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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…73,049$5.76M0.02%-4,82313F-HRTimelineGroup
Advisory Services Network, LLC71,388$5.63M0.11%-54,13713F-HRTimeline
Perkins Coie Trust Co71,245$5.62M1.27%-77513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,974$5.6M0.08%-28,17213F-HRTimelineGroup
Wela Strategies, Inc.70,641$5.57M2.35%-47,78013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC70,496$5.56M0.97%+60,20813F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…70,400$5.55M0.22%new13F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.70,320$5.54M0.85%-12,44413F-HRTimeline
Gunma Bank,Ltd.70,199$5.54M1.78%-37,10113F-HRTimeline
IFP Advisors, Inc69,595$5.49M0.17%-1,43013F-HRTimeline
Marks Wealth, LLC69,495$5.48M2.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC69,228$5.46M0.06%-21,81813F-HRTimeline
GWN SECURITIES INC.68,388$5.42M0.31%+62,41713F-HRTimeline
Prospera Financial Services Inc68,421$5.4M0.12%-52,91313F-HRTimeline
IMZ Advisory Inc68,168$5.38M2.44%+13,22413F-HRTimeline
Mountain Hill Investment Partners Corp.68,086$5.37M5.24%+1,10013F-HRTimeline
Sound View Wealth Advisors Group, LLC68,036$5.36M0.44%+1,79613F-HRTimeline
Private Wealth Advisors, LLC67,889$5.35M2.25%-1,09113F-HRTimeline
Innova Wealth Partners66,554$5.25M3.25%-2,36113F-HRTimeline
Allworth Financial LP66,763$5.24M0.03%-1,13113F-HRTimeline
Algorithmic Investment Models, LLC66,058$5.21M3.84%-11,01413F-HRTimeline
WEDBUSH SECURITIES INC65,384$5.16M0.19%+13,41213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP65,168$5.14M0.62%-4,34413F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC65,000$5.13M2.76%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…64,332$5.07M0.19%-1,00713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.69,197$5.06M0.01%-93313F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC63,187$4.98M2.07%new13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD62,674$4.94M1.08%+36,64413F-HRTimelineGroup
MARTIN & CO INC /TN/62,373$4.92M0.95%+4913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC62,120$4.9M0.27%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL61,831$4.88M0.01%+7,48413F-HRTimeline
Oak Harvest Investment Services61,815$4.87M0.68%new13F-HRTimeline
Csenge Advisory Group62,180$4.84M0.27%-26,41313F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…61,000$4.81M0.03%-60,00013F-HRTimelineGroup
Vickerman Investment Advisors, Inc.60,119$4.74M1.07%-2,97913F-HRTimeline
Turtle Creek Wealth Advisors, LLC60,065$4.74M0.71%+20,73313F-HRTimeline
APPLETON PARTNERS INC/MA58,943$4.65M0.36%+5,78413F-HRTimeline
J.W. COLE ADVISORS, INC.58,915$4.65M0.14%-44,53813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,227$4.59M0.16%-42,22713F-HRTimeline
Monument Capital Management58,048$4.58M1.41%new13F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors57,899$4.57M2.64%+79913F-HRTimelineGroup
MGO ONE SEVEN LLC57,031$4.5M0.17%-4,01113F-HRTimeline
Regal Investment Advisors LLC56,970$4.49M0.36%-13,60813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…56,061$4.42M0.38%+16013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO55,676$4.39M0.96%-17,49313F-HRTimeline
BlueCrest Capital Management Ltd55,288$4.36M0.7%new13F-HRTimeline
Legacy Private Trust Co.55,272$4.36M0.3%+1,20813F-HRTimeline
