Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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
MERIDIAN INVESTMENT COUNSEL INC.158,645$7.19M1.54%-1,99313F-HRTimeline
Sound View Wealth Advisors Group, LLC157,707$7.15M0.44%+3,98213F-HRTimeline
Ashton Thomas Private Wealth, LLC157,517$7.14M0.15%+39,35713F-HRTimeline
Rye Brook Capital LLC157,085$7.12M4.99%+16,31013F-HRTimeline
MIRAMONTES CAPITAL, LLC152,159$6.9M2.15%+6,89613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.149,350$6.87M0.23%new13F-HRTimeline
KCM Capital Inc150,000$6.8M1.11%013F-HRTimeline
Proficio Capital Partners LLC149,835$6.79M0.24%+78,62013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC148,827$6.75M0.08%-10,87913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.151,817$6.73M3.62%-35613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC148,266$6.72M0.06%-15,48113F-HRTimelineGroup
Waycross Investment Management Co148,143$6.72M5.11%+6,56113F-HRTimeline
CMH Wealth Management LLC146,716$6.65M1.01%+11,39613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC146,322$6.63M0.21%+15,02013F-HRTimelineGroup
Hippocratic Financial Advisors, LLC146,230$6.63M2.5%+7,47913F-HRTimeline
Regal Investment Advisors LLC145,460$6.6M0.34%-10,32313F-HRTimeline
Perkins Coie Trust Co144,691$6.56M1.09%-9,62413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC142,834$6.48M0.04%-8,78013F-HRTimelineGroup
Larson Financial Group LLC142,544$6.46M0.17%+42,55113F-HRTimeline
Measured Wealth Private Client Group, L…141,572$6.42M1.55%+7,50813F-HRTimeline
Valmark Advisers, Inc.139,479$6.32M0.07%+4,54213F-HRTimeline
Vestmark Advisory Solutions, Inc.139,382$6.32M0.06%-10,25013F-HRTimeline
JMAC ENTERPRISES LLC138,506$6.28M1.06%+1,39013F-HRTimeline
Valence8 US LP138,166$6.26M2.08%+75,21113F-HRTimeline
Ausdal Financial Partners, Inc.136,362$6.18M0.24%+32,73913F-HRTimeline
Atomic Invest LLC133,223$6.13M0.54%+132,01913F-HRTimeline
MGO ONE SEVEN LLC133,886$6.07M0.1%+16,63213F-HRTimeline
Dynamic Advisor Solutions LLC132,712$6.02M0.17%-3,93713F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE25,136$6.01M1.6%-85,09013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management131,824$5.98M0.18%-3,46713F-HRTimelineGroup
Round Rock Advisors LLC131,792$5.98M0.77%+5,46913F-HRTimeline
Econ Financial Services Corp131,462$5.96M2.79%+27,75913F-HRTimeline
Investors Portfolio Services LLC131,342$5.96M4.55%+18,87013F-HRTimeline
MARTIN & CO INC /TN/130,363$5.91M0.92%-5113F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC130,000$5.89M3.07%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…127,761$5.79M1.47%+15113F-HRTimeline
Farther Finance Advisors, LLC127,604$5.79M0.05%+21,21013F-HRTimeline
Kropog Financial Group, LLC125,860$5.71M4.02%+95713F-HRTimeline
Qube Research & Technologies Ltd125,424$5.69M0.01%new13F-HRTimeline
FLOYD FINANCIAL GROUP LLC123,034$5.62M3.67%+53913F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC123,778$5.61M0.26%+28413F-HRTimelineGroup
Legacy Private Trust Co.122,880$5.57M0.31%-22613F-HRTimeline
Trek Financial, LLC122,489$5.55M0.28%-164,55413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)121,685$5.52M0.05%+2413F-HRTimelineGroup
Foundations Investment Advisors, LLC120,923$5.48M0.06%-232,12313F-HRTimeline
APPLETON PARTNERS INC/MA120,402$5.46M0.33%-8,75213F-HRTimeline
Wealthfront Advisers LLC120,319$5.46M0.01%+8,57613F-HRTimeline
Berger Financial Group, Inc120,024$5.44M0.28%+2,37613F-HRTimeline
