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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Madison Park Capital Advisors, LLC75,428$6.16M5.18%+19113F-HRTimeline
Algorithmic Investment Models, LLC75,349$6.15M4.21%+9,29113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC75,240$6.14M0.08%+4,26613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…73,698$6.02M0.16%+62,92413F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP73,697$6.02M0.7%+8,52913F-HRTimeline
Gladstone Institutional Advisory LLC73,497$6M0.25%+23,86913F-HRTimeline
WEDBUSH SECURITIES INC73,491$6M0.21%+8,10713F-HRTimeline
Ocean Park Asset Management, LLC76,092$6M0.21%013F-HRTimeline
NORDEN GROUP LLC73,436$6M0.65%new13F-HRTimeline
Wela Strategies, Inc.72,821$5.95M2.35%+2,18013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…72,642$5.93M0.12%-10,08413F-HRTimelineGroup
Snowden Capital Advisors LLC72,394$5.91M0.17%-4,17013F-HRTimeline
Sound View Wealth Advisors Group, LLC72,168$5.89M0.44%+4,13213F-HRTimeline
Allworth Financial LP71,990$5.88M0.03%+5,22713F-HRTimeline
Vectors Research Management, LLC71,636$5.85M2.01%-3,21513F-HRTimeline
Integrated Wealth Concepts LLC71,014$5.8M0.06%-10,34513F-HRTimeline
Gunma Bank,Ltd.70,199$5.73M1.87%013F-HRTimeline
Perkins Coie Trust Co69,863$5.7M0.97%-1,38213F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co69,746$5.7M0.17%-249,61313F-HRTimelineGroup
IFP Advisors, Inc69,229$5.65M0.16%-36613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.68,981$5.63M0.01%-21613F-HRTimelineGroup
Rockport Wealth LLC68,863$5.62M1.3%+31,50013F-HRTimeline
BLAIR WILLIAM & CO/IL67,874$5.54M0.02%+6,04313F-HRTimeline
Private Wealth Advisors, LLC67,753$5.53M2.17%-13613F-HRTimeline
Mountain Hill Investment Partners Corp.67,587$5.52M4.63%-49913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,128$5.48M0.05%new13F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC67,111$5.48M0.95%-3,38513F-HRTimeline
Silverleafe Capital Partners, LLC65,996$5.39M1.88%-14,40113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC65,344$5.34M1.93%+2,15713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,301$5.33M0.15%+7,07413F-HRTimeline
SMART Wealth LLC65,271$5.33M1.67%+26,07513F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC65,000$5.31M2.96%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC64,787$5.29M0.04%-62,74713F-HRTimeline
Provident Co of the Employees of the He…64,453$5.27M5.25%+22,10013F-HRTimeline
New Millennium Group LLC64,241$5.25M2.91%+63,86313F-HRTimeline
Kera Capital Partners, Inc.63,950$5.22M1.03%new13F-HRTimeline
Regal Investment Advisors LLC63,495$5.19M0.39%+6,52513F-HRTimeline
Legacy Private Trust Co.63,364$5.17M0.33%+8,09213F-HRTimeline
Ameraudi Asset Management, Inc.63,351$5.17M2.71%+58,88013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,344$5.17M0.19%+29,64513F-HRTimelineGroup
ALERUS FINANCIAL NA63,076$5.15M0.37%+58,14013F-HRTimeline
ALTFEST L J & CO INC62,467$5.1M0.6%-37,95913F-HRTimeline
MARTIN & CO INC /TN/62,396$5.1M0.94%+2313F-HRTimeline
JMAC ENTERPRISES LLC62,087$5.07M1.09%new13F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …62,000$5.06M0.78%new13F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…61,637$5.03M0.01%-11,41213F-HRTimelineGroup
Innova Wealth Partners59,680$4.87M2.86%-6,87413F-HRTimeline
Centurion Wealth Management LLC59,532$4.86M1.39%+13,76713F-HRTimeline
