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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Telos Capital Management, Inc.12,808$1.01M0.11%+25413F-HRTimeline
3EDGE Asset Management, LP12,913$1.01M0.07%+25713F-HRTimeline
Waldron Private Wealth LLC12,789$1.01M0.05%013F-HRTimeline
Uptown Financial Advisors LLC12,765$1.01M1.04%+6,49513F-HRTimeline
LVZ, Inc.12,761$1.01M0.13%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,223$1M0.74%-29113F-HRTimeline
Iyo Bank, Ltd.12,732$1M0.32%new13F-HRTimeline
Meridian Wealth Management, LLC12,782$1M0.05%+86413F-HRTimeline
Montecito Bank & Trust12,648$997K0.18%-13013F-HRTimeline
BFSG, LLC12,592$993K0.12%+8913F-HRTimeline
Alamea Verwaltungs GmbH12,500$986K0.85%13F-HRTimeline
HB Wealth Management, LLC12,470$983K0.01%+6,57813F-HRTimeline
Compound Planning, Inc.12,468$983K0.04%+37413F-HRTimeline
CRA Financial Services, LLC12,433$980K0.17%-12713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA12,433$980K<0.01%-16,59813F-HR/ATimelineGroup
Lynx Investment Advisory12,423$980K0.65%+1,77513F-HRTimeline
First Horizon Advisors, Inc.12,417$979K0.03%-67113F-HRTimeline
Capital Advisors, Ltd. LLC12,420$979K0.13%+25413F-HRTimeline
Financial & Tax Architects, LLC12,257$966K0.24%+1,83613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,248$966K0.02%-25613F-HRTimeline
Stone Summit Wealth LLC12,205$962K0.33%-90513F-HRTimeline
L.M. KOHN & COMPANY12,189$961K0.25%+78413F-HRTimeline
Triangle Securities Wealth Management12,182$961K0.25%-24413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Solutions 4 Wealth, Ltd12,156$958K1.69%+7313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,107$957K0.06%-34213F-HRTimelineGroup
Brendel Financial Advisors LLC12,093$954K0.58%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,079$952K<0.01%+53813F-HRTimelineGroup
Trust Co12,052$950K0.11%-7,18313F-HRTimeline
Clark Capital Management Group, Inc.11,979$945K0.01%new13F-HRTimeline
One Capital Management, LLC11,973$944K0.03%+1,39413F-HRTimeline
Councilor Wealth, LLC11,874$936K0.47%+113F-HRTimeline
Joseph P. Lucia & Associates, LLC11,866$936K0.43%+7213F-HRTimeline
Purus Wealth Management, LLC11,865$936K0.4%-32513F-HRTimeline
Narwhal Capital Management11,822$932K0.08%013F-HRTimeline
Cabana LLC11,721$924K5.76%-13,33313F-HRTimeline
PCG ASSET MANAGEMENT, LLC11,660$919K0.86%-14513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,634$917K0.12%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.11,508$907K0.35%+4613F-HRTimeline
Bramshill Investments, LLC11,500$907K0.09%+50013F-HRTimeline
PSI Advisors, LLC11,460$904K0.29%-17513F-HRTimeline
Sowell Financial Services LLC11,459$904K0.04%-56113F-HRTimeline
Apexium Financial, LP11,456$903K0.05%-62813F-HRTimeline
OneDigital Investment Advisors LLC11,313$892K0.01%-1,64513F-HRTimeline
Chicago Partners Investment Group LLC10,870$878K0.03%+3,37613F-HRTimeline
Chesapeake Wealth Management11,131$878K0.31%-21413F-HRTimeline
Donald L. Hagan, LLC11,065$872K0.46%+4,61513F-HRTimeline
Wealthspire Advisors, LLC10,927$862K0.01%+2,44213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,922$861K0.33%+313F-HRTimeline
Mirador Capital Partners LP10,872$857K0.15%+35513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,774$853K0.03%+10,74213F-HRTimelineGroup
Boltwood Capital Management10,786$850K0.26%-19713F-HRTimeline
J.Safra Asset Management Corp10,781$850K0.07%+4,14013F-HR/ATimeline
Abbot Financial Management, Inc.10,775$850K0.44%013F-HRTimeline
INVESTMENT HOUSE LLC10,700$844K0.05%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,692$843K0.17%-1,60513F-HR/ATimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co10,669$841K0.06%-41613F-HRTimelineGroup
Sava Infond d.o.o.10,600$836K0.16%+1,70013F-HRTimeline
Prentice Wealth Management LLC10,554$832K0.24%new13F-HRTimeline
Platform Technology Partners10,537$831K0.24%-13313F-HRTimeline
Parallax Volatility Advisers, L.P.10,526$830K0.03%+10,52513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC10,516$829K0.2%+1,77113F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co10,516$829K0.16%-7,04213F-HRTimelineGroup
LANARK FINANCIAL, INC.10,446$823K0.07%+10,43513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,427$822K<0.01%-52613F-HRTimelineGroup