Allworth Financial LP119,891$5.44M0.02%-91813F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …119,514$5.42M1.86%13F-HRTimeline
Gladstone Institutional Advisory LLC118,854$5.39M0.17%+13,91013F-HRTimeline
WEDBUSH SECURITIES INC118,069$5.35M0.14%-5,25813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding117,791$5.34M-2,772Timeline
INDEPENDENT FINANCIAL GROUP, LLC117,364$5.32M0.1%-8,54313F-HRTimeline
Algorithmic Investment Models, LLC116,897$5.3M6.13%-1,02113F-HRTimeline
Rockport Wealth LLC115,509$5.24M0.88%-33,75213F-HRTimeline
Spahn Wealth & Retirement LLC113,179$5.13M3.3%+16,55913F-HRTimeline
Csenge Advisory Group113,172$5.13M0.21%+1,33213F-HRTimeline
Vectors Research Management, LLC111,786$5.07M1.32%-3,08613F-HRTimeline
TIAAgroup of 4 filers holding111,742$5.07M+47,785Timeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV111,554$4.99M1.05%+1,75213F-HRTimeline
One Wealth Map LLC109,651$4.92M2.3%+4,64513F-HRTimeline
Encompass More Asset Management107,412$4.87M0.72%-85,76713F-HRTimeline
HARBOUR INVESTMENTS, INC.107,010$4.85M0.07%-48,35913F-HRTimeline
BLAIR WILLIAM & CO/IL107,004$4.85M0.01%-35,61813F-HRTimeline
Mutual Advisors, LLC106,937$4.85M0.09%-1,39913F-HRTimeline
INNEALTA CAPITAL, LLC106,372$4.82M2.57%013F-HRTimeline
Quantinno Capital Management LP105,528$4.78M0.01%+7,76313F-HRTimeline
Roundview Capital LLC104,810$4.75M0.26%+29113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,660$4.75M<0.01%+67,45413F-HR/ATimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding103,303$4.68M+92,713Timeline
Tidal Investments LLCin group Tidal Investments LLC103,274$4.68M0.01%-31,81713F-HRTimelineGroup
Prosperity Consulting Group, LLC102,920$4.67M0.18%-51413F-HRTimeline
UMB Bank, n.a.102,655$4.65M0.06%-16413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vickerman Investment Advisors, Inc.102,625$4.65M0.9%-3,13913F-HRTimeline
Arta Finance Wealth Management LLC101,541$4.6M1.97%+13,21713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding100,465$4.56M+55,378Timeline
AMICA MUTUAL INSURANCE CO99,389$4.51M0.38%-4,45913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC98,421$4.46M0.04%-171,87913F-HRTimelineGroup
HCR Wealth Advisors98,259$4.46M0.4%-3,70413F-HRTimeline
TRUST CO OF OKLAHOMA97,783$4.43M1.14%-19213F-HRTimeline
1 NORTH WEALTH SERVICES LLC97,733$4.43M1.45%+4,34613F-HRTimeline
Freestone Grove Partners LP97,401$4.42M0.03%new13F-HRTimeline
Innova Wealth Partners97,333$4.41M1.83%-2,37313F-HRTimeline
Simplicity Wealth,LLC96,885$4.39M0.15%+52,59513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC96,735$4.39M0.93%+13,63313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK95,278$4.32M0.01%-67,56613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED95,248$4.32M0.26%+6,82813F-HRTimeline
Prime Capital Investment Advisors, LLC95,133$4.31M0.04%-113,12913F-HRTimeline
Arkadios Wealth Advisors94,790$4.3M0.07%+5,24213F-HRTimeline
MONTAG A & ASSOCIATES INC93,887$4.26M0.18%+4,00713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV93,834$4.25M0.2%+74,09813F-HRTimeline
Intrua Financial, LLC93,665$4.25M0.4%+67,92313F-HRTimeline
BLUELINE ADVISORS LLC92,147$4.18M2.89%+3,56913F-HRTimeline
Biondo Investment Advisors, LLC92,138$4.18M0.51%+94913F-HRTimeline
Silver Coast Investments LLC91,935$4.17M1.24%+5,54913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …91,733$4.16M0.08%-4,50813F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC91,529$4.15M1.45%+4,89513F-HRTimeline
