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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Keystone Financial Group30,426$1.38M0.08%-20,97713F-HRTimeline
CWA Asset Management Group, LLC30,329$1.38M0.04%-54813F-HRTimeline
Parkside Investments, LLC30,000$1.36M0.15%-1,00013F-HRTimeline
KKM Financial LLC29,947$1.36M0.19%+3,91713F-HRTimeline
Belpointe Asset Management LLC29,769$1.35M0.04%-17,45113F-HRTimeline
LEE DANNER & BASS INC29,525$1.34M0.08%-3013F-HRTimeline
Logan Stone Capital, LLC29,488$1.34M0.28%new13F-HRTimeline
Crabel Capital Management, LLC29,409$1.33M0.97%new13F-HRTimeline
HBW ADVISORY SERVICES LLC29,298$1.33M0.12%-1,48113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.29,291$1.33M0.01%+2,37813F-HRTimelineGroup
Bluespring Wealth Management, LLC29,289$1.33M0.03%+11,82713F-HRTimeline
Sowell Financial Services LLC29,270$1.33M0.04%+5,78513F-HRTimeline
Bluebird Wealth Management LLC29,235$1.33M1.15%-60313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,218$1.32M0.09%+1,96913F-HRTimeline
Nvest Financial, LLC29,120$1.32M0.42%-85213F-HRTimeline
PFG Advisors28,961$1.31M0.07%-284,70413F-HRTimeline
Creekside Partners28,828$1.31M0.47%013F-HRTimeline
Dorsey & Whitney Trust CO LLC28,812$1.31M0.06%+1,60813F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC28,562$1.3M1.68%-38513F-HRTimeline
Granite Harbor Advisors, Inc.28,559$1.29M0.51%+34213F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …28,440$1.29M1.12%013F-HRTimeline
Counterweight Ventures, LLC28,409$1.29M0.64%-32913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…28,392$1.29M0.03%-66813F-HRTimeline
Disciplined Investors, L.L.C.28,310$1.28M0.64%+3,75313F-HRTimeline
Fourth Dimension Wealth, LLC28,304$1.28M0.41%-11113F-HRTimeline
Sepio Capital, LP28,260$1.28M0.06%-1,09413F-HRTimeline
Midwest Trust Co28,149$1.28M0.01%-41013F-HRTimeline
Diversified Enterprises, LLC27,878$1.26M0.06%-1,50513F-HRTimeline
WealthShield Partners, LLC27,873$1.26M0.19%-84813F-HRTimeline
Strategic Blueprint, LLC27,797$1.26M0.06%+16413F-HRTimeline
Rehmann Capital Advisory Group28,207$1.26M0.06%-3913F-HRTimeline
Platform Technology Partners27,680$1.26M0.21%+17413F-HRTimeline
SCS Capital Management LLC27,623$1.25M0.01%013F-HRTimeline
Private Wealth Group, LLC27,414$1.24M0.48%-35613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group27,410$1.24M0.12%+1,82013F-HRTimelineGroup
Fairvoy Private Wealth, LLC27,284$1.24M0.25%+1,79013F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC27,158$1.23M0.63%13F-HRTimeline
Keel Point, LLC27,139$1.23M0.07%+3,30913F-HRTimeline
Resonant Capital Advisors, LLC26,930$1.22M0.06%013F-HRTimeline
Sage Capital Management, LLC26,845$1.22M0.48%+10613F-HRTimeline
Federation des caisses Desjardins du Qu…26,675$1.21M<0.01%-16,04913F-HRTimeline
Opus Financial Solutions LLC26,415$1.2M0.97%-1,19613F-HRTimeline
BBR PARTNERS, LLC26,410$1.2M0.06%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.26,314$1.19M0.29%+24,33013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,201$1.19M0.01%-40213F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC26,092$1.18M0.18%-97313F-HRTimeline
JBR Co Financial Management Inc26,007$1.18M0.43%-1,70513F-HRTimeline
Telos Capital Management, Inc.26,004$1.18M0.1%-48313F-HRTimeline
NWAM LLC26,000$1.18M0.06%+84313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,276$1.18M0.07%-13,22413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.25,713$1.17M0.33%-49713F-HRTimeline
Terra Nova Asset Management LLC25,615$1.16M0.71%+30613F-HRTimeline
Advyzon Investment Management, LLC25,598$1.16M0.08%-14213F-HRTimeline
10Elms LLP25,533$1.16M0.49%+2,52913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25,526$1.16M0.37%-47913F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV26,692$1.15M0.37%new13F-HRTimeline
Shulman DeMeo Asset Management LLC25,361$1.15M0.21%-12313F-HRTimeline
KINTRA WEALTH, LLC26,012$1.15M0.06%-4,48213F-HRTimeline
Visionary Horizons, LLC25,236$1.14M0.48%-49,61413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT25,199$1.14M0.31%+1,46213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA24,797$1.14M0.03%-63513F-HRTimelineGroup
Canal Capital Management, LLC25,128$1.14M0.14%new13F-HRTimeline
Betterment LLC25,035$1.14M<0.01%+3,60713F-HRTimeline
Bramshill Investments, LLC25,000$1.13M0.09%+50013F-HRTimeline
Caption Management, LLC25,000$1.13M0.04%-4,70013F-HRTimeline
Alamea Verwaltungs GmbH25,000$1.13M0.91%013F-HRTimeline
