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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sendero Wealth Management, LLC64,805$2.97M0.33%013F-HRTimeline
Fortis Group Advisors, LLC63,201$2.96M0.49%+61,03413F-HRTimeline
PATTEN & PATTEN INC/TN64,095$2.94M0.18%-93713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63,974$2.94M0.01%+32,17213F-HRTimeline
TIAAgroup of 3 filers holding63,957$2.93M+15,096Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…63,911$2.93M0.09%-1,80113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC63,901$2.93M1.03%+32,09113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP63,896$2.93M0.16%-17,97713F-HRTimeline
Midwest Financial Group LLC63,799$2.93M1.25%+2,30313F-HRTimeline
Carnegie Investment Counsel63,405$2.91M0.06%+20913F-HRTimeline
Fox Hill Wealth Management63,060$2.89M1.39%+5,53413F-HRTimeline
Valence8 US LP62,955$2.89M1.01%-65,11513F-HRTimeline
Wayfinding Financial, LLC62,901$2.89M1.25%-99413F-HRTimeline
Zullo Investment Group, Inc.62,372$2.86M1.09%+2,15913F-HRTimeline
Wilson & Boucher Capital Management, LLC62,263$2.86M1.9%+1,70713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK61,629$2.83M0.02%-2,49213F-HRTimelineGroup
RPg Family Wealth Advisory, LLC61,469$2.82M0.59%-2,14513F-HRTimeline
Cornerstone Wealth Group, LLC62,548$2.81M0.18%new13F-HRTimeline
KOM Wealth Management Group, LLC61,201$2.81M1.91%-4,49413F-HRTimeline
EARNED WEALTH ADVISORS, LLC60,866$2.79M0.19%+5513F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV60,665$2.78M1.79%-2,02413F-HRTimeline
Sage Capital Advisors,llc60,495$2.78M0.64%+25113F-HRTimeline
Hudock, Inc.60,424$2.77M0.41%+2,64013F-HRTimeline
Shepherd Financial Partners LLC60,370$2.77M0.26%-51213F-HRTimeline
Joseph P. Lucia & Associates, LLC60,018$2.75M0.98%+9,04013F-HRTimeline
AlphaCore Capital LLC59,979$2.75M0.07%-8,01413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC59,921$2.75M0.72%+80313F-HRTimeline
Bellwether Advisors, LLC59,119$2.71M0.46%new13F-HRTimeline
SMI Advisory Services, LLC58,630$2.71M0.45%new13F-HRTimeline
Risk Paradigm Group, LLC58,897$2.7M2.31%-2,38613F-HRTimeline
Simmons Bankin group Simmons Bank58,768$2.7M0.18%-6,99913F-HRTimelineGroup
Inscription Capital, LLC58,647$2.69M0.28%new13F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC58,151$2.67M1.74%-2,31313F-HRTimeline
Western Wealth Management, LLC58,030$2.66M0.1%+10,07913F-HR/ATimeline
DV Trading LLC58,000$2.66M0.24%+57,41313F-HRTimeline
FIRST MERCHANTS CORP57,901$2.66M0.1%-8,21913F-HRTimeline
Braeburn Wealth Management LLC57,683$2.65M1.51%-60,64513F-HRTimeline
Community Bank, N.A.57,513$2.64M0.31%-54113F-HRTimeline
Aspen Investment Management Inc57,459$2.64M0.81%-7013F-HRTimeline
Laurel Wealth Advisors LLC58,417$2.61M0.26%-29113F-HRTimeline
Ironsides Asset Advisors, LLC56,743$2.6M0.65%-4,01513F-HRTimeline
Coastal Bridge Advisors, LLC56,298$2.58M0.18%+1,70813F-HRTimeline
Grandview Asset Management LLC55,461$2.54M0.74%+9,99713F-HRTimeline
Stolper Co26,235$2.53M0.72%+6,95713F-HRTimeline
Meridian Wealth Management, LLC55,133$2.53M0.09%+7,56213F-HRTimeline
Avior Wealth Management, LLC54,979$2.52M0.07%+17,86213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC54,827$2.52M0.43%-1,31713F-HRTimeline
Quantbot Technologies LP54,707$2.51M0.1%+32,00713F-HRTimeline
