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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Virtue Capital Management, LLC28,126$2.22M0.26%-69,91713F-HRTimeline
PATTEN & PATTEN INC/TN27,941$2.2M0.15%+58213F-HRTimeline
Pallas Capital Advisors LLC27,880$2.2M0.09%-2,42113F-HRTimeline
Cavalier Investments, LLC27,840$2.2M0.75%new13F-HRTimeline
STABLEFORD CAPITAL II LLC28,135$2.19M0.93%-24,76713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,672$2.18M0.06%-15,61513F-HRTimeline
JSF Financial, LLC27,373$2.16M0.57%+1,50013F-HRTimeline
PLANWISER FINANCIAL, LLC26,650$2.15M1.95%13F-HRTimeline
Aspen Investment Management Inc27,192$2.14M0.99%+4,13713F-HRTimeline
Retireful, LLC27,457$2.14M2.04%-7,33613F-HRTimeline
Fox Hill Wealth Management27,086$2.14M1.26%+4413F-HRTimeline
Alpha Cubed Investments, LLC27,075$2.13M0.1%-3,43113F-HRTimeline
Kingsview Wealth Management, LLC26,835$2.12M0.04%-2,71313F-HRTimeline
AAFMAA Wealth Management & Trust LLC26,749$2.11M0.96%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC26,670$2.1M0.07%+13913F-HRTimeline
Everstar Asset Management, LLC26,539$2.09M1.39%-90413F-HR/ATimeline
Premier Path Wealth Partners, LLC26,450$2.09M0.32%-51813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,262$2.07M0.03%-20,17913F-HRTimelineGroup
Callan Capital, LLC26,074$2.06M0.15%-99413F-HRTimeline
TD Waterhouse Canada Inc.25,914$2.05M0.02%+8,49613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,689$2.03M0.05%-78913F-HRTimelineGroup
Hudock, Inc.25,599$2.02M0.35%+7,91513F-HRTimeline
Belpointe Asset Management LLC25,503$2.01M0.1%+12,65813F-HRTimeline
Accretive Wealth Partners, LLC24,948$2.01M0.71%+2,18213F-HRTimeline
Venturi Wealth Management, LLC25,425$2M0.1%+10,78613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC25,380$2M0.02%-66313F-HRTimeline
Wealthfront Advisers LLC25,378$2M0.01%+1,82913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.25,344$2M1.06%+60413F-HRTimeline
Midwest Financial Group LLC25,344$2M1.16%+1,91113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,272$1.99M0.04%+1,48613F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC25,216$1.99M0.9%+6,62313F-HRTimeline
Crews Bank & Trust25,167$1.98M0.34%-32013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,119$1.98M<0.01%-32,70613F-HRTimelineGroup
MARINER INVESTMENT GROUP LLC25,000$1.97M0.78%new13F-HRTimeline
SCOTIA CAPITAL INC.24,905$1.96M0.01%+19,50413F-HRTimeline
PRIVATE TRUST CO NA24,345$1.92M0.2%+85613F-HRTimeline
Summit Trail Advisors, LLC24,321$1.92M0.06%-4,63013F-HRTimeline
TWO SIGMA SECURITIES, LLC24,250$1.91M0.29%+8,66113F-HRTimeline
Wealth Quarterback LLC24,164$1.91M1.07%-19,56313F-HRTimeline
Choate Investment Advisors24,120$1.9M0.05%013F-HRTimeline
Arkadios Wealth Advisors24,056$1.9M0.07%+5,99813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,000$1.89M0.06%013F-HRTimeline
Consolidated Investment Group LLC23,870$1.88M0.29%-1,13013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,625$1.86M0.13%-16813F-HRTimeline
GUIDANCE CAPITAL, INC23,243$1.85M0.57%+42913F-HRTimeline
Ironsides Asset Advisors, LLC23,485$1.85M0.54%013F-HRTimeline
Sendero Wealth Management, LLC23,375$1.84M0.26%013F-HRTimeline
Capital Investment Advisory Services, L…23,354$1.84M0.16%-19713F-HRTimeline
Grandview Asset Management LLC23,278$1.83M0.7%+7,79613F-HRTimeline
