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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IFG Advisory, LLC79,228$6.91M0.31%-3,86813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding78,969$6.89MnewTimeline
MERIDIAN INVESTMENT COUNSEL INC.78,925$6.88M1.7%+1,57813F-HRTimeline
Sharp Wealth Advisory, LLC77,770$6.78M3.69%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC77,001$6.72M0.04%013F-HRTimeline
IMZ Advisory Inc76,432$6.67M2.48%+1,85813F-HRTimeline
INNEALTA CAPITAL, LLC76,209$6.65M3.32%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC76,142$6.64M0.05%+9,01413F-HRTimelineGroup
Gunma Bank,Ltd.76,100$6.64M2.08%+5,90113F-HRTimeline
NOTTINGHAM ADVISORS, INC.75,588$6.59M0.92%-14713F-HRTimeline
Perkins Coie Trust Co74,768$6.52M1.23%+4,90513F-HRTimeline
Sound View Wealth Advisors Group, LLC74,672$6.51M0.45%+2,50413F-HRTimeline
Snowden Capital Advisors LLC74,647$6.51M0.18%+2,25313F-HRTimeline
Wela Strategies, Inc.73,795$6.44M2.44%+97413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,732$6.43M0.07%-1,50813F-HRTimelineGroup
Beacon Pointe Advisors, LLC73,301$6.39M0.05%-14,96113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC72,898$6.36M0.06%-14,12813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …71,470$6.23M0.16%+68,04013F-HRTimelineGroup
IFP Advisors, Inc70,982$6.19M0.16%+1,75313F-HR/ATimeline
Regal Investment Advisors LLC70,969$6.19M0.4%+7,47413F-HRTimeline
WEDBUSH SECURITIES INC70,708$6.17M0.2%-2,78313F-HRTimeline
Ayalon Insurance Comp Ltd.70,008$6.11M1.54%+16,30313F-HRTimeline
Vectors Research Management, LLC69,367$6.05M1.91%-2,26913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC69,365$6.05M0.34%new13F-HRTimelineGroup
Brookwood Investment Group LLC69,296$6.04M0.78%+55,14613F-HRTimeline
Allworth Financial LP68,756$6M0.03%-3,23413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC68,421$5.97M0.99%+1,31013F-HRTimeline
Mountain Hill Investment Partners Corp.67,487$5.89M5.16%-10013F-HRTimeline
BLAIR WILLIAM & CO/IL66,918$5.84M0.02%-95613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…66,909$5.84M0.2%+3,56513F-HRTimelineGroup
Centurion Wealth Management LLC66,550$5.8M1.33%+7,01813F-HRTimeline
APPLETON PARTNERS INC/MA65,934$5.75M0.39%+7,44113F-HRTimeline
ALERUS FINANCIAL NA65,532$5.72M0.29%+2,45613F-HRTimeline
JMAC ENTERPRISES LLC65,124$5.68M1.12%+3,03713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC65,037$5.67M2.01%-30713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC65,000$5.67M3.01%013F-HRTimelineGroup
Private Wealth Advisors, LLC64,275$5.61M2.11%-3,47813F-HRTimeline
Valence8 US LP63,698$5.56M1.9%+10,92613F-HRTimeline
Legacy Private Trust Co.63,209$5.51M0.33%-15513F-HRTimeline
MARTIN & CO INC /TN/62,316$5.43M0.97%-8013F-HRTimeline
Prospera Financial Services Inc62,014$5.41M0.09%+5,74813F-HRTimeline
Hippocratic Financial Advisors, LLC61,299$5.35M2.57%+3,20113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)60,838$5.31M0.05%+11,51413F-HRTimelineGroup
Csenge Advisory Group60,811$5.3M0.25%+1,50313F-HRTimeline
D.A. DAVIDSON & CO.60,593$5.28M0.03%+13,73113F-HRTimeline
Kropog Financial Group, LLC59,760$5.21M4.27%+52613F-HRTimeline
Algorithmic Investment Models, LLC59,488$5.19M3.44%-15,86113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,212$5.08M<0.01%+3,72113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.58,139$5.07M<0.01%-278,66513F-HRTimelineGroup