TWO SIGMA SECURITIES, LLC54,620$2.51M0.29%+32,73413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,460$2.5M0.01%+39413F-HR/ATimelineGroup
Modera Wealth Management, LLC54,385$2.5M0.03%-1,83113F-HRTimeline
Asset Advisors Investment Management, L…53,840$2.47M0.24%+3,61513F-HRTimeline
OLD NATIONAL BANCORP /IN/53,326$2.45M0.04%-4,77413F-HRTimeline
S. R. Schill & Associates52,815$2.42M1.64%-42,18613F-HRTimeline
CORRADO ADVISORS, LLC52,592$2.41M1.26%-35613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co52,285$2.4M0.12%+20,56813F-HRTimelineGroup
Accretive Wealth Partners, LLC52,280$2.4M0.68%+41013F-HRTimeline
SeaCrest Wealth Management, LLC52,012$2.39M0.26%-12,00613F-HRTimeline
Corundum Group, Inc.51,948$2.38M0.8%+9,25713F-HRTimeline
Investment Management Trust, LLC51,498$2.36M2.3%13F-HRTimeline
Zuckerman Investment Group, LLC51,445$2.36M0.22%+59513F-HRTimeline
Keystone Financial Group51,403$2.36M0.16%+3,72913F-HRTimeline
Virtue Capital Management, LLC51,240$2.35M0.36%-2,14113F-HRTimeline
Mechanics Bank Trust Department51,208$2.35M0.33%-40513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC51,172$2.35M0.84%new13F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC50,810$2.33M2.23%13F-HRTimeline
1ST SOURCE BANK50,750$2.33M0.12%+14,67613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,726$2.33M0.2%+8,28613F-HRTimelineGroup
CHOREO, LLC50,703$2.33M0.03%+4,26113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp50,617$2.32M<0.01%-46,26213F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC50,533$2.32M0.55%+4,69813F-HRTimeline
SHUTTLEWORTH & Co50,512$2.32M2.1%+82813F-HRTimeline
Secure Asset Management, LLC50,406$2.31M0.37%+2,23513F-HRTimeline
Private Capital Management, LLC50,257$2.31M0.23%-1,07913F-HRTimeline
Venturi Wealth Management, LLC50,068$2.3M0.1%-1,93013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.49,592$2.28M<0.01%-219,17913F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…49,470$2.27M0.62%+4,22513F-HRTimelineGroup
CITY HOLDING CO49,343$2.26M0.28%+7,77413F-HRTimeline
Park Edge Advisors, LLC49,276$2.26M0.52%-47,95513F-HRTimeline
McCollum Christoferson Group LLC48,940$2.25M0.67%new13F-HRTimeline
Clark Capital Management Group, Inc.48,914$2.24M0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,865$2.24M0.05%-1,14413F-HRTimelineGroup
Retireful, LLC48,433$2.22M3.13%-68113F-HRTimeline
Aristides Capital LLC48,308$2.22M0.73%+6,11213F-HRTimeline
Choate Investment Advisors48,240$2.21M0.04%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC48,000$2.2M0.09%013F-HRTimeline
WJ Financial Advisors LLC47,898$2.2M1.77%+4,54013F-HRTimeline
Fluent Financial, LLC47,337$2.2M0.8%-197,03913F-HRTimeline
Westwind Capital47,632$2.19M0.52%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC47,602$2.18M0.13%+26313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding47,526$2.18M-4,213Timeline
Compass Financial Group, Inc.47,456$2.18M0.98%+20113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,315$2.17M0.07%-4,46713F-HRTimeline
Belpointe Asset Management LLC47,220$2.17M0.08%+21,32813F-HRTimeline
Savior LLC47,097$2.16M7.71%-4,46013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.46,962$2.16M0.03%-27,93113F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC46,856$2.15M0.61%+1,78513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.46,821$2.15M0.25%+7,38913F-HRTimeline
Flagship Private Wealth, LLC46,699$2.14M0.87%+11,34113F-HRTimeline
