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Disclosery

XLE SELECT SECTOR SPDR TR

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SHS (fund)

1,735 managers (1,754 13F filers) reported a position in XLE shares at 2025-06-30, 225,986,623 shares in all. 102 filers opened a position and 197 filers sold out during the quarter.

Managers
1,735
13F filers
1,754
New
102
Added
619
Reduced
797
Sold out
197
Shares held by filers
225,986,623

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,637,971$2.26B0.18%-1,174,87313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,060,860$1.53B0.1%+1,739,62613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,775,411$1.25B0.28%+542,17413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,847,695$1.09B0.18%+5,483,69913F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,837,775$834M0.17%+449,36813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,304,939$789M0.05%-1,201,26213F-HRTimelineGroup
LPL Financial LLC6,635,128$563M0.19%-95,63313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,605,089$391M0.3%+950,37413F-HRTimelineGroup
Hamilton Capital, LLC3,547,173$301M16.53%+197,15413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,294,493$279M0.07%+464,81613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,288,266$279M0.19%+110,48413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,251,567$276M0.05%+237,17713F-HR/ATimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,936,400$249M1.43%-2,071,15013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,924,966$248M0.09%-199,84913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,822,996$240M0.15%-595,74313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,575,056$218M0.35%+2,154,82213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,180,812$185M0.07%-3,700,33013F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,162,692$183M2.1%-2,06013F-HRTimelineGroup
Saudi Central Bank2,160,502$183M7.47%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,100,000$178M0.36%+350,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,878,634$159M0.24%-577,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,583,412$134M-182,678Timeline
CANADA PENSION PLAN INVESTMENT BOARD1,350,000$114M0.1%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,317,178$112M0.84%+745,89113F-HRTimeline
Wealthfront Advisers LLC1,214,495$103M0.27%-19,99313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,212,069$103M0.05%-197,40713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,204,785$102M0.12%+1,204,68513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,185,413$101M0.01%-107,35113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,026,551$87.1M0.12%+7,07613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,021,957$86.7M0.08%+4,11913F-HRTimelineGroup
CIBC WORLD MARKET INC.988,181$83.8M0.19%-1,960,61013F-HRTimeline
HighTower Advisors, LLC973,167$82.5M0.1%-16,59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.920,689$78.3M0.14%-28,98113F-HR/ATimelineGroup
Cetera Investment Advisers916,118$77.7M0.13%-38,56613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC905,819$76.8M0.07%+841,96613F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC845,147$71.7M0.78%+15,57713F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.738,640$62.6M0.83%-917,36213F-HRTimelineGroup
J.Safra Asset Management Corp722,216$61.3M4.27%+13,96913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.718,011$60.9M<0.01%+398,82913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…702,677$59.6M0.13%+112,51113F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co701,551$59.5M0.01%-9,28413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…667,503$56.6M0.04%-97,72913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …665,958$56.5M0.67%-892,38313F-HR/ATimelineGroup
EP Wealth Advisors, LLC602,459$51.1M0.34%+37,63113F-HRTimeline
Cambridge Investment Research Advisors,…584,630$49.6M0.15%-194,93413F-HRTimeline
Provida Pension Fund Administrator553,829$47M0.85%-465,85813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP545,117$46.2M0.07%-14,98813F-HRTimelineGroup
CW Advisors, LLC532,183$45.1M0.44%+22,16913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC529,641$44.9M0.26%+43,40413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP517,876$43.9M0.06%-40,70913F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding510,399$43.3M-38,537Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.503,448$42.7M0.07%+115,63713F-HRTimelineGroup
Janney Montgomery Scott LLC491,768$41.7M0.11%-46,96313F-HRTimeline
DRW Securities, LLC484,579$41.1M2.89%+465,95113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding461,498$39.1M-8,274Timeline
US BANCORP \DE\in group US BANCORP \DE\453,251$38.4M0.05%-8,66613F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…440,000$37.3M0.37%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC407,240$34.5M0.1%+39,41813F-HRTimeline
