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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ELEVATION POINT WEALTH PARTNERS, LLC61,932$2.81M0.05%-12,15213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding61,500$2.79M-164,400Timeline
EARNED WEALTH ADVISORS, LLC61,052$2.77M0.18%+18613F-HRTimeline
Vise Technologies, Inc.61,010$2.77M0.03%+17,60713F-HRTimeline
Sage Capital Advisors,llc60,730$2.75M0.57%+23513F-HRTimeline
KOM Wealth Management Group, LLC60,721$2.75M1.66%-48013F-HRTimeline
Hudock, Inc.60,661$2.75M0.35%+23713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC60,374$2.74M0.68%+45313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK60,369$2.74M0.01%-1,26013F-HRTimelineGroup
Meridian Wealth Management, LLC60,212$2.73M0.08%+5,07913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…59,924$2.72M0.01%-7,70613F-HRTimelineGroup
Zullo Investment Group, Inc.59,660$2.71M0.92%-2,71213F-HRTimeline
Altura Wealth Advisors Inc.59,507$2.7M0.91%+23,67513F-HRTimeline
Shepherd Financial Partners LLC59,399$2.69M0.22%-97113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK59,275$2.69M0.01%-17,07613F-HRTimelineGroup
Kopp Family Office, LLC59,245$2.69M1.65%new13F-HRTimeline
Braeburn Wealth Management LLC59,026$2.68M1.15%+1,34313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co58,934$2.67M0.11%+6,64913F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC58,313$2.64M1.47%+16213F-HRTimeline
Aspen Investment Management Inc58,050$2.63M0.71%+59113F-HRTimeline
Laurel Wealth Advisors LLC58,047$2.63M0.25%-37013F-HRTimeline
Avior Wealth Management, LLC57,985$2.63M0.07%+3,00613F-HRTimeline
AlphaCore Capital LLC57,962$2.63M0.05%-2,01713F-HRTimeline
SeaCrest Wealth Management, LLC57,600$2.61M0.29%+5,58813F-HRTimeline
Community Bank, N.A.57,490$2.61M0.28%-2313F-HRTimeline
Simmons Bankin group Simmons Bank57,231$2.59M0.15%-1,53713F-HRTimelineGroup
Ironsides Asset Advisors, LLC56,991$2.58M0.61%+24813F-HRTimeline
FIRST MERCHANTS CORP56,845$2.58M0.09%-1,05613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO56,155$2.55M<0.01%+12,47613F-HRTimelineGroup
Second Half Financial Partners, LLC55,864$2.53M1.04%+10,41913F-HRTimeline
Park Edge Advisors, LLC55,347$2.51M0.53%+6,07113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp55,309$2.51M<0.01%+4,69213F-HRTimelineGroup
Grandview Asset Management LLC55,029$2.5M0.62%-43213F-HRTimeline
Wealthspire Advisors, LLC54,916$2.49M0.01%+31,57213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,508$2.47M0.01%+4813F-HRTimelineGroup
Secure Asset Management, LLC54,205$2.46M0.35%+3,79913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.54,049$2.45M0.02%+7,08713F-HRTimelineGroup
Accretive Wealth Partners, LLC53,988$2.45M0.6%+1,70813F-HRTimeline
Uptown Financial Advisors LLC53,969$2.45M1.79%+8,73413F-HRTimeline
Asset Advisors Investment Management, L…53,772$2.44M0.22%-6813F-HRTimeline
Clare Market Investments LLC53,652$2.43M0.44%-23,02113F-HRTimeline
CORRADO ADVISORS, LLC53,514$2.43M1.12%+92213F-HRTimeline
Private Capital Management, LLC53,431$2.42M0.22%+3,17413F-HRTimeline
Arete Wealth Advisors, LLC53,405$2.42M0.16%-57,99813F-HR/ATimeline
Corundum Group, Inc.53,375$2.42M0.72%+1,42713F-HRTimeline
SHUTTLEWORTH & Co53,344$2.42M1.93%+2,83213F-HRTimeline
CITY HOLDING CO52,631$2.39M0.27%+3,28813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding51,932$2.37M+6,293Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding52,225$2.37M+4,699Timeline
