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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,556 managers (1,579 13F filers) reported a position in XLU shares at 2026-06-30, 327,061,670 shares in all. 108 filers opened a position and 128 filers sold out during the quarter.

Managers
1,556
13F filers
1,579
New
108
Added
637
Reduced
554
Sold out
128
Shares held by filers
327,061,670

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/28,238,512$1.28B0.08%+196,69813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,813,355$1B0.06%-624,46613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,999,155$997M0.05%-1,367,11813F-HRTimelineGroup
LPL Financial LLC15,226,190$690M0.16%-787,85513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,347,881$605M0.11%+141,88113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding10,816,579$490M-7,094,342Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,551,440$389M0.08%+1,555,54313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,889,429$358M0.19%+2,194,90513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,612,186$345M0.09%+491,04413F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 3 filers holding7,525,994$341MnewTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,914,020$313M-638,716Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,573,429$298M0.05%+2,517,89313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,063,609$275M0.03%+2,714,21113F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,395,188$245M0.95%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,206,517$191M0.22%+371,73413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,594,262$163M0.2%-42,06213F-HRTimelineGroup
Janney Montgomery Scott LLC3,487,951$158M0.31%+56,12313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,442,907$156M1.05%-9,67013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO3,181,400$144M1.36%-27,50013F-HRTimeline
Saudi Central Bank3,099,466$140M1.84%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,930,565$133M0.91%+2,243,93113F-HRTimelineGroup
Cetera Investment Advisers2,908,419$132M0.12%-40,86313F-HRTimeline
MUFG BANK, LTD.in group Mitsubishi UFJ Trust & Bankin…2,788,000$126M3.56%new13F-HRTimelineGroup
WestEnd Advisors, LLC2,591,111$117M2.62%+177,68313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,539,318$115M0.04%+985,45813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,522,611$114M0.16%+552,22013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,347,691$106M-1,611,922Timeline
CIBC WORLD MARKET INC.2,256,360$102M0.17%-2,093,91113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,110,205$95.7M0.61%-1,341,53513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,082,580$94.4M0.08%-440,45213F-HRTimelineGroup
Moss Adams Wealth Advisors LLC1,939,085$87.9M5.49%+141,62413F-HRTimeline
GLOBALT Investments LLC / GA1,746,448$79.2M2.67%+13,30113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,740,395$78.9M0.03%+146,80313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,698,178$77M<0.01%+605,00313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,642,226$74.5M0.03%+314,60213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,636,433$74.2M0.09%+34,38413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,501,241$68.1M0.85%+72,43413F-HRTimelineGroup
Cornerstone Advisors, LLC1,335,910$60.6M1.99%013F-HRTimeline
Private Advisor Group, LLC1,101,638$49.9M0.23%-95,23313F-HRTimeline
Cambridge Investment Research Advisors,…1,096,813$49.7M0.11%+16,64113F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,049,444$47.6M0.56%+797,63713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,040,792$47.2M0.03%+991,20013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC984,601$44.6M0.09%+280,65513F-HRTimeline
MAI Capital Management954,172$43.3M0.16%+629,04813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…945,995$42.9M0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC926,248$42M0.02%+84,44813F-HRTimeline
Agave Capital Management Ltd912,326$41.4M4.52%new13F-HRTimeline
RATIONAL ADVISORS, INC.905,679$41.1M3.77%-17,48413F-HRTimeline
Laura & John Arnold Foundation893,779$40.5M12.26%-3,308,99513F-HRTimeline
FIL Ltdin group FIL Ltd848,866$38.5M0.03%-347,15013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\832,150$37.7M0.04%-181,77413F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding825,073$37.4M+17,794Timeline
HighTower Advisors, LLC820,438$37.2M0.04%-46,08713F-HRTimeline
Summit Financial, LLC766,801$34.8M0.38%-40,59213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…754,064$34.2M0.02%+7,09413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.740,516$33.6M0.05%+114,28813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP726,346$32.9M<0.01%+28,68513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding711,874$32.3M-46,740Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP639,002$29.5M0.01%+132,07313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL640,125$29M0.12%+418,97013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO615,910$27.9M1.44%-2,76913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding614,562$27.9M-26,188Timeline
