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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Terra Nova Asset Management LLC13,086$1.14M0.72%+75213F-HRTimeline
Creekside Partners13,021$1.14M0.5%-18113F-HRTimeline
Verdence Capital Advisors LLC12,371$1.13M0.07%+9,75113F-HRTimeline
Jaffetilchin Investment Partners, LLC12,969$1.13M0.07%+63513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC12,926$1.13M0.72%-1,95513F-HRTimeline
CWC Advisors, LLC.12,863$1.12M0.55%+40613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,668$1.12M0.09%-4413F-HRTimeline
Waldron Private Wealth LLC12,789$1.12M0.05%013F-HRTimeline
Solutions 4 Wealth, Ltd12,734$1.11M1.72%+3413F-HRTimeline
Flagship Private Wealth, LLC12,724$1.11M0.45%+7,44913F-HRTimeline
Trust Co12,671$1.11M0.11%+1,21813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,602$1.1M0.18%-10013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,579$1.1M<0.01%-14,55413F-HRTimelineGroup
L.M. KOHN & COMPANY12,565$1.1M1.32%+37413F-HRTimeline
Alamea Verwaltungs GmbH12,500$1.09M0.74%013F-HRTimeline
Nvest Financial, LLC12,493$1.09M0.63%-3,04113F-HRTimeline
Quantum Portfolio Management LLC12,358$1.08M0.32%+7,23313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC12,300$1.07M0.07%013F-HRTimeline
Allred Capital Management, LLC12,129$1.06M0.37%-2,24713F-HRTimeline
Montecito Bank & Trust12,040$1.05M0.16%13F-HRTimeline
Belpointe Asset Management LLC12,030$1.05M0.04%+2,78313F-HRTimeline
Yakira Capital Management, Inc.12,013$1.05M0.39%new13F-HRTimeline
Allie Family Office LLC11,990$1.05M0.5%-96713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…11,839$1.04M0.61%-2,00713F-HRTimeline
Howard Capital Management, LLC11,945$1.04M0.01%-31913F-HRTimeline
HBW ADVISORY SERVICES LLC11,943$1.04M0.12%+1,10813F-HRTimeline
Purus Wealth Management, LLC11,902$1.04M0.33%+7813F-HRTimeline
Triangle Securities Wealth Management11,897$1.04M0.23%+1,68713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rock Point Advisors, LLC11,884$1.04M0.27%-1,55013F-HRTimeline
Councilor Wealth, LLC11,862$1.03M0.48%-1313F-HRTimeline
Visionary Wealth Advisors11,854$1.03M0.05%+4,81013F-HRTimeline
CRA Financial Services, LLC11,758$1.03M0.14%-32513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,755$1.03M0.01%-1,80613F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC11,675$1.02M0.02%-39413F-HRTimeline
Cresset Asset Management, LLC11,654$1.02M<0.01%+30313F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group11,634$1.01M0.12%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.11,586$1.01M0.34%+3913F-HRTimeline
Platform Technology Partners11,580$1.01M0.24%+69213F-HRTimeline
Mezzasalma Advisors, LLC11,574$1.01M0.26%new13F-HRTimeline
Turn8 Private Wealth Inc.11,517$1M0.72%-18513F-HRTimeline
FIRST HORIZON CORP11,467$1M0.05%13F-HRTimeline
Apexium Financial, LP11,420$996K0.05%-23313F-HRTimeline
Counterweight Ventures, LLC11,363$991K0.58%-9,30513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC11,342$989K0.37%-1,06613F-HRTimeline
Stone Summit Wealth LLC11,260$982K0.28%-44913F-HRTimeline
PCG ASSET MANAGEMENT, LLC11,227$979K0.79%-22513F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,191$976K<0.01%+1,01913F-HRTimelineGroup
Heritage Wealth Advisors11,162$973K0.04%-88013F-HRTimeline
Narwhal Capital Management11,155$973K0.07%-66713F-HRTimeline
Mirador Capital Partners LP11,087$967K0.14%-31913F-HRTimeline
Meridian Financial Advisors, LLC11,051$964K0.54%+64413F-HRTimeline
WESBANCO BANK INC11,000$959K0.03%+13613F-HRTimeline
BFSG, LLC10,988$958K0.09%-41813F-HRTimeline
Advyzon Investment Management, LLC10,971$957K0.16%-7,91913F-HRTimeline
Chesapeake Wealth Management10,953$955K0.29%+27013F-HRTimeline
INVESTMENT HOUSE LLC10,900$951K0.05%013F-HRTimeline
Lynx Investment Advisory10,897$950K0.57%-1,60713F-HRTimeline
Abbot Financial Management, Inc.10,775$940K0.4%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.10,668$930K0.75%+5513F-HRTimeline
LANARK FINANCIAL, INC.10,603$925K0.07%+1713F-HRTimeline
Sava Infond d.o.o.10,600$924K0.13%013F-HRTimeline
PSI Advisors, LLC10,575$922K0.24%-18113F-HRTimeline
GM Advisory Group, LLC10,575$922K0.04%+4,13813F-HRTimeline
Boltwood Capital Management10,531$918K0.24%+11813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,521$918K0.11%+11413F-HRTimeline
