Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fluent Financial, LLC28,090$2.45M0.96%-5,72213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK27,993$2.44M0.01%-48313F-HRTimelineGroup
STABLEFORD CAPITAL II LLC27,847$2.43M0.88%+9213F-HRTimeline
Premier Path Wealth Partners, LLC27,747$2.42M0.31%+56513F-HRTimeline
Park Edge Advisors, LLC27,672$2.41M0.56%+9,43813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,533$2.4M0.01%+10,34013F-HRTimelineGroup
HBK Sorce Advisory LLC25,624$2.38M0.06%+1,12513F-HR/ATimeline
CX Institutional26,651$2.32M0.07%-7,85013F-HRTimeline
Rockport Wealth LLC26,592$2.32M0.47%-42,27113F-HRTimeline
Everstar Asset Management, LLC26,368$2.3M1.3%-61813F-HRTimeline
Midwest Financial Group LLC26,224$2.29M1.09%+40213F-HRTimeline
Fox Hill Wealth Management26,161$2.28M1.07%-1,25913F-HRTimeline
Mechanics Bank Trust Department25,860$2.26M0.32%-78513F-HRTimeline
Koa Wealth Management, LLC25,834$2.25M1.67%-4,99713F-HRTimeline
Accretive Wealth Partners, LLC25,807$2.25M0.69%+56013F-HRTimeline
PRIVATE TRUST CO NA25,569$2.23M0.2%+1,04413F-HRTimeline
Altura Wealth Advisors Inc.25,498$2.22M1.06%+4,28713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC25,333$2.21M0.15%+5,96713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC25,300$2.21M0.01%+13,05813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management25,210$2.2M0.03%-1,35513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC25,169$2.19M0.16%+19,48113F-HRTimeline
CORRADO ADVISORS, LLC25,091$2.19M1.18%+1,48213F-HRTimeline
Intrua Financial, LLC24,894$2.17M0.25%+14,50213F-HRTimeline
Kercheville Advisors, LLC24,791$2.16M0.65%+1,05013F-HRTimeline
Larson Financial Group LLC24,771$2.16M0.08%+3,62813F-HRTimeline
SHUTTLEWORTH & Co24,322$2.12M1.92%13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC24,261$2.12M0.46%+4,42013F-HRTimeline
Choate Investment Advisors24,120$2.1M0.04%013F-HRTimeline
Virtue Capital Management, LLC19,020$2.1M0.33%-4,49613F-HR/ATimeline
Trivium Point Advisory, LLC24,029$2.1M0.21%+11,20413F-HRTimeline
Crews Bank & Trust24,021$2.09M0.31%-26113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,000$2.09M0.06%013F-HRTimeline
Horizon Investments, LLC23,952$2.09M0.03%+8,28513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,941$2.09M0.11%+2,76013F-HRTimelineGroup
Savior LLC23,887$2.08M9.27%+1,59813F-HRTimeline
CoreCap Advisors, LLC23,854$2.08M0.08%+4,06613F-HRTimeline
Compass Financial Group, Inc.23,796$2.08M0.93%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,793$2.07M0.04%-16213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC23,663$2.06M0.14%+3213F-HRTimeline
Secure Asset Management, LLC23,371$2.06M0.34%new13F-HRTimeline
Collaborative Wealth Managment Inc.23,584$2.06M0.83%-4,46713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,582$2.06M0.64%+5,11713F-HRTimeline
Sendero Wealth Management, LLC23,375$2.04M0.24%013F-HRTimeline
Geneos Wealth Management Inc.23,365$2.04M0.05%-18,73613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,338$2.04M0.04%-5,12613F-HRTimeline
Capital Investment Advisory Services, L…23,327$2.03M0.16%-27313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC23,327$2.03M0.06%-1,63313F-HRTimeline
Pinnacle Financial Partners Inc23,238$2.03M0.05%-4,14513F-HRTimeline
Asset Advisors Investment Management, L…23,214$2.02M0.19%+3,30613F-HRTimeline
