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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Beacon Pointe Advisors, LLC164,562$7.55M0.04%+14,06113F-HRTimeline
IFP Advisors, Inc163,932$7.52M0.16%+11,10513F-HRTimeline
Capital Investment Advisory Services, L…163,762$7.52M0.55%+6,53213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC163,747$7.51M0.07%+8,50313F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK162,844$7.47M0.01%-294,47513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC162,730$7.47M<0.01%+29,58013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management162,198$7.44M0.09%+91,99013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…161,733$7.42M0.01%-1,138,26913F-HRTimeline
Estate Counselors, LLC161,218$7.4M0.66%+37,87413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.160,638$7.37M1.76%+3,45513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC159,706$7.33M0.09%-3,58713F-HRTimeline
NOTTINGHAM ADVISORS, INC.159,247$7.31M0.94%+9,69313F-HRTimeline
COURIER CAPITAL LLC158,996$7.3M0.41%-18,73013F-HR/ATimeline
Financial Enhancement Group LLC157,255$7.26M0.9%new13F-HRTimeline
THOR TRADING ADVISORS, LLC157,448$7.23M2.99%+12,11613F-HRTimeline
Jain Global LLC156,440$7.18M0.09%+102,24313F-HRTimeline
Regal Investment Advisors LLC155,783$7.15M0.41%+4,14913F-HRTimeline
Atria Investments, Inc155,585$7.14M0.08%-45,85413F-HRTimeline
HARBOUR INVESTMENTS, INC.155,369$7.13M0.11%+83,09813F-HRTimeline
Prospera Financial Services Inc155,253$7.13M0.11%+7,26313F-HRTimeline
Perkins Coie Trust Co154,315$7.08M1.36%+4,29013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.152,173$7.07M4.02%+61,84713F-HRTimeline
Sound View Wealth Advisors Group, LLC153,725$7.05M0.48%-1,93213F-HRTimeline
IMZ Advisory Inc152,895$7.02M2.65%-1,20413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC151,614$6.96M0.05%-11,54013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC150,269$6.9M0.01%+1,14513F-HRTimelineGroup
KCM Capital Incin group KCM Capital Inc150,000$6.88M1.29%-50,00013F-HRTimelineGroup
ARDSLEY ADVISORY PARTNERS LP150,000$6.88M1.05%+50,00013F-HRTimeline
Vestmark Advisory Solutions, Inc.149,632$6.87M0.08%+9,27513F-HRTimeline
Rockport Wealth LLC149,261$6.85M1.25%+79,53913F-HRTimeline
Reyes Financial Architecture, Inc.145,931$6.7M5.47%new13F-HRTimeline
MIRAMONTES CAPITAL, LLC145,263$6.67M2.31%-113F-HRTimeline
BLAIR WILLIAM & CO/IL142,622$6.54M0.02%-16413F-HRTimeline
Waycross Investment Management Co141,582$6.5M6.2%+9,67013F-HRTimeline
Rye Brook Capital LLC140,775$6.46M5.96%+67,77513F-HRTimeline
Eddie Patel Inc140,300$6.44M4.95%new13F-HRTimeline
MYDA Advisors LLC140,000$6.42M1.52%+20,00013F-HRTimeline
Hippocratic Financial Advisors, LLC138,751$6.37M2.79%+65313F-HRTimeline
JMAC ENTERPRISES LLC137,116$6.29M1.21%+3,97413F-HRTimeline
Dynamic Advisor Solutions LLC136,649$6.27M0.2%-6,97713F-HRTimeline
PEAK6 LLCin group PEAK6 LLC135,704$6.23M0.18%new13F-HRTimelineGroup
CMH Wealth Management LLC135,320$6.21M1.07%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management135,291$6.21M0.21%-15,52713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC135,091$6.2M0.02%+46,78013F-HRTimelineGroup
Valmark Advisers, Inc.134,937$6.19M0.07%+29,32213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA134,642$6.18M0.01%+45,21213F-HRTimelineGroup
Measured Wealth Private Client Group, L…134,064$6.15M1.68%-7,69313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC131,302$6.03M0.22%+120,33013F-HRTimelineGroup