ALTFEST L J & CO INC58,096$5.07M0.57%-4,37113F-HRTimeline
Sequoia Financial Advisors, LLC57,425$5.01M0.03%-7,36213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…57,103$4.98M0.14%-16,59513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.56,861$4.96M0.09%-41,37913F-HRTimeline
Round Rock Advisors LLC56,803$4.95M0.78%+3,15613F-HRTimeline
Cercano Management LLC56,688$4.94M0.19%-188,11313F-HRTimeline
Cadent Capital Advisors, LLC56,568$4.93M1.31%+1,84913F-HRTimeline
Innova Wealth Partners56,541$4.93M2.66%-3,13913F-HRTimeline
Ameraudi Asset Management, Inc.55,725$4.86M2.94%-7,62613F-HR/ATimeline
MIdWestOne Financial Group, Inc.55,299$4.82M0.59%+1,36713F-HRTimeline
Vickerman Investment Advisors, Inc.55,046$4.8M0.97%-313F-HRTimeline
Monument Capital Management54,774$4.78M1.19%-3,73713F-HRTimeline
THOR TRADING ADVISORS, LLC54,677$4.77M2.42%+10,26113F-HRTimeline
MGO ONE SEVEN LLC54,651$4.77M0.11%+1,43413F-HRTimeline
Waycross Investment Management Co54,496$4.75M4.85%+1,30513F-HRTimeline
Berger Financial Group, Inc54,284$4.73M0.28%+1,67913F-HRTimeline
Valmark Advisers, Inc.53,704$4.68M0.06%+1,21913F-HRTimeline
One Wealth Map LLC51,438$4.61M2.45%-1,45913F-HRTimeline
Financial Sense Advisors, Inc.52,173$4.55M0.84%new13F-HRTimeline
Roundview Capital LLC52,002$4.54M0.29%-1913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.51,979$4.53M1.67%+2,18913F-HRTimeline
AMICA MUTUAL INSURANCE CO51,924$4.53M0.42%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,530$4.49M-6,214Timeline
HCR Wealth Advisors51,013$4.48M0.46%-1,08913F-HRTimeline
Ausdal Financial Partners, Inc.51,249$4.47M0.22%+14,77013F-HRTimeline
Kera Capital Partners, Inc.49,924$4.35M0.65%-14,02613F-HRTimeline
FLOYD FINANCIAL GROUP LLC47,826$4.35M3.22%+9,34713F-HRTimeline
Prosperity Consulting Group, LLC49,535$4.32M0.21%+6,16613F-HRTimeline
CENTRAL TRUST Co49,330$4.3M0.09%-4,40213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding49,192$4.29M-1,268Timeline
Quantinno Capital Management LP48,940$4.27M0.01%+8,57913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC48,174$4.2M0.14%+1,64113F-HRTimeline
Ashton Thomas Private Wealth, LLC48,145$4.2M0.11%+14,99913F-HRTimeline
S. R. Schill & Associates48,011$4.19M2.94%+29613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,973$4.18M0.1%-17,32813F-HRTimeline
Mutual Advisors, LLC44,822$4.05M0.09%+77213F-HRTimeline
SYNOVUS FINANCIAL CORP46,397$4.05M0.05%+8,41713F-HRTimeline
Integrated Wealth Concepts LLC46,369$4.04M0.04%-24,64513F-HRTimeline
TRUST CO OF OKLAHOMA45,958$4.01M1.19%+21113F-HRTimeline
Ellis Investment Partners, LLC45,814$4M0.72%+1,12313F-HRTimeline
Encompass More Asset Management45,777$3.99M0.77%+24,26913F-HRTimeline
1 NORTH WEALTH SERVICES LLC45,706$3.99M1.63%-78013F-HRTimeline
HANCOCK WHITNEY CORP45,274$3.95M0.07%-2,76913F-HRTimeline
B. Riley Wealth Advisors, Inc.45,106$3.93M0.19%-5,38613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.45,029$3.93M2.48%+11413F-HRTimeline
Apriem Advisors44,800$3.91M0.37%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV44,424$3.87M3.33%+34,91613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,239$3.86M<0.01%+26,37613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.43,799$3.82M<0.01%-166,39713F-HRTimeline
HAMEL ASSOCIATES, INC.43,565$3.8M1.17%013F-HRTimeline