Perigon Wealth Management, LLC52,209$2.37M0.04%-143,76513F-HRTimeline
Aristides Capital LLC52,208$2.37M0.61%+3,90013F-HRTimeline
Clarus Wealth Advisors51,206$2.32M0.9%+5,35213F-HRTimeline
CTC Alternative Strategies, Ltd.51,141$2.32M3.34%new13F-HRTimeline
Western Wealth Management, LLC50,979$2.31M0.08%-7,05113F-HRTimeline
Zuckerman Investment Group, LLC50,822$2.3M0.19%-62313F-HRTimeline
McCollum Christoferson Group LLC50,465$2.29M0.67%+1,52513F-HRTimeline
Investment Management Trust, LLC50,399$2.29M2.05%-1,09913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,286$2.28M0.01%-13,68813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC50,733$2.28M0.28%13F-HRTimeline
CHOREO, LLC49,937$2.26M0.02%-76613F-HRTimeline
Trivium Point Advisory, LLC49,897$2.26M0.21%new13F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC49,746$2.26M1.66%-1,06413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,570$2.25M0.04%+4,32613F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC49,396$2.24M0.38%-1,13713F-HRTimeline
Concentrum Wealth Management49,009$2.22M0.53%+2,33713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,976$2.22M0.04%+3,52213F-HRTimeline
Bravera Wealth48,965$2.22M0.85%+5,53713F-HRTimeline
Mechanics Bank Trust Department48,886$2.22M0.27%-2,32213F-HRTimeline
WJ Financial Advisors LLC48,714$2.21M1.62%+81613F-HRTimeline
FLOW TRADERS U.S. LLC48,665$2.21M0.09%+12,34213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC48,596$2.2M0.15%+43,75113F-HRTimeline
Bellwether Advisors, LLC48,538$2.2M0.33%-10,58113F-HRTimeline
3EDGE Asset Management, LP48,524$2.2M0.1%+20,63613F-HRTimeline
Choate Investment Advisors48,240$2.19M0.04%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC48,032$2.18M0.53%+1,17613F-HRTimeline
Modera Wealth Management, LLC47,897$2.17M0.02%-6,48813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC48,000$2.17M0.08%013F-HRTimeline
Savior LLC47,711$2.16M6.21%+61413F-HRTimeline
FORONJY FINANCIAL LLC47,647$2.16M0.79%+4,29713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC47,594$2.16M0.34%-7,23313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC47,571$2.16M0.12%-3113F-HRTimeline
Compass Financial Group, Inc.47,429$2.15M0.91%-2713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…47,404$2.15M0.03%+8,01813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,122$2.14M0.05%-1,74313F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/46,304$2.1M0.04%-7,02213F-HRTimeline
Koa Wealth Management, LLC45,969$2.08M1.42%+713F-HRTimeline
Flagship Private Wealth, LLC45,960$2.08M0.74%-73913F-HRTimeline
Hansen & Associates Financial Group, In…45,927$2.08M1.19%+1,95313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC45,691$2.07M0.03%-1,62413F-HRTimeline
Retireful, LLC45,467$2.06M1.92%-2,96613F-HRTimeline
Union Bancaire Privee, UBP SA48,218$2.06M0.02%+36,71613F-HRTimeline
MinichMacGregor Wealth Management, LLC45,158$2.05M0.31%new13F-HRTimeline
PW Nova Financial Services LLC44,726$2.03M0.43%-33113F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC44,702$2.03M0.11%-80613F-HRTimeline
Everstar Asset Management, LLC44,592$2.02M0.98%-1,03213F-HRTimeline
Spinnaker Investment Group, LLC44,280$2.01M0.32%+8,09513F-HRTimeline
CoreCap Advisors, LLC44,200$2M0.06%-149,69813F-HRTimeline