Csenge Advisory Group59,308$4.86M0.26%-2,87213F-HRTimeline
Kropog Financial Group, LLC59,234$4.84M4.23%new13F-HRTimeline
Monument Capital Management58,511$4.78M1.24%+46313F-HRTimeline
APPLETON PARTNERS INC/MA58,493$4.78M0.34%-45013F-HRTimeline
Hippocratic Financial Advisors, LLC58,098$4.74M2.53%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,744$4.72M+38,131Timeline
Prospera Financial Services Inc56,266$4.59M0.09%-12,15513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,198$4.59M0.01%+4,12213F-HRTimeline
Vickerman Investment Advisors, Inc.55,049$4.5M0.97%-5,07013F-HRTimeline
Cadent Capital Advisors, LLC54,719$4.47M1.46%+72413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,491$4.45M<0.01%+2,80913F-HRTimelineGroup
One Wealth Map LLC52,897$4.44M2.44%+2,64413F-HRTimeline
Perigon Wealth Management, LLC54,423$4.44M0.1%-19,55413F-HRTimeline
DAVENPORT & Co LLC54,163$4.42M0.02%+17,50013F-HRTimeline
MIdWestOne Financial Group, Inc.53,932$4.4M0.57%+1,79713F-HRTimeline
CENTRAL TRUST Co53,732$4.39M0.1%+5,75713F-HRTimeline
Ayalon Insurance Comp Ltd.53,705$4.39M1.27%013F-HRTimeline
Round Rock Advisors LLC53,647$4.38M0.76%+5,19513F-HRTimeline
MGO ONE SEVEN LLC53,217$4.35M0.14%-3,81413F-HRTimeline
Waycross Investment Management Co53,191$4.34M4.52%+2,47813F-HRTimeline
Valence8 US LP52,772$4.31M1.81%+25813F-HRTimeline
Berger Financial Group, Inc52,605$4.3M0.28%+1,64113F-HRTimeline
Valmark Advisers, Inc.52,485$4.29M0.06%-35513F-HRTimeline
Measured Wealth Private Client Group, L…52,242$4.27M1.28%+6,34813F-HRTimeline
HCR Wealth Advisors52,102$4.25M0.5%+1,15413F-HRTimeline
Roundview Capital LLC52,021$4.25M0.28%-17613F-HRTimeline
AMICA MUTUAL INSURANCE CO51,924$4.24M0.41%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC51,118$4.17M1.33%+48,87213F-HRTimeline
B. Riley Wealth Advisors, Inc.50,492$4.12M0.2%-90,30213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding50,460$4.12M+15,956Timeline
DENVER WEALTH MANAGEMENT, INC.49,790$4.07M1.68%+1,22713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)49,324$4.03M0.04%+45,39513F-HRTimelineGroup
Strategic Equity Management48,375$3.95M1.45%new13F-HRTimeline
HANCOCK WHITNEY CORP48,043$3.92M0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.47,735$3.9M0.1%+8,87013F-HRTimeline
S. R. Schill & Associates47,715$3.9M2.87%+1,75313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.47,970$3.89M0.04%-546,31813F-HRTimeline
D.A. DAVIDSON & CO.46,862$3.83M0.03%+13,35013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC46,533$3.8M0.13%-3,66013F-HRTimeline
1 NORTH WEALTH SERVICES LLC46,486$3.8M1.51%+5,25013F-HRTimeline
Centric Wealth Management44,029$3.79M0.91%+36,65613F-HRTimeline
TRUST CO OF OKLAHOMA45,747$3.74M1.19%+47113F-HRTimeline
Mutual Advisors, LLC44,050$3.72M0.09%+2,23413F-HRTimeline
Fortis Group Advisors, LLC43,465$3.72M0.68%-32,18613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…45,205$3.69M0.05%-3,78613F-HRTimelineGroup
Foundations Investment Advisors, LLC45,084$3.68M0.06%-5,05713F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.44,915$3.67M2.51%-41313F-HRTimeline
Apriem Advisors44,800$3.66M0.39%013F-HRTimeline
Ellis Investment Partners, LLC44,691$3.65M0.71%-61113F-HRTimeline
CIBC WORLD MARKETS CORP44,470$3.63M0.02%-6,08313F-HRTimeline
THOR TRADING ADVISORS, LLC44,416$3.63M4.55%new13F-HRTimeline
