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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,161,229$2.02B0.15%+21,908,71013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY29,438,378$1.32B0.08%+14,135,73313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,673,582$1.06B0.15%+13,100,49813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,261,657$906M0.18%+9,825,28813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,718,824$747M0.05%+6,849,82713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding14,028,093$627M+5,949,757Timeline
LPL Financial LLC12,874,212$576M0.16%+6,429,59913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.9,373,600$419M1.97%+5,763,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,420,456$332M0.06%+3,430,39213F-HRTimelineGroup
Hamilton Capital, LLC7,305,472$327M16.33%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,252,526$280M0.11%+2,039,91713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,884,072$263M0.08%+3,054,55713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,584,738$250M0.06%+2,606,52513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,583,822$250M0.16%+2,911,21313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,395,330$241M0.16%+2,702,03713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,142,588$230M0.13%+2,585,00413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,465,323$200M+2,032,328Timeline
Saudi Central Bank4,321,004$193M7.22%+2,160,50213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,159,000$186M0.31%+2,809,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,815,600$171M0.07%+2,622,51213F-HRTimelineGroup
CIBC WORLD MARKET INC.3,252,712$145M0.26%+1,192,02313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,841,235$127M0.19%+1,363,67313F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding2,765,800$124MnewTimeline
CANADA PENSION PLAN INVESTMENT BOARD2,700,000$121M0.08%+1,350,00013F-HRTimeline
Cetera Investment Advisers2,464,891$110M0.12%+1,275,51113F-HRTimeline
Wealthfront Advisers LLC2,454,566$110M0.25%+1,231,37113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,275,957$102M0.09%+1,263,51713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,155,764$96.4M0.13%+1,067,74413F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,130,644$95.3M1.06%+1,146,43113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,082,527$93.1M0.01%+981,22113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,818,072$81.3M0.11%+879,61213F-HRTimeline
HighTower Advisors, LLC1,800,359$80.5M0.09%+870,52613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,651,536$73.8M1.09%+853,50913F-HRTimelineGroup
J.Safra Asset Management Corp1,555,677$69.6M3.65%+802,15013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,543,260$69M0.12%+800,20613F-HR/ATimelineGroup
Capital Investment Advisors, LLC1,483,398$66.3M1.01%+1,392,99513F-HRTimeline
Cornerstone Advisors, LLC1,429,652$63.9M2.13%+1,394,85213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,366,342$61.1M0.01%+673,95213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,272,923$56.9M0.05%+807,41713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,236,516$55.3M0.13%+658,30113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,198,522$53.6M0.31%+662,48913F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,197,568$53.5M0.44%+1,190,09513F-HRTimelineGroup
EP Wealth Advisors, LLC1,157,946$51.8M0.27%13F-HRTimeline
Steward Partners Investment Advisory, L…1,132,716$50.6M0.28%+587,52913F-HRTimeline
CWM, LLCin group CWM, LLC1,126,411$50.4M0.14%+606,27813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,125,967$50.3M0.07%+691,72213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,086,712$48.6M0.13%+510,38713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,068,610$47.8M0.07%+557,89413F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,064,050$47.6M0.04%+533,66713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,011,830$45.2M<0.01%+374,15713F-HRTimelineGroup
Municipal Employees' Retirement System …991,274$44.3M0.5%+631,14813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding951,552$42.5M+453,517Timeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …937,446$41.9M0.22%+479,72313F-HRTimeline
Janney Montgomery Scott LLC915,235$40.9M0.09%+430,44913F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…869,894$38.9M0.25%+434,94713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV892,075$38.8M0.06%+463,06813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\854,470$38.2M0.04%+421,63013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…837,606$37.4M0.02%+192,66713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP831,691$37.2M0.05%+340,12213F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.828,463$37M1.1%+430,79513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC784,377$35.1M0.03%+582,84013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …775,630$34.7M0.51%+387,73013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP765,960$34.4M0.03%new13F-HRTimeline
