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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sharp Wealth Advisory, LLC156,021$6.66M3.35%+78,25113F-HRTimeline
Sound View Wealth Advisors Group, LLC155,657$6.64M0.45%+80,98513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC155,244$6.63M0.07%+81,51213F-HRTimelineGroup
Evolution Wealth Advisors, LLC154,507$6.6M0.66%+69,88113F-HRTimeline
IMZ Advisory Inc154,099$6.58M2.41%+77,66713F-HRTimeline
IFP Advisors, Inc152,827$6.52M0.15%+81,84513F-HRTimeline
HighPoint Advisor Group LLC152,516$6.51M0.14%new13F-HRTimeline
Regal Investment Advisors LLC151,634$6.47M0.39%+80,66513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management150,818$6.44M0.22%+63,08613F-HRTimelineGroup
Beacon Pointe Advisors, LLC150,501$6.42M0.05%+77,20013F-HRTimeline
Perkins Coie Trust Co150,025$6.4M1.19%+75,25713F-HRTimeline
NOTTINGHAM ADVISORS, INC.149,554$6.38M0.89%+73,96613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP149,403$6.38M0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC149,124$6.37M0.01%+67,85413F-HRTimelineGroup
Prospera Financial Services Inc147,990$6.32M0.1%+85,97613F-HRTimeline
THOR TRADING ADVISORS, LLC145,332$6.24M2.59%+90,65513F-HRTimeline
MIRAMONTES CAPITAL, LLC145,264$6.2M2.11%13F-HRTimeline
Dynamic Advisor Solutions LLC143,626$6.13M0.2%+58,76413F-HRTimeline
Trek Financial, LLC143,112$6.11M0.35%+44,88613F-HRTimeline
BLAIR WILLIAM & CO/IL142,786$6.1M0.02%+75,86813F-HRTimeline
Ausdal Financial Partners, Inc.142,433$6.08M0.28%+91,18413F-HRTimeline
Measured Wealth Private Client Group, L…141,757$6.05M1.6%+99,57813F-HRTimeline
Centurion Wealth Management LLC140,700$6.01M1.32%+74,15013F-HRTimeline
Vestmark Advisory Solutions, Inc.140,357$5.99M0.08%+83,49613F-HRTimeline
Hippocratic Financial Advisors, LLC138,098$5.9M2.72%+76,79913F-HRTimeline
Vectors Research Management, LLC136,780$5.84M1.78%+67,41313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…136,478$5.83M0.19%+69,56913F-HRTimelineGroup
Mountain Hill Investment Partners Corp.135,156$5.77M4.13%+67,66913F-HRTimeline
GTS SECURITIES LLC134,034$5.72M0.2%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC133,150$5.68M<0.01%+74,93813F-HRTimelineGroup
JMAC ENTERPRISES LLC133,142$5.68M1.09%+68,01813F-HRTimeline
Ashton Thomas Private Wealth, LLC132,713$5.67M0.14%+84,56813F-HRTimeline
Waycross Investment Management Co131,912$5.63M4.95%+77,41613F-HRTimeline
FLOYD FINANCIAL GROUP LLC121,471$5.63M3.81%+73,64513F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY131,131$5.6M0.17%+109,51413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…130,596$5.58M1.56%+89,19813F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC130,000$5.55M2.96%+65,00013F-HRTimelineGroup
Private Wealth Advisors, LLC129,710$5.54M2%+65,43513F-HRTimeline
APPLETON PARTNERS INC/MA129,508$5.53M0.36%+63,57413F-HRTimeline
Strategic Wealth Investment Group, LLC129,228$5.52M0.68%+12,72813F-HRTimeline
ALERUS FINANCIAL NA129,212$5.52M0.27%+63,68013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP128,548$5.49M<0.01%+107,71213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.199,811$5.47M0.13%+61,96213F-HRTimeline
Valence8 US LP128,070$5.47M1.62%+64,37213F-HRTimeline
MARTIN & CO INC /TN/128,037$5.47M0.94%+65,72113F-HRTimeline
WEDBUSH SECURITIES INC127,442$5.44M0.16%+56,73413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…126,625$5.41M0.01%+26,34713F-HRTimelineGroup
Alphadyne Asset Management LP125,806$5.37M0.54%new13F-HRTimeline