CHOREO, LLC23,214$2.02M0.03%+55113F-HRTimeline
Cranbrook Wealth Management, LLC23,191$2.02M0.41%-20,84213F-HRTimeline
Hudock, Inc.23,110$2.02M0.31%+3913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,036$2.01M0.02%+19613F-HRTimeline
Glaxis Capital Management, LLC23,000$2.01M3.33%+20,00013F-HRTimeline
Private Capital Management, LLC22,983$2M0.19%-5,17513F-HRTimeline
Corundum Group, Inc.22,830$1.99M0.82%+17713F-HRTimeline
DRW Securities, LLC23,071$1.99M0.1%new13F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC22,754$1.98M0.11%013F-HRTimeline
Zuckerman Investment Group, LLC22,719$1.98M0.18%-2,83013F-HRTimeline
M1 Capital Management LLC22,401$1.95M0.84%-4813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,318$1.95M1.42%new13F-HRTimeline
Keystone Financial Group22,299$1.94M0.15%-14813F-HR/ATimeline
Certified Advisory Corp22,232$1.94M0.18%+1,82513F-HRTimeline
Western Wealth Management, LLC22,106$1.93M0.1%+86313F-HRTimeline
Orange Investment Advisors, Inc.22,013$1.92M0.2%+89613F-HRTimeline
Grandview Asset Management LLC21,961$1.92M0.54%-1,26013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc21,950$1.91M<0.01%+3,00013F-HRTimelineGroup
City Center Advisors, LLC21,904$1.91M1.86%-13,64213F-HRTimeline
Farther Finance Advisors, LLC21,846$1.91M0.03%+4,55313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,703$1.89M0.05%+3313F-HRTimelineGroup
CHEMUNG CANAL TRUST CO21,681$1.89M0.38%-1,27313F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY21,617$1.89M0.06%+11,35213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,604$1.88M0.58%+83313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,577$1.88M0.07%+113F-HRTimeline
Intrepid Financial Planning Group LLC21,576$1.88M0.72%-11013F-HRTimeline
NCM Capital Management, LLC21,546$1.88M0.73%-71713F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$1.88M0.04%013F-HRTimeline
Fairvoy Private Wealth, LLC21,237$1.85M0.42%-5,18313F-HRTimeline
PROFFITT & GOODSON INC21,214$1.85M0.27%+3213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21,174$1.85M0.15%+32813F-HRTimelineGroup
Clarus Wealth Advisors20,769$1.85M0.82%-16813F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC21,157$1.85M1.32%013F-HRTimeline
Silver Coast Investments LLC20,999$1.83M0.63%+21413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP20,836$1.82M<0.01%new13F-HRTimelineGroup
Sharper & Granite LLC20,835$1.82M0.65%-1,53613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,816$1.82M0.01%-50013F-HRTimelineGroup
Merit Financial Group, LLC20,755$1.81M0.02%+63713F-HR/ATimeline
Performance Wealth Partners, LLC20,729$1.81M0.05%-47413F-HRTimeline
Venturi Wealth Management, LLC20,647$1.8M0.08%-2,46513F-HRTimeline
FORONJY FINANCIAL LLC20,592$1.8M0.79%-1,81513F-HRTimeline
Asset Allocation Strategies LLC20,542$1.79M0.35%-6,63313F-HRTimeline
Laraway Financial Advisors Inc20,539$1.79M1.22%+6013F-HRTimeline
Audent Global Asset Management, LLC20,500$1.79M1.3%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,393$1.78M0.02%-70113F-HRTimelineGroup
Maridea Wealth Management LLC19,393$1.78M0.28%+12,47313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,262$1.77M0.12%+6,35513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,297$1.77M<0.01%-24413F-HRTimeline
Venture Visionary Partners LLC20,217$1.76M0.06%-75013F-HRTimeline
