Skip to content
Disclosery

XLE SELECT SECTOR SPDR TR

Follow

SHS (fund)

Filings received so far for Q3 2026: 124 13F filers report a position in XLE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Hamilton Capital, LLC2,367,600$146M8.18%-2,031,11113F-HRTimeline
Stonebridge Financial Group, LLC451,683$27.8M2.05%new13F-HRTimeline
EASTERN BANK436,385$26.8M0.41%+429,65313F-HRTimeline
CoreCap Advisors, LLC421,325$25.9M0.75%+56,84413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC414,688$25.5M0.3%-6,76513F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC374,358$23M2.75%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Galvin, Gaustad & Stein, LLC331,969$20.4M1.54%-88,96313F-HRTimeline
Grove Bank & Trust261,706$16.1M1.6%+132,29813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC244,862$15.1M0.91%+70413F-HRTimeline
Whitcomb & Hess, Inc.223,875$13.8M2.95%-1,47813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC222,142$13.7M0.23%-8,53113F-HRTimeline
Lake Hills Wealth Management, LLC188,565$11.6M5.33%+4,29413F-HRTimeline
Biltmore Wealth Management, LLC176,926$10.9M3.37%-2,26713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP167,068$10.3M1.03%-15,79513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC165,561$10.2M2.99%+7,98913F-HRTimeline
Farther Finance Advisors, LLC143,917$8.85M0.06%-10,88713F-HRTimeline
Kessler Investment Group, LLC140,170$8.62M4.16%+133,19013F-HRTimeline
Financial Enhancement Group LLC123,240$7.81M0.9%-19,29313F-HRTimeline
BOS Asset Management, LLC113,418$6.98M1.63%+98113F-HRTimeline
Investors Research Corp110,858$6.82M1.2%-1,75813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.97,377$5.99M4.05%-6,43413F-HRTimeline
Crumly & Associates Inc.92,587$5.69M1.01%+1,76113F-HRTimeline
MRA Advisory Group87,995$5.41M2.03%+4,31013F-HRTimeline
Matrix Trust Co80,985$4.98M0.72%+2,24213F-HRTimeline
Ayalon Insurance Comp Ltd.75,824$4.66M0.39%+25,00013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC65,338$4.02M0.26%+15913F-HRTimeline
ROCKLAND TRUST CO62,097$3.82M0.15%-1,46413F-HRTimeline
Buska Wealth Management, LLC60,977$3.75M1.29%-47,15013F-HRTimeline
Castle Rock Wealth Management, LLC50,195$3.2M0.6%-10,41813F-HRTimeline
Hardin Capital Partners, LLC47,440$2.92M1.43%-3,43213F-HRTimeline
Strategic Financial Group, LLC46,926$2.89M2.8%-4,38513F-HRTimeline
FSA Investment Group, LLC45,463$2.8M0.89%+8,30913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC44,297$2.72M0.64%+2,90613F-HRTimeline
Boltwood Capital Management42,968$2.64M0.6%-813F-HRTimeline
Bank of New Hampshire39,657$2.44M0.53%-8,62613F-HRTimeline
Acropolis Investment Management, LLC35,477$2.18M0.09%+53313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.35,387$2.18M0.35%new13F-HRTimeline
Valeo Financial Advisors, LLC34,265$2.11M0.04%-24213F-HRTimeline
YHB Investment Advisors, Inc.31,706$1.95M0.12%+14613F-HRTimeline
Balefire, LLC31,363$1.93M0.3%-8,62613F-HRTimeline
Gainplan LLC28,187$1.73M0.67%+1,08913F-HRTimeline
Legacy Private Trust Co.24,690$1.52M0.08%+1,47013F-HRTimeline
Peoples Bank/KS23,614$1.45M1.42%013F-HRTimeline
Wedmont Private Capital21,586$1.41M0.03%+3,25613F-HRTimeline
Capital Advisors Wealth Management, LLC22,463$1.38M0.16%-24713F-HRTimeline
Avidian Wealth Enterprises, LLC21,320$1.31M0.04%-10913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC20,402$1.25M0.34%+3,10413F-HRTimeline
Sherry Group, Inc.18,891$1.16M1.09%+16513F-HRTimeline
TrueWealth Advisors, LLC18,324$1.13M0.25%+73413F-HRTimeline
Trust Co17,031$1.05M0.09%-5513F-HRTimeline
Overbrook Management Corp15,529$955K0.15%+1,28413F-HRTimeline
Venture Visionary Partners LLC14,110$868K0.02%-19713F-HRTimeline
Factor Wealth Management LTD13,858$852K0.13%-14413F-HRTimeline
First Citizens Financial Corp13,533$832K0.35%+43613F-HRTimeline
Meadowbrook Wealth Management, LLC12,241$753K0.79%+2,85613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,882$746K0.11%+3613F-HRTimeline
Pathway Financial Advisors LLC11,950$735K0.08%013F-HRTimeline