GenTrust, LLC769,916$34.4M1.49%+460,80913F-HRTimeline
Blue Chip Partners, LLC768,613$34.4M2.49%+391,78413F-HRTimeline
FORBES J M & CO LLP766,392$34.3M2.77%+386,97613F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding757,688$33.9M+305,791Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC728,693$32.6M0.78%+370,02313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding724,888$32.4M+359,317Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD724,762$32.4M0.14%+240,13613F-HRTimelineGroup
Modern Wealth Management, LLC721,273$32.2M0.59%+380,05813F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC710,877$31.8M4.52%+362,23713F-HRTimeline
Private Advisor Group, LLC707,063$31.6M0.15%+351,12713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding694,263$31.3M+360,550Timeline
OAKWORTH CAPITAL, INC.659,541$29.5M1.61%+361,51613F-HRTimeline
KCM INVESTMENT ADVISORS LLC657,883$29.4M0.94%+314,45613F-HRTimeline
RiverFront Investment Group, LLC653,940$29.2M0.48%+327,40613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.649,982$29.1M0.32%+324,66513F-HRTimelineGroup
CoreCap Advisors, LLC649,867$29.1M1.01%+352,76913F-HRTimeline
EQUITABLE TRUST CO638,996$28.6M1.28%+313,62813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC599,005$26.8M0.02%+394,62913F-HRTimelineGroup
Sanctuary Advisors, LLC591,524$26.4M0.14%+293,14413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp591,160$26.4M1.4%+292,99813F-HRTimelineGroup
Cresset Asset Management, LLC570,828$25.5M0.11%+312,65013F-HRTimeline
FACTORY MUTUAL INSURANCE CO553,200$24.7M0.25%+276,60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP552,326$24.7M0.02%+306,39013F-HRTimelineGroup
APPLETON PARTNERS INC/MA543,535$24.3M1.6%+273,22813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP519,559$23.2M0.29%+256,90913F-HRTimeline
Advisory Alpha, LLC508,163$22.7M0.62%+219,60813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…497,537$22.7M0.03%+268,54113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC500,368$22.4M0.03%+237,92713F-HRTimelineGroup
Granger Management LLC496,946$22.2M5.87%+248,47313F-HRTimeline
Trilogy Capital Inc.493,281$22.1M0.99%+422,37013F-HRTimeline
Mariner, LLCin group Mariner, LLC471,809$21.1M0.03%+257,90713F-HRTimelineGroup
AE Wealth Management LLC464,076$20.7M0.12%+252,18413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…451,001$20.2M0.04%+310,03713F-HRTimelineGroup
Passaic Partners LLC445,856$19.9M2.06%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.431,005$19.3M0.16%+361,76313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP429,206$19.2M0.02%+243,22013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC428,018$19.1M0.31%+212,40813F-HRTimeline
Creative Planningin group Creative Planning427,301$19.1M0.01%+228,74513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding423,222$18.9M+268,538Timeline
Resonant Capital Advisors, LLC412,584$18.4M1.01%+202,66513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…409,412$18.3M1.46%+205,27813F-HRTimeline
Trust Asset Management LLC407,768$18.2M1.24%+196,42013F-HRTimeline
PINKERTON WEALTH, LLC399,881$17.9M1.83%+213,33313F-HRTimeline
&PARTNERS386,838$17.3M0.09%+212,86513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management383,947$17.2M0.03%+258,93013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources377,622$16.9M<0.01%+190,13213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC374,352$16.7M0.06%+178,02513F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.359,154$16.1M3.68%+184,55513F-HRTimeline
Cedrus Wealth Group LLC357,945$16M14.76%13F-HRTimeline
SP Asset Management LLC355,904$15.9M1.26%+176,35213F-HRTimeline
NewEdge Advisors, LLC374,199$15.4M0.06%+207,56913F-HRTimeline
Parallax Volatility Advisers, L.P.342,489$15.3M0.48%+342,48813F-HRTimeline
Schonfeld Strategic Advisors LLC335,964$15M0.08%+332,27613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.334,118$14.9M0.1%+210,88113F-HRTimelineGroup
Blume Capital Management, Inc.332,656$14.9M2.73%+166,66813F-HRTimeline
MAI Capital Management322,041$14.4M0.08%+181,10413F-HRTimeline
PITTENGER & ANDERSON INC317,624$14.2M0.55%+168,98513F-HRTimeline
Janney Capital Management LLC314,840$14.1M0.88%+153,28113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…307,160$14M0.12%-1,883,33513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP296,295$13.2M0.49%+149,37913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding290,341$13M+145,096Timeline
Advisory Services Network, LLC289,707$13M0.18%+148,10113F-HRTimeline
First Interstate Bank284,470$12.7M0.68%+142,28213F-HRTimeline
Beacon Pointe Advisors, LLC282,847$12.6M0.09%+152,50613F-HRTimeline
TUDOR INVESTMENT CORP ET AL282,070$12.6M0.07%-659,05013F-HRTimeline
D.A. DAVIDSON & CO.281,423$12.6M0.08%+161,44513F-HRTimeline
Blue Trust, Inc.278,478$12.5M0.14%+138,31113F-HRTimeline
Ethos Financial Group, LLC277,399$12.4M0.92%+142,70513F-HRTimeline