United Asset Strategies, Inc.10,335$815K0.08%+1,76013F-HRTimeline
Keel Point, LLC10,292$812K0.06%+1,06613F-HRTimeline
TOWNSQUARE CAPITAL LLC10,275$810K0.01%+5,62813F-HRTimeline
ERn Financial, LLC10,274$810K0.13%+6613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.10,258$809K0.75%-13613F-HRTimeline
Sowa Financial Group, Inc.10,244$808K0.53%-3,28913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP10,235$807K0.07%new13F-HRTimelineGroup
Betterment LLC10,225$806K<0.01%+4,92013F-HRTimeline
Powell Investment Advisors, LLC10,215$805K0.4%013F-HRTimeline
SVB WEALTH LLC10,210$805K0.03%-3,26013F-HRTimeline
CW Advisors, LLC10,184$802K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,141$802K0.02%+4,98213F-HRTimeline
Texas Yale Capital Corp.10,075$794K0.03%013F-HRTimeline
Destiny Capital Corp/CO10,012$789K0.54%013F-HRTimeline
Solstein Capital, LLC9,982$787K0.46%-36413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,963$786K0.12%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,922$782K0.13%+1213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,018$781K0.12%-28513F-HRTimeline
David J Yvars Group9,980$781K0.61%-1,38013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,900$780K0.31%-1,57813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,806$773K0.22%-10013F-HRTimeline
Objective Capital Management, LLC9,784$771K0.98%+3013F-HRTimeline
Meridian Financial Advisors, LLC9,781$771K0.54%-25813F-HRTimeline
EVOKE WEALTH, LLC9,773$771K0.02%+6,68913F-HRTimeline
Tradition Wealth Management, LLC9,724$767K0.07%+513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,652$761K0.42%-1913F-HR/ATimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,740$760K0.01%-4,50013F-HRTimelineGroup
Disciplined Investors, L.L.C.9,552$753K0.68%-613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,448$745K0.03%+1113F-HRTimeline
Global View Capital Management LLC9,365$738K0.27%-22513F-HRTimeline
WESBANCO BANK INC9,364$738K0.03%013F-HRTimeline
Patton Albertson Miller Group, LLC9,283$732K0.11%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,260$730K0.01%+4,18013F-HRTimeline
MontVue Capital Management, Inc.9,233$728K0.58%-15613F-HRTimeline
CMG Global Holdings, LLC9,229$724K0.47%+50613F-HRTimeline
City Center Advisors, LLC9,174$723K0.84%-25,37413F-HRTimeline
Turn8 Private Wealth Inc.9,174$723K0.57%new13F-HRTimeline
HBW ADVISORY SERVICES LLC9,171$723K0.1%-5713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,160$722K0.34%+1713F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.9,083$716K0.15%+2,06113F-HRTimeline
Burford Brothers, Inc.9,007$710K0.34%-67613F-HRTimeline
McAdam, LLC8,970$707K0.04%+70313F-HRTimeline
Stolper Co8,972$707K0.23%+7813F-HRTimeline
WHITE PINE CAPITAL LLC8,902$702K0.24%013F-HRTimeline
O'ROURKE & COMPANY, Inc8,891$701K0.35%+38613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,844$697K0.03%+5,25413F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC8,836$697K0.13%+713F-HRTimeline
MWA Asset Management8,825$696K0.48%-13013F-HRTimeline
Strait & Sound Wealth Management LLC8,819$695K0.32%+3,82613F-HRTimeline
Cornerstone National Bank & Trust Co8,811$695K0.31%-16913F-HRTimeline
Sovereign Financial Group, Inc.8,681$685K0.16%+1,45013F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,670$684K0.18%-30013F-HRTimeline
Smith Thornton Advisors LLC8,666$683K0.43%-20,08113F-HRTimeline
Sovran Advisors, LLC8,759$681K0.09%+1,53513F-HRTimeline
10Elms LLP8,638$681K0.68%-8013F-HRTimeline
Jackson Hole Capital Partners, LLC8,576$676K0.13%+6913F-HRTimeline
Cushing Capital Partners, LLC8,550$674K0.61%+6313F-HRTimeline
Vigilare Wealth Management8,548$674K0.27%+1,34313F-HRTimeline
M3 Advisory Group, LLC8,540$673K0.53%-2113F-HRTimeline
RWA WEALTH PARTNERS, LLC8,522$672K0.01%-113F-HRTimeline
Jaffetilchin Investment Partners, LLC8,515$671K0.05%+22213F-HRTimeline
Eldridge Investment Advisors, Inc.8,470$668K0.15%-9013F-HRTimeline
Bluespring Wealth Management, LLC8,415$664K0.07%-28013F-HRTimeline
Tyche Wealth Partners LLC8,403$663K0.14%-3113F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,400$662K0.04%-15013F-HRTimeline
FineMark National Bank & Trust8,326$657K0.02%+25013F-HRTimeline
AdvisorNet Financial, Inc8,285$653K0.05%+14213F-HRTimeline