Concentrum Wealth Management46,672$2.14M0.63%+3,29113F-HRTimeline
Clarus Wealth Advisors45,854$2.12M0.9%+2,81513F-HRTimeline
J.Safra Asset Management Corp46,152$2.12M0.11%+12213F-HRTimeline
TCP Asset Management, LLC46,131$2.12M0.27%new13F-HRTimeline
Koa Wealth Management, LLC45,962$2.11M1.52%+2,18213F-HRTimeline
Providence First Trust Co45,683$2.1M0.74%-10,81613F-HRTimeline
Everstar Asset Management, LLC45,624$2.09M1.11%-7,00313F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC45,508$2.09M0.13%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC45,454$2.09M0.04%-5,83213F-HRTimeline
Second Half Financial Partners, LLC45,445$2.09M0.94%+4,43313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding45,639$2.08M-3,120Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,244$2.08M0.04%-2,44313F-HRTimelineGroup
Uptown Financial Advisors LLC45,235$2.08M1.68%+3,94513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding45,087$2.07M-2,818Timeline
PW Nova Financial Services LLC45,057$2.07M0.52%+23,89013F-HRTimeline
Crews Bank & Trust44,805$2.06M0.3%-86513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC44,580$2.05M0.05%-1,17813F-HRTimeline
Hansen & Associates Financial Group, In…43,974$2.04M1.1%+31,68613F-HRTimeline
Simplicity Wealth,LLC44,290$2.03M0.12%-4,79913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,964$2.02M0.02%+8313F-HRTimeline
Cranbrook Wealth Management, LLC43,954$2.02M0.41%-25513F-HRTimeline
Intrepid Financial Planning Group LLC43,900$2.01M0.81%+50813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC43,880$2.01M0.15%-67613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO43,679$2M<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA43,665$2M0.18%+93913F-HRTimeline
LANE BROTHERS & CO INC43,457$1.99M1.45%+5,66013F-HRTimeline
Bravera Wealth43,428$1.99M0.9%+9,61113F-HRTimeline
FORONJY FINANCIAL LLC43,350$1.99M0.83%+2,07213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT43,159$1.98M0.07%+313F-HRTimeline
CHILTON INVESTMENT CO INC.43,000$1.97M0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…42,724$1.96M0.01%+31,34013F-HRTimeline
Maridea Wealth Management LLC42,619$1.96M0.29%+65213F-HRTimeline
NCM Capital Management, LLC42,468$1.95M0.7%-47913F-HRTimeline
Premier Path Wealth Partners, LLC42,222$1.94M0.25%-9,45113F-HRTimeline
Certified Advisory Corp41,907$1.92M0.17%-3,05013F-HRTimeline
M1 Capital Management LLC41,638$1.91M0.88%+11113F-HRTimeline
Cresset Asset Management, LLC41,594$1.91M0.01%+11,79513F-HRTimeline
Kovack Advisors, Inc.41,252$1.9M0.1%-8,76913F-HRTimeline
Venture Visionary Partners LLC41,386$1.9M0.06%013F-HRTimeline
Centurion Wealth Management LLC41,383$1.9M0.43%-99,31713F-HRTimeline
Client First Investment Management LLC41,208$1.89M0.98%new13F-HRTimeline
PROFFITT & GOODSON INC41,082$1.89M0.29%-3813F-HRTimeline
Sava Infond d.o.o.41,080$1.89M0.27%013F-HRTimeline
Laraway Financial Advisors Inc40,872$1.88M1.32%-9113F-HRTimeline
Performance Wealth Partners, LLC40,446$1.86M0.05%+813F-HRTimeline
Summit Wealth Partners, LLC40,397$1.85M0.29%+28,30513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…40,391$1.85M0.06%-96,08713F-HRTimelineGroup
Vise Technologies, Inc.43,403$1.85M0.04%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…40,169$1.84M<0.01%+313F-HRTimeline