Bramshill Investments, LLC10,500$916K0.06%-7,00013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,494$915K0.01%+3,01913F-HRTimelineGroup
Circle Wealth Management, LLC10,472$913K0.02%+4,53213F-HRTimeline
Chicago Partners Investment Group LLC10,011$902K0.02%-58513F-HRTimeline
CMG Global Holdings, LLC9,675$899K0.44%+11113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,246$894K0.22%-86513F-HRTimeline
Powell Investment Advisors, LLC10,215$891K0.31%013F-HRTimeline
Ensign Peak Advisors, Inc10,205$890K<0.01%-2,35313F-HR/ATimeline
Concentrum Wealth Management10,188$888K0.26%+6,77813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp10,162$886K0.09%-1,44813F-HRTimelineGroup
Provida Pension Fund Administrator10,143$885K0.02%013F-HRTimeline
Texas Yale Capital Corp.10,075$879K0.03%013F-HRTimeline
O'ROURKE & COMPANY, Inc10,047$876K0.37%+34213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC10,029$875K0.42%+59813F-HRTimeline
Luminist Capital LLC9,923$874K0.75%-4113F-HRTimeline
David J Yvars Group10,019$873K0.47%-1113F-HRTimeline
Destiny Capital Corp/CO9,986$871K0.47%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,942$867K0.12%+1013F-HRTimeline
Family Investment Center, Inc.9,933$866K0.18%+3,68213F-HRTimeline
CALTON & ASSOCIATES, INC.9,882$862K0.13%+1,04613F-HRTimeline
KW WEALTH MANAGEMENT LLC9,844$859K1.46%13F-HRTimeline
Objective Capital Management, LLC9,841$858K0.89%+2813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,813$856K0.14%-15013F-HRTimeline
Summit Financial Consulting LLC9,730$849K0.68%+3,40613F-HRTimeline
Tradition Wealth Management, LLC9,713$847K0.06%+613F-HRTimeline
FARMERS TRUST CO9,650$842K0.15%-60013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …9,564$834K<0.01%new13F-HRTimelineGroup
Disciplined Investors, L.L.C.9,552$833K0.59%-1913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,500$828K0.2%-15613F-HRTimeline
E&G Advisors, LLC9,457$825K0.19%+3,85013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,397$820K0.02%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP9,370$817K0.13%-61713F-HRTimeline
Burford Brothers, Inc.9,351$816K0.35%+24413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,329$814K0.11%+4,32913F-HRTimeline
3EDGE Asset Management, LP9,289$809K0.05%-22013F-HRTimeline
American Alpha Advisors, LLC9,261$808K0.58%+3,84213F-HRTimeline
United Asset Strategies, Inc.9,231$805K0.06%-49713F-HRTimeline
Cooksen Wealth, LLC9,159$799K0.6%+55513F-HRTimeline
John Boyer, Inc.9,139$797K0.79%13F-HRTimeline
Stolper Co9,131$796K0.24%-613F-HR/ATimeline
MONETARY MANAGEMENT GROUP INC9,102$794K0.18%-3013F-HRTimeline
Compound Planning, Inc.9,050$789K0.03%-3,64313F-HRTimeline
Onyx Bridge Wealth Group LLC9,046$789K0.09%-5,08513F-HRTimeline
STOCK YARDS BANK & TRUST CO9,007$786K0.02%+10113F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC8,972$782K0.57%-9,65713F-HRTimeline
Quartz Partners, LLC8,961$782K0.28%new13F-HRTimeline
Jackson Hole Capital Partners, LLC8,941$780K0.13%-913F-HRTimeline
Cornerstone National Bank & Trust Co8,933$779K0.32%+6213F-HRTimeline
WHITE PINE CAPITAL LLC8,932$779K0.22%-2013F-HRTimeline
MWA Asset Management8,930$779K0.43%+12513F-HRTimeline
Wealthspire Advisors, LLC8,928$779K<0.01%+55813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,867$774K0.02%+1813F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co8,848$772K0.05%-96313F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding8,707$771K+3Timeline
Sovran Advisors, LLC8,590$771K0.07%+69513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,811$768K0.13%-2,68813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,806$768K0.05%+4,66713F-HRTimeline
Eldridge Investment Advisors, Inc.8,800$767K0.17%+33013F-HRTimeline
Cushing Capital Partners, LLC8,792$767K0.6%-2413F-HRTimeline
Vigilare Wealth Management8,792$767K0.27%+1,13613F-HRTimeline
Matthew Goff Investment Advisor, LLC8,767$765K0.13%+42913F-HRTimeline
Narus Financial Partners, LLC8,758$764K0.21%-18013F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/8,734$762K0.3%-93713F-HRTimelineGroup
Bluespring Wealth Management, LLC8,705$759K0.07%-2513F-HRTimeline
M3 Advisory Group, LLC8,670$756K0.47%+7413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,667$756K0.05%+1,61913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,659$755K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC8,632$753K0.08%+1,51213F-HRTimeline