Lion Street Advisors, LLC8,210$647K0.21%-9013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.8,177$645K0.44%013F-HRTimeline
First National Bank of Hutchinson8,174$645K0.43%+14313F-HRTimeline
Mesirow Financial Investment Management…8,154$643K0.01%+15013F-HRTimeline
Mount Lucas Management LP8,147$642K0.3%+13113F-HRTimeline
AlphaCore Capital LLC8,137$642K0.05%new13F-HRTimeline
Narus Financial Partners, LLC8,013$632K0.21%+1,67013F-HRTimeline
DEARBORN PARTNERS LLC7,995$630K0.03%+50013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,851$619K0.1%-14313F-HRTimeline
Aspen Grove Capital, LLC7,800$615K0.12%013F-HRTimeline
Summit Financial Consulting LLC7,721$609K0.56%13F-HRTimeline
Fosun International Ltd7,700$607K0.17%013F-HRTimeline
Windsor Capital Management, LLC7,605$600K0.18%-15113F-HRTimeline
Maple Capital Management, Inc.7,580$598K0.05%-5913F-HRTimeline
Capasso Planning Partners LLC7,562$596K0.25%+1,75713F-HRTimeline
Nalls Sherbakoff Group, LLC7,554$596K0.48%13F-HRTimeline
Peoples Bank/KS7,546$595K0.4%+3013F-HRTimeline
Diligent Investors, LLC7,477$590K0.14%-2,67713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD7,459$588K<0.01%+2,25613F-HRTimelineGroup
NVWM, LLC7,430$586K0.16%-11,06213F-HRTimeline
Rehmann Capital Advisory Group7,428$586K0.04%-813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,695$582K0.01%013F-HRTimelineGroup
Centric Wealth Management7,373$581K0.15%+2,12713F-HRTimeline
WealthTrust Axiom LLC7,362$580K0.18%+113F-HRTimeline
Pinnacle Family Advisors, LLC7,329$578K0.31%-13,33313F-HRTimeline
Quantum Portfolio Management LLC7,291$575K0.29%013F-HRTimeline
STOCK YARDS BANK & TRUST CO7,259$572K0.02%+16613F-HRTimeline
Wealthspire Retirement, LLC7,191$567K0.04%+16113F-HRTimeline
Strategic Financial Concepts, LLC7,190$567K0.11%+28813F-HRTimeline
Maridea Wealth Management LLC7,103$560K0.18%+2,61913F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC7,057$556K0.09%013F-HRTimeline
Madden Advisory Services, Inc.6,991$551K0.26%+1913F-HRTimeline
OAKWORTH CAPITAL, INC.6,987$551K0.04%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,970$550K0.23%+113F-HRTimeline
Family Investment Center, Inc.6,957$549K0.13%+3,77013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,821$538K0.36%-12113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,821$538K0.05%+27313F-HR/ATimeline
Solitude Financial Services6,766$533K0.21%-1,17913F-HRTimeline
Claro Advisors Inc.6,756$533K0.07%+32413F-HRTimeline
Capital Square, LLC6,735$531K0.31%-2,84213F-HRTimeline
Fort Sheridan Advisors LLC6,678$527K0.08%-30013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,672$526K0.05%-96813F-HR/ATimeline
MYECFO, LLC6,640$524K0.28%+3013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,639$524K0.06%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC6,636$523K0.13%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,633$523K0.01%-1,09713F-HRTimeline
SeaBridge Investment Advisors LLC6,629$523K0.11%013F-HRTimeline
V2 Financial group LLC6,619$522K0.34%+2,04513F-HRTimeline
Westover Capital Advisors, LLC6,600$520K0.12%013F-HRTimeline
Evanson Asset Management, LLC6,555$517K0.04%-30613F-HRTimeline
Colony Family Offices, LLC6,550$516K0.16%+67413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV6,520$514K0.46%+33113F-HRTimeline
Capital Management Associates, Inc6,440$508K0.11%new13F-HRTimeline
Chemistry Wealth Management LLC6,375$503K0.12%-19113F-HRTimeline
CHOREO, LLC6,363$502K0.01%+1,08413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,319$498K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,312$498K0.11%+72413F-HR/ATimeline
Sageworth Trust Co6,284$495K0.03%013F-HRTimeline
Keebeck Wealth Management6,246$492K0.07%-1,39213F-HRTimeline
Constitution Capital LLC6,230$491K0.27%+43413F-HRTimeline
VCI Wealth Management LLC6,218$490K0.21%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,190$488K0.04%+29813F-HRTimeline
Berkeley Capital Partners, LLC6,177$487K0.13%-66613F-HRTimeline
MONECO ADVISORS, LLC6,176$487K0.05%-13,18513F-HR/ATimeline
Park Square Financial Group, LLC6,092$480K0.38%+67613F-HRTimeline
Jacobi Capital Management LLC6,050$477K0.04%-6,35913F-HRTimeline
PINNACLE ASSOCIATES LTD6,045$477K0.01%+31513F-HRTimeline
PLANNING DIRECTIONS INC6,010$474K0.2%-28113F-HRTimeline
J2 Capital Management Inc6,000$473K0.43%-2,86213F-HRTimeline