Crabel Capital Management, LLC54,540$4.3M4.64%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.54,363$4.29M0.23%+5,12013F-HR/ATimelineGroup
INNEALTA CAPITAL, LLC54,117$4.27M2.31%+6,94713F-HRTimeline
Cadent Capital Advisors, LLC53,995$4.26M1.62%-60913F-HRTimeline
Trilogy Capital Inc.53,986$4.26M0.22%+50,67213F-HRTimeline
Ayalon Insurance Comp Ltd.53,705$4.24M1.37%+5,55213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.53,148$4.19M0.06%-282,09013F-HRTimelineGroup
Valmark Advisers, Inc.52,840$4.17M0.06%+10,38913F-HRTimeline
Valence8 US LP52,514$4.14M1.94%+26713F-HRTimeline
Estate Counselors, LLC52,339$4.13M0.43%+16713F-HRTimeline
Roundview Capital LLC52,197$4.12M0.3%+28313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …52,187$4.11M<0.01%+18,09613F-HRTimelineGroup
MIdWestOne Financial Group, Inc.52,135$4.11M0.58%+2,77413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,076$4.1M0.01%-9613F-HRTimeline
AMICA MUTUAL INSURANCE CO51,924$4.09M0.45%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC51,682$4.08M<0.01%+1,76913F-HRTimelineGroup
Berger Financial Group, Inc50,964$4.02M0.28%+1,06913F-HRTimeline
HCR Wealth Advisors50,948$4.02M0.52%+45213F-HRTimeline
Waycross Investment Management Co50,713$4M4.51%-34313F-HRTimeline
CIBC WORLD MARKETS CORP50,553$3.99M0.03%+10,61213F-HRTimeline
Sabal Trust CO50,284$3.96M0.22%+64813F-HRTimeline
Larson Financial Group LLC50,252$3.96M0.19%+33,20713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC50,193$3.96M0.15%-1,29813F-HRTimeline
Foundations Investment Advisors, LLC50,141$3.95M0.07%+14,41913F-HRTimeline
Gladstone Institutional Advisory LLC49,628$3.91M0.18%-11,78013F-HRTimeline
FMR LLCin group FMR LLC49,361$3.89M<0.01%+8,79313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,004$3.86M0.06%+1,42213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…48,991$3.86M0.07%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.48,563$3.83M1.75%-4,92813F-HRTimeline
Round Rock Advisors LLC48,452$3.82M0.71%new13F-HRTimeline
One Wealth Map LLC50,253$3.82M2.54%+14913F-HRTimeline
EP Wealth Advisors, LLC48,270$3.81M0.03%-99613F-HRTimeline
CENTRAL TRUST Co47,975$3.78M0.09%+5,14013F-HRTimeline
Financial Advocates Investment Manageme…47,736$3.76M0.26%-5,01813F-HRTimeline
Ashton Thomas Private Wealth, LLC47,309$3.73M0.14%+22,64313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…46,852$3.69M<0.01%+33,19613F-HRTimelineGroup
Atom Investors LP46,276$3.65M0.45%+27,55913F-HRTimeline
S. R. Schill & Associates45,962$3.62M2.89%+4,71813F-HRTimeline
Measured Wealth Private Client Group, L…45,894$3.62M1.16%-8,57913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP45,550$3.59M0.18%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.45,328$3.57M2.8%+11813F-HRTimeline
Ellis Investment Partners, LLC45,302$3.57M0.74%-4,52513F-HRTimeline
TRUST CO OF OKLAHOMA45,276$3.57M1.23%+42313F-HRTimeline
Apriem Advisors44,800$3.53M0.41%013F-HRTimeline
Fiduciary Group, LLC44,136$3.48M0.35%-2,15913F-HRTimeline
Centurion Wealth Management LLC45,765$3.46M1.08%013F-HRTimeline
HAMEL ASSOCIATES, INC.43,773$3.45M1.17%-32713F-HRTimeline
Cranbrook Wealth Management, LLC43,562$3.43M0.8%-1,03913F-HRTimeline
West Financial Advisors, LLC43,329$3.42M0.65%+7,07713F-HRTimeline
FORBES J M & CO LLP42,773$3.37M0.33%-56913F-HRTimeline
Provident Co of the Employees of the He…42,353$3.34M3.83%013F-HRTimeline
Key Client Fiduciary Advisors, LLC42,151$3.32M1.53%-14,99713F-HRTimeline