Aristides Capital LLC20,188$1.76M0.52%013F-HRTimeline
MYDA Advisors LLC20,000$1.74M0.52%-200,00013F-HRTimeline
Parkside Investments, LLC20,000$1.74M0.22%-10,00013F-HRTimeline
Carnegie Investment Counsel19,992$1.74M0.03%+3,82813F-HRTimeline
CENTRAL BANK & TRUST CO19,687$1.72M0.27%+35013F-HRTimeline
Accel Wealth Management19,425$1.69M0.49%-2,31513F-HRTimeline
Pallas Capital Advisors LLC19,404$1.69M0.06%+6013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,397$1.69M0.13%+2,37513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.19,283$1.68M0.91%-5,78813F-HRTimeline
Lionsbridge Wealth Management LLC19,063$1.66M1.64%+41113F-HRTimeline
Solstein Capital, LLC18,946$1.65M0.76%013F-HRTimeline
J.Safra Asset Management Corp18,827$1.64M0.1%+2,69413F-HRTimeline
WP Advisors, LLC18,787$1.64M0.42%+12313F-HRTimeline
Parallel Advisors, LLC18,713$1.63M0.03%+25413F-HRTimeline
Summit Trail Advisors, LLC18,691$1.63M0.02%-5,08213F-HRTimeline
Polymer Capital Management (HK) LTD18,384$1.6M0.22%013F-HRTimeline
Second Half Financial Partners, LLC18,243$1.59M0.7%+1,86113F-HRTimeline
Meridian Wealth Management, LLC18,837$1.59M0.06%+4,99113F-HRTimeline
CWA Asset Management Group, LLC18,022$1.57M0.06%+15513F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.18,007$1.57M0.1%-6,39313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,006$1.57M0.09%+11,75313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT17,993$1.57M0.5%+74913F-HRTimeline
Joseph P. Lucia & Associates, LLC17,982$1.57M0.59%+5,26513F-HRTimeline
Freedom Financial Partners LLC17,895$1.56M0.59%+45613F-HRTimeline
Evernest Financial Advisors, LLC17,892$1.56M0.44%+10713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,872$1.56M0.05%+2,46713F-HRTimeline
1ST SOURCE BANK17,872$1.56M0.08%-90313F-HRTimeline
J. Goldman & Co LP17,841$1.56M0.06%new13F-HRTimeline
WEXFORD CAPITAL LP17,637$1.54M0.46%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.17,483$1.52M0.69%+79613F-HRTimeline
Kassira Wealth Management LLC17,432$1.52M1.46%13F-HRTimeline
Moloney Securities Asset Management, LLC17,428$1.52M0.18%+10,11313F-HRTimeline
Strategic Blueprint, LLC17,367$1.51M0.07%-50913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,221$1.51M<0.01%-15,62113F-HRTimelineGroup
CITY HOLDING CO17,205$1.5M0.19%-42713F-HRTimeline
Capital Investment Counsel, LLC17,087$1.49M0.22%+2,13513F-HRTimeline
Uptown Financial Advisors LLC16,860$1.47M1.29%+38013F-HRTimeline
NWAM LLC15,941$1.46M0.08%-4,68913F-HR/ATimeline
Samalin Investment Counsel, LLC16,698$1.46M0.5%+5013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,501$1.44M0.12%-2113F-HRTimeline
Crabel Capital Management, LLC16,453$1.43M1.28%-15,23813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,346$1.43M-21,448Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG16,240$1.41M0.02%013F-HRTimelineGroup
BlueCrest Capital Management Ltd16,144$1.41M0.09%-61,47713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC16,108$1.4M0.55%-713F-HR/ATimeline
Avior Wealth Management, LLC15,977$1.39M0.04%+71513F-HRTimeline
17 CAPITAL PARTNERS, LLC15,922$1.39M0.76%+2813F-HRTimeline
Shum Financial Group, Inc.15,833$1.38M1.03%13F-HRTimeline
Clear Creek Financial Management, LLC15,826$1.38M0.12%+61313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,814$1.38M-3,767Timeline
