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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TD Waterhouse Canada Inc.28,133$2.31M0.02%+2,21913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD28,162$2.3M0.6%-34,51213F-HRTimelineGroup
Private Capital Management, LLC28,158$2.3M0.23%-5713F-HRTimeline
Aspen Investment Management Inc28,159$2.3M0.97%+96713F-HRTimeline
Collaborative Wealth Managment Inc.28,051$2.29M1%-4,46713F-HRTimeline
Wealthfront Advisers LLC28,010$2.29M0.01%+2,63213F-HRTimeline
GUIDANCE CAPITAL, INC26,274$2.25M0.64%+3,03113F-HRTimeline
LEUTHOLD GROUP, LLC27,526$2.25M0.27%+12,24413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,495$2.25M0.05%+1,80613F-HRTimelineGroup
MONEYWISE, INC.27,469$2.24M1.05%new13F-HRTimeline
Fox Hill Wealth Management27,420$2.24M1.15%+33413F-HRTimeline
Pinnacle Financial Partners Inc27,383$2.24M0.05%-2,59013F-HRTimeline
Premier Path Wealth Partners, LLC27,182$2.22M0.31%+73213F-HRTimeline
Asset Allocation Strategies LLC27,175$2.22M0.49%-2,39813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,133$2.22M<0.01%+10,63713F-HRTimelineGroup
Everstar Asset Management, LLC26,986$2.2M1.34%+44713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.26,975$2.2M0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors26,731$2.18M0.07%+2,67513F-HRTimeline
Mechanics Bank Trust Department26,645$2.18M0.31%-1,71413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,565$2.17M0.03%+30313F-HRTimelineGroup
Fairvoy Private Wealth, LLC26,420$2.16M0.54%-2,72113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC26,190$2.14M0.05%+25,05413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC26,095$2.13M0.89%+87913F-HRTimeline
Midwest Financial Group LLC25,822$2.11M1.11%+47813F-HRTimeline
Jain Global LLC25,628$2.09M0.03%new13F-HRTimeline
Stamos Capital Partners, L.P.25,575$2.09M0.37%+7,96913F-HRTimeline
Zuckerman Investment Group, LLC25,549$2.09M0.2%+3,26113F-HRTimeline
Ironsides Asset Advisors, LLC25,541$2.09M0.6%+2,05613F-HRTimeline
Accretive Wealth Partners, LLC25,247$2.06M0.68%+29913F-HRTimeline
Good Life Advisors, LLC25,142$2.05M0.13%+3,69213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.25,071$2.05M1%-27313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,960$2.04M0.07%-1,71013F-HRTimeline
PRIVATE TRUST CO NA24,525$2M0.19%+18013F-HRTimeline
HBK Sorce Advisory LLC24,499$2M0.05%+2,26313F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.24,400$1.99M0.16%-103,15913F-HRTimeline
Crews Bank & Trust24,282$1.98M0.31%-88513F-HRTimeline
AE Wealth Management LLC24,220$1.98M0.01%-4,08913F-HRTimeline
Choate Investment Advisors24,120$1.97M0.04%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,000$1.96M0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,955$1.96M0.04%-1,31713F-HRTimelineGroup
Summit Trail Advisors, LLC23,773$1.94M0.03%-54813F-HRTimeline
Kercheville Advisors, LLC23,741$1.94M0.67%+2,09113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,631$1.93M0.13%+613F-HRTimeline
CORRADO ADVISORS, LLC23,609$1.93M1.18%+1,62313F-HRTimeline
Capital Investment Advisory Services, L…23,600$1.93M0.16%+24613F-HRTimeline
Virtue Capital Management, LLC23,516$1.92M0.35%-4,61013F-HRTimeline
Sendero Wealth Management, LLC23,375$1.91M0.24%013F-HR/ATimeline
ExodusPoint Capital Management, LP23,353$1.91M0.02%+1,76913F-HRTimeline
Grandview Asset Management LLC23,221$1.9M0.61%-5713F-HRTimeline