Stamos Capital Partners, L.P.39,982$1.83M0.29%+35013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…39,500$1.82M0.13%-1,95513F-HRTimeline
GROUP ONE TRADING LLC39,569$1.82M0.06%new13F-HRTimeline
Apella Capital, LLC39,159$1.81M0.03%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,386$1.81M0.03%-2,72413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.39,218$1.8M0.16%-43,19513F-HRTimelineGroup
World Investment Advisors39,212$1.8M0.03%+4,41713F-HRTimeline
City Center Advisors, LLC38,988$1.79M1.65%-16,39113F-HRTimeline
Lionsbridge Wealth Management LLC38,928$1.79M1.8%+87213F-HRTimeline
Parallel Advisors, LLC38,818$1.78M0.03%+2,88013F-HR/ATimeline
CREDIT INDUSTRIEL ET COMMERCIAL38,804$1.78M0.28%new13F-HRTimeline
Integrated Advisors Network LLC38,406$1.76M0.09%-17,04313F-HRTimeline
Global View Capital Management LLC38,322$1.76M0.47%+14,99713F-HRTimeline
Orange Investment Advisors, Inc.38,304$1.76M0.23%-3,48313F-HR/ATimeline
CENTRAL BANK & TRUST CO38,268$1.76M0.28%-74813F-HRTimeline
Per Stirling Capital Management, LLC.38,127$1.75M0.19%+31,60213F-HRTimeline
WEXFORD CAPITAL LP37,952$1.74M0.29%+2,67813F-HRTimeline
CHEMUNG CANAL TRUST CO37,796$1.73M0.35%-3713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,206$1.71M<0.01%-1,203,84813F-HRTimelineGroup
STABLEFORD CAPITAL II LLC36,986$1.7M0.63%-16,04913F-HRTimeline
Bullock Wealth Management Group36,650$1.69M0.85%-3,58713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG36,759$1.69M0.03%+1,77913F-HRTimelineGroup
Polymer Capital Management (HK) LTD36,768$1.69M0.24%013F-HRTimeline
FLOW TRADERS U.S. LLC36,323$1.67M0.05%new13F-HRTimeline
WP Advisors, LLC36,274$1.66M0.43%-8813F-HRTimeline
Spinnaker Investment Group, LLC36,185$1.66M0.34%+5,77513F-HRTimeline
Jacobi Capital Management LLC36,168$1.66M0.09%+4,86213F-HRTimeline
Prentice Wealth Management LLC36,014$1.65M0.37%-7613F-HRTimeline
Freedom Financial Partners LLC36,007$1.65M0.59%+79013F-HRTimeline
Altura Wealth Advisors Inc.35,832$1.64M0.72%-20,21713F-HRTimeline
PeakShares LLC35,768$1.64M1.51%+1,00813F-HRTimeline
Kassira Wealth Management LLC35,422$1.63M1.49%+15313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,260$1.62M0.13%-32713F-HRTimeline
Xcelsior Advisor Partners LLC34,688$1.59M0.61%013F-HRTimeline
Evernest Financial Advisors, LLC34,316$1.59M0.33%+2,21913F-HRTimeline
Pallas Capital Advisors LLC34,527$1.58M0.06%-4,24213F-HRTimeline
GeoWealth Management, LLC34,495$1.58M0.06%+9,69513F-HRTimeline
Cladis Investment Advisory, LLC34,387$1.58M0.87%+2,27713F-HRTimeline
Wealthspire Retirement, LLC34,296$1.57M0.09%+1,27513F-HRTimeline
Asset Allocation Strategies LLC34,235$1.57M0.28%-5,16613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.34,137$1.57M1.02%-44913F-HRTimeline
111 Capital33,914$1.56M0.38%-130,73913F-HRTimeline
GM Advisory Group, LLC33,861$1.55M0.06%+6,12513F-HRTimeline
NewEdge Wealth, LLC33,624$1.54M0.02%+5,04713F-HRTimeline
Accel Wealth Management33,540$1.54M0.4%-4,54813F-HRTimeline
Everest Financial Group LLC33,242$1.53M0.25%new13F-HRTimeline
AdvisorNet Financial, Inc33,142$1.52M0.08%+2,33413F-HRTimeline
Turn8 Private Wealth Inc.33,069$1.52M0.95%+10,29813F-HRTimeline
Cabana LLC33,028$1.52M11.9%-5,99213F-HRTimeline
ATX Financial Planning, LLC32,856$1.51M1.15%+22,26213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC32,808$1.51M0.17%-44,91013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.32,791$1.5M1.44%+26813F-HRTimeline