MontVue Capital Management, Inc.8,630$753K0.5%-30213F-HRTimeline
Smith Thornton Advisors LLC8,598$750K0.39%013F-HRTimeline
Foundations Investment Advisors, LLC8,536$744K0.01%-36,54813F-HRTimeline
Kessler Investment Group, LLC8,456$737K0.32%+8,41413F-HRTimeline
One Capital Management, LLC8,416$734K0.02%-75413F-HRTimeline
Compagnie Lombard Odier SCmA8,350$728K0.01%+95013F-HRTimeline
Mesirow Financial Investment Management…8,320$726K0.01%-26013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,320$726K0.04%-8113F-HRTimeline
Visionary Horizons, LLC8,310$725K0.41%+3,22913F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…8,300$724K0.31%new13F-HRTimelineGroup
First National Bank of Hutchinson8,174$713K0.38%013F-HRTimeline
FineMark National Bank & Trust8,130$709K0.02%-14613F-HRTimeline
DEARBORN PARTNERS LLC8,100$706K0.03%+20013F-HRTimeline
Patton Albertson Miller Group, LLC8,076$704K0.09%-1,65713F-HRTimeline
Verde Servicos Internacionais S.A.8,000$698K0.2%new13F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…8,000$698K0.34%-15,00013F-HRTimelineGroup
Mount Lucas Management LP7,998$698K0.31%+20413F-HRTimeline
Manchester Capital Management LLC7,984$696K0.09%013F-HRTimeline
Claro Advisors Inc.7,974$695K0.1%+46713F-HRTimeline
Madden Advisory Services, Inc.7,972$695K0.27%+19613F-HRTimeline
RWA WEALTH PARTNERS, LLC7,898$689K0.01%-56413F-HRTimeline
Rehmann Capital Advisory Group7,897$689K0.04%-3413F-HRTimeline
Stonebridge Financial Planning Group, L…7,849$685K0.26%+3,80813F-HRTimeline
Sovereign Financial Group, Inc.7,778$678K0.13%-8813F-HRTimeline
Asset Management One Co., Ltd.7,654$668K<0.01%-12,31013F-HRTimeline
Tyche Wealth Partners LLC7,647$667K0.12%-4613F-HRTimeline
10Elms LLP7,638$666K0.6%-3013F-HRTimeline
Verition Fund Management LLC7,608$663K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC7,563$660K0.45%+513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC7,528$657K0.05%+3,48813F-HRTimeline
III Capital Management7,500$654K0.16%+3,50013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.7,497$654K0.45%-35013F-HRTimeline
Strait & Sound Wealth Management LLC7,447$649K0.25%-26413F-HRTimeline
Fulcrum Equity Management7,438$649K0.66%-8,10613F-HRTimeline
NVWM, LLC7,434$648K0.15%-7413F-HRTimeline
TWO SIGMA SECURITIES, LLC7,424$647K0.1%-4,16613F-HRTimeline
Windsor Capital Management, LLC7,421$647K0.18%-6813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC7,362$642K0.24%-72313F-HRTimeline
WealthTrust Axiom LLC7,361$642K0.17%-113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,351$641K0.09%-30013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,304$637K0.05%-41813F-HR/ATimeline
Clare Market Investments LLC7,295$636K0.13%+1,26913F-HRTimeline
TrueWealth Advisors, LLC7,272$634K0.17%+27313F-HRTimeline
KKM Financial LLC7,171$625K0.2%+3,80713F-HRTimeline
MONECO ADVISORS, LLC7,168$625K0.05%+10913F-HRTimeline
Betterment LLC7,151$624K<0.01%-80113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,113$620K0.16%+1,31913F-HRTimeline
Chemistry Wealth Management LLC7,109$620K0.12%013F-HRTimeline
Sageworth Trust Co7,100$619K0.03%+85013F-HRTimeline
Gateway Wealth Partners, LLC7,074$617K0.08%+26413F-HRTimeline
McAdam, LLC7,069$617K0.03%+113F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC7,057$615K0.08%013F-HRTimeline
V2 Financial group LLC7,040$614K0.34%+22113F-HRTimeline
Institute for Wealth Management, LLC.7,034$613K0.06%+1,28813F-HRTimeline
OAKWORTH CAPITAL, INC.6,987$609K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC6,970$608K0.05%+2,78613F-HRTimeline
Mach-1 Financial Group, LLC6,900$602K0.1%new13F-HRTimeline
Integrity Advisory Solutions, LLC6,900$602K0.1%13F-HRTimeline
Evanson Asset Management, LLC6,887$601K0.03%+4,04313F-HRTimeline
True Vision MN LLC6,847$597K0.31%new13F-HRTimeline
AdvisorNet Financial, Inc6,845$597K0.03%-91413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,830$596K0.38%+413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,711$585K0.01%+2,27713F-HRTimeline
Tandem Wealth Advisors LLC6,696$584K0.28%+1,27613F-HRTimeline
BAILARD, INC.6,684$583K0.01%013F-HRTimeline
Fort Sheridan Advisors LLC6,679$582K0.08%013F-HRTimeline
NFSG Corp6,658$581K0.09%-71913F-HRTimeline