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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Allie Family Office LLC12,957$1.06M0.52%-9013F-HRTimeline
Keystone Wealth Services, LLC12,863$1.05M0.25%+6,95513F-HRTimeline
Trivium Point Advisory, LLC12,825$1.05M0.11%+8,88113F-HRTimeline
Waldron Private Wealth LLC12,789$1.04M0.05%013F-HRTimeline
Joseph P. Lucia & Associates, LLC12,717$1.04M0.42%+85113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,702$1.04M0.19%-25013F-HRTimeline
Solutions 4 Wealth, Ltd12,700$1.04M1.73%+54413F-HRTimeline
Compound Planning, Inc.12,693$1.04M0.04%+22513F-HRTimeline
Alpine Global Management, LLC12,648$1.03M0.24%new13F-HRTimeline
Ensign Peak Advisors, Inc12,558$1.03M<0.01%-200,80013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,549$1.02M0.02%-4,35513F-HRTimelineGroup
Lynx Investment Advisory12,504$1.02M0.67%+8113F-HRTimeline
Alamea Verwaltungs GmbH12,500$1.02M0.77%013F-HRTimeline
CWC Advisors, LLC.12,457$1.02M0.53%-2,31313F-HRTimeline
BBR PARTNERS, LLC12,421$1.01M0.06%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC12,408$1.01M0.45%-1,56113F-HRTimeline
Jaffetilchin Investment Partners, LLC12,334$1.01M0.07%+3,81913F-HRTimeline
Terra Nova Asset Management LLC12,334$1.01M0.7%-2,92613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC12,300$1M0.07%-7,95313F-HRTimeline
Howard Capital Management, LLC12,264$1M0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,242$1000K0.01%-24,18313F-HRTimelineGroup
WESPAC Advisors, LLC12,239$999K0.7%+7,17713F-HRTimeline
L.M. KOHN & COMPANY12,191$995K0.27%+213F-HRTimeline
CRA Financial Services, LLC12,083$987K0.15%-35013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,069$986K0.02%-17913F-HRTimeline
Heritage Wealth Advisors12,042$983K0.05%-5,13813F-HRTimeline
Councilor Wealth, LLC11,875$970K0.45%+113F-HRTimeline
Purus Wealth Management, LLC11,824$966K0.34%-4113F-HR/ATimeline
Narwhal Capital Management11,822$965K0.08%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,820$965K<0.01%-35,03213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …11,743$962K0.07%-36413F-HRTimelineGroup
Stone Summit Wealth LLC11,709$956K0.3%-49613F-HRTimeline
Turn8 Private Wealth Inc.11,702$956K0.69%+2,52813F-HRTimeline
Apexium Financial, LP11,653$952K0.05%+19713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,634$950K0.12%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp11,610$948K0.1%-3,98913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,590$946K0.12%-12,66013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.11,547$943K0.35%+3913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,499$939K0.17%-2,99013F-HRTimeline
Simplicity Wealth,LLC11,456$936K0.04%new13F-HRTimeline
Trust Co11,453$935K0.11%-59913F-HRTimeline
PCG ASSET MANAGEMENT, LLC11,452$935K0.8%-20813F-HRTimeline
Mirador Capital Partners LP11,406$931K0.15%+53413F-HRTimeline
BFSG, LLC11,406$931K0.1%-1,18613F-HRTimeline
Cresset Asset Management, LLC11,351$927K<0.01%-5,63113F-HR/ATimeline
GeoWealth Management, LLC11,233$917K0.04%-10,19713F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co11,205$915K0.21%+68913F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC11,111$907K0.27%+18913F-HRTimeline
Chicago Partners Investment Group LLC10,596$894K0.03%-27413F-HRTimeline
INVESTMENT HOUSE LLC10,900$890K0.05%+20013F-HRTimeline
Keel Point, LLC10,892$889K0.06%+60013F-HRTimeline
Platform Technology Partners10,888$889K0.23%+35113F-HRTimeline
WESBANCO BANK INC10,864$887K0.03%+1,50013F-HRTimeline
HBW ADVISORY SERVICES LLC10,835$885K0.11%+1,66413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,813$883K<0.01%-1,62013F-HRTimelineGroup
Abbot Financial Management, Inc.10,775$880K0.41%013F-HRTimeline
PSI Advisors, LLC10,756$878K0.43%-70413F-HRTimeline
Cullen Capital Management, LLC10,748$878K0.01%new13F-HRTimeline
Chesapeake Wealth Management10,683$872K0.29%-44813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.10,613$867K0.75%+35513F-HRTimeline
Sava Infond d.o.o.10,600$866K0.14%013F-HRTimeline
LANARK FINANCIAL, INC.10,586$864K0.07%+14013F-HRTimeline
Boltwood Capital Management10,413$850K0.24%-37313F-HRTimeline
Meridian Financial Advisors, LLC10,407$850K0.55%+62613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,407$850K0.12%+38913F-HRTimeline