CWM, LLCin group CWM, LLC390,420$33.1M0.12%-9,78813F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.390,094$33.1M0.81%-31013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …390,018$33.1M0.5%-50,13513F-HRTimelineGroup
FORBES J M & CO LLP376,244$31.9M2.92%+63813F-HRTimeline
Private Advisor Group, LLC371,490$31.5M0.17%-71,37213F-HRTimeline
Blue Chip Partners, LLC368,031$31.2M2.54%+12,02113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD364,521$30.9M0.14%-199,93613F-HRTimelineGroup
Municipal Employees' Retirement System …360,126$30.5M0.37%+98,56913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding357,495$30.3M-11,131Timeline
KCM INVESTMENT ADVISORS LLC353,359$30M1.01%-8913F-HRTimeline
Modern Wealth Management, LLC340,448$28.9M0.72%+23,82513F-HR/ATimeline
AFFINITY WEALTH MANAGEMENT LLC340,423$28.9M4.61%+3,17513F-HRTimeline
EQUITABLE TRUST CO333,668$28.3M1.41%-60,47113F-HRTimeline
GenTrust, LLC328,097$27.8M1.31%-20,88213F-HRTimeline
RiverFront Investment Group, LLC323,950$27.5M0.54%-329,03913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.322,425$27.3M0.15%-4,50913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp307,155$26M1.56%+31,61813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding304,002$25.8M-3,984Timeline
OAKWORTH CAPITAL, INC.288,304$24.5M1.58%+287,17713F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …284,893$24.2M0.14%013F-HRTimeline
Sanctuary Advisors, LLC282,693$24M0.15%+15,19213F-HRTimeline
CoreCap Advisors, LLC277,079$23.5M0.95%+25,81813F-HRTimeline
FACTORY MUTUAL INSURANCE CO276,600$23.5M0.26%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC273,671$23.2M0.03%-14,40113F-HRTimelineGroup
APPLETON PARTNERS INC/MA272,588$23.1M1.64%-42913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP264,760$22.5M0.32%-2,21713F-HRTimeline
Cresset Asset Management, LLC249,802$21.2M0.11%-5,00913F-HR/ATimeline
SG Americas Securities, LLC245,413$20.8M0.09%+154,75213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC244,299$20.7M0.69%-3,95213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources237,154$20.1M0.01%-18,66413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV236,129$20M0.04%+41,90313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…226,210$19.7M0.03%-4,25813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC230,557$19.6M0.02%-9,24213F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK226,578$19.2M0.04%+89,56813F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC217,909$18.5M0.33%-3,23313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …215,973$18.3M0.52%+29,62613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC213,770$18.1M0.03%-16,40513F-HRTimelineGroup
Crestwood Advisors Group, LLC212,088$18M0.32%-84,12013F-HRTimeline
Trust Asset Management LLC211,348$17.9M1.33%013F-HRTimeline
Advisory Alpha, LLC210,759$17.9M0.56%+3,69713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP209,253$17.8M0.01%+49,19113F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…205,033$17.4M1.72%+96513F-HRTimeline
Steward Partners Investment Advisory, L…204,312$17.3M0.14%-9,57013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC203,296$17.2M0.07%-208,57413F-HRTimelineGroup
Resonant Capital Advisors, LLC202,362$17.2M1.1%+61113F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment202,300$17.2M0.14%-8,70013F-HRTimelineGroup
&PARTNERS197,391$16.7M0.13%-22,32713F-HRTimeline
Creative Planningin group Creative Planning196,866$16.7M0.01%-22,31613F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…193,853$16.4M2.83%-89113F-HRTimeline
Granger Management LLC190,773$16.2M6.04%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC190,051$16.1M0.04%+130,07713F-HR/ATimelineGroup
AE Wealth Management LLC188,845$16M0.12%-66,77613F-HRTimeline
Black Swift Group, LLC185,052$15.7M3.17%+17,73513F-HRTimeline
Ashton Thomas Private Wealth, LLC183,973$15.6M0.55%+55,17213F-HRTimeline
SP Asset Management LLC181,859$15.4M1.27%-1,10313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC178,110$15.1M0.41%-110,18813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP174,421$14.8M<0.01%-1,162,05613F-HRTimelineGroup
PINKERTON WEALTH, LLC171,977$14.6M1.74%+45,57713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS171,612$14.6M0.03%-26,25813F-HRTimeline
Full Sail Capital, LLC170,720$14.5M0.84%+4,88213F-HRTimeline
COMERICA BANK169,636$14.4M0.06%+23,58613F-HRTimeline
Janney Capital Management LLC167,974$14.2M0.92%-6,76913F-HRTimeline
Jain Global LLC166,375$14.1M0.22%new13F-HRTimeline
Blume Capital Management, Inc.165,538$14M2.86%+1,76513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP165,186$14M0.02%+31,45813F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.165,081$14M3.78%+3,16113F-HRTimeline
Advisory Services Network, LLC159,506$13.9M0.22%+29,85213F-HRTimeline
NewEdge Advisors, LLC163,240$13.8M0.07%+6,27213F-HRTimeline
True Freedom Investing, LLC160,784$13.6M5.37%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.160,757$13.6M0.11%+79,92313F-HRTimelineGroup