ADG Wealth Management Group, LLC43,507$3.79M3.02%+3,00113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.43,386$3.76M0.03%-4,58413F-HRTimeline
PFG Investments, LLC43,059$3.76M0.19%+47013F-HRTimeline
Fiduciary Group, LLC42,858$3.74M0.33%-29313F-HRTimeline
FORBES J M & CO LLP42,689$3.72M0.31%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…42,494$3.71M0.01%-19,14313F-HRTimelineGroup
Measured Wealth Private Client Group, L…42,179$3.68M0.99%-10,06313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.42,125$3.67M2.77%-7913F-HRTimeline
Centric Wealth Management40,685$3.63M0.81%-3,34413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…41,399$3.61M0.05%+9,73413F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…41,398$3.61M1.02%+23213F-HRTimeline
HARBOUR INVESTMENTS, INC.40,862$3.56M0.08%-6,87313F-HRTimeline
Provident Co of the Employees of the He…40,953$3.56M3.56%-23,50013F-HRTimeline
Key Client Fiduciary Advisors, LLC40,816$3.56M1.2%-4213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD39,994$3.49M0.67%+11,83213F-HRTimelineGroup
Consolidated Investment Group LLC39,870$3.48M0.43%+6,00013F-HRTimeline
Stillwater Capital Advisors, LLC39,859$3.48M0.39%+22,57113F-HRTimeline
Volterra Technologies LP39,730$3.46M2.3%+20,74513F-HRTimeline
Providence First Trust Co39,189$3.42M1.19%+13213F-HRTimeline
INVESTMENT PARTNERS, LTD.39,071$3.41M1.2%-2013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…38,845$3.39M0.04%-6,36013F-HRTimelineGroup
Ranch Capital Advisors Inc.38,753$3.38M1.31%+87413F-HRTimeline
SIMPLEX TRADING, LLC38,344$3.34M0.07%+37,51313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP38,096$3.32M0.2%+32,74613F-HRTimeline
Moors & Cabot, Inc.37,891$3.3M0.14%+6,28213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC37,841$3.3M0.38%-46413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.37,058$3.3M0.22%-88313F-HRTimelineGroup
Edgestream Partners, L.P.37,763$3.29M0.1%+32,24113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…37,706$3.29M0.01%-1,60613F-HRTimelineGroup
LCM Capital Management Inc37,628$3.28M1.57%+3613F-HRTimeline
Focus Financial Network, Inc.37,498$3.27M0.12%+71713F-HRTimeline
SHAKER INVESTMENTS LLC/OH37,483$3.27M1.31%-6913F-HRTimeline
Integrated Advisors Network LLC37,291$3.25M0.14%-1,96713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp37,137$3.24M0.09%-1,28813F-HRTimelineGroup
Cordatus Wealth Management LLC37,048$3.23M0.76%+14713F-HRTimeline
Canton Hathaway, LLC36,905$3.22M0.62%+1,08213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding36,829$3.21M+3,244Timeline
Wealth Quarterback LLC36,798$3.21M1.24%+2,23613F-HRTimeline
Atom Investors LP36,670$3.2M0.24%+4,54913F-HRTimeline
Rye Brook Capital LLC36,500$3.18M2.68%+1,65013F-HRTimeline
TD Waterhouse Canada Inc.35,808$3.15M0.02%+7,67513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…35,854$3.13M0.1%-1,48213F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC35,631$3.11M1.23%+89513F-HRTimeline
RPg Family Wealth Advisory, LLC35,601$3.1M0.68%-3,15513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC35,572$3.1M0.12%+76613F-HRTimelineGroup
Madison Park Capital Advisors, LLC35,482$3.09M2.54%-39,94613F-HRTimeline
CIM INVESTMENT MANAGEMENT INC35,439$3.09M0.84%-36813F-HRTimeline
Fragasso Financial Advisors Inc34,356$3.05M0.19%+1,05813F-HRTimeline
BRAVE ASSET MANAGEMENT INC34,929$3.05M0.74%+1,20113F-HRTimeline
