# SELECT SECTOR SPDR TR (XLE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XLE/

- Reporting holders: 118
- Reported value: $508.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $145.6M | 2,367,600 | 8.2% | 26 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $27.8M | 451,683 | 2.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $26.8M | 436,385 | 0.4% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.9M | 421,325 | 0.7% | 19 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $25.5M | 414,688 | 0.3% | 32 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $20.4M | 331,969 | 1.5% | 24 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $16.1M | 261,706 | 1.6% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $15.1M | 244,862 | 0.9% | 16 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $13.8M | 223,875 | 2.9% | 22 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $13.7M | 222,142 | 0.2% | 2 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $11.6M | 188,565 | 5.3% | 3 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $10.9M | 176,926 | 3.4% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $10.3M | 167,068 | 1.0% | 32 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $10.2M | 165,561 | 3.0% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.9M | 143,917 | 0.1% | 16 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $8.6M | 140,170 | 4.2% | 22 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $7.8M | 123,240 | 0.9% | 3 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $7.0M | 113,418 | 1.6% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $6.8M | 110,858 | 1.2% | 26 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $6.0M | 97,377 | 4.0% | 12 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $5.7M | 92,587 | 1.0% | 23 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $5.4M | 87,995 | 2.0% | 5 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $4.0M | 65,338 | 0.3% | 15 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $3.8M | 62,097 | 0.1% | 32 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $3.8M | 60,977 | 1.3% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 118 | $508.5M |
| Q2 2026 | 2,075 | $43.7B |
| Q1 2026 | 2,128 | $52.7B |
| Q4 2025 | 1,879 | $33.2B |
| Q3 2025 | 1,762 | $35.5B |
| Q2 2025 | 1,777 | $34.4B |
| Q1 2025 | 1,858 | $35.8B |
| Q4 2024 | 1,907 | $32.3B |
| Q3 2024 | 1,774 | $34.8B |
| Q2 2024 | 1,837 | $33.5B |
| Q1 2024 | 1,837 | $40.1B |
| Q4 2023 | 1,798 | $35.0B |