MARTIN & CO INC /TN/130,414$5.98M1.02%+2,37713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC130,000$5.97M3.42%013F-HRTimelineGroup
APPLETON PARTNERS INC/MA129,154$5.93M0.41%-35413F-HRTimeline
Strategic Wealth Investment Group, LLC128,218$5.88M0.75%-1,01013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…127,610$5.86M1.59%-2,98613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127,340$5.84M<0.01%+80,97113F-HRTimelineGroup
Round Rock Advisors LLC126,323$5.8M0.89%+4,97713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC125,907$5.78M0.13%+1,90013F-HR/ATimeline
Kropog Financial Group, LLC124,903$5.73M4.66%+75413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC123,494$5.67M0.3%-35,98213F-HRTimelineGroup
Basepoint Wealth LLC123,420$5.66M3.24%new13F-HRTimeline
WEDBUSH SECURITIES INC123,327$5.66M0.17%-4,11513F-HRTimeline
Legacy Private Trust Co.123,106$5.65M0.35%-79213F-HRTimeline
FLOYD FINANCIAL GROUP LLC122,495$5.64M3.76%+1,02413F-HRTimeline
Broussard Financial Group LLC121,839$5.59M4.47%+2,41313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)121,661$5.58M0.05%+31713F-HRTimelineGroup
Allworth Financial LP120,809$5.54M0.02%-1,45213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding120,563$5.53M+2,035Timeline
Gateway Wealth Partners, LLC118,957$5.46M0.21%+101,77913F-HRTimeline
Ashton Thomas Private Wealth, LLC118,160$5.42M0.13%-14,55313F-HRTimeline
Algorithmic Investment Models, LLC117,918$5.41M6.68%+3,00613F-HRTimeline
Berger Financial Group, Inc117,648$5.4M0.3%+68413F-HRTimeline
MGO ONE SEVEN LLC117,254$5.38M0.11%+10,50713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC116,377$5.34M1.6%+48,39413F-HRTimeline
Vectors Research Management, LLC114,872$5.27M1.54%-21,90813F-HRTimeline
TD Waterhouse Canada Inc.112,971$5.21M0.02%+27,00913F-HRTimeline
Investors Portfolio Services LLC112,472$5.16M4.78%-6,44213F-HRTimeline
Csenge Advisory Group111,840$5.13M0.24%-6,11013F-HRTimeline
Wealthfront Advisers LLC111,743$5.13M0.01%+32,12113F-HRTimeline
Arete Wealth Advisors, LLC111,403$5.11M0.38%+72,82313F-HR/ATimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV109,802$5.1M1.15%+1,04613F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE110,226$5.06M1.54%013F-HRTimeline
Mutual Advisors, LLC108,336$4.97M0.11%+10,66613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding107,347$4.93M+90,787Timeline
Farther Finance Advisors, LLC106,394$4.91M0.05%+63,23413F-HRTimeline
One Wealth Map LLC105,006$4.89M2.38%-2,94213F-HRTimeline
INNEALTA CAPITAL, LLC106,372$4.88M3.03%-413F-HRTimeline
Vickerman Investment Advisors, Inc.105,764$4.85M1.02%-1,85113F-HRTimeline
ALERUS FINANCIAL NA105,287$4.83M0.24%-23,92513F-HRTimeline
Gladstone Institutional Advisory LLC104,944$4.82M0.18%-133,68813F-HRTimeline
Roundview Capital LLC104,519$4.8M0.3%+56913F-HRTimeline
AMICA MUTUAL INSURANCE CO103,848$4.77M0.41%013F-HRTimeline
Econ Financial Services Corp103,703$4.76M2.21%new13F-HRTimeline
Ausdal Financial Partners, Inc.103,623$4.76M0.21%-38,81013F-HRTimeline
Prosperity Consulting Group, LLC103,434$4.75M0.21%-2,08313F-HRTimeline
B. Riley Wealth Advisors, Inc.103,285$4.74M0.31%+9,60913F-HRTimeline
UMB Bank, n.a.102,819$4.72M0.07%-2,92013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HCR Wealth Advisors101,963$4.68M0.49%+2,93913F-HRTimeline
D.A. DAVIDSON & CO.100,722$4.62M0.03%+4,16713F-HRTimeline
Blue Door Asset Management, LLC100,000$4.59M3%013F-HRTimeline