Stone Summit Wealth LLC24,995$1.13M0.29%+1,68013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,909$1.13M<0.01%+47413F-HRTimelineGroup
Marble Wealth, LLC24,849$1.13M0.17%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC24,733$1.12M0.16%013F-HRTimeline
Cavalier Investments, LLC24,727$1.12M0.41%-54,91913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,680$1.12M<0.01%-25913F-HRTimelineGroup
CWC Advisors, LLC.24,605$1.12M0.5%-85413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC24,600$1.12M0.06%013F-HRTimeline
GeoWealth Management, LLC24,350$1.1M0.03%-10,14513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC24,305$1.1M0.08%+1,00413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC24,256$1.1M0.5%-1,62213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd24,095$1.09M0.01%+3,70413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…24,065$1.09M0.35%+87913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.23,901$1.08M0.07%+5113F-HRTimeline
Triangle Securities Wealth Management23,766$1.08M0.21%-3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AFG FIDUCIARY SERVICES LIMITED PARTNERS…23,511$1.08M0.85%+1,13813F-HRTimeline
Councilor Wealth, LLC23,725$1.08M0.44%+12513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC23,717$1.08M0.34%-27,45513F-HRTimeline
IKE Capital, LLC23,693$1.07M0.56%-2,56013F-HRTimeline
LANARK FINANCIAL, INC.23,524$1.07M0.07%+1,77413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV23,495$1.07M0.78%-20013F-HRTimeline
McAdam, LLC23,347$1.06M0.04%+2,20913F-HRTimeline
Curat Global, LLC17,957$1.06M0.86%+2,11513F-HRTimeline
Montecito Bank & Trust23,269$1.06M0.16%-70913F-HRTimeline
Allie Family Office LLC23,220$1.05M0.39%+61013F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC23,215$1.05M0.02%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC23,170$1.05M0.23%-40013F-HRTimeline
Signal Advisors Wealth, LLC23,084$1.05M0.05%+6,63013F-HRTimeline
Meridian Financial Advisors, LLC23,076$1.05M0.5%-74013F-HRTimeline
Bright Futures Wealth Management, LLC.23,058$1.05M0.68%-3,50313F-HRTimeline
Realta Investment Advisors23,016$1.04M0.32%-9,06213F-HRTimeline
Trust Co22,968$1.04M0.09%-1,58813F-HRTimeline
CRA Financial Services, LLC22,957$1.04M0.12%013F-HRTimeline
Mirador Capital Partners LP22,957$1.04M0.13%+29513F-HRTimeline
Argyle Capital Partners, LLC22,868$1.04M0.65%+3,26013F-HRTimeline
Allred Capital Management, LLC22,771$1.03M0.34%-3013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …22,516$1.02M0.05%-1,89513F-HRTimelineGroup
WESBANCO BANK INC22,514$1.02M0.03%013F-HRTimeline
Chesapeake Wealth Management22,431$1.02M0.29%-7513F-HRTimeline
Chicago Partners Investment Group LLC22,010$1.02M0.02%-1,38613F-HRTimeline
Sovereign Financial Group, Inc.22,414$1.02M0.16%-2,55113F-HRTimeline
Finward Bancorp22,411$1.02M0.77%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,395$1.02M0.02%+7,44013F-HRTimeline
Narwhal Capital Management22,360$1.01M0.07%013F-HRTimeline
Cushing Capital Partners, LLC22,304$1.01M0.7%+2,91613F-HRTimeline
PCG ASSET MANAGEMENT, LLC22,279$1.01M0.72%-46513F-HRTimeline
Baron Financial Group, LLC22,212$1.01M0.48%+7,33213F-HRTimeline
American Alpha Advisors, LLC22,126$1M0.59%+86713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22,118$1M0.31%-11013F-HRTimeline
Allied Private Wealth LLC21,987$997K0.64%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.22,011$997K0.3%-33613F-HRTimeline
Claro Advisors Inc.21,838$990K0.1%+89913F-HRTimeline
Wealth Enhancement Trust Services, Inc.21,615$980K0.11%+7,50013F-HR/ATimeline
Abbot Financial Management, Inc.21,550$977K0.36%013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP21,470$973K0.83%+2,69113F-HRTimelineGroup
PSI Advisors, LLC21,431$972K0.23%-14213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…21,505$970K<0.01%-653,50013F-HRTimelineGroup
Exit Wealth Advisors, LLC.21,320$967K0.44%+4,01713F-HRTimeline
ATX Financial Planning, LLC21,234$963K0.64%-11,62213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC21,212$962K0.03%+10,22013F-HRTimeline
Turn8 Private Wealth Inc.21,136$958K0.64%-11,93313F-HRTimeline
Ensign Peak Advisors, Inc21,071$955K<0.01%-7,74013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,061$955K0.05%+1,14713F-HRTimeline
STOCK YARDS BANK & TRUST CO20,863$946K0.03%+1,31813F-HR/ATimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…20,800$943K0.28%+4,40013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc20,788$943K0.33%-25813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,780$942K0.1%-35813F-HRTimeline