Moors & Cabot, Inc.91,260$4.14M0.16%+7,58613F-HRTimeline
ADG Wealth Management Group, LLC91,180$4.13M2.62%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…90,915$4.12M0.05%+1,69913F-HRTimelineGroup
Concentric Capital Strategies, LP90,747$4.11M0.25%+14,44613F-HRTimeline
Strategic Financial Group, LLC90,744$4.11M3.94%+51413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV90,580$4.11M3.43%+1,15713F-HRTimeline
PFG Investments, LLC90,111$4.09M0.16%+1,87913F-HRTimeline
Ellis Investment Partners, LLC89,924$4.08M0.62%-3,83413F-HRTimeline
Axiom Investment Management LLC89,900$4.08M2.72%+6,38213F-HRTimeline
CENTRAL TRUST Co89,468$4.06M0.07%-3,29413F-HRTimeline
Apriem Advisors89,400$4.05M0.35%013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd88,787$4.03M1.36%+9,00013F-HRTimelineGroup
D.A. DAVIDSON & CO.88,258$4M0.02%-12,46413F-HRTimeline
Wealth Quarterback LLC88,207$4M1.24%+12,27313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,879$3.98M<0.01%-39,46113F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC87,470$3.97M0.1%-48,23413F-HRTimelineGroup
BIP Wealth, LLC87,457$3.97M0.11%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.87,434$3.96M0.12%+1,10913F-HRTimeline
Centric Wealth Management85,355$3.96M0.62%013F-HRTimeline
HAMEL ASSOCIATES, INC.86,930$3.94M1.09%-85513F-HRTimeline
Twin Tree Management, LP86,564$3.92M0.61%-12,13013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.85,390$3.87M2.77%+3,85013F-HRTimeline
FORBES J M & CO LLP85,378$3.87M0.3%013F-HRTimeline
Ranch Capital Advisors Inc.84,141$3.81M1.21%+3,88913F-HRTimeline
Focus Financial Network, Inc.84,003$3.81M0.12%+4,43213F-HRTimeline
Sequoia Financial Advisors, LLC83,362$3.78M0.02%-4,26313F-HRTimeline
Fiduciary Group, LLC82,959$3.76M0.3%-82813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…82,646$3.75M0.1%+18,73513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,318$3.73M0.02%+7,50413F-HRTimelineGroup
Broussard Financial Group LLC82,193$3.73M2.98%-39,64613F-HRTimeline
Consolidated Investment Group LLC81,470$3.69M0.32%013F-HRTimeline
Canton Hathaway, LLC81,077$3.68M0.7%+1,07713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding80,960$3.67M-6,398Timeline
WESPAC Advisors SoCal, LLC79,426$3.6M0.65%-31413F-HRTimeline
Robertson Stephens Wealth Management, L…78,522$3.56M0.09%-12,35413F-HRTimeline
Compass Wealth Management, LLC/GA78,385$3.55M1.42%+1,05013F-HRTimeline
SYON CAPITAL LLC78,322$3.55M0.15%+2,42013F-HRTimeline
Key Client Fiduciary Advisors, LLC77,875$3.53M1.03%-1,03713F-HRTimeline
AE Wealth Management LLC77,841$3.53M0.02%-14,47113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC77,789$3.53M0.7%+1,47113F-HRTimeline
Stillwater Capital Advisors, LLC77,733$3.52M0.36%-37613F-HRTimeline
INVESTMENT PARTNERS, LTD.77,396$3.51M1.1%-89713F-HRTimeline
CacheTech Inc.77,124$3.5M0.57%+6,65113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.76,662$3.48M0.07%+72,20013F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC76,334$3.46M0.74%+3,55013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…75,233$3.41M0.01%+3,11813F-HRTimelineGroup
MYDA Advisors LLC75,000$3.4M0.83%-65,00013F-HRTimeline
Lakeshore Capital Group, Inc.74,721$3.39M2.51%+2,23913F-HRTimeline
LCM Capital Management Inc74,662$3.39M1.48%+91813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.74,630$3.38M0.22%-43713F-HRTimelineGroup
Magnus Financial Group LLC73,836$3.35M0.24%+7,62913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,746$3.34M<0.01%-393,16713F-HRTimelineGroup
