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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sendero Wealth Management, LLC64,805$2.77M0.31%+41,43013F-HRTimeline
AMG National Trust Bank64,804$2.77M0.07%+32,08713F-HRTimeline
Larson Financial Group LLC64,509$2.75M0.09%+39,73813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK64,121$2.74M0.02%+32,07213F-HRTimelineGroup
Wayfinding Financial, LLC63,895$2.73M1.15%+31,47913F-HRTimeline
RPg Family Wealth Advisory, LLC63,614$2.72M0.6%+28,01313F-HRTimeline
Carnegie Investment Counsel63,196$2.7M0.05%+43,20413F-HRTimeline
MONTAG A & ASSOCIATES INC63,170$2.7M0.12%+31,94813F-HRTimeline
SeaCrest Wealth Management, LLC64,018$2.68M0.27%+36,48913F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV62,689$2.68M1.69%13F-HRTimeline
Midwest Financial Group LLC61,496$2.63M1.16%+35,27213F-HRTimeline
Risk Paradigm Group, LLC61,283$2.62M2.52%13F-HRTimeline
Shepherd Financial Partners LLC60,882$2.6M0.24%+30,62313F-HRTimeline
EARNED WEALTH ADVISORS, LLC60,811$2.6M0.18%new13F-HR/ATimeline
Ironsides Asset Advisors, LLC60,758$2.59M0.66%+30,08113F-HRTimeline
Cinctive Capital Management LP60,594$2.59M0.15%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC60,556$2.59M1.7%+30,87213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC60,464$2.58M1.67%+39,30713F-HRTimeline
Sage Capital Advisors,llc60,244$2.57M0.61%+30,07413F-HRTimeline
Zullo Investment Group, Inc.60,213$2.57M0.94%+30,31113F-HRTimeline
Soltis Investment Advisors LLC60,172$2.57M0.17%+56,03913F-HR/ATimeline
Mezzasalma Advisors, LLC58,697$2.53M0.61%+47,12313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC59,118$2.52M0.68%+29,77813F-HRTimeline
Merit Financial Group, LLC59,005$2.52M0.02%+38,25013F-HRTimeline
Laurel Wealth Advisors LLC58,708$2.51M0.33%+29,52413F-HRTimeline
Northstar Advisory Group, LLC58,127$2.48M0.88%+27,51913F-HRTimeline
OLD NATIONAL BANCORP /IN/58,100$2.48M0.04%+29,01013F-HRTimeline
Community Bank, N.A.58,054$2.48M0.29%+28,83713F-HRTimeline
Hudock, Inc.57,784$2.47M0.36%+34,67413F-HRTimeline
Aspen Investment Management Inc57,529$2.46M0.74%+28,95013F-HRTimeline
Fox Hill Wealth Management57,526$2.46M1.14%+31,36513F-HRTimeline
Providence First Trust Co56,499$2.41M0.84%+17,31013F-HRTimeline
Modera Wealth Management, LLC56,216$2.4M0.03%+27,84713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC56,144$2.4M0.4%+27,51713F-HRTimeline
Altura Wealth Advisors Inc.56,049$2.39M1.03%+30,55113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,734$2.38M0.01%+27,74113F-HRTimelineGroup
Integrated Advisors Network LLC55,449$2.37M0.1%+18,15813F-HRTimeline
City Center Advisors, LLC55,379$2.36M2.18%+33,47513F-HRTimeline
CX Institutional55,346$2.36M0.07%+28,69513F-HRTimeline
Coastal Bridge Advisors, LLC54,590$2.33M0.17%+26,14113F-HRTimeline
Jain Global LLC54,197$2.31M0.02%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,066$2.31M0.01%+26,53313F-HR/ATimelineGroup
Virtue Capital Management, LLC53,381$2.31M0.36%+34,36113F-HR/ATimeline
STABLEFORD CAPITAL II LLC53,035$2.26M0.82%+25,18813F-HRTimeline
CORRADO ADVISORS, LLC52,948$2.26M1.13%+27,85713F-HRTimeline
Everstar Asset Management, LLC52,627$2.25M1.2%+26,25913F-HRTimeline
Glenview Trust Co52,526$2.24M0.03%new13F-HRTimeline
Perigon Wealth Management, LLC52,480$2.24M0.04%-56,31713F-HRTimeline
Venturi Wealth Management, LLC51,998$2.22M0.1%+31,35113F-HRTimeline