Proficio Capital Partners LLC10,174,082$13.5M0.84%+10,165,14713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC156,062$13.2M0.63%+122,41313F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP150,000$12.7M0.21%+91,90713F-HRTimelineGroup
PITTENGER & ANDERSON INC149,214$12.7M0.46%-44013F-HRTimeline
Dakota Wealth Management146,052$12.4M0.26%-4,88213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP145,718$12.4M0.5%+1,22413F-HRTimeline
MAI Capital Management145,161$12.3M0.09%+4,25313F-HRTimeline
Enclave Advisors LLC144,928$12.3M1.99%-38,71813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC144,594$12.3M0.57%-12,34113F-HRTimelineGroup
1832 Asset Management L.P.144,342$12.2M0.02%+8,01613F-HRTimeline
First Interstate Bank144,122$12.2M0.72%-9813F-HRTimeline
BLAIR WILLIAM & CO/IL142,636$12.1M0.03%-6,48213F-HRTimeline
Lee Financial Co140,151$11.9M1.7%-69,83213F-HRTimeline
Steele Capital Management, Inc.140,104$11.9M0.57%+14,62513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding139,914$11.9M-72,148Timeline
Jump Financial, LLCin group Jump Financial, LLC139,157$11.8M0.14%new13F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC138,957$11.8M0.48%+5,92113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC138,508$11.7M0.13%+5,99413F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL137,701$11.7M1.86%+69,73613F-HR/ATimeline
Arkadios Wealth Advisors137,252$11.6M0.35%+19,13413F-HRTimeline
Solitude Financial Services136,488$11.6M4.19%+13,26213F-HRTimeline
Wilmington Savings Fund Society, FSB136,088$11.5M0.21%-4,54113F-HRTimeline
Parallax Volatility Advisers, L.P.135,642$11.5M0.46%+135,64113F-HRTimeline
Money Design Co.,Ltd.134,354$11.4M0.53%+8,79313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.134,288$11.4M0.43%+66,95013F-HRTimelineGroup
Ethos Financial Group, LLC133,982$11.4M0.98%-4,78413F-HRTimeline
Blue Trust, Inc.130,700$11.1M0.13%+10,97713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding129,227$11M+9,914Timeline
ARMSTRONG ADVISORY GROUP, INC127,925$10.8M0.82%-1,87213F-HRTimeline
Integrated Wealth Concepts LLC127,904$10.8M0.11%-11,72113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC127,590$10.8M0.55%new13F-HRTimelineGroup
Trilogy Capital Inc.127,506$10.8M0.53%+111,87313F-HRTimeline
Beacon Pointe Advisors, LLC121,499$10.3M0.11%+21,80913F-HRTimeline
Fielder Capital Group LLC119,973$10.2M2.71%-14,15213F-HRTimeline
J.W. COLE ADVISORS, INC.119,615$10.1M0.22%+54,29713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.118,247$10M0.17%+60,56813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…117,598$9.97M0.04%-4,87513F-HRTimelineGroup
Signal Advisors Wealth, LLC117,269$9.95M0.78%+81,04913F-HRTimeline
Crescent Grove Advisors, LLC113,907$9.66M0.94%+16713F-HRTimeline
Buska Wealth Management, LLC113,497$9.63M2.63%+6,86513F-HRTimeline
NTV Asset Management LLC113,368$9.61M1.15%-3,19913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.113,006$9.58M0.03%+35,01913F-HRTimelineGroup
Fiduciary Group, LLC112,857$9.57M0.9%+3,44113F-HRTimeline
Foguth Wealth Management, LLC.112,712$9.56M2.05%+88,12913F-HRTimeline
McKinley Carter Wealth Services, Inc.112,153$9.51M0.53%+29,80313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC111,411$9.45M1.64%-10,26213F-HRTimeline
Baker Avenue Asset Management, LP109,548$9.29M0.26%+6,72313F-HRTimeline
D.A. DAVIDSON & CO.106,413$9.02M0.06%+2,39113F-HRTimeline
Sowell Financial Services LLC105,248$8.93M0.36%-15113F-HRTimeline
Vickerman Investment Advisors, Inc.103,696$8.79M1.89%-3,00513F-HRTimeline
Atria Investments, Inc103,594$8.79M0.1%+5,70113F-HRTimeline
Busey Bank103,014$8.74M0.27%-63113F-HRTimeline
LS Investment Advisors, LLC100,336$8.51M1.24%-8,94913F-HRTimeline
Summit Financial, LLC99,018$8.4M0.19%+16,82913F-HRTimeline
Whitcomb & Hess, Inc.97,862$8.3M2.34%+1,87913F-HRTimeline
Carnegie Investment Counsel97,678$8.28M0.17%+4,52913F-HRTimeline
Biltmore Wealth Management, LLC96,634$8.2M3.32%+42913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding95,877$8.12M+1,061Timeline
Valmark Advisers, Inc.95,679$8.11M0.11%+5,86913F-HRTimeline
Bryn Mawr Trust Advisors, LLC95,550$8.1M0.44%+2,65413F-HRTimeline
U.S. Capital Wealth Advisors, LLC94,257$7.99M0.23%+98513F-HRTimeline
Evolution Wealth Advisors, LLC93,640$7.94M1.16%-6,49613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.90,005$7.93M0.2%-4,56913F-HRTimelineGroup
Capital Investment Advisors, LLC93,430$7.92M0.14%-6,23013F-HR/ATimeline
Geneos Wealth Management Inc.92,126$7.81M0.19%-86,78413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.90,413$7.71M0.07%+64,50513F-HRTimeline
ALLIANCEBERNSTEIN L.P.90,076$7.64M<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC89,711$7.61M0.04%-63213F-HRTimelineGroup
CHEMUNG CANAL TRUST CO89,480$7.59M1.59%-21,92613F-HRTimeline
WOLVERINE TRADING, LLC87,860$7.49M0.19%+39,03113F-HRTimeline
FIDUCIENT ADVISORS LLC87,890$7.45M0.91%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…87,575$7.43M0.02%-54,63713F-HR/ATimelineGroup