Larson Financial Group LLC99,993$4.59M0.15%+35,48413F-HRTimeline
Innova Wealth Partners99,706$4.58M2.18%-9,84013F-HRTimeline
VVR Holdings LLC99,565$4.57M2.36%+7,12913F-HRTimeline
Graham Capital Management, L.P.98,830$4.54M0.15%-279,00013F-HRTimeline
Twin Tree Management, LP98,694$4.53M0.95%+72,95813F-HRTimeline
TRUST CO OF OKLAHOMA97,975$4.5M1.31%+7,03513F-HRTimeline
Quantinno Capital Management LP97,765$4.49M0.01%+14,23413F-HRTimeline
Spahn Wealth & Retirement LLC96,620$4.43M5.64%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …96,241$4.42M0.09%+46,34213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC93,822$4.31M0.13%-1,73613F-HRTimeline
Ellis Investment Partners, LLC93,758$4.3M0.75%-1,80713F-HRTimeline
1 NORTH WEALTH SERVICES LLC93,387$4.29M1.55%+1,29113F-HRTimeline
CENTRAL TRUST Co92,762$4.26M0.08%+2,02213F-HRTimeline
Iyo Bank, Ltd.92,358$4.24M1.51%+69,48013F-HRTimeline
AE Wealth Management LLC92,312$4.24M0.02%+26,05713F-HRTimeline
Biondo Investment Advisors, LLC91,189$4.18M0.54%new13F-HRTimeline
Robertson Stephens Wealth Management, L…90,876$4.17M0.12%-120,77513F-HRTimeline
Strategic Financial Group, LLC90,230$4.14M4.26%13F-HRTimeline
MONTAG A & ASSOCIATES INC89,880$4.12M0.19%+26,71013F-HRTimeline
Arkadios Wealth Advisors89,548$4.11M0.07%+2,38313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV89,423$4.1M3.52%+16813F-HRTimeline
Apriem Advisors89,400$4.1M0.39%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,216$4.09M0.05%+3,01513F-HRTimelineGroup
BLUELINE ADVISORS LLC88,578$4.06M3.15%+6,21413F-HRTimeline
Game Plan Financial Advisors, LLC88,546$4.06M1.83%+87,33213F-HRTimeline
HANCOCK WHITNEY CORP88,424$4.06M0.07%-1,42013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED88,420$4.06M0.3%+10,60313F-HRTimeline
Arta Finance Wealth Management LLC88,324$4.05M2%+2,82213F-HRTimeline
PFG Investments, LLC88,232$4.05M0.19%-11413F-HRTimeline
HAMEL ASSOCIATES, INC.87,785$4.03M1.15%+65513F-HRTimeline
Sequoia Financial Advisors, LLC87,625$4.02M0.02%-10,03613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding87,358$4.01M+552Timeline
AMG National Trust Bank86,955$3.99M0.09%+22,15113F-HRTimeline
Geneos Wealth Management Inc.86,915$3.99M0.09%+38,87213F-HRTimeline
AAFMAA Wealth Management & Trust LLC86,634$3.98M1.54%+11,71513F-HRTimeline
Silver Coast Investments LLC86,386$3.96M1.27%+2,12213F-HRTimeline
INTEGRITY ALLIANCE, LLC.86,325$3.96M0.15%-186,14813F-HRTimeline
Centric Wealth Management85,355$3.96M0.79%+3,90313F-HRTimeline
FORBES J M & CO LLP85,378$3.92M0.33%013F-HRTimeline
Fiduciary Group, LLC83,787$3.84M0.33%-43213F-HRTimeline
Moors & Cabot, Inc.83,674$3.84M0.16%-34913F-HRTimeline
Verition Fund Management LLC83,612$3.84M0.04%+53,07913F-HRTimeline
Axiom Investment Management LLC83,518$3.83M2.92%13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC83,102$3.81M0.86%+3,14113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.81,540$3.74M3.1%-2,06913F-HRTimeline
Consolidated Investment Group LLC81,470$3.74M0.41%+1,73013F-HRTimeline
Ranch Capital Advisors Inc.80,252$3.68M1.35%+1,23613F-HRTimeline
Canton Hathaway, LLC80,000$3.67M0.74%+3,48413F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd79,787$3.66M1.39%+4,82713F-HRTimelineGroup
WESPAC Advisors SoCal, LLC79,740$3.66M0.78%-92813F-HRTimeline
Cavalier Investments, LLC79,646$3.65M0.94%new13F-HRTimeline
Focus Financial Network, Inc.79,571$3.65M0.13%-26613F-HRTimeline