Cranbrook Wealth Management, LLC44,033$3.6M0.77%+47113F-HRTimeline
HAMEL ASSOCIATES, INC.43,565$3.56M1.2%-20813F-HRTimeline
Prosperity Consulting Group, LLC43,369$3.54M0.26%+2,48013F-HRTimeline
Quantitative Investment Management, LLC43,325$3.54M0.47%-232,26613F-HRTimeline
Fiduciary Group, LLC43,151$3.52M0.33%-98513F-HRTimeline
FORBES J M & CO LLP42,689$3.49M0.32%-8413F-HRTimeline
PFG Investments, LLC42,589$3.48M0.2%+3,35313F-HRTimeline
Global Retirement Partners, LLC42,284$3.45M0.09%13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.42,204$3.45M2.9%+58713F-HRTimeline
Geneos Wealth Management Inc.42,101$3.44M0.08%+20,37213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…41,166$3.36M1.05%+31513F-HRTimeline
Key Client Fiduciary Advisors, LLC40,858$3.34M1.37%-1,29313F-HRTimeline
ADG Wealth Management Group, LLC40,506$3.31M2.82%new13F-HRTimeline
Quantinno Capital Management LP40,361$3.3M0.01%+21,45813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…39,312$3.21M0.01%+1,47913F-HRTimelineGroup
Integrated Advisors Network LLC39,258$3.21M0.14%+16,99113F-HRTimeline
INVESTMENT PARTNERS, LTD.39,091$3.19M1.21%+26413F-HRTimeline
Providence First Trust Co39,057$3.19M1.13%013F-HRTimeline
RPg Family Wealth Advisory, LLC38,756$3.16M0.84%+2,92913F-HRTimeline
Adams Wealth Management38,609$3.15M0.6%+87113F-HRTimeline
CacheTech Inc.38,609$3.15M0.58%+87113F-HRTimeline
FLOYD FINANCIAL GROUP LLC38,479$3.15M2.91%+18,74913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,425$3.14M0.09%-1,09613F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC38,305$3.13M0.39%-1,27113F-HRTimeline
SYNOVUS FINANCIAL CORP37,980$3.1M0.04%+8,61913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.37,941$3.1M0.21%-1,15013F-HRTimelineGroup
Ranch Capital Advisors Inc.37,879$3.09M1.34%+3,70813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding37,794$3.09M+4,615Timeline
LCM Capital Management Inc37,592$3.07M1.6%+17713F-HRTimeline
Oak Harvest Investment Services37,576$3.07M0.38%-24,23913F-HRTimeline
SHAKER INVESTMENTS LLC/OH37,552$3.07M1.25%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK37,473$3.06M0.01%+35,75413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…37,336$3.05M0.1%-26,99613F-HRTimelineGroup
Cordatus Wealth Management LLC36,901$3.01M0.74%-18313F-HRTimeline
Focus Financial Network, Inc.36,781$3M0.12%+5,44913F-HRTimeline
Ausdal Financial Partners, Inc.36,479$2.98M0.2%-5,54813F-HRTimeline
TRUE Private Wealth Advisors36,333$2.97M0.33%+2,21713F-HRTimeline
Canton Hathaway, LLC35,823$2.92M0.6%-20013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC35,807$2.92M0.56%-15913F-HRTimeline
Waverly Advisors, LLC35,684$2.91M0.03%+82913F-HRTimeline
City Center Advisors, LLC35,546$2.9M3.11%+26,37213F-HRTimeline
FIRST MERCHANTS CORP35,542$2.9M0.11%-1,38213F-HRTimeline
KOM Wealth Management Group, LLC35,455$2.9M2.29%+6,27213F-HRTimeline
Tyler-Stone Wealth Management35,412$2.89M0.47%+3,20713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding35,308$2.88M+85Timeline
Wayfinding Financial, LLC32,654$2.85M1.27%-1,04413F-HRTimeline
Rye Brook Capital LLC34,850$2.85M2.97%+2,70013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,806$2.84M0.12%-15813F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC34,736$2.84M1.17%+7,98713F-HRTimeline
WBH ADVISORY INC34,575$2.82M0.24%-2,16213F-HRTimeline
Wealth Quarterback LLC34,562$2.82M1.34%+10,39813F-HRTimeline