CAPITAL FUND MANAGEMENT S.A.608,513$27.6M0.2%-109,83213F-HRTimeline
First Financial Bankshares Inc608,395$27.6M0.52%-294,79413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC606,100$27.5M0.04%-97,80013F-HRTimeline
New Harbor Financial Group, LLC597,390$27.1M4.31%+34,71013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…589,196$26.7M0.04%-359,45813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS578,365$26.2M0.04%+47,21113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.572,951$26M0.16%-82,15713F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.571,978$25.9M0.16%+155,24713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC568,792$25.8M0.03%-171,29013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC562,767$25.5M0.03%+13,79413F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …562,000$25.5M3.36%013F-HRTimelineGroup
Trilogy Capital Inc.558,816$25.3M0.99%+202,62013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD552,000$25M0.1%-2,42513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP542,815$24.6M0.02%new13F-HRTimelineGroup
SG Americas Securities, LLC538,595$24.4M0.01%+268,73513F-HRTimeline
Steward Partners Investment Advisory, L…522,340$23.7M0.12%+65,24913F-HRTimeline
WCG Wealth Advisors LLC482,511$21.9M0.52%+26,57813F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding477,636$21.7M0Timeline
GERMAN AMERICAN BANCORP, INC.477,625$21.7M1.63%+4,09213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP470,354$21.3M<0.01%+253,86913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC459,124$20.8M0.06%-2,75413F-HRTimelineGroup
GREENWOOD GEARHART LLC459,056$20.8M0.97%+22,87913F-HRTimeline
NewEdge Advisors, LLC452,132$20.5M0.06%+30,65713F-HRTimeline
FMR LLCin group FMR LLC443,917$20.1M<0.01%-117,20113F-HRTimelineGroup
MATAURO, LLC424,681$19.3M2.55%+45,68913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…424,299$19.2M0.16%+51,71113F-HRTimelineGroup
Passaic Partners LLC421,077$19.1M1.83%+45,45913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION406,679$18.4M1.32%+14,93013F-HRTimeline
Cornerstone Capital, Inc.402,899$18.3M1.63%+10,91813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC402,420$18.2M0.07%+11,69713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV400,695$18.2M0.02%-40,27613F-HR/ATimeline
Modern Wealth Management, LLC396,866$18M0.21%+36,38513F-HRTimeline
ALLIANCEBERNSTEIN L.P.385,908$17.7M0.01%+136,62013F-HRTimeline
Foguth Wealth Management, LLC.392,328$17.6M2.01%+81,16613F-HRTimeline
Basepoint Wealth LLC387,019$17.5M10.04%+263,59913F-HRTimeline
Sanctuary Advisors, LLC386,605$17.5M0.08%+3,03813F-HRTimeline
Ethos Financial Group, LLC378,187$17.1M1.15%-19,54713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC374,400$17M0.09%+107,70013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp361,239$16.4M0.27%+28,31513F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL359,998$16.3M0.32%+9,15513F-HRTimeline
Arkos Global Advisors355,959$16.1M1.91%+21,90913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC347,522$15.8M0.03%-41,83413F-HRTimelineGroup
Trust Asset Management LLC342,678$15.5M0.97%+2,71013F-HR/ATimeline
Advisory Services Network, LLC337,168$15.3M0.17%+79,31013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…336,949$15.3M0.02%-20,67413F-HRTimelineGroup
Wealth Advisors of Iowa, LLC331,564$15M4.07%-38,22913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP329,766$15M0.02%-6,21813F-HR/ATimelineGroup
Arax Advisory Partners327,954$14.9M0.1%+296,65813F-HRTimeline
OneDigital Investment Advisors LLC324,287$14.7M0.12%+299,61113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC322,766$14.6M0.07%-579,57013F-HR/ATimeline
Advisory Alpha, LLC320,069$14.5M0.36%-342,34013F-HRTimeline
&PARTNERS318,954$14.5M0.06%-96113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…318,120$14.4M0.02%+42,67213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding308,989$14M+45,289Timeline
Biltmore Wealth Management, LLC308,174$14M4.36%+8,80413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC306,954$13.9M0.03%+286,77113F-HRTimelineGroup
SCOTIA CAPITAL INC.302,558$13.7M0.05%+53,30013F-HRTimeline
KCM INVESTMENT ADVISORS LLC299,863$13.6M0.4%+16213F-HRTimeline
Waverly Advisors, LLC298,862$13.6M0.08%-55,40513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…295,164$13.4M0.02%+133,43113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP283,501$12.9M0.01%-257,58813F-HRTimelineGroup
Hilton Capital Management, LLC281,037$12.7M0.87%-308,70913F-HRTimeline
AlphaStar Capital Management, LLC280,890$12.7M0.81%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.277,933$12.7M0.08%+206,81313F-HRTimeline
Galvin, Gaustad & Stein, LLC279,459$12.7M0.94%-3,09113F-HRTimeline
Manhattan West Asset Management, LLC268,350$12.2M2.03%+13,21513F-HRTimeline