Kropog Financial Group, LLC124,149$5.3M4.11%+64,38913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC124,007$5.29M0.12%+76,03413F-HRTimeline
Legacy Private Trust Co.123,898$5.29M0.31%+60,68913F-HRTimeline
Estate Counselors, LLC123,344$5.27M0.44%+20,13513F-HRTimeline
Allworth Financial LP122,261$5.22M0.02%+53,50513F-HRTimeline
Round Rock Advisors LLC121,346$5.18M0.78%+64,54313F-HR/ATimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)121,344$5.18M0.05%+60,50613F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…120,000$5.12M0.1%new13F-HRTimelineGroup
MYDA Advisors LLC120,000$5.12M1.44%+100,00013F-HRTimeline
ALTFEST L J & CO INC119,517$5.1M0.56%+61,42113F-HRTimeline
Broussard Financial Group LLC119,426$5.1M4.13%13F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP119,400$5.1M0.41%new13F-HRTimelineGroup
Investors Portfolio Services LLC118,914$5.08M4.57%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding118,528$5.06M+69,336Timeline
Braeburn Wealth Management LLC118,328$5.05M2.58%13F-HRTimeline
Csenge Advisory Group117,950$5.04M0.23%+57,13913F-HRTimeline
Cadent Capital Advisors, LLC117,359$5.01M1.32%+60,79113F-HRTimeline
Berger Financial Group, Inc116,964$4.99M0.29%+62,68013F-HRTimeline
Algorithmic Investment Models, LLC114,912$4.91M6.05%+55,42413F-HRTimeline
Monument Capital Management114,825$4.9M1.22%+60,05113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC114,733$4.9M1.04%+46,31213F-HRTimeline
MIdWestOne Financial Group, Inc.110,452$4.72M0.52%+55,15313F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE110,226$4.71M1.52%new13F-HRTimeline
EP Wealth Advisors, LLC109,893$4.69M0.02%13F-HRTimeline
Innova Wealth Partners109,546$4.68M2.36%+53,00513F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV108,756$4.64M1.07%13F-HRTimeline
One Wealth Map LLC107,948$4.6M2.34%+56,51013F-HRTimeline
Vickerman Investment Advisors, Inc.107,615$4.59M0.92%+52,56913F-HRTimeline
MONEYWISE, INC.107,399$4.58M1.91%+27,93613F-HRTimeline
MGO ONE SEVEN LLC106,747$4.56M0.09%+52,09613F-HRTimeline
INNEALTA CAPITAL, LLC106,376$4.54M2.46%+30,16713F-HRTimeline
UMB Bank, n.a.105,739$4.51M0.06%+104,09913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valmark Advisers, Inc.105,615$4.51M0.06%+51,91113F-HRTimeline
Prosperity Consulting Group, LLC105,517$4.5M0.2%+55,98213F-HRTimeline
Roundview Capital LLC103,950$4.44M0.27%+51,94813F-HRTimeline
AMICA MUTUAL INSURANCE CO103,848$4.43M0.39%+51,92413F-HRTimeline
Integrated Wealth Concepts LLC103,629$4.42M0.05%+57,26013F-HRTimeline
Encompass More Asset Management102,969$4.4M0.81%+57,19213F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP100,000$4.27M0.54%new13F-HRTimeline
Blue Door Asset Management, LLC100,000$4.27M2.68%new13F-HRTimeline
HCR Wealth Advisors99,024$4.23M0.42%+48,01113F-HRTimeline
Beck Bode, LLC98,608$4.21M0.7%new13F-HRTimeline
Mutual Advisors, LLC97,670$4.17M0.09%+52,84813F-HRTimeline
Sequoia Financial Advisors, LLC97,661$4.17M0.02%+40,23613F-HRTimeline
Park Edge Advisors, LLC97,231$4.15M0.94%+69,55913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp96,879$4.14M<0.01%+66,66113F-HRTimelineGroup
D.A. DAVIDSON & CO.96,555$4.12M0.03%+35,96213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…96,155$4.1M0.01%+53,66113F-HRTimelineGroup
Ellis Investment Partners, LLC95,565$4.08M0.71%+49,75113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC95,558$4.08M0.13%+47,38413F-HRTimeline
S. R. Schill & Associates95,001$4.06M2.86%+46,99013F-HRTimeline
Qube Research & Technologies Ltd94,904$4.05M0.01%-507,81113F-HRTimeline