Adams Wealth Management34,365$3M0.64%-4,24413F-HRTimeline
CacheTech Inc.34,365$3M0.6%-4,24413F-HRTimeline
SYON CAPITAL LLC34,292$2.99M0.16%+30,86913F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…34,000$2.97M0.22%013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding33,845$2.95M-1,463Timeline
AMI INVESTMENT MANAGEMENT INC33,742$2.94M0.68%new13F-HRTimeline
D. SCOTT NEAL, INC.33,558$2.93M1.35%+2,95713F-HRTimeline
FIRST MERCHANTS CORP33,553$2.93M0.11%-1,98913F-HRTimeline
Simmons Bankin group Simmons Bank33,497$2.92M0.19%-29713F-HRTimelineGroup
WBH ADVISORY INC33,475$2.92M0.22%-1,10013F-HRTimeline
Winthrop Capital Management, LLC33,474$2.92M0.71%+54013F-HRTimeline
von Borstel & Associates, Inc.32,486$2.91M0.45%new13F-HRTimeline
Glenmede Investment Management, LP33,340$2.91M0.01%-89613F-HRTimeline
Lakeshore Capital Group, Inc.33,101$2.89M2.33%+29,22213F-HRTimeline
AlphaCore Capital LLC33,062$2.88M0.1%-35813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.32,991$2.88M0.28%013F-HRTimeline
Compass Wealth Management, LLC/GA32,818$2.86M1.27%+1,96213F-HRTimeline
PATTEN & PATTEN INC/TN32,748$2.86M0.17%-29813F-HRTimeline
AMG National Trust Bank32,717$2.85M0.07%+1,48613F-HRTimeline
Wayfinding Financial, LLC32,416$2.83M1.22%-23813F-HRTimeline
KOM Wealth Management Group, LLC32,345$2.82M2.13%-3,11013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK32,049$2.79M0.02%+27313F-HRTimelineGroup
WESPAC Advisors SoCal, LLC31,449$2.74M0.56%-413F-HRTimeline
MONTAG A & ASSOCIATES INC31,222$2.72M0.13%-91213F-HRTimeline
Arkadios Wealth Advisors31,107$2.71M0.07%+4,37613F-HRTimeline
Wealthfront Advisers LLC30,821$2.69M0.01%+2,81113F-HRTimeline
AE Wealth Management LLC30,742$2.68M0.02%+6,52213F-HRTimeline
Ironsides Asset Advisors, LLC30,677$2.68M0.69%+5,13613F-HRTimeline
Magnus Financial Group LLC30,636$2.67M0.21%+95313F-HRTimeline
Northstar Advisory Group, LLC30,608$2.67M1.09%new13F-HRTimeline
Shepherd Financial Partners LLC30,259$2.64M0.25%-3313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,218$2.64M<0.01%+10,34213F-HRTimelineGroup
Sage Capital Advisors,llc30,170$2.63M0.63%-22113F-HRTimeline
Zullo Investment Group, Inc.29,902$2.61M0.96%+1,17513F-HRTimeline
AdvisorShares Investments LLC29,766$2.6M0.42%new13F-HRTimeline
Global Retirement Partners, LLC29,718$2.59M0.06%-12,56613F-HRTimeline
Wilson & Boucher Capital Management, LLC29,684$2.59M1.7%-29713F-HRTimeline
GUIDANCE CAPITAL, INC28,098$2.57M0.67%+1,82413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC29,340$2.56M0.71%+28513F-HRTimeline
Community Bank, N.A.29,217$2.55M0.31%+6513F-HRTimeline
Laurel Wealth Advisors LLC29,184$2.55M0.36%+66113F-HRTimeline
OLD NATIONAL BANCORP /IN/29,090$2.54M0.04%-1,88813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,891$2.52M0.05%+1,39613F-HRTimelineGroup
Global View Capital Management LLC28,674$2.5M0.53%+20,10013F-HRTimeline
SeaCrest Wealth Management, LLC27,529$2.5M0.26%-4,21613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC28,627$2.5M0.42%-33813F-HRTimeline
Aspen Investment Management Inc28,579$2.49M0.96%+42013F-HRTimeline
O'Dell Group, LLC28,488$2.48M0.53%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,454$2.48M0.06%+2,26413F-HRTimeline
Coastal Bridge Advisors, LLC28,449$2.48M0.19%new13F-HRTimeline
Modera Wealth Management, LLC28,369$2.47M0.03%-40113F-HRTimeline
LM Advisors LLC28,179$2.46M0.35%-6513F-HRTimeline