,858$13M0.94%+58,19113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK137,010$12.8M0.03%+3,26113F-HRTimelineGroup
1832 Asset Management L.P.136,326$12.7M0.02%new13F-HRTimeline
Fielder Capital Group LLC134,125$12.5M3.62%+7,37013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP133,728$12.5M0.02%+2,91513F-HRTimelineGroup
L & S Advisors Inc133,341$12.5M1.54%+130,70513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC133,036$12.4M0.55%+28,10413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC132,514$12.4M0.14%-5,26613F-HRTimelineGroup
Advisory Services Network, LLC129,654$12.1M0.23%-3,25713F-HRTimeline
Ashton Thomas Private Wealth, LLC128,801$12M0.46%+10,30413F-HRTimeline
Ethos Financial Group, LLC138,766$11.9M1.14%+4,43113F-HRTimeline
PINKERTON WEALTH, LLC126,400$11.8M1.53%new13F-HRTimeline
Money Design Co.,Ltd.125,561$11.7M0.59%-17,72213F-HRTimeline
Steele Capital Management, Inc.125,479$11.7M0.61%+20,32113F-HRTimeline
Solitude Financial Services123,226$11.5M4.47%-3,54313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…122,473$11.4M0.05%-8,35313F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC121,673$11.4M1.98%+7,68013F-HRTimeline
Blue Trust, Inc.119,723$11.2M0.14%+30,66313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC119,661$11.2M0.02%+114,06113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding119,313$11.1M-24,766Timeline
ARMSTRONG ADVISORY GROUP, INC129,797$11.1M0.89%013F-HRTimeline
Advisor Resource Council122,378$11.1M0.89%new13F-HRTimeline
Arkadios Wealth Advisors118,118$11M0.42%+24,29913F-HRTimeline
EHP Funds Inc.117,100$10.9M12.19%+47,80013F-HRTimeline
NTV Asset Management LLC116,567$10.9M1.45%+2,00713F-HRTimeline
Crescent Grove Advisors, LLC113,740$10.6M1.11%+8,10213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…113,509$10.6M8.81%+28613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC111,726$10.4M2.01%-5,82513F-HRTimeline
CHEMUNG CANAL TRUST CO111,406$10.4M2.29%-1,09113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding110,224$10.3M+100,249Timeline
Fiduciary Group, LLC109,416$10.2M1.02%+1,09913F-HRTimeline
LS Investment Advisors, LLC109,285$10.2M1.57%-8,93013F-HRTimeline
Aveo Capital Partners, LLC125,277$10.1M1.68%-6,55313F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …107,000$10M1.65%new13F-HRTimelineGroup
Vickerman Investment Advisors, Inc.106,701$9.97M2.26%-37313F-HRTimeline
Buska Wealth Management, LLC106,632$9.96M3.12%+4,06713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105,581$9.87M0.03%+103,70413F-HRTimelineGroup
Sowell Financial Services LLC105,399$9.85M0.45%-1,92413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC105,359$9.85M0.86%+18,98113F-HRTimeline
D.A. DAVIDSON & CO.104,022$9.72M0.08%+11,01513F-HRTimeline
Atria Wealth Solutions, Inc.103,800$9.7M0.12%-41,65613F-HRTimeline
Busey Bank103,645$9.69M0.33%-3,38613F-HRTimeline
Baker Avenue Asset Management, LP102,825$9.61M0.3%+1,43613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.101,600$9.49M1.47%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC101,332$9.47M0.33%+11,27513F-HRTimeline
Evolution Wealth Advisors, LLC100,136$9.36M1.56%+2,25013F-HRTimeline
Beacon Pointe Advisors, LLC99,690$9.32M0.1%-131,35713F-HRTimeline
Capital Investment Advisors, LLC99,660$9.31M0.18%+5,32013F-HRTimeline
Atria Investments, Inc97,893$9.15M0.12%-58,06313F-HRTimeline
Biltmore Wealth Management, LLC96,205$8.99M3.79%-64013F-HRTimeline
Whitcomb & Hess, Inc.95,983$8.97M2.72%+32313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.94,574$8.84M0.23%-9,68413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC93,272$8.72M0.27%+3,40313F-HRTimeline
Bryn Mawr Trust Advisors, LLC92,896$8.68M0.52%-1,88313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC92,302$8.63M0.3%-80,08313F-HRTimeline
Ausdal Financial Partners, Inc.91,386$8.54M0.64%+36,99113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP90,907$8.5M1.02%+1,25513F-HRTimeline