WESPAC Advisors SoCal, LLC22,860$1.8M0.47%+313F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC22,754$1.79M0.13%013F-HRTimeline
Corundum Group, Inc.22,748$1.79M0.86%-12,57313F-HRTimeline
M1 Capital Management LLC22,435$1.77M1.11%+7513F-HRTimeline
Manhattan West Asset Management, LLC22,304$1.76M0.45%+30713F-HRTimeline
Zuckerman Investment Group, LLC22,288$1.76M0.19%+23113F-HRTimeline
Integrated Advisors Network LLC22,267$1.76M0.09%-16,49313F-HRTimeline
HBK Sorce Advisory LLC22,236$1.75M0.05%+1,80713F-HRTimeline
NCM Capital Management, LLC22,152$1.75M0.79%+99313F-HRTimeline
Koshinski Asset Management, Inc.22,031$1.74M0.15%-3,14913F-HRTimeline
CORRADO ADVISORS, LLC21,986$1.73M1.16%+1,57813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,906$1.73M0.11%+5,07113F-HRTimelineGroup
Orange Investment Advisors, Inc.21,902$1.73M0.21%-40113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,759$1.72M0.01%+3,73613F-HRTimelineGroup
Geneos Wealth Management Inc.21,729$1.71M0.03%-62413F-HRTimeline
Kercheville Advisors, LLC21,650$1.71M0.7%-45013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC21,645$1.71M1.3%+3,06913F-HRTimeline
ExodusPoint Capital Management, LP21,584$1.7M0.02%-6213F-HRTimeline
Performance Wealth Partners, LLC21,578$1.7M0.06%-85513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,544$1.7M0.07%+113F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$1.7M0.04%013F-HRTimeline
Good Life Advisors, LLC21,450$1.69M0.12%+2,86413F-HRTimeline
Intrepid Financial Planning Group LLC21,508$1.69M0.78%-1,30213F-HRTimeline
GeoWealth Management, LLC21,430$1.69M0.07%+4,38813F-HRTimeline
Accel Wealth Management21,372$1.69M0.61%+7513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC21,230$1.67M0.85%-1713F-HRTimeline
Federation des caisses Desjardins du Qu…21,212$1.67M0.01%+14,54713F-HRTimeline
Sharper & Granite LLC21,136$1.67M0.69%-15013F-HRTimeline
Altura Wealth Advisors Inc.21,017$1.66M1.1%+4,94813F-HRTimeline
Venture Visionary Partners LLC21,002$1.66M0.07%-113F-HRTimeline
SCS Capital Management LLC20,978$1.65M0.02%new13F-HR/ATimeline
PROFFITT & GOODSON INC20,963$1.65M0.27%-9013F-HRTimeline
Laraway Financial Advisors Inc20,932$1.65M1.31%+3913F-HRTimeline
Community Bank, N.A.20,623$1.63M0.22%+10013F-HRTimeline
EHP Funds Inc.20,500$1.62M1.8%-4,30013F-HRTimeline
Per Stirling Capital Management, LLC.20,457$1.61M0.23%+17,17613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,441$1.61M0.63%-1,11413F-HRTimeline
Manchester Capital Management LLC20,405$1.61M0.2%013F-HRTimeline
1ST SOURCE BANK20,367$1.61M0.09%+9113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,541$1.6M<0.01%-42713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.20,287$1.6M0.77%+10013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,253$1.6M0.12%-813F-HRTimeline
Aristides Capital LLC20,188$1.59M0.59%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,157$1.59M0.14%+5,40613F-HRTimeline
Counterweight Ventures, LLC20,057$1.58M1.13%+70313F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…20,000$1.58M0.86%new13F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC19,989$1.58M0.06%+11,12113F-HRTimelineGroup
Savior LLC19,796$1.56M9.38%-1,58213F-HRTimeline
FLOYD FINANCIAL GROUP LLC19,730$1.56M1.41%+57513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding19,613$1.55M-5,965Timeline
Moors & Cabot, Inc.19,591$1.54M0.08%+3,33513F-HRTimeline
