Security record · archived quarter
XLE
State Street Energy Select Sector SPDR ETF · Financial Services · Asset Management
2Tracked holders
0Δ holders
459.96KShares held
$29.46MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 459.96K | $29.46M | n/a | n/a |
| Q2 2026 | 108 | +2 | 292.12M | $15.53B | +9 | −7 |
| Q1 2026 | 107 | +4 | 303.54M | $18.58B | +9 | −5 |
| Q4 2025 | 101 | -1 | 272.43M | $12.17B | +1 | −2 |
| Q3 2025 | 15 | +1 | 48.07M | $4.29B | +1 | n/a |
| Q2 2025 | 11 | 0 | 3.45M | $292.29M | +1 | −1 |
| Q1 2025 | 9 | -1 | 2.05M | $191.62M | +1 | −2 |
| Q4 2024 | 10 | +1 | 2.53M | $216.39M | +1 | n/a |
| Q3 2024 | 8 | 0 | 2.02M | $177.46M | n/a | n/a |
| Q2 2024 | 8 | n/a | 2.05M | $186.73M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 366.67K | +10.7% | $23.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 93.29K | +62.6% | $5.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,083 holders, 443.97M shares, $26.38B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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