Venturi Wealth Management, LLC23,112$1.89M0.09%-2,31313F-HRTimeline
Hudock, Inc.23,071$1.88M0.3%-2,52813F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…23,000$1.88M0.98%+3,00013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO22,954$1.87M0.39%-32,72213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,840$1.87M0.02%-2,54013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC22,754$1.86M0.12%013F-HRTimeline
CHOREO, LLC22,663$1.85M0.03%+16,30013F-HRTimeline
Corundum Group, Inc.22,653$1.85M0.82%-9513F-HRTimeline
M1 Capital Management LLC22,449$1.83M0.92%+1413F-HRTimeline
Keystone Financial Group22,447$1.83M0.17%+9,47413F-HRTimeline
FORONJY FINANCIAL LLC22,407$1.83M0.86%13F-HRTimeline
Savior LLC22,289$1.82M9.86%+2,49313F-HRTimeline
NCM Capital Management, LLC22,263$1.82M0.75%+11113F-HRTimeline
Sharper & Granite LLC22,371$1.82M0.69%+1,23513F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP22,160$1.81M0.17%+11,92513F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC21,891$1.79M0.18%+15,25213F-HRTimelineGroup
Accel Wealth Management21,740$1.78M0.59%+36813F-HRTimeline
Intrepid Financial Planning Group LLC21,686$1.77M0.74%+17813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,670$1.77M0.05%+3,77213F-HRTimelineGroup
NWAM LLC20,630$1.77M0.1%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT21,576$1.76M0.08%+3213F-HRTimeline
Encompass More Asset Management21,508$1.76M0.41%-10,55513F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$1.76M0.04%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,316$1.74M0.01%-44313F-HRTimelineGroup
Western Wealth Management, LLC21,243$1.73M0.1%+2,81713F-HRTimeline
Altura Wealth Advisors Inc.21,211$1.73M0.97%+19413F-HRTimeline
Performance Wealth Partners, LLC21,203$1.73M0.06%-37513F-HRTimeline
PROFFITT & GOODSON INC21,182$1.73M0.26%+21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,181$1.73M0.11%-72513F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC21,157$1.73M1.32%+21,07813F-HRTimeline
Larson Financial Group LLC21,143$1.73M0.07%-29,10913F-HRTimeline
Orange Investment Advisors, Inc.21,117$1.72M0.19%-78513F-HRTimeline
RFG Advisory, LLC21,105$1.72M0.04%-10,09813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,094$1.72M0.03%+2,17713F-HRTimelineGroup
Venture Visionary Partners LLC20,967$1.71M0.06%-3513F-HRTimeline
LEE DANNER & BASS INC20,867$1.7M0.13%+5,50313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,846$1.7M0.16%+20,84413F-HRTimelineGroup
Clarus Wealth Advisors20,937$1.7M0.79%new13F-HRTimeline
Silver Coast Investments LLC20,785$1.7M0.62%+3,92413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,771$1.7M0.57%+33013F-HRTimeline
Counterweight Ventures, LLC20,668$1.69M1.1%+61113F-HRTimeline
Laraway Financial Advisors Inc20,479$1.67M1.27%-45313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,541$1.67M<0.01%013F-HRTimeline
Certified Advisory Corp20,407$1.67M0.17%+3,54213F-HRTimeline
Aristides Capital LLC20,188$1.65M0.53%013F-HRTimeline
Merit Financial Group, LLC20,118$1.64M0.02%+98513F-HRTimeline
Asset Management One Co., Ltd.19,964$1.63M0.01%+19,61513F-HRTimeline
Asset Advisors Investment Management, L…19,908$1.63M0.16%+1,24513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,876$1.62M<0.01%+5,30913F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC19,841$1.62M0.37%new13F-HRTimeline