Merit Financial Group, LLC19,133$1.51M0.02%+12913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,917$1.49M0.03%-1,49213F-HRTimelineGroup
Quantinno Capital Management LP18,903$1.49M0.01%+81513F-HRTimeline
CENTRAL BANK & TRUST CO18,695$1.47M0.25%+6,57713F-HRTimeline
Asset Advisors Investment Management, L…18,663$1.47M0.15%+56513F-HRTimeline
WP Advisors, LLC18,574$1.46M0.49%+13313F-HRTimeline
Western Wealth Management, LLC18,426$1.45M0.1%+61113F-HRTimeline
Polymer Capital Management (HK) LTD18,384$1.45M0.25%013F-HRTimeline
World Investment Advisors18,235$1.44M0.04%-6,06413F-HRTimeline
Strategic Blueprint, LLC18,084$1.43M0.08%+3413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,898$1.41M0.04%-99913F-HRTimelineGroup
Kovack Advisors, Inc.17,822$1.41M0.15%+1,26313F-HRTimeline
Freedom Financial Partners LLC17,746$1.4M0.65%-33813F-HRTimeline
Stamos Capital Partners, L.P.17,606$1.39M0.36%-2,21413F-HRTimeline
CWA Asset Management Group, LLC17,435$1.37M0.07%+10,72413F-HRTimeline
Foguth Wealth Management, LLC.17,371$1.37M0.33%-34,85913F-HRTimeline
JBR Co Financial Management Inc17,311$1.36M0.8%+8513F-HRTimeline
Stillwater Capital Advisors, LLC17,221$1.36M0.19%-20413F-HRTimeline
Northeast Financial Consultants Inc17,196$1.36M0.06%+113F-HRTimeline
Heritage Wealth Advisors17,180$1.35M0.07%013F-HRTimeline
Arete Wealth Advisors, LLC17,159$1.35M0.1%+1,24313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,085$1.35M<0.01%-20,46313F-HRTimelineGroup
Clear Creek Financial Management, LLC17,081$1.35M0.14%+1,62613F-HRTimeline
CITY HOLDING CO17,064$1.35M0.19%-40513F-HRTimeline
Parkside Investments, LLC17,000$1.34M0.2%-1,00013F-HRTimeline
Cresset Asset Management, LLC16,982$1.34M0.01%-4,44113F-HRTimeline
Sound Income Strategies, LLC16,918$1.33M0.08%+16,76613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,904$1.33M0.02%+6,34413F-HRTimelineGroup
CHANNEL WEALTH LLC16,893$1.33M0.41%-20113F-HRTimeline
Certified Advisory Corp16,865$1.33M0.15%-4913F-HRTimeline
Silver Coast Investments LLC16,861$1.33M0.5%+39613F-HRTimeline
Carnegie Investment Counsel18,044$1.33M0.03%+1,34813F-HRTimeline
Samalin Investment Counsel, LLC16,624$1.31M0.53%+3,94113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,521$1.3M0.13%-4913F-HRTimeline
Glass Jacobson Investment Advisors llc17,199$1.3M0.43%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,496$1.3M<0.01%+5,94313F-HRTimelineGroup
Brueske Advisory Services, LLC16,455$1.3M1.23%new13F-HRTimeline
Econ Financial Services Corp16,402$1.29M0.69%+49613F-HRTimeline
Schonfeld Strategic Advisors LLC16,301$1.29M0.01%-18,40613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.16,243$1.28M0.02%-18,16113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC16,143$1.27M0.57%-15,29513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,122$1.27M0.02%+20113F-HRTimelineGroup
Sepio Capital, LP16,064$1.27M0.1%-65213F-HRTimeline
Empowered Funds, LLC16,031$1.26M0.02%new13F-HRTimeline
Avior Wealth Management, LLC16,018$1.26M0.05%-58813F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC15,998$1.26M0.98%-33,68113F-HRTimeline
Evernest Financial Advisors, LLC15,872$1.25M0.45%+24113F-HRTimeline
Second Half Financial Partners, LLC15,851$1.25M0.62%-32,67213F-HRTimeline
Parallel Advisors, LLC15,795$1.25M0.03%+1,55913F-HRTimeline