B. Riley Wealth Advisors, Inc.93,676$4M0.19%+48,57013F-HRTimeline
BLB&B Advisors, LLC92,795$3.96M0.17%+88,36513F-HRTimeline
VVR Holdings LLC92,436$3.95M2.05%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC92,096$3.93M1.38%+46,39013F-HRTimeline
TRUST CO OF OKLAHOMA90,940$3.88M1.13%+44,98213F-HRTimeline
CENTRAL TRUST Co90,740$3.87M0.08%+41,41013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.90,326$3.86M2.37%+45,29713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC90,216$3.85M0.05%-138,23913F-HRTimelineGroup
HANCOCK WHITNEY CORP89,844$3.84M0.07%+44,57013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA89,430$3.82M0.01%new13F-HRTimelineGroup
Apriem Advisors89,400$3.82M0.35%+44,60013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV89,255$3.81M3.2%+44,83113F-HRTimeline
SBI Okasan Asset Management Co.Ltd.88,120$3.78M0.21%13F-HRTimeline
PFG Investments, LLC88,346$3.77M0.18%+45,28713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC88,311$3.77M0.02%+63,01113F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp88,225$3.77M0.01%new13F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.87,433$3.75M0.03%+44,04713F-HRTimeline
Arkadios Wealth Advisors87,165$3.72M0.07%+56,05813F-HRTimeline
HAMEL ASSOCIATES, INC.87,130$3.72M1.12%+43,56513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding86,806$3.71M+49,977Timeline
ADG Wealth Management Group, LLC86,745$3.7M2.81%+43,23813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…86,201$3.68M0.05%+44,80213F-HRTimelineGroup
TD Waterhouse Canada Inc.85,962$3.67M0.02%+50,15413F-HRTimeline
Arta Finance Wealth Management LLC85,502$3.65M1.86%13F-HRTimeline
FORBES J M & CO LLP85,378$3.64M0.3%+42,68913F-HRTimeline
Silver Coast Investments LLC84,264$3.6M1.24%+63,26513F-HRTimeline
Fiduciary Group, LLC84,219$3.6M0.3%+41,36113F-HRTimeline
Moors & Cabot, Inc.84,023$3.59M0.15%+46,13213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.83,609$3.57M2.78%+41,48413F-HRTimeline
Quantinno Capital Management LP83,531$3.57M0.01%+34,59113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.82,413$3.52M0.21%+58,47213F-HRTimelineGroup
BLUELINE ADVISORS LLC82,364$3.52M2.87%13F-HRTimeline
Provident Co of the Employees of the He…81,906$3.5M3.63%+40,95313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP81,873$3.5M0.2%+43,77713F-HRTimeline
Centric Wealth Management81,452$3.47M0.73%+40,76713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC80,715$3.45M0.05%+64,90113F-HRTimelineGroup
WESPAC Advisors SoCal, LLC80,668$3.44M0.69%+49,21913F-HRTimeline
Intrua Financial, LLC80,525$3.44M0.38%+55,63113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC79,961$3.41M0.77%+46,21913F-HRTimeline
Focus Financial Network, Inc.79,837$3.41M0.12%+42,33913F-HRTimeline
Key Client Fiduciary Advisors, LLC79,783$3.41M1.18%+38,96713F-HRTimeline
Consolidated Investment Group LLC79,740$3.4M0.41%+39,87013F-HRTimeline
Wealthfront Advisers LLC79,622$3.4M0.01%+48,80113F-HRTimeline
Ranch Capital Advisors Inc.79,016$3.37M1.24%+40,26313F-HRTimeline
Stillwater Capital Advisors, LLC79,006$3.37M0.36%+39,14713F-HRTimeline
INVESTMENT PARTNERS, LTD.78,360$3.35M1.17%+39,28913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED77,817$3.34M0.23%+58,42013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding78,039$3.33M+44,194Timeline
GREENWOOD CAPITAL ASSOCIATES LLC77,718$3.32M0.36%+39,87713F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd77,698$3.32M0.19%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC76,925$3.28M0.19%+51,59213F-HRTimeline