Crews Bank & Trust43,960$1.99M0.26%-84513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,914$1.99M0.01%-5013F-HRTimeline
Venture Visionary Partners LLC43,663$1.98M0.06%+2,27713F-HRTimeline
Intrepid Financial Planning Group LLC43,612$1.98M0.67%-28813F-HRTimeline
LANE BROTHERS & CO INC43,533$1.97M1.29%+7613F-HRTimeline
Cranbrook Wealth Management, LLC43,383$1.97M0.37%-57113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT43,161$1.96M0.13%+213F-HRTimeline
DELTEC ASSET MANAGEMENT LLC43,000$1.95M0.29%+21,00013F-HRTimeline
CHILTON INVESTMENT CO INC.43,000$1.95M0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42,208$1.91M0.16%-8,51813F-HRTimelineGroup
NCM Capital Management, LLC41,945$1.9M0.59%-52313F-HRTimeline
Cresset Asset Management, LLC41,855$1.9M0.01%+26113F-HRTimeline
M1 Capital Management LLC41,753$1.89M0.7%+11513F-HRTimeline
Parallel Advisors, LLC41,564$1.88M0.03%+2,74613F-HRTimeline
Geneos Wealth Management Inc.41,350$1.87M0.04%-45,56513F-HRTimeline
Sava Infond d.o.o.41,300$1.87M0.13%+22013F-HRTimeline
Summit Wealth Partners, LLC41,245$1.87M0.27%+84813F-HRTimeline
TCP Asset Management, LLC41,159$1.87M0.21%-4,97213F-HRTimeline
Laraway Financial Advisors Inc41,111$1.86M1.13%+23913F-HRTimeline
Prentice Wealth Management LLC41,018$1.86M0.38%+5,00413F-HRTimeline
PRIVATE TRUST CO NA40,769$1.85M0.15%-2,89613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…39,757$1.83M<0.01%-41213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.40,349$1.83M0.15%+1,13113F-HRTimelineGroup
Premier Path Wealth Partners, LLC40,125$1.82M0.21%-2,09713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.40,089$1.82M0.2%-6,73213F-HR/ATimeline
Rothschild Wealth LLC39,956$1.81M0.14%+11,93513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,891$1.81M0.05%-50013F-HRTimelineGroup
HB Wealth Management, LLC39,810$1.8M0.01%+10,16513F-HRTimeline
Certified Advisory Corp39,126$1.77M0.14%-2,78113F-HRTimeline
Inscription Capital, LLC38,823$1.76M0.16%-19,82413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC38,760$1.76M0.48%-25,14113F-HR/ATimeline
CX Institutional38,537$1.75M0.05%-307,57913F-HRTimeline
FCG Investment Co38,336$1.74M0.6%+33,05713F-HRTimeline
Apella Capital, LLC37,983$1.74M0.02%-1,17613F-HRTimeline
Jacobi Capital Management LLC38,161$1.73M0.08%+1,99313F-HRTimeline
Stamos Capital Partners, L.P.38,031$1.72M0.26%-1,95113F-HRTimeline
Performance Wealth Partners, LLC37,763$1.71M0.04%-2,68313F-HRTimeline
Orange Investment Advisors, Inc.37,524$1.7M0.21%-78013F-HRTimeline
Kovack Advisors, Inc.37,724$1.69M0.08%-3,52813F-HRTimeline
Lionsbridge Wealth Management LLC37,300$1.69M1.66%-1,62813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG36,759$1.69M0.02%013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO36,908$1.67M0.31%-88813F-HRTimeline
NewEdge Wealth, LLC36,760$1.67M0.02%+3,13613F-HRTimeline
Y-Intercept (Hong Kong) Ltd36,428$1.65M0.03%+27,89313F-HRTimeline
DV Trading LLC36,132$1.64M0.14%-21,86813F-HRTimeline
Freedom Financial Partners LLC35,909$1.63M0.53%-9813F-HRTimeline
Cladis Investment Advisory, LLC35,754$1.62M0.76%+1,36713F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL35,704$1.62M0.18%-3,10013F-HRTimeline
World Investment Advisors35,272$1.62M0.03%-3,94013F-HRTimeline
Xcelsior Advisor Partners LLC35,565$1.61M0.21%+87713F-HRTimeline
Kassira Wealth Management LLC35,467$1.61M1.29%+4513F-HRTimeline