CoreCap Advisors, LLC19,788$1.62M0.07%-9,00013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding19,581$1.6M+11,886Timeline
FOUNDERS FINANCIAL SECURITIES LLC19,366$1.58M0.12%-14,18813F-HRTimeline
Pallas Capital Advisors LLC19,344$1.58M0.06%-8,53613F-HRTimeline
CENTRAL BANK & TRUST CO19,337$1.58M0.26%+64213F-HRTimeline
Volterra Technologies LP18,985$1.55M2.1%13F-HRTimeline
Solstein Capital, LLC18,946$1.55M0.79%+8,96413F-HRTimeline
Advyzon Investment Management, LLC18,890$1.54M0.34%+13,21813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc18,950$1.54M<0.01%-12,00013F-HRTimelineGroup
1ST SOURCE BANK18,775$1.53M0.08%-1,59213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC18,629$1.52M1.15%-3,01613F-HRTimeline
WP Advisors, LLC18,664$1.52M0.42%+9013F-HRTimeline
Lionsbridge Wealth Management LLC18,652$1.52M1.52%-23,40013F-HRTimeline
Prostatis Group LLC18,605$1.52M0.43%+14,25713F-HRTimeline
EVOKE WEALTH, LLC18,587$1.52M0.04%+8,81413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC18,465$1.51M0.5%+8,56513F-HR/ATimeline
Parallel Advisors, LLC18,459$1.51M0.03%+2,66413F-HRTimeline
Polymer Capital Management (HK) LTD18,384$1.5M0.24%013F-HRTimeline
Park Edge Advisors, LLC18,234$1.49M0.38%-21,91013F-HRTimeline
Strategic Blueprint, LLC17,876$1.46M0.07%-20813F-HRTimeline
CWA Asset Management Group, LLC17,867$1.46M0.06%+43213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,863$1.46M<0.01%+5,78413F-HRTimelineGroup
Empowered Funds, LLC17,812$1.45M0.02%+1,78113F-HRTimeline
Evernest Financial Advisors, LLC17,785$1.45M0.47%+1,91313F-HRTimeline
Concentric Capital Strategies, LP17,697$1.45M0.08%new13F-HRTimeline
CITY HOLDING CO17,632$1.44M0.19%+56813F-HRTimeline
Arete Wealth Advisors, LLC17,525$1.43M0.1%+36613F-HRTimeline
Bramshill Investments, LLC17,500$1.43M0.15%+6,00013F-HRTimeline
JBR Co Financial Management Inc17,486$1.43M0.7%+17513F-HRTimeline
Freedom Financial Partners LLC17,439$1.42M0.6%-30713F-HRTimeline
Farther Finance Advisors, LLC17,293$1.41M0.03%+7,15213F-HRTimeline
Stillwater Capital Advisors, LLC17,288$1.41M0.18%+6713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT17,244$1.41M0.5%+1,86613F-HRTimeline
Northeast Financial Consultants Inc17,197$1.4M0.06%+113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,193$1.4M<0.01%+10813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,022$1.39M0.12%+2,39013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.16,687$1.36M0.67%-3,60013F-HRTimeline
Samalin Investment Counsel, LLC16,648$1.36M0.52%+2413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,522$1.35M0.12%+113F-HRTimeline
Uptown Financial Advisors LLC16,480$1.35M1.25%+3,71513F-HRTimeline
Koshinski Asset Management, Inc.16,406$1.34M0.1%-5,62513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP16,388$1.34M<0.01%-833,07913F-HRTimelineGroup
Second Half Financial Partners, LLC16,382$1.34M0.63%+53113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG16,240$1.32M0.02%+6,50013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding15,302$1.32M+11,829Timeline
Carnegie Investment Counsel16,164$1.32M0.03%-1,88013F-HRTimeline
J.Safra Asset Management Corp16,133$1.32M0.09%+5,35213F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC16,115$1.32M0.56%-2813F-HRTimeline
17 CAPITAL PARTNERS, LLC15,894$1.3M0.75%new13F-HRTimeline
Diversified Enterprises, LLC15,889$1.3M0.1%+29713F-HRTimeline