Apella Capital, LLC11,485$728K0.01%+24413F-HRTimeline
Successful Portfolios LLC11,005$695K0.32%013F-HRTimeline
Ballew Advisors, Inc11,055$694K0.35%-1,09313F-HRTimeline
Weaver Consulting Group10,705$658K0.13%013F-HRTimeline
CENTRAL BANK & TRUST CO10,507$646K0.09%+82413F-HRTimeline
Shulman DeMeo Asset Management LLC9,422$598K0.12%+213F-HRTimeline
Roxbury Financial LLC9,449$581K0.45%-18913F-HRTimeline
CX Institutional9,081$558K0.02%-26,52113F-HRTimeline
Cooper Financial Group8,682$534K0.04%+97213F-HRTimeline
Sprinkle Financial Consultants LLC8,618$530K0.21%+6013F-HRTimeline
City Center Advisors, LLC8,593$528K0.4%-15,98513F-HRTimeline
CHAPIN DAVIS, INC.8,507$523K0.1%+5813F-HRTimeline
M.E. ALLISON & CO., INC.8,161$502K0.28%013F-HRTimeline
KFA Private Wealth Group, LLC7,879$485K0.11%013F-HRTimeline
Paladin Partners, LLC7,710$474K0.29%-35,40013F-HRTimeline
Castleview Partners, LLC7,389$454K0.2%-10013F-HRTimeline
SACKS & ASSOCIATES, LLC6,989$430K0.3%+613F-HRTimeline
Vilga Financial Planning LLC6,447$396K0.24%+36713F-HRTimeline
Mirador Capital Partners LP6,317$388K0.05%-62913F-HRTimeline
Montecito Bank & Trust6,252$384K0.06%-20013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,024$370K0.03%013F-HRTimeline
Bullock Wealth Management Group5,895$370K0.15%+10713F-HRTimeline
DOLIVER ADVISORS, LP5,766$355K0.08%-2013F-HRTimeline
First Heartland Consultants, Inc.5,723$352K0.02%+28413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,380$331K0.23%+7013F-HRTimeline
GAMMA Investing LLC5,216$321K0.01%+65413F-HRTimeline
Boston Standard Wealth Management, LLC5,162$318K0.05%+3013F-HRTimeline
Horrell Capital Management, Inc.4,992$307K0.16%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,910$302K0.21%-16013F-HRTimeline
Vann Equity Management LLC4,725$291K0.17%new13F-HRTimeline
Paragon Capital Management Ltd4,643$286K0.05%+113F-HRTimeline
Longview Financial Advisors, Inc.4,609$283K0.16%013F-HRTimeline
Iowa State Bank4,584$282K0.05%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC4,527$278K0.05%new13F-HRTimeline
Sound Income Strategies, LLC4,249$277K0.01%-56413F-HRTimeline
Post Resch Tallon Group Inc.4,425$272K0.19%+313F-HRTimeline
Box Hill Private Wealth LLC4,395$270K0.2%new13F-HRTimeline
KWMG, LLC4,208$259K0.02%new13F-HRTimeline
Prota Financial, LLC4,000$251K0.16%-1,36813F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,893$239K0.02%+413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,758$231K0.05%new13F-HRTimeline
Sincerus Advisory, LLC3,693$227K0.15%new13F-HRTimeline
McAlister, Sweet & Associates, Inc.3,389$208K0.13%-2,05013F-HRTimeline
GK Wealth Management LLC3,350$206K0.12%-2,46913F-HRTimeline
Bangor Savings Bank2,583$159K0.01%-2313F-HRTimeline
Hickory Point Bank & Trust2,026$125K0.07%013F-HRTimeline
Polaris Financial Partners1,975$122K0.05%13F-HRTimeline
Byrne Asset Management LLC1,886$118K0.07%+7513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,709$105K0.07%-12513F-HRTimeline
Olistico Wealth, LLC1,430$87.9K0.04%+4013F-HRTimeline
Dorato Capital Management1,348$85.4K0.06%013F-HRTimeline
Rosenberg Matthew Hamilton899$55.3K0.01%-25113F-HRTimeline
MassMutual Private Wealth & Trust, FSB857$52.7K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA830$51K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC816$50.2K0.01%013F-HRTimeline
Davis Capital Management783$48.2K0.03%-1713F-HRTimeline
Pacifica Partners Inc.516$32.3K0.01%+2613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.469$28.8K<0.01%-19413F-HRTimelineGroup
Versant Capital Management, Inc382$23.5K<0.01%+20213F-HRTimeline
Wealth Enhancement Trust Services, Inc.280$17.2K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH200$12.3K<0.01%new13F-HRTimeline
Planning Strategies Inc.177$10.9K0.01%+113F-HRTimeline
Go Invest LLC164$10.1K<0.01%+4913F-HRTimeline
GoalVest Advisory LLC146$8.98K<0.01%-16013F-HRTimeline
Bank & Trust Co134$8.24K0.01%013F-HRTimeline
Miller Global Investments, LLC83$5.11K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division2$123<0.01%013F-HRTimeline