Capital Investment Counsel, LLC35,375$1.6M0.2%+21,56013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd35,264$1.6M0.01%-870,87113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC35,232$1.6M0.11%-2813F-HRTimeline
LM Advisors LLC35,112$1.59M0.18%+32,69413F-HRTimeline
Pallas Capital Advisors LLC35,082$1.59M0.05%+55513F-HRTimeline
City Center Advisors, LLC34,858$1.58M1.28%-4,13013F-HRTimeline
Visionary Wealth Advisors34,825$1.58M0.06%+12,20913F-HRTimeline
Providence First Trust Co34,800$1.58M0.44%-10,88313F-HRTimeline
Summit Financial Consulting LLC34,767$1.58M1.07%+5,44213F-HRTimeline
Asset Allocation Strategies LLC34,720$1.57M0.24%+48513F-HRTimeline
J. Goldman & Co LP34,681$1.57M0.06%+6,98113F-HRTimeline
WP Advisors, LLC34,481$1.56M0.38%-1,79313F-HRTimeline
Sharper & Granite LLC34,129$1.55M0.48%+2,93913F-HRTimeline
Everest Financial Group LLC34,025$1.54M0.21%+78313F-HRTimeline
Wealthspire Retirement, LLC33,961$1.54M0.08%-33513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.33,878$1.54M0.94%-25913F-HRTimeline
Clear Creek Financial Management, LLC33,873$1.54M0.1%+1,90613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.33,703$1.53M1.32%+91213F-HRTimeline
STABLEFORD CAPITAL II LLC33,671$1.53M0.53%-3,31513F-HRTimeline
Evernest Financial Advisors, LLC33,574$1.52M0.32%-74213F-HRTimeline
Family Investment Center, Inc.33,555$1.52M0.25%+8,44813F-HRTimeline
1ST SOURCE BANK33,355$1.51M0.07%-17,39513F-HRTimeline
Global View Capital Management LLC32,944$1.49M0.31%-5,37813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,688$1.48M0.06%+19,76913F-HRTimeline
Horizon Family Wealth, Inc.32,676$1.48M0.68%+1,17913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.32,600$1.48M0.03%new13F-HRTimelineGroup
Integrated Advisors Network LLC32,482$1.47M0.07%-5,92413F-HRTimeline
Edgestream Partners, L.P.32,404$1.47M0.04%+5,71813F-HRTimeline
Pine Valley Investments Ltd Liability Co32,353$1.47M0.06%+82113F-HRTimeline
Capital Advisors, Ltd. LLC32,156$1.46M0.15%+63913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.31,982$1.45M0.63%+7713F-HRTimeline
TICINO WEALTH31,954$1.45M0.46%+3,81213F-HRTimeline
Bullock Wealth Management Group32,298$1.45M0.63%-4,35213F-HRTimeline
Samalin Investment Counsel, LLC31,814$1.44M0.46%-77113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,812$1.44M0.06%+2,02913F-HRTimeline
Shum Financial Group, Inc.31,795$1.44M0.87%+11613F-HRTimeline
Centurion Wealth Management LLC31,778$1.44M0.34%-9,60513F-HRTimeline
Financial & Tax Architects, LLC31,753$1.44M0.3%+55913F-HRTimeline
Cabana LLC31,560$1.43M10.78%-1,46813F-HRTimeline
Odyssey Capital Advisors, Inc.31,524$1.43M1.02%+6,78713F-HRTimeline
Purus Wealth Management, LLC31,203$1.41M0.39%+2,73813F-HRTimeline
Accel Wealth Management31,053$1.41M0.32%-2,48713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…31,038$1.41M0.08%013F-HRTimeline
Advisor Resource Council30,926$1.4M0.47%new13F-HRTimeline
WINCAP FINANCIAL LLC30,833$1.4M0.75%+1,67913F-HRTimeline
Essex LLC30,796$1.4M0.21%+59613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,728$1.39M0.06%+12,59613F-HRTimeline
PINEBRIDGE INVESTMENTS LLC30,723$1.39M0.01%+7113F-HRTimeline
J.Safra Asset Management Corp30,548$1.39M0.06%-15,60413F-HRTimeline
HBK Sorce Advisory LLC31,689$1.38M0.03%-14713F-HRTimeline
Wall Capital Group, Inc.30,487$1.38M1.13%+2,06113F-HRTimeline
Elite Wealth Management, Inc.30,444$1.38M0.41%+13,50713F-HRTimeline