Freedom Investment Management, Inc.15,820$1.29M0.1%+56013F-HRTimeline
World Investment Advisors15,713$1.28M0.03%-2,52213F-HRTimeline
Horizon Investments, LLC15,667$1.28M0.02%-14,09113F-HRTimeline
Fulcrum Equity Management15,544$1.27M1.3%+11,77513F-HRTimeline
Nvest Financial, LLC15,534$1.27M0.66%+30113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,519$1.27M0.09%013F-HRTimeline
Alpha Cubed Investments, LLC15,409$1.26M0.05%-11,66613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…15,405$1.26M0.05%+1,64713F-HRTimeline
Avior Wealth Management, LLC15,262$1.25M0.04%-75613F-HRTimeline
Midwest Trust Co15,256$1.25M0.02%13F-HRTimeline
Clear Creek Financial Management, LLC15,213$1.24M0.12%-1,86813F-HRTimeline
Sepio Capital, LP14,957$1.22M0.09%-1,10713F-HRTimeline
Capital Investment Counsel, LLC14,952$1.22M0.19%+10,29813F-HRTimeline
Granite Harbor Advisors, Inc.14,901$1.22M0.57%-53613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC14,881$1.22M0.83%-1,11713F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,847$1.21M0.03%new13F-HRTimeline
SCS Capital Management LLC14,787$1.21M0.01%-6,19113F-HRTimeline
NewEdge Wealth, LLC13,823$1.2M0.02%+9613F-HRTimeline
Sowell Financial Services LLC14,547$1.19M0.05%+3,08813F-HRTimeline
Allred Capital Management, LLC14,376$1.17M0.44%+1213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors14,370$1.17M0.58%-43,52913F-HRTimelineGroup
WealthShield Partners, LLC14,356$1.17M0.14%013F-HRTimeline
Capital Advisors, Ltd. LLC14,261$1.17M0.14%+1,84113F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …14,220$1.16M1.08%013F-HRTimeline
Bullock Wealth Management Group14,122$1.16M0.61%+12213F-HRTimeline
Brookwood Investment Group LLC14,150$1.16M0.19%+10,60813F-HRTimeline
Onyx Bridge Wealth Group LLC14,131$1.15M0.15%-101,51413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,907$1.14M0.09%-45313F-HR/ATimeline
Arkfeld Wealth Strategies, L.L.C.13,839$1.13M0.45%+813F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,846$1.13M0.73%+62313F-HRTimeline
COUNTRY CLUB BANK13,932$1.13M0.07%-1,14213F-HRTimeline
Private Wealth Group, LLC13,832$1.13M0.6%-12813F-HRTimeline
Kovack Advisors, Inc.13,814$1.13M0.11%-4,00813F-HRTimeline
Cladis Investment Advisory, LLC13,803$1.13M0.71%+18513F-HRTimeline
Meridian Wealth Management, LLC13,846$1.13M0.05%+1,06413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,712$1.12M0.09%-6,44513F-HRTimeline
Fourth Dimension Wealth, LLC13,699$1.12M0.47%+68813F-HRTimeline
Financial & Tax Architects, LLC13,696$1.12M0.27%+1,43913F-HRTimeline
Essex LLC13,577$1.11M0.22%-16513F-HRTimeline
OneDigital Investment Advisors LLC13,573$1.11M0.01%+2,26013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,561$1.11M0.01%-25113F-HRTimelineGroup
Resonant Capital Advisors, LLC13,465$1.1M0.07%013F-HRTimeline
Rock Point Advisors, LLC13,434$1.1M0.31%-32013F-HRTimeline
WINCAP FINANCIAL LLC13,406$1.09M0.88%-1,28913F-HRTimeline
Telos Capital Management, Inc.13,330$1.09M0.11%+52213F-HRTimeline
Sage Capital Management, LLC13,299$1.09M0.52%-47313F-HRTimeline
Creekside Partners13,202$1.08M0.51%013F-HRTimeline
Pine Valley Investments Ltd Liability Co13,183$1.08M0.06%+713F-HRTimeline
Shulman DeMeo Asset Management LLC13,167$1.08M0.27%-30413F-HRTimeline
First Horizon Advisors, Inc.13,072$1.07M0.03%+65513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,003$1.06M0.22%+2,48713F-HRTimeline