Accretive Wealth Partners, LLC51,870$2.21M0.66%+26,06313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC51,782$2.21M0.04%+28,44413F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,739$2.21M+209Timeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…51,700$2.21M0.33%+47,10013F-HRTimelineGroup
Premier Path Wealth Partners, LLC51,673$2.21M0.28%+23,92613F-HRTimeline
Mechanics Bank Trust Department51,613$2.2M0.29%+25,75313F-HRTimeline
Savior LLC51,557$2.2M7.95%+27,67013F-HRTimeline
Private Capital Management, LLC51,336$2.19M0.21%+28,35313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC51,286$2.19M0.05%+22,83213F-HRTimeline
Joseph P. Lucia & Associates, LLC50,978$2.18M0.78%+32,99613F-HRTimeline
Zuckerman Investment Group, LLC50,850$2.17M0.19%+28,13113F-HRTimeline
Asset Advisors Investment Management, L…50,225$2.14M0.2%+27,01113F-HRTimeline
Kovack Advisors, Inc.50,021$2.14M0.1%+35,83213F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,009$2.13M0.05%+28,30613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,899$2.13M0.04%+21,00813F-HRTimelineGroup
Gotham Asset Management, LLC49,822$2.13M0.01%+46,40913F-HRTimeline
SHUTTLEWORTH & Co49,684$2.12M1.94%+25,36213F-HRTimeline
Audent Global Asset Management, LLC49,666$2.12M1.34%+29,16613F-HRTimeline
Retireful, LLC49,114$2.11M2.65%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding48,759$2.1M+33,855Timeline
Simplicity Wealth,LLC49,089$2.1M0.12%+33,95013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA48,861$2.09M<0.01%-441,42213F-HRTimelineGroup
Choate Investment Advisors48,240$2.06M0.04%+24,12013F-HRTimeline
Secure Asset Management, LLC48,171$2.06M0.32%+24,80013F-HRTimeline
Geneos Wealth Management Inc.48,043$2.05M0.05%+24,67813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC48,000$2.05M0.08%+24,00013F-HRTimeline
Western Wealth Management, LLC47,951$2.05M0.09%+25,84513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding47,905$2.05M+31,559Timeline
Maven Securities LTDin group Maven Securities LTD47,843$2.04M0.26%+7,84913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…47,687$2.04M0.04%+23,89413F-HRTimelineGroup
Keystone Financial Group47,674$2.04M0.15%+25,37513F-HRTimeline
Meridian Wealth Management, LLC47,571$2.03M0.07%+28,73413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC47,339$2.02M0.13%+23,67613F-HRTimeline
Compass Financial Group, Inc.47,255$2.02M0.89%+23,45913F-HRTimeline
Trivium Point Advisory, LLC46,973$2.01M0.2%+22,94413F-HRTimeline
CHOREO, LLC46,442$2M0.03%+23,22813F-HRTimeline
Aster Capital Management (DIFC) Ltd46,657$1.99M0.87%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,369$1.98M<0.01%+2,13013F-HR/ATimelineGroup
J.Safra Asset Management Corp46,030$1.97M0.1%+27,20313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC45,835$1.96M0.53%+22,25313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC45,758$1.95M0.05%+22,43113F-HRTimeline
Crews Bank & Trust45,670$1.95M0.28%+21,64913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC45,508$1.94M0.11%+22,75413F-HRTimeline
Grandview Asset Management LLC45,464$1.94M0.53%+23,50313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…45,245$1.93M0.61%+45,15613F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC45,244$1.93M0.58%-19,79313F-HRTimeline
CoreCap Advisors, LLC45,079$1.92M0.07%+21,22513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC45,071$1.92M0.55%+23,46713F-HRTimeline