Ausdal Financial Partners, Inc.42,027$3.31M0.25%+3,99113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.41,617$3.28M3.13%+24413F-HRTimeline
Mutual Advisors, LLC41,816$3.27M0.09%+18,16413F-HRTimeline
1 NORTH WEALTH SERVICES LLC41,236$3.25M1.5%new13F-HRTimeline
Lionsbridge Wealth Management LLC42,052$3.24M2.88%+19,11913F-HRTimeline
Prosperity Consulting Group, LLC40,889$3.22M0.25%+6,12413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…40,851$3.22M1.14%+3,17813F-HRTimeline
Park Edge Advisors, LLC40,144$3.17M0.88%+5,04813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC39,576$3.12M0.42%+3,06113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp39,521$3.12M0.1%-15913F-HRTimelineGroup
SIMPLEX TRADING, LLC39,277$3.1M0.11%-115,69413F-HRTimeline
PFG Investments, LLC39,236$3.09M0.2%+3,82513F-HRTimeline
SMART Wealth LLC39,196$3.09M1.11%+25,14013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.39,091$3.08M0.22%-55613F-HRTimelineGroup
Providence First Trust Co39,057$3.08M1.25%+1,02113F-HRTimeline
HARBOUR INVESTMENTS, INC.38,865$3.06M0.09%-13,95913F-HRTimeline
INVESTMENT PARTNERS, LTD.38,827$3.06M1.27%+3213F-HRTimeline
Inlight Wealth Management, LLC38,547$3.04M1.89%new13F-HRTimeline
CX Institutional38,458$3.03M0.11%+6,60313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…37,833$2.98M0.01%+9613F-HRTimelineGroup
Adams Wealth Management37,738$2.98M0.58%new13F-HRTimeline
CacheTech Inc.37,738$2.98M0.58%new13F-HRTimeline
LCM Capital Management Inc37,415$2.95M1.73%+21213F-HRTimeline
Advisor Resource Council38,745$2.95M0.24%new13F-HRTimeline
Rockport Wealth LLC37,363$2.95M1.04%+6,73113F-HRTimeline
OLD NATIONAL BANCORP /IN/37,300$2.94M0.08%-1,88613F-HRTimeline
111 Capital37,287$2.94M0.57%new13F-HRTimeline
Cordatus Wealth Management LLC37,084$2.92M0.8%-66,83713F-HRTimeline
FIRST MERCHANTS CORP36,924$2.91M0.12%-68113F-HRTimeline
WBH ADVISORY INC36,737$2.9M0.27%-1,20913F-HRTimeline
DAVENPORT & Co LLC36,663$2.89M0.02%-2,25013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC36,425$2.87M0.02%-58,93113F-HRTimelineGroup
Fragasso Financial Advisors Inc36,279$2.86M0.21%new13F-HRTimeline
Provida Pension Fund Administrator36,049$2.84M0.06%013F-HRTimeline
Canton Hathaway, LLC36,023$2.84M0.57%+56013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC35,966$2.84M0.65%-3013F-HRTimeline
RPg Family Wealth Advisory, LLC35,827$2.82M0.8%+10,30613F-HRTimeline
Franklin Resourcesgroup of 2 filers holding35,223$2.78M+2,242Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,964$2.76M0.13%-1,92013F-HRTimelineGroup
Waverly Advisors, LLC34,855$2.75M0.03%-2,88313F-HRTimeline
Sandy Spring Bank34,679$2.73M0.11%-57813F-HRTimeline
Koa Wealth Management, LLC34,634$2.73M2.21%-1,36613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,504$2.72M-669Timeline
Ranch Capital Advisors Inc.34,171$2.69M1.28%+7,38513F-HRTimeline
TRUE Private Wealth Advisors34,116$2.69M0.33%-6613F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…34,000$2.68M0.23%013F-HR/ATimelineGroup
BRAVE ASSET MANAGEMENT INC33,872$2.67M0.84%-32,69513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.33,824$2.67M0.29%-2,27813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,699$2.66M0.11%+27,23213F-HRTimelineGroup
Wayfinding Financial, LLC33,698$2.66M1.16%-80513F-HRTimeline