Fulton Bank, N.A.20,763$941K0.03%+2,89513F-HRTimeline
Sanchez Gaunt Capital Management, LLC20,723$940K0.52%-60213F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,708$939K0.04%+40213F-HRTimeline
Lynx Investment Advisory20,704$939K0.31%+9613F-HRTimeline
Rock Point Advisors, LLC20,603$934K0.23%-56513F-HRTimeline
E&G Advisors, LLC20,599$934K0.18%+75013F-HRTimeline
Powell Investment Advisors, LLC20,430$926K0.29%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC20,304$921K0.19%-10013F-HRTimeline
Fortis Group Advisors, LLC20,284$920K0.15%-42,91713F-HRTimeline
Texas Yale Capital Corp.20,150$914K0.02%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,080$910K0.17%-45713F-HRTimeline
Verdence Capital Advisors LLC19,986$906K0.05%+7,81713F-HRTimeline
Boltwood Capital Management19,928$904K0.21%-1,61913F-HRTimeline
McGlone Suttner Wealth Management, Inc.19,904$902K0.11%+613F-HRTimeline
Arrowroot Family Office, LLC19,807$898K0.26%+14,50813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…19,770$896K0.01%-1,480,23013F-HRTimelineGroup
BFSG, LLC19,742$895K0.08%-30613F-HRTimeline
David J Yvars Group19,508$893K0.44%+3313F-HRTimeline
Garden State Investment Advisory Servic…19,669$892K0.17%+14,07213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors19,622$890K0.59%-5,07013F-HRTimelineGroup
LightSquare Wealth Management, LLC19,614$889K0.61%-1,35713F-HRTimeline
CMG Global Holdings, LLC19,369$878K0.37%+20713F-HRTimeline
FIRST HORIZON CORP19,263$873K0.03%-2,90013F-HRTimeline
SUMMIT SECURITIES GROUP LLC19,223$872K0.17%new13F-HRTimeline
Destiny Capital Corp/CO19,170$869K0.4%013F-HRTimeline
Tradition Wealth Management, LLC19,159$869K0.05%-74813F-HRTimeline
South Shore Capital Advisors19,003$862K0.58%-67413F-HRTimeline
Stolper Co18,962$860K0.22%-7,27313F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,959$860K0.19%+64013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,927$858K0.02%-4013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …18,918$858K0.01%-3,10013F-HRTimelineGroup
M3 Advisory Group, LLC18,829$854K0.44%+1,04713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,739$850K0.13%-8713F-HRTimeline
Koshinski Asset Management, Inc.18,733$849K0.05%-1,30013F-HRTimeline
John Boyer, Inc.18,613$844K0.73%+10713F-HRTimeline
Cooksen Wealth, LLC18,609$844K0.53%-54713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …18,601$843K0.1%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,517$840K0.02%-887,51413F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC18,285$829K0.73%+7,25613F-HRTimeline
AdvisorNet Financial, Inc18,258$828K0.04%-14,88413F-HRTimeline
Mesirow Financial Investment Management…18,234$827K0.01%+55713F-HRTimeline
R2 Capital Strategies, LLC18,219$826K0.37%13F-HRTimeline
Tyche Wealth Partners LLC18,100$821K0.12%+1,32213F-HRTimeline
Continuum Advisory, LLC18,078$820K0.07%-10613F-HRTimeline
Cornerstone National Bank & Trust Co18,117$811K0.27%-24913F-HRTimeline
WHITE PINE CAPITAL LLC17,844$809K0.19%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,979$806K0.53%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC17,768$806K0.31%-14,12013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,760$805K0.01%+99513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,729$804K0.02%-47713F-HRTimelineGroup
Objective Capital Management, LLC17,651$800K0.71%+1913F-HRTimeline
Audent Global Asset Management, LLC17,600$798K0.89%-5,00013F-HRTimeline
Avestar Capital, LLC17,599$798K0.05%new13F-HRTimeline
Tandem Wealth Advisors LLC17,567$796K0.32%+1,12113F-HRTimeline
Matthew Goff Investment Advisor, LLC17,519$794K0.13%+1213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.17,500$793K0.25%+4,95013F-HRTimeline
Westover Capital Advisors, LLC17,500$793K0.13%+4,30013F-HRTimeline
Brookwood Investment Group LLC17,496$793K0.09%+10,69313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,367$792K<0.01%-5,30813F-HRTimelineGroup
Smith Thornton Advisors LLC17,196$786K0.35%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD17,318$785K<0.01%013F-HRTimelineGroup
Independence Wealth Advisors, LLC17,308$785K0.39%+22113F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding17,243$782K-90,104Timeline
Circle Wealth Management, LLC17,237$782K0.01%-3,70713F-HRTimeline
MWA Asset Management17,178$779K0.35%-1013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,151$778K0.11%-10513F-HRTimeline
MontVue Capital Management, Inc.17,100$775K0.45%+4813F-HRTimeline