Intrua Financial, LLC10,392$849K0.12%-73,38913F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY10,265$838K0.03%-21,27613F-HRTimeline
FARMERS TRUST CO10,250$837K0.16%-5,19113F-HRTimeline
HB Wealth Management, LLC10,215$834K0.01%-2,25513F-HRTimeline
Powell Investment Advisors, LLC10,215$834K0.31%013F-HRTimeline
Triangle Securities Wealth Management10,210$834K0.21%-1,97213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,172$831K<0.01%-25513F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,168$830K0.01%-6,07513F-HRTimelineGroup
Provida Pension Fund Administrator10,143$828K0.01%-25,90613F-HRTimeline
Texas Yale Capital Corp.10,075$823K0.03%013F-HRTimeline
David J Yvars Group10,030$817K0.48%+5013F-HRTimeline
Luminist Capital LLC9,964$816K0.81%+9,03213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP9,987$816K0.14%-70513F-HRTimeline
Destiny Capital Corp/CO9,986$815K0.49%-2613F-HRTimeline
Wealthspire Retirement, LLC9,981$815K0.05%+2,79013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,963$814K0.14%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,932$811K0.12%+1013F-HRTimeline
Objective Capital Management, LLC9,813$801K0.9%+2913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co9,811$801K0.05%-85813F-HRTimelineGroup
CMG Global Holdings, LLC9,564$800K0.42%+33513F-HRTimeline
FIL Ltdin group FIL Ltd9,745$796K<0.01%-116,73613F-HRTimelineGroup
Patton Albertson Miller Group, LLC9,733$795K0.1%+45013F-HRTimeline
Spinnaker Investment Group, LLC9,730$795K0.19%+4,29713F-HRTimeline
United Asset Strategies, Inc.9,728$794K0.07%-60713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,726$794K0.01%+46613F-HRTimeline
Tradition Wealth Management, LLC9,707$793K0.06%-1713F-HRTimeline
O'ROURKE & COMPANY, Inc9,705$792K0.37%+81413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,671$790K0.33%+51113F-HR/ATimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,656$789K0.21%-15013F-HRTimeline
Disciplined Investors, L.L.C.9,571$782K0.61%+1913F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV9,508$776K0.7%+2,98813F-HRTimeline
WORLD EQUITY GROUP, INC.9,508$776K0.21%+6,72013F-HRTimeline
3EDGE Asset Management, LP9,509$774K0.05%-3,40413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,431$770K0.41%-22113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,397$767K0.02%-5113F-HR/ATimeline
Belpointe Asset Management LLC9,247$755K0.03%-16,25613F-HRTimeline
Connecticut Wealth Management, LLC14,374$753K0.04%+10,68713F-HRTimeline
One Capital Management, LLC9,170$749K0.03%-2,80313F-HRTimeline
Stolper Co9,137$746K0.25%+16513F-HRTimeline
MONETARY MANAGEMENT GROUP INC9,132$746K0.18%+46213F-HRTimeline
SCOTIA CAPITAL INC.9,128$745K<0.01%-15,77713F-HRTimeline
Burford Brothers, Inc.9,107$744K0.34%+10013F-HRTimeline
GWN SECURITIES INC.8,988$734K0.14%-59,40013F-HRTimeline
WHITE PINE CAPITAL LLC8,952$731K0.23%+5013F-HRTimeline
Jackson Hole Capital Partners, LLC8,950$731K0.13%+37413F-HRTimeline
Narus Financial Partners, LLC8,938$730K0.23%+92513F-HRTimeline
MontVue Capital Management, Inc.8,932$729K0.52%-30113F-HRTimeline
STOCK YARDS BANK & TRUST CO8,906$727K0.02%+1,64713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding8,704$727K+5,223Timeline
Cornerstone National Bank & Trust Co8,871$724K0.31%+6013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,849$723K0.02%+513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.8,836$722K0.12%+2,52413F-HRTimeline
Cushing Capital Partners, LLC8,816$720K0.61%+26613F-HRTimeline
MWA Asset Management8,805$719K0.44%-2013F-HRTimeline
IBEX WEALTH ADVISORS8,741$714K0.08%new13F-HRTimeline
Bluespring Wealth Management, LLC8,730$713K0.07%+31513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,659$707K<0.01%+1,20013F-HRTimelineGroup
Cooksen Wealth, LLC8,604$703K0.56%+1,42713F-HRTimeline
Smith Thornton Advisors LLC8,598$702K0.4%-6813F-HRTimeline
M3 Advisory Group, LLC8,596$702K0.49%+5613F-HRTimeline
Mesirow Financial Investment Management…8,580$701K0.01%+42613F-HRTimeline
Global View Capital Management LLC8,574$700K0.22%-79113F-HRTimeline
Eldridge Investment Advisors, Inc.8,470$692K0.14%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,462$691K0.01%-6013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,401$686K0.04%+113F-HRTimeline
Wealthspire Advisors, LLC8,370$683K<0.01%-2,55713F-HRTimeline