Certified Advisory Corp44,957$1.92M0.17%+22,72513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC44,556$1.9M0.15%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC44,209$1.89M0.37%+21,01813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,881$1.87M0.02%+20,84513F-HRTimeline
Koa Wealth Management, LLC43,780$1.87M1.28%+17,94613F-HRTimeline
Vise Technologies, Inc.43,403$1.85M0.04%new13F-HRTimeline
Intrepid Financial Planning Group LLC43,392$1.85M0.7%+21,81613F-HRTimeline
Concentrum Wealth Management43,381$1.85M0.52%+33,19313F-HRTimeline
WJ Financial Advisors LLC43,358$1.85M1.65%+28,68113F-HRTimeline
Clarus Wealth Advisors43,039$1.84M0.76%+22,27013F-HRTimeline
Farther Finance Advisors, LLC43,160$1.84M0.02%+21,31413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT43,156$1.84M0.06%+21,57913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…43,078$1.84M0.01%-71,10913F-HRTimelineGroup
CHILTON INVESTMENT CO INC.43,000$1.84M0.04%+21,50013F-HRTimeline
NCM Capital Management, LLC42,947$1.83M0.68%+21,40113F-HRTimeline
PRIVATE TRUST CO NA42,726$1.82M0.16%+17,15713F-HRTimeline
Corundum Group, Inc.42,691$1.82M0.61%+19,86113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42,440$1.81M0.15%+21,26613F-HRTimelineGroup
Sharper & Granite LLC42,282$1.81M0.64%+21,44713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC42,251$1.8M0.09%+21,98913F-HRTimeline
Aristides Capital LLC42,196$1.8M0.62%+22,00813F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…42,110$1.8M0.02%+21,71713F-HRTimelineGroup
Maridea Wealth Management LLC41,967$1.79M0.27%+22,57413F-HRTimeline
Fairvoy Private Wealth, LLC41,905$1.79M0.4%+20,66813F-HRTimeline
Orange Investment Advisors, Inc.41,787$1.78M0.2%+19,77413F-HRTimeline
CITY HOLDING CO41,569$1.77M0.22%+24,36413F-HRTimeline
M1 Capital Management LLC41,527$1.77M0.74%+19,12613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41,455$1.77M0.12%+27,78713F-HRTimeline
Venture Visionary Partners LLC41,386$1.77M0.06%+21,16913F-HRTimeline
Uptown Financial Advisors LLC41,290$1.76M1.5%+24,43013F-HRTimeline
FORONJY FINANCIAL LLC41,278$1.76M0.74%+20,68613F-HRTimeline
PROFFITT & GOODSON INC41,120$1.76M0.25%+19,90613F-HRTimeline
Sava Infond d.o.o.41,080$1.75M0.24%+30,48013F-HRTimeline
Second Half Financial Partners, LLC41,012$1.75M0.78%+22,76913F-HRTimeline
Laraway Financial Advisors Inc40,963$1.75M1.14%+20,42413F-HRTimeline
Performance Wealth Partners, LLC40,438$1.73M0.05%+19,70913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…40,166$1.73M<0.01%+19,86913F-HRTimeline
Capital Investment Counsel, LLC40,303$1.72M0.24%+23,21613F-HRTimeline
Bullock Wealth Management Group40,237$1.72M0.84%+26,07713F-HRTimeline
Banco BTG Pactual S.A.39,716$1.7M0.3%new13F-HRTimeline
Stamos Capital Partners, L.P.39,632$1.69M0.27%+24,09713F-HRTimeline
Ransom Advisory, Ltd39,449$1.68M0.66%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.39,432$1.68M0.19%13F-HRTimeline
Asset Allocation Strategies LLC39,401$1.68M0.31%+18,85913F-HRTimeline
Cabana LLC39,020$1.67M12.48%new13F-HRTimeline
CENTRAL BANK & TRUST CO39,016$1.67M0.26%+19,32913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/38,908$1.66M<0.01%+21,68713F-HRTimelineGroup
Pallas Capital Advisors LLC38,769$1.66M0.05%+19,36513F-HRTimeline
Arete Wealth Advisors, LLC38,580$1.65M0.11%+24,08413F-HR/ATimeline
Accel Wealth Management38,088$1.63M0.44%+18,66313F-HRTimeline
Lionsbridge Wealth Management LLC38,056$1.62M1.64%+18,99313F-HRTimeline
CHEMUNG CANAL TRUST CO37,833$1.62M0.32%+16,15213F-HRTimeline