Steele Capital Management, Inc.271,962$12.2M0.52%+132,59113F-HRTimeline
1832 Asset Management L.P.269,809$12.1M0.02%+130,77113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC265,644$11.9M0.45%+127,93513F-HRTimeline
Merit Financial Group, LLC265,482$11.9M0.1%+193,82313F-HRTimeline
Provida Pension Fund Administrator264,858$11.8M0.2%-15,27613F-HRTimeline
Dakota Wealth Management260,201$11.6M0.21%+138,70813F-HR/ATimeline
Ashton Thomas Private Wealth, LLC259,306$11.6M0.28%+119,28913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC258,654$11.6M0.1%+258,58713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS258,332$11.6M0.02%+111,99313F-HRTimeline
Solitude Financial Services257,500$11.5M3.8%+121,14013F-HRTimeline
BLAIR WILLIAM & CO/IL256,580$11.5M0.03%+121,64213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC255,632$11.4M0.77%+128,73713F-HRTimeline
Fielder Capital Group LLC254,202$11.4M2.42%+134,38313F-HRTimeline
SG Americas Securities, LLC250,633$11.2M0.01%+40,87513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.249,706$11.2M0.02%new13F-HRTimelineGroup
NTV Asset Management LLC249,003$11.1M1.18%+141,05913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC245,363$11M0.09%+122,51813F-HRTimelineGroup
Peak Retirement Planning, Inc.236,200$10.6M2.47%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL235,330$10.5M1.54%+137,01313F-HRTimeline
Ausdal Financial Partners, Inc.235,318$10.5M0.49%+142,78913F-HRTimeline
Whitcomb & Hess, Inc.222,951$10.5M2.47%+120,13013F-HRTimeline
Wilmington Savings Fund Society, FSB232,460$10.4M0.24%+115,98413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC229,738$10.3M0.02%-249,83113F-HRTimeline
Fiduciary Group, LLC223,641$10M0.84%+110,04413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A221,321$9.9M0.03%+96,84813F-HRTimelineGroup
COMERICA BANK218,846$9.78M0.04%+99,61413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…218,056$9.75M0.03%+104,52913F-HRTimelineGroup
Waverly Advisors, LLC211,416$9.45M0.08%+119,05813F-HRTimeline
Black Swift Group, LLC210,390$9.41M1.57%+103,20913F-HRTimeline
Foundations Investment Advisors, LLC210,098$9.39M0.12%+174,79213F-HRTimeline
Vickerman Investment Advisors, Inc.208,640$9.33M1.86%+103,24013F-HRTimeline
Atria Investments, Inc206,990$9.25M0.11%+104,66213F-HRTimeline
Biltmore Wealth Management, LLC204,465$9.14M3.45%+102,72313F-HRTimeline
Cullen Capital Management, LLC204,009$9.12M0.1%new13F-HRTimeline
Krilogy Financial LLC184,400$9.08M0.31%+94,49313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC202,183$9.04M0.08%+98,15113F-HRTimelineGroup
Crescent Grove Advisors, LLC201,260$9M0.86%+89,26313F-HRTimeline
Arkadios Wealth Advisors200,993$8.99M0.18%+107,91213F-HRTimeline
Valmark Advisers, Inc.198,661$8.88M0.11%+101,59013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …197,839$8.85M0.07%13F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding185,167$8.83M+94,086Timeline
Baker Avenue Asset Management, LP196,976$8.81M0.2%+84,64913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.196,752$8.8M0.03%+94,75813F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding194,516$8.7M+121,239Timeline
Busey Bank193,400$8.65M0.23%+93,77513F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC192,570$8.61M0.41%+68,16113F-HRTimelineGroup
Econ Financial Services Corp188,112$8.41M4.22%+100,16313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC187,509$8.38M2.74%+98,04013F-HRTimeline
Bryn Mawr Trust Advisors, LLC184,231$8.24M0.4%+92,18413F-HRTimeline
CHEMUNG CANAL TRUST CO182,474$8.16M1.62%+92,92213F-HRTimeline
Enclave Advisors LLC180,627$8.08M1.14%+60,46413F-HRTimeline
Concord Investment Counsel Inc.180,420$8.07M2.62%+87,98913F-HRTimeline
Foguth Wealth Management, LLC.176,683$8.07M1.25%13F-HRTimeline
McKinley Carter Wealth Services, Inc.180,363$8.06M0.45%+66,77413F-HRTimeline
Advyzon Investment Management, LLC178,717$7.99M0.93%+134,57613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT178,524$7.98M0.46%+91,18713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd177,506$7.94M0.08%+35,28413F-HRTimelineGroup
Ted Buchan & Co176,762$7.9M2.9%+94,74013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC176,410$7.89M1.67%+69,51613F-HRTimeline
U.S. Capital Wealth Advisors, LLC176,321$7.88M0.21%+84,28113F-HRTimeline
Long Run Wealth Advisors, LLC175,967$7.87M1.48%+93,00113F-HRTimeline
SIMON QUICK ADVISORS, LLC175,184$7.83M0.34%+86,35913F-HRTimeline
MGO ONE SEVEN LLC174,468$7.8M0.16%+89,43513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC172,558$7.72M0.1%+11,39013F-HRTimelineGroup
LS Investment Advisors, LLC170,108$7.61M1.07%+79,18013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC169,788$7.59M0.18%+119,06113F-HRTimelineGroup
Cadence Wealth Management LLC169,215$7.57M3.65%+82,64113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management168,119$7.52M0.09%+123,63613F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…166,068$7.42M0.5%+83,03413F-HRTimelineGroup