Stamos Capital Partners, L.P.15,535$1.35M0.26%-10,04013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,519$1.35M0.09%013F-HRTimeline
Diversified Enterprises, LLC15,417$1.34M0.09%-47213F-HRTimeline
Financial & Tax Architects, LLC15,344$1.34M0.3%+1,64813F-HRTimeline
Alpha Cubed Investments, LLC15,246$1.33M0.05%-16313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,904$1.33M-398Timeline
Koshinski Asset Management, Inc.15,174$1.32M0.09%-1,23213F-HRTimeline
Simplicity Wealth,LLC15,139$1.32M0.08%+3,68313F-HRTimeline
Midwest Trust Co15,117$1.32M0.02%-13913F-HRTimeline
LEE DANNER & BASS INC15,105$1.32M0.1%-5,76213F-HRTimeline
Capital Advisors, Ltd. LLC15,086$1.32M0.15%+82513F-HRTimeline
JBR Co Financial Management Inc15,076$1.31M0.56%-2,41013F-HRTimeline
SCS Capital Management LLC15,017$1.31M0.01%+23013F-HRTimeline
Sowell Financial Services LLC14,996$1.31M0.05%+44913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,949$1.3M0.02%+2,40013F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC14,914$1.3M0.31%new13F-HRTimeline
Sepio Capital, LP14,892$1.3M0.08%-6513F-HRTimeline
JSF Financial, LLC14,845$1.29M0.29%-14,48913F-HRTimeline
GeoWealth Management, LLC14,820$1.29M0.05%+3,58713F-HRTimeline
BBR PARTNERS, LLC14,794$1.29M0.07%+2,37313F-HRTimeline
HB Wealth Management, LLC14,682$1.28M0.01%+4,46713F-HRTimeline
WJ Financial Advisors LLC14,677$1.28M1.24%13F-HRTimeline
NewEdge Wealth, LLC14,293$1.27M0.02%+47013F-HRTimeline
Arete Wealth Advisors, LLC14,496$1.26M0.08%-3,02913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,409$1.26M0.01%+4,68313F-HRTimeline
WealthShield Partners, LLC14,356$1.25M0.14%013F-HRTimeline
Cladis Investment Advisory, LLC14,329$1.25M0.72%+52613F-HRTimeline
Bullock Wealth Management Group14,160$1.24M0.62%+3813F-HRTimeline
Granite Harbor Advisors, Inc.14,243$1.24M0.52%-65813F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …14,220$1.24M1.08%013F-HRTimeline
Keel Point, LLC14,196$1.24M0.08%+3,30413F-HRTimeline
Kovack Advisors, Inc.14,189$1.24M0.12%+37513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors14,181$1.24M0.62%-18913F-HRTimelineGroup
Fourth Dimension Wealth, LLC14,172$1.24M0.47%+47313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,839$1.23M0.45%013F-HRTimeline
Pine Valley Investments Ltd Liability Co14,080$1.23M0.06%+89713F-HRTimeline
COUNTRY CLUB BANK14,059$1.22M0.07%+12713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC14,010$1.22M0.21%+1,00713F-HRTimeline
Essex LLC13,952$1.22M0.22%+37513F-HRTimeline
WINCAP FINANCIAL LLC13,887$1.21M0.84%+48113F-HRTimeline
World Investment Advisors13,617$1.19M0.02%-2,09613F-HRTimeline
SYKON CAPITAL LLC13,596$1.19M0.4%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC13,476$1.18M0.62%new13F-HRTimeline
Resonant Capital Advisors, LLC13,465$1.17M0.07%013F-HRTimeline
Sage Capital Management, LLC13,365$1.17M0.52%+6613F-HRTimeline
Private Wealth Group, LLC13,361$1.17M0.58%-47113F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,290$1.16M<0.01%13F-HRTimelineGroup
Telos Capital Management, Inc.13,245$1.16M0.11%-8513F-HRTimeline
OneDigital Investment Advisors LLC13,202$1.15M0.01%-37113F-HRTimeline
Wealthspire Retirement, LLC13,180$1.15M0.07%+3,19913F-HR/ATimeline
Spinnaker Investment Group, LLC13,132$1.15M0.22%+3,40213F-HRTimeline
Shulman DeMeo Asset Management LLC13,107$1.14M0.26%-6013F-HRTimeline