LANE BROTHERS & CO INC37,797$1.61M1.17%13F-HRTimeline
Solstein Capital, LLC37,310$1.59M0.64%+18,36413F-HRTimeline
Avior Wealth Management, LLC37,117$1.58M0.05%+21,14013F-HRTimeline
Polymer Capital Management (HK) LTD36,768$1.57M0.24%+18,38413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…36,522$1.56M0.05%+18,65013F-HRTimeline
Edgestream Partners, L.P.36,483$1.56M0.04%-1,28013F-HRTimeline
WP Advisors, LLC36,362$1.55M0.39%+17,57513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT36,243$1.55M0.48%+18,25013F-HRTimeline
GUIDANCE CAPITAL, INC36,209$1.55M0.38%+8,11113F-HRTimeline
Prentice Wealth Management LLC36,090$1.54M0.35%new13F-HRTimeline
1ST SOURCE BANK36,074$1.54M0.08%+18,20213F-HRTimeline
Parallel Advisors, LLC35,938$1.53M0.03%+17,22513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,587$1.52M0.11%+19,08613F-HRTimeline
SYKON CAPITAL LLC35,413$1.51M0.49%+21,81713F-HRTimeline
Flagship Private Wealth, LLC35,358$1.51M0.59%+22,63413F-HRTimeline
WEXFORD CAPITAL LP35,274$1.51M0.39%+17,63713F-HRTimeline
Kassira Wealth Management LLC35,269$1.51M1.43%+17,83713F-HRTimeline
Freedom Financial Partners LLC35,217$1.5M0.55%+17,32213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG34,980$1.5M0.02%+18,74013F-HRTimelineGroup
Collaborative Wealth Managment Inc.35,039$1.5M0.53%+11,45513F-HRTimeline
World Investment Advisors34,795$1.49M0.02%+21,17813F-HR/ATimeline
PeakShares LLC34,760$1.48M1.45%13F-HRTimeline
Xcelsior Advisor Partners LLC34,688$1.48M0.72%13F-HRTimeline
PINEBRIDGE INVESTMENTS LLC34,680$1.48M0.01%13F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.34,586$1.48M0.95%+15,30313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd34,583$1.48M0.04%+28,57113F-HRTimelineGroup
Bravera Wealth33,817$1.44M0.72%13F-HRTimeline
CWA Asset Management Group, LLC33,646$1.44M0.05%+15,62413F-HRTimeline
Visionary Horizons, LLC33,517$1.43M0.74%+25,20713F-HRTimeline
Strategic Blueprint, LLC33,480$1.43M0.08%+16,11313F-HRTimeline
Wealthspire Retirement, LLC33,021$1.41M0.09%+19,84113F-HRTimeline
Evernest Financial Advisors, LLC32,097$1.4M0.29%+14,20513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.32,640$1.39M0.65%+15,15713F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.32,523$1.39M1.3%13F-HRTimeline
Samalin Investment Counsel, LLC32,523$1.39M0.49%+15,82513F-HRTimeline
Clear Creek Financial Management, LLC32,149$1.37M0.11%+16,32313F-HRTimeline
Cladis Investment Advisory, LLC32,110$1.37M0.75%+17,78113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC31,810$1.36M0.5%+15,70213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,802$1.36M0.01%+17,39313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co31,717$1.35M0.08%+22,86913F-HRTimelineGroup
Shum Financial Group, Inc.31,641$1.35M0.97%+15,80813F-HRTimeline
Financial & Tax Architects, LLC31,427$1.34M0.3%+16,08313F-HRTimeline
Pine Valley Investments Ltd Liability Co31,401$1.34M0.07%+17,32113F-HRTimeline
Jacobi Capital Management LLC31,306$1.34M0.08%+25,31013F-HRTimeline
Capital Advisors, Ltd. LLC31,276$1.33M0.15%+16,19013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…31,038$1.33M0.08%+15,51913F-HRTimeline
17 CAPITAL PARTNERS, LLC30,970$1.32M0.69%+15,04813F-HRTimeline
HBK Sorce Advisory LLC30,479$1.32M0.03%+4,85513F-HRTimeline
Diversified Enterprises, LLC30,848$1.32M0.08%+15,43113F-HRTimeline
AdvisorNet Financial, Inc30,808$1.32M0.07%+23,96313F-HRTimeline
Horizon Family Wealth, Inc.30,760$1.31M0.7%new13F-HRTimeline