Aptus Capital Advisors, LLC8,346$682K0.01%+3,30713F-HRTimeline
Matthew Goff Investment Advisor, LLC8,338$681K0.13%-49813F-HRTimeline
FineMark National Bank & Trust8,276$676K0.02%-5013F-HRTimeline
First National Bank of Hutchinson8,174$667K0.42%013F-HRTimeline
Polar Asset Management Partners Inc.8,108$662K0.02%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,085$660K0.14%new13F-HR/ATimeline
Manchester Capital Management LLC7,984$652K0.09%-12,42113F-HRTimeline
Betterment LLC7,952$649K<0.01%-2,27313F-HRTimeline
Rehmann Capital Advisory Group7,931$648K0.04%+50313F-HRTimeline
Lion Street Advisors, LLC7,910$646K0.2%-30013F-HRTimeline
DEARBORN PARTNERS LLC7,900$645K0.03%-9513F-HRTimeline
Sovereign Financial Group, Inc.7,866$642K0.13%-81513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.7,847$641K0.43%-33013F-HRTimeline
Sovran Advisors, LLC7,895$641K0.07%-86413F-HRTimeline
Mount Lucas Management LP7,794$636K0.3%-35313F-HRTimeline
Madden Advisory Services, Inc.7,776$635K0.27%+78513F-HRTimeline
Resolute Wealth Strategies, LLC7,774$635K0.34%new13F-HRTimeline
AdvisorNet Financial, Inc7,759$634K0.04%-52613F-HRTimeline
Strategic Financial Concepts, LLC7,747$633K0.09%+55713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,722$631K0.06%+90113F-HR/ATimeline
Elequin Capital, LP7,716$630K0.09%new13F-HRTimeline
Strait & Sound Wealth Management LLC7,711$630K0.27%-1,10813F-HRTimeline
Tyche Wealth Partners LLC7,693$628K0.13%-71013F-HRTimeline
10Elms LLP7,668$626K0.6%-97013F-HRTimeline
Vigilare Wealth Management7,656$625K0.23%-89213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,651$625K0.09%-20013F-HRTimeline
Balefire, LLC7,588$620K0.13%+3,86613F-HRTimeline
Nalls Sherbakoff Group, LLC7,558$617K0.45%+413F-HRTimeline
J2 Capital Management Inc7,517$614K0.49%+1,51713F-HRTimeline
NVWM, LLC7,508$613K0.15%+7813F-HRTimeline
Claro Advisors Inc.7,507$613K0.1%+75113F-HRTimeline
Peoples Bank/KS7,496$612K0.41%-5013F-HRTimeline
Windsor Capital Management, LLC7,489$612K0.18%-11613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,475$610K0.01%+6,29113F-HRTimelineGroup
Compagnie Lombard Odier SCmA7,400$604K0.01%new13F-HRTimeline
NFSG Corp7,377$602K0.1%+5,08913F-HRTimeline
WealthTrust Axiom LLC7,362$601K0.18%013F-HRTimeline
Moloney Securities Asset Management, LLC7,315$597K0.07%+2,91713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,282$595K0.12%-1,80113F-HRTimeline
Continuum Advisory, LLC7,120$581K0.07%+2,73213F-HRTimeline
Chemistry Wealth Management LLC7,109$581K0.12%+73413F-HRTimeline
FIRST MANHATTAN CO. LLC.7,086$579K<0.01%+1,91813F-HRTimeline
McAdam, LLC7,068$577K0.03%-1,90213F-HRTimeline
MONECO ADVISORS, LLC7,059$576K0.05%+88313F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC7,057$576K0.09%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,048$576K0.05%+37613F-HRTimeline
Visionary Wealth Advisors7,044$575K0.03%+1,76913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,005$572K0.01%new13F-HRTimelineGroup
TrueWealth Advisors, LLC6,999$572K0.17%+1,63313F-HRTimeline
Brendel Financial Advisors LLC6,987$571K0.32%-5,10613F-HRTimeline
OAKWORTH CAPITAL, INC.6,987$571K0.04%013F-HRTimeline
Maridea Wealth Management LLC6,920$565K0.15%-18313F-HRTimeline
Realta Investment Advisors6,894$563K0.22%+3,80213F-HRTimeline
VCI Wealth Management LLC6,831$558K0.2%+61313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,826$557K0.36%+513F-HRTimeline
V2 Financial group LLC6,819$557K0.34%+20013F-HRTimeline
Gateway Wealth Partners, LLC6,810$556K0.11%new13F-HRTimeline
BAILARD, INC.6,684$546K0.01%new13F-HRTimeline
Fort Sheridan Advisors LLC6,679$545K0.08%+113F-HRTimeline
Westover Capital Advisors, LLC6,600$539K0.11%013F-HRTimeline
Keebeck Wealth Management6,575$537K0.07%+32913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,573$537K0.12%new13F-HRTimeline
Colony Family Offices, LLC6,550$535K0.14%013F-HRTimeline
Maple Capital Management, Inc.6,500$531K0.04%-1,08013F-HRTimeline
GM Advisory Group, LLC6,437$526K0.03%new13F-HRTimeline
Redwood Financial Network Corp6,390$522K0.35%+86613F-HRTimeline
Park Square Financial Group, LLC6,371$520K0.38%+27913F-HRTimeline
Summit Financial Consulting LLC6,324$516K0.46%-1,39713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,319$516K0.06%013F-HRTimeline