DAVENPORT & Co LLC260,911$11.8M0.06%+68,35813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …259,104$11.7M0.28%-10,52213F-HRTimelineGroup
Inlight Wealth Management, LLC257,816$11.7M3.72%+19,46913F-HRTimeline
Strategic Wealth Investment Group, LLC256,746$11.6M1.41%+128,52813F-HRTimeline
Creative Planningin group Creative Planning255,905$11.6M0.01%+37,85913F-HRTimelineGroup
Gotham Asset Management, LLC254,300$11.5M0.03%+88,77213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…253,909$11.5M0.01%-20,70413F-HRTimelineGroup
Savant Capital, LLC258,023$11.4M0.03%+253,39713F-HRTimeline
TCV Trust & Wealth Management, Inc.251,034$11.4M0.86%+23713F-HRTimeline
KWMG, LLC247,169$11.2M0.81%+11,01613F-HRTimeline
Clarity Financial LLC242,052$11M0.94%+58,39213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC237,973$10.8M2.61%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP237,641$10.8M0.12%+1,06513F-HRTimeline
Ayalon Insurance Comp Ltd.234,088$10.6M1.3%+38,39913F-HRTimeline
SIMPLEX TRADING, LLC233,426$10.6M0.28%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC230,780$10.5M0.02%+80,51113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC229,909$10.4M0.01%-416,31413F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA225,991$10.2M0.02%+91,34913F-HRTimelineGroup
Rothschild Capital Partners, LLC225,030$10.2M2.2%+31,52113F-HRTimeline
BW Gestao de Investimentos Ltda.225,000$10.2M0.25%-675,00013F-HRTimeline
Stonebridge Financial Group, LLC/CA223,948$10.2M1.41%13F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.222,000$10.1M1.3%new13F-HRTimelineGroup
Lalia Capital, LLC222,000$10.1M4.89%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC221,437$10M1.02%+11,22513F-HRTimeline
Caisse de depot et placement du Quebec219,802$9.97M0.01%-1,133,20413F-HRTimeline
PETERSON WEALTH MANAGEMENT219,280$9.94M4.63%+1,47913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.218,240$9.9M0.01%+3,84613F-HRTimelineGroup
Dakota Wealth Management217,335$9.85M0.19%+1,50713F-HRTimeline
Integrated Wealth Concepts LLC215,333$9.76M0.05%+4,84413F-HRTimeline
EP Wealth Advisors, LLC214,849$9.74M0.04%-2,24013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management209,967$9.52M0.02%new13F-HRTimelineGroup
IFP Advisors, Inc207,805$9.42M0.17%+43,87313F-HRTimeline
Jain Global LLC205,798$9.33M0.11%+49,35813F-HRTimeline
J.W. COLE ADVISORS, INC.205,312$9.31M0.16%-13,96713F-HRTimeline
Krilogy Financial LLC203,277$9.22M0.27%+1,83413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT199,519$9.05M0.49%+1,09513F-HRTimelineGroup
Capital Investment Advisors, LLC199,402$9.04M0.12%-2,01813F-HRTimeline
RFG Advisory, LLC199,299$9.04M0.14%-11,65213F-HRTimeline
Eaton Financial Holdings Company, LLC196,801$8.92M2.45%-5,40013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC195,833$8.88M0.34%+81013F-HRTimeline
IHT Wealth Management, LLC194,300$8.81M0.19%-81,78213F-HRTimeline
Hollow Brook Wealth Management LLC192,708$8.74M1.74%013F-HRTimeline
CENTAURUS FINANCIAL, INC.191,916$8.7M0.34%+6,65713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP190,022$8.62M0.84%+5,65413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC189,318$8.58M0.52%+3,05513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management188,141$8.53M0.09%+25,94313F-HRTimelineGroup
Quantitative Investment Management, LLC188,006$8.52M0.93%new13F-HRTimeline
Sigma Planning Corp184,324$8.36M0.21%-4,62813F-HRTimeline
Snowden Capital Advisors LLC183,509$8.32M0.2%+17,70413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.181,567$8.23M0.33%+10,06213F-HRTimelineGroup
THOR TRADING ADVISORS, LLC178,831$8.11M2.54%+21,38313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co177,799$8.06M<0.01%+45113F-HRTimelineGroup
MORTON COMMUNITY BANK176,710$8.01M1.63%+6,53113F-HRTimeline
Madison Park Capital Advisors, LLC176,015$7.98M5.69%+7,51413F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding175,231$7.94M-43,855Timeline
HighPoint Advisor Group LLC171,427$7.77M0.27%-30,89413F-HRTimeline
EDGEWOOD MANAGEMENT LLC171,236$7.76M0.08%013F-HRTimeline
IFG Advisory, LLC170,778$7.74M0.27%new13F-HRTimeline
First Interstate Bank169,858$7.7M0.4%-3,92713F-HRTimeline
Capital Investment Advisory Services, L…166,944$7.57M0.47%+3,18213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …166,941$7.57M0.05%+81013F-HRTimelineGroup
Evolution Wealth Advisors, LLC166,523$7.55M0.88%+87013F-HRTimeline
Orion Porfolio Solutions, LLC166,294$7.54M0.06%-39,61413F-HRTimeline
Beacon Pointe Advisors, LLC165,449$7.5M0.03%+88713F-HRTimeline
COURIER CAPITAL LLC164,331$7.45M0.37%+5,33513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC161,353$7.32M<0.01%-1,37713F-HRTimelineGroup
Atria Investments, Inc160,980$7.3M0.07%+5,39513F-HRTimeline
IMZ Advisory Inc160,802$7.29M2.31%+7,90713F-HRTimeline
NOTTINGHAM ADVISORS, INC.136,388$7.28M0.87%-22,85913F-HRTimeline
Prospera Financial Services Inc159,291$7.22M0.1%+4,03813F-HRTimeline
GTS SECURITIES LLC159,007$7.21M0.15%-319,10713F-HRTimeline
Graham Capital Management, L.P.159,000$7.21M0.19%+60,17013F-HRTimeline