Private Wealth Advisors, LLC79,479$3.65M1.03%-50,23113F-HRTimeline
Key Client Fiduciary Advisors, LLC78,912$3.62M1.24%-87113F-HRTimeline
INVESTMENT PARTNERS, LTD.78,293$3.59M1.28%-6713F-HRTimeline
Stillwater Capital Advisors, LLC78,109$3.58M0.41%-89713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/77,734$3.57M<0.01%+38,82613F-HRTimelineGroup
Compass Wealth Management, LLC/GA77,335$3.55M1.52%+5,49513F-HRTimeline
Clare Market Investments LLC76,673$3.52M0.74%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK76,351$3.5M0.02%+20,61713F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC76,318$3.5M0.77%+5,13813F-HRTimeline
Concentric Capital Strategies, LP76,301$3.5M0.31%new13F-HRTimeline
Wealth Quarterback LLC75,934$3.48M1.37%-7513F-HRTimeline
SYON CAPITAL LLC75,902$3.48M0.18%+5,22713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75,454$3.46M0.05%-5,26113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.75,067$3.44M0.23%+1,19813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…74,956$3.44M0.04%new13F-HRTimelineGroup
Visionary Horizons, LLC74,850$3.43M1.69%+41,33313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…74,814$3.43M0.02%+1,20113F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC74,757$3.43M0.33%-317,68413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC74,084$3.4M0.08%+31,83313F-HRTimeline
LCM Capital Management Inc73,744$3.38M1.7%+27813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp73,184$3.36M0.09%-78513F-HRTimelineGroup
Cordatus Wealth Management LLC73,105$3.35M0.8%-1,06513F-HRTimeline
BRAVE ASSET MANAGEMENT INC72,784$3.34M0.79%+96613F-HRTimeline
Alphadyne Asset Management LP72,717$3.34M0.44%-53,08913F-HRTimeline
Lakeshore Capital Group, Inc.72,482$3.33M2.72%+75013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…72,115$3.31M0.01%+39913F-HRTimelineGroup
Proficio Capital Partners LLC71,215$3.27M0.17%-254,26713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.71,120$3.24M0.02%-16,31313F-HRTimeline
CIM INVESTMENT MANAGEMENT INC70,539$3.24M0.86%-33913F-HRTimeline
Adams Wealth Management70,473$3.23M0.71%+2,37713F-HRTimeline
CacheTech Inc.70,473$3.23M0.62%+2,37713F-HRTimeline
SACKS & ASSOCIATES, LLC70,380$3.23M2.4%+57313F-HRTimeline
Winthrop Capital Management, LLC70,105$3.22M0.83%+53013F-HRTimeline
SHAKER INVESTMENTS LLC/OH70,086$3.22M1.46%-4,42313F-HRTimeline
Solstein Capital, LLC69,823$3.2M1.32%+32,51313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA68,280$3.13M0.02%-5013F-HRTimelineGroup
Tenzing Financial LLC67,526$3.13M2.35%+2,28413F-HRTimeline
Financial Planning Hawaii, Inc.68,160$3.13M1.84%-20013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…68,000$3.12M0.21%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC67,929$3.12M0.12%-2,81113F-HRTimelineGroup
Merit Financial Group, LLC67,842$3.11M0.02%+8,83713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…67,630$3.1M0.01%-28,52513F-HRTimelineGroup
Fragasso Financial Advisors Inc66,979$3.09M0.19%-32313F-HRTimeline
Kingsview Wealth Management, LLC66,498$3.05M0.04%-1,065,20713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC66,370$3.05M0.77%13F-HRTimeline
WBH ADVISORY INC65,947$3.04M0.23%+29313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.66,228$3.04M0.3%+24613F-HRTimeline
Magnus Financial Group LLC66,207$3.04M0.25%-2,01513F-HRTimeline
FINANCIAL DISCOVERY GROUP INC65,518$3.01M7.03%13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding64,822$2.97M-13,217Timeline