Simmons Bankin group Simmons Bank33,669$2.65M0.2%-6913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA33,611$2.65M0.01%+1,87513F-HRTimelineGroup
D.A. DAVIDSON & CO.33,512$2.64M0.02%+2,11913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC33,554$2.64M0.22%+12,54413F-HRTimeline
Strategic Financial Partners, Ltd.33,189$2.62M1.38%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding33,179$2.58M+4,264Timeline
SeaCrest Wealth Management, LLC32,734$2.58M0.29%+44113F-HRTimeline
Collaborative Wealth Managment Inc.32,518$2.56M1.2%-1,09113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.32,379$2.55M0.32%+1,40613F-HRTimeline
Tyler-Stone Wealth Management32,205$2.54M0.46%+1,71913F-HRTimeline
Rye Brook Capital LLC32,150$2.54M3.18%+35013F-HRTimeline
MONTAG A & ASSOCIATES INC32,138$2.53M0.13%-4,53013F-HRTimeline
Encompass More Asset Management32,063$2.53M0.75%+3,64313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,023$2.53M0.54%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK31,914$2.52M0.02%-1,81313F-HRTimelineGroup
Financial Partners Group, LLC31,901$2.52M1.09%-9,17213F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY31,541$2.49M0.08%-33,21913F-HRTimeline
GenTrust, LLC31,428$2.48M0.12%new13F-HRTimeline
Symmetry Partners, LLC31,364$2.47M0.34%+3,40813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A31,350$2.47M0.01%+6,78013F-HRTimelineGroup
Focus Financial Network, Inc.31,332$2.47M0.1%-10,53213F-HRTimeline
RFG Advisory, LLC31,203$2.46M0.07%-30,43813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding31,037$2.45M+2,815Timeline
AMG National Trust Bank30,772$2.43M0.07%+2,70413F-HRTimeline
Sage Capital Advisors,llc30,636$2.42M0.63%+90213F-HRTimeline
GTS SECURITIES LLC30,630$2.42M0.1%-45,22913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc30,950$2.41M<0.01%+29,30013F-HRTimelineGroup
FLOW TRADERS U.S. LLC30,493$2.4M0.1%new13F-HRTimeline
Winthrop Capital Management, LLC30,271$2.39M0.66%-3,73113F-HRTimeline
Wilson & Boucher Capital Management, LLC29,978$2.36M1.76%-31613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC29,843$2.35M0.45%-1,22113F-HRTimeline
Pinnacle Financial Partners Inc29,973$2.35M0.05%-3,26713F-HRTimeline
Horizon Investments, LLC29,758$2.35M0.07%+10,14213F-HRTimeline
Shepherd Financial Partners LLC29,686$2.34M0.27%+2,02413F-HRTimeline
Asset Allocation Strategies LLC29,573$2.33M0.58%-4,63213F-HRTimeline
SYNOVUS FINANCIAL CORP29,361$2.32M0.03%+82313F-HRTimeline
KOM Wealth Management Group, LLC29,183$2.3M2.01%+5,13413F-HRTimeline
Fairvoy Private Wealth, LLC29,141$2.3M0.63%-2,63813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK29,118$2.3M0.01%+2,13113F-HRTimelineGroup
D. SCOTT NEAL, INC.28,933$2.28M1.27%new13F-HRTimeline
Modera Wealth Management, LLC28,922$2.28M0.03%+6613F-HRTimeline
Magnus Financial Group LLC28,854$2.28M0.22%+4,21513F-HRTimeline
Signal Advisors Wealth, LLC28,840$2.27M0.22%-34,97613F-HRTimeline
CoreCap Advisors, LLC28,788$2.27M0.1%-8,22413F-HRTimeline
LM Advisors LLC28,744$2.27M0.41%+50013F-HRTimeline
Laurel Wealth Advisors LLC28,663$2.26M0.35%+10013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC28,410$2.24M0.69%+19413F-HRTimeline
Mechanics Bank Trust Department28,359$2.24M0.31%+2,78213F-HRTimeline
Zullo Investment Group, Inc.28,357$2.24M0.96%-64813F-HRTimeline
AE Wealth Management LLC28,309$2.23M0.02%+2,95013F-HRTimeline
Private Capital Management, LLC28,215$2.22M0.25%-35313F-HRTimeline