Shum Financial Group, Inc.15,705$1.24M1.07%+713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,690$1.24M<0.01%-71013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp15,599$1.23M0.14%-83513F-HRTimelineGroup
Diversified Enterprises, LLC15,592$1.23M0.1%-2213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,519$1.22M0.09%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC15,482$1.22M0.47%-9,51013F-HRTimeline
Waterway Wealth Management, LLC15,477$1.22M0.51%+2,32213F-HRTimeline
FARMERS TRUST CO15,441$1.22M0.23%-3613F-HRTimeline
Granite Harbor Advisors, Inc.15,437$1.22M0.65%+913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,378$1.21M0.51%+3,79713F-HRTimeline
LEE DANNER & BASS INC15,364$1.21M0.1%013F-HRTimeline
LEUTHOLD GROUP, LLC15,282$1.2M0.16%new13F-HRTimeline
Freedom Investment Management, Inc.15,260$1.2M0.1%+50913F-HRTimeline
Terra Nova Asset Management LLC15,260$1.2M0.95%+18713F-HRTimeline
Nvest Financial, LLC15,233$1.2M0.64%-74113F-HRTimeline
FINANCIAL COUNSELORS INC15,040$1.19M0.02%-7513F-HRTimeline
COUNTRY CLUB BANK15,074$1.18M0.08%-15713F-HRTimeline
CWC Advisors, LLC.14,770$1.16M0.66%+4,61213F-HRTimeline
WINCAP FINANCIAL LLC14,695$1.16M1.1%+11813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,567$1.15M<0.01%-2,68513F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC14,489$1.14M0.23%-26013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,632$1.14M0.11%+62913F-HR/ATimeline
Allred Capital Management, LLC14,364$1.13M0.45%-86913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,360$1.13M0.1%+6,30113F-HR/ATimeline
WealthShield Partners, LLC14,356$1.13M0.15%+33413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP14,264$1.12M0.02%-30,71413F-HRTimelineGroup
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …14,220$1.12M1.06%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC14,147$1.12M0.69%+41413F-HRTimeline
Bullock Wealth Management Group14,000$1.11M0.62%+1,25913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC13,969$1.1M0.54%-1,47213F-HRTimeline
Private Wealth Group, LLC13,960$1.1M0.65%-1,54813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,940$1.1M<0.01%-6,20013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,812$1.09M0.01%+32013F-HRTimelineGroup
Sage Capital Management, LLC13,772$1.09M0.59%+7513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,758$1.08M0.05%+30213F-HRTimeline
Rock Point Advisors, LLC13,754$1.08M0.33%-56413F-HRTimeline
Essex LLC13,742$1.08M0.23%+1,24413F-HRTimeline
NewEdge Wealth, LLC13,727$1.08M0.02%+3,52113F-HRTimeline
Cladis Investment Advisory, LLC13,618$1.07M0.78%-29913F-HRTimeline
Shulman DeMeo Asset Management LLC13,471$1.06M0.3%-23713F-HRTimeline
Resonant Capital Advisors, LLC13,465$1.06M0.07%013F-HRTimeline
Beck Bode, LLC13,398$1.06M0.2%-12,54913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,329$1.05M0.05%new13F-HRTimelineGroup
Arkfeld Wealth Strategies, L.L.C.13,831$1.05M0.46%-53113F-HRTimeline
Creekside Partners13,202$1.04M0.54%013F-HRTimeline
Pine Valley Investments Ltd Liability Co13,176$1.04M0.07%+2,67213F-HRTimeline
Allie Family Office LLC13,047$1.03M0.56%+90413F-HRTimeline
Fourth Dimension Wealth, LLC13,011$1.03M0.5%-11413F-HRTimeline
Keystone Financial Group12,973$1.02M0.1%-3,07313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,952$1.02M0.2%+25013F-HRTimeline
Base Wealth Management LLC12,919$1.02M0.78%13F-HRTimeline