Canton Hathaway, LLC76,516$3.27M0.63%+39,61113F-HRTimeline
Wealth Quarterback LLC76,009$3.24M1.17%+39,21113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.73,869$3.22M0.21%+36,81113F-HRTimelineGroup
Silphium Asset Management Ltdin group Silphium Asset Management Ltd74,960$3.2M1.36%new13F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC74,919$3.2M1.25%+39,28813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.74,893$3.2M0.03%new13F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH74,509$3.18M1.32%+37,02613F-HRTimeline
Cordatus Wealth Management LLC74,170$3.17M0.73%+37,12213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp73,969$3.16M0.08%+36,83213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…73,613$3.14M0.02%+52,79713F-HRTimelineGroup
LCM Capital Management Inc73,466$3.14M1.52%+35,83813F-HRTimeline
Rye Brook Capital LLC73,000$3.12M2.91%+36,50013F-HRTimeline
HARBOUR INVESTMENTS, INC.72,271$3.09M0.06%+31,40913F-HRTimeline
Compass Wealth Management, LLC/GA71,840$3.07M1.26%+39,02213F-HRTimeline
BRAVE ASSET MANAGEMENT INC71,818$3.07M0.72%+36,88913F-HRTimeline
Lakeshore Capital Group, Inc.71,732$3.06M2.45%+38,63113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…71,716$3.06M0.01%+34,01013F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC71,180$3.04M0.64%+46,91913F-HRTimeline
Madison Park Capital Advisors, LLC71,108$3.04M2.46%+35,62613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management71,049$3.03M0.01%-247,75113F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC70,878$3.03M0.79%+35,43913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70,740$3.02M0.12%+35,16813F-HRTimelineGroup
SYON CAPITAL LLC70,675$3.02M0.15%+36,38313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management70,208$3M0.03%+44,99813F-HRTimelineGroup
Horizon Investments, LLC69,837$2.98M0.04%+45,88513F-HRTimeline
SACKS & ASSOCIATES, LLC69,807$2.98M2.19%13F-HRTimeline
Rockport Wealth LLC69,722$2.98M0.58%+43,13013F-HRTimeline
Winthrop Capital Management, LLC69,575$2.97M0.69%+36,10113F-HRTimeline
Global Retirement Partners, LLC69,421$2.96M0.05%+39,70313F-HRTimeline
Financial Planning Hawaii, Inc.68,360$2.92M1.68%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA68,330$2.92M0.01%13F-HRTimelineGroup
Magnus Financial Group LLC68,222$2.91M0.22%+37,58613F-HRTimeline
Adams Wealth Management68,096$2.91M0.62%+33,73113F-HRTimeline
CacheTech Inc.68,096$2.91M0.54%+33,73113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…68,000$2.9M0.2%+34,00013F-HRTimelineGroup
AlphaCore Capital LLC67,993$2.9M0.07%+34,93113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC67,983$2.9M0.85%+67,20613F-HRTimeline
Fragasso Financial Advisors Inc67,302$2.87M0.17%+32,94613F-HRTimeline
AE Wealth Management LLC66,255$2.83M0.02%+35,51313F-HRTimeline
FIRST MERCHANTS CORP66,120$2.82M0.1%+32,56713F-HRTimeline
CTC Alternative Strategies, Ltd.66,094$2.82M5.29%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.65,982$2.82M0.27%+32,99113F-HRTimeline
Simmons Bankin group Simmons Bank65,767$2.81M0.19%+32,27013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…65,712$2.81M0.08%+29,85813F-HRTimelineGroup
KOM Wealth Management Group, LLC65,695$2.8M1.98%+33,35013F-HRTimeline
WBH ADVISORY INC65,654$2.8M0.21%+32,17913F-HRTimeline
Agave Capital Management Ltd65,230$2.79M0.47%13F-HRTimeline
Tenzing Financial LLC65,242$2.79M2.26%13F-HRTimeline
PATTEN & PATTEN INC/TN65,032$2.78M0.16%+32,28413F-HRTimeline