CX Institutional34,501$2.82M0.1%-3,95713F-HR/ATimeline
Glenmede Investment Management, LP34,236$2.8M0.01%13F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…34,000$2.78M0.22%013F-HRTimelineGroup
Consolidated Investment Group LLC33,870$2.77M0.37%+10,00013F-HRTimeline
Fluent Financial, LLC33,812$2.76M1.14%-42,91713F-HRTimeline
Simmons Bankin group Simmons Bank33,794$2.76M0.2%+12513F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC33,728$2.76M0.75%-14413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding33,585$2.74M+2,548Timeline
Parallax Volatility Advisers, L.P.33,424$2.73M0.11%+22,89813F-HRTimeline
AlphaCore Capital LLC33,420$2.73M0.1%+25,28313F-HRTimeline
Fragasso Financial Advisors Inc33,298$2.72M0.18%-2,98113F-HRTimeline
Ashton Thomas Private Wealth, LLC33,146$2.71M0.1%-14,16313F-HRTimeline
PATTEN & PATTEN INC/TN33,046$2.7M0.17%+5,10513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.32,991$2.69M0.28%-83313F-HRTimeline
Winthrop Capital Management, LLC32,934$2.69M0.68%+2,66313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32,842$2.68M<0.01%+7,72313F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC32,134$2.62M0.13%-413F-HRTimeline
Atom Investors LP32,121$2.62M0.23%-14,15513F-HRTimeline
Symmetry Partners, LLC32,036$2.62M0.32%+67213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK31,776$2.59M0.02%-13813F-HRTimelineGroup
SeaCrest Wealth Management, LLC31,745$2.59M0.28%-98913F-HRTimeline
Crabel Capital Management, LLC31,691$2.59M1.59%-22,84913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,665$2.59M0.04%+15,54313F-HRTimelineGroup
Moors & Cabot, Inc.31,609$2.58M0.12%+12,01813F-HRTimeline
WESPAC Advisors SoCal, LLC31,453$2.57M0.57%+8,59313F-HRTimeline
Aster Capital Management (DIFC) Ltd31,346$2.56M0.58%new13F-HRTimeline
AMG National Trust Bank31,231$2.55M0.07%+45913F-HRTimeline
OLD NATIONAL BANCORP /IN/30,978$2.53M0.05%-6,32213F-HRTimeline
Compass Wealth Management, LLC/GA30,856$2.52M1.35%13F-HRTimeline
Koa Wealth Management, LLC30,831$2.52M2%-3,80313F-HRTimeline
D. SCOTT NEAL, INC.30,601$2.5M1.25%+1,66813F-HRTimeline
Sage Capital Advisors,llc30,391$2.48M0.61%-24513F-HRTimeline
Shepherd Financial Partners LLC30,292$2.47M0.26%+60613F-HRTimeline
Parkside Investments, LLC30,000$2.45M0.33%+13,00013F-HRTimeline
Wilson & Boucher Capital Management, LLC29,981$2.45M1.71%+313F-HRTimeline
Magnus Financial Group LLC29,683$2.42M0.21%+82913F-HRTimeline
JSF Financial, LLC29,334$2.4M0.57%+1,96113F-HRTimeline
Community Bank, N.A.29,152$2.38M0.31%+8,52913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC29,055$2.37M0.71%+64513F-HRTimeline
111 Capital28,988$2.37M0.41%-8,29913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC28,965$2.37M0.43%-87813F-HRTimeline
Modera Wealth Management, LLC28,770$2.35M0.03%-15213F-HRTimeline
Zullo Investment Group, Inc.28,727$2.35M0.95%+37013F-HRTimeline
STABLEFORD CAPITAL II LLC27,755$2.35M0.88%-38013F-HRTimeline
Laurel Wealth Advisors LLC28,523$2.33M0.35%-14013F-HR/ATimeline
Kingsview Wealth Management, LLC28,511$2.33M0.04%+1,67613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK28,476$2.33M0.01%-64213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC28,464$2.32M0.06%+79213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,253$2.31M0.28%-4,12613F-HRTimeline
LM Advisors LLC28,244$2.31M0.3%-50013F-HRTimeline