Virtue Capital Management, LLC73,701$3.34M0.45%+22,46113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp73,619$3.34M0.08%+43513F-HRTimelineGroup
Global Retirement Partners, LLC73,592$3.34M0.05%13F-HRTimeline
Cordatus Wealth Management LLC73,505$3.33M0.73%+40013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC73,470$3.33M0.74%+7,10013F-HRTimeline
TD Waterhouse Canada Inc.74,048$3.31M0.01%-38,92313F-HRTimeline
B. Riley Wealth Advisors, Inc.71,564$3.29M0.18%-31,72113F-HRTimeline
Adams Wealth Management72,343$3.28M0.63%+1,87013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,256$3.28M0.04%-3,19813F-HRTimelineGroup
RPg Family Wealth Advisory, LLC71,332$3.23M0.54%+9,86313F-HR/ATimeline
Aster Capital Management (DIFC) Ltd71,034$3.22M0.69%-36,21213F-HR/ATimeline
Winthrop Capital Management, LLC70,853$3.21M0.78%+74813F-HRTimeline
Midwest Financial Group LLC70,647$3.2M1.12%+6,84813F-HRTimeline
Merit Financial Group, LLC70,032$3.18M0.02%+2,19013F-HR/ATimeline
Solstein Capital, LLC69,946$3.17M1.09%+12313F-HRTimeline
SHAKER INVESTMENTS LLC/OH69,516$3.15M1.13%-57013F-HRTimeline
FINANCIAL DISCOVERY GROUP INC69,100$3.13M6.68%+3,58213F-HRTimeline
Gateway Wealth Partners, LLC68,928$3.13M0.19%-50,02913F-HRTimeline
Value Investment Professionals, LLC68,757$3.12M2.62%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.68,620$3.11M0.28%+2,39213F-HR/ATimeline
Wayfinding Financial, LLC68,496$3.1M1.18%+5,59513F-HRTimeline
Risk Paradigm Group, LLC68,450$3.1M2.43%+9,55313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC68,373$3.1M0.25%-6,38413F-HRTimeline
Financial Planning Hawaii, Inc.68,160$3.09M1.66%013F-HRTimeline
Tenzing Financial LLC68,063$3.08M2.12%+53713F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…68,000$3.08M0.19%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67,480$3.06M0.01%-80013F-HRTimelineGroup
SACKS & ASSOCIATES, LLC68,898$3.06M2.06%-1,48213F-HRTimeline
State of Tennessee, Department of Treas…67,155$3.04M0.01%new13F-HRTimeline
AMG National Trust Bank66,751$3.03M0.06%-20,20413F-HRTimeline
Kingsview Wealth Management, LLC66,703$3.02M0.04%+20513F-HRTimeline
Maridea Wealth Management LLC66,541$3.02M0.33%+23,92213F-HRTimeline
Fragasso Financial Advisors Inc66,457$3.01M0.16%-52213F-HRTimeline
HANCOCK WHITNEY CORP66,232$3M0.05%-22,19213F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV65,966$2.99M1.68%+5,30113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC65,898$2.99M0.11%-2,03113F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding65,739$2.98M+917Timeline
Carnegie Investment Counsel65,422$2.97M0.06%+2,01713F-HRTimeline
Cornerstone Wealth Group, LLC65,340$2.96M0.18%+2,79213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP65,183$2.96M0.14%+1,28713F-HRTimeline
WBH ADVISORY INC64,991$2.95M0.2%-95613F-HRTimeline
Sendero Wealth Management, LLC64,805$2.94M0.29%013F-HRTimeline
PATTEN & PATTEN INC/TN64,614$2.93M0.16%+51913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC64,086$2.91M0.7%-6,45313F-HRTimeline
Joseph P. Lucia & Associates, LLC63,877$2.9M0.87%+3,85913F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY63,851$2.9M0.08%+45,85213F-HRTimeline
Fox Hill Wealth Management63,526$2.88M1.15%+46613F-HRTimeline
ALERUS FINANCIAL NA63,471$2.88M0.13%-41,81613F-HRTimeline
Coastal Bridge Advisors, LLC63,245$2.87M0.18%+6,94713F-HRTimeline
Wilson & Boucher Capital Management, LLC62,319$2.83M1.66%+5613F-HRTimeline