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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Verition Fund Management LLC30,533$1.3M0.01%+22,92513F-HRTimeline
Nvest Financial, LLC30,533$1.3M0.54%+18,04013F-HRTimeline
Spinnaker Investment Group, LLC30,410$1.3M0.24%+17,27813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …30,368$1.3M0.02%+15,41913F-HRTimelineGroup
LEE DANNER & BASS INC30,170$1.29M0.09%+15,06513F-HRTimeline
SCS Capital Management LLC30,039$1.28M0.01%+15,02213F-HRTimeline
Parkside Investments, LLC30,000$1.28M0.16%+10,00013F-HRTimeline
Cresset Asset Management, LLC29,799$1.27M0.01%+18,14513F-HRTimeline
Sepio Capital, LP29,784$1.27M0.07%+14,89213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,766$1.27M0.06%+21,09913F-HRTimeline
Alpha Cubed Investments, LLC29,726$1.27M0.04%+14,48013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC29,682$1.27M0.3%+14,76813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …29,579$1.26M0.08%+11,57313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC29,435$1.26M0.21%+15,42513F-HRTimeline
TICINO WEALTH29,262$1.25M0.46%13F-HRTimeline
Bluebird Wealth Management LLC29,211$1.25M1.16%13F-HRTimeline
Granite Harbor Advisors, Inc.29,081$1.24M0.52%+14,83813F-HRTimeline
WealthShield Partners, LLC28,712$1.23M0.14%+14,35613F-HRTimeline
Essex LLC28,692$1.22M0.22%+14,74013F-HRTimeline
HB Wealth Management, LLC28,686$1.22M0.01%+14,00413F-HRTimeline
NewEdge Wealth, LLC28,577$1.22M0.01%+14,28413F-HRTimeline
Midwest Trust Co28,499$1.22M0.02%+13,38213F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …28,440$1.21M1.09%+14,22013F-HRTimeline
Opus Financial Solutions LLC28,388$1.21M1.14%13F-HRTimeline
CAXTON ASSOCIATES LLP28,388$1.21M0.02%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group28,330$1.21M0.14%+16,69613F-HRTimelineGroup
Fourth Dimension Wealth, LLC28,310$1.21M0.44%+14,13813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA27,883$1.2M0.04%new13F-HRTimelineGroup
Private Wealth Group, LLC27,770$1.19M0.57%+14,40913F-HRTimeline
GM Advisory Group, LLC27,736$1.18M0.05%+17,16113F-HRTimeline
WINCAP FINANCIAL LLC27,714$1.18M0.81%+13,82713F-HRTimeline
JBR Co Financial Management Inc27,712$1.18M0.5%+12,63613F-HRTimeline
Jaffetilchin Investment Partners, LLC27,412$1.17M0.07%+14,44313F-HRTimeline
Resonant Capital Advisors, LLC26,930$1.15M0.06%+13,46513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.26,812$1.14M0.41%-25,16713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors26,808$1.14M0.67%+12,62713F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC26,762$1.14M0.57%+13,28613F-HRTimeline
Tradewinds, LLC.26,660$1.14M0.27%new13F-HRTimeline
Sage Capital Management, LLC26,623$1.14M0.53%+13,25813F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC26,609$1.14M1.59%13F-HRTimeline
Dedeker Financial LLC26,498$1.13M1.01%13F-HRTimeline
BBR PARTNERS, LLC26,410$1.13M0.06%+11,61613F-HRTimeline
Terra Nova Asset Management LLC26,337$1.12M0.74%+13,25113F-HRTimeline
Trust Co26,222$1.12M0.1%+13,55113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,196$1.12M<0.01%+13,61713F-HRTimelineGroup
Creekside Partners26,041$1.11M0.47%+13,02013F-HRTimeline
KKM Financial LLC26,030$1.11M0.2%+18,85913F-HRTimeline
Belpointe Asset Management LLC25,892$1.11M0.04%+13,86213F-HRTimeline
Twin Tree Management, LP25,736$1.1M0.11%new13F-HRTimeline
Shulman DeMeo Asset Management LLC25,691$1.1M0.25%+12,58413F-HRTimeline
CWC Advisors, LLC.25,630$1.09M0.53%+12,76713F-HRTimeline
Waldron Private Wealth LLC25,578$1.09M0.04%+12,78913F-HRTimeline
Advyzon Investment Management, LLC25,565$1.09M0.13%+14,59413F-HRTimeline
Alamea Verwaltungs GmbH25,000$1.08M0.73%+12,50013F-HRTimeline
Purus Wealth Management, LLC25,292$1.08M0.34%+13,39013F-HRTimeline
Telos Capital Management, Inc.25,140$1.07M0.1%+11,89513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC25,140$1.07M0.64%+12,21413F-HRTimeline
Solutions 4 Wealth, Ltd25,118$1.07M1.62%+12,38413F-HRTimeline
NWAM LLC24,995$1.07M0.06%+9,05413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC25,083$1.07M0.17%+12,48113F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.25,082$1.07M0.07%+7,07513F-HRTimeline
Volterra Technologies LP24,975$1.07M1.09%-14,75513F-HRTimeline
Fisher Asset Management, LLC24,955$1.07M<0.01%+20,34813F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV24,875$1.06M0.86%13F-HRTimeline
Howard Capital Management, LLC24,828$1.06M0.01%+12,88313F-HRTimeline
GeoWealth Management, LLC24,800$1.06M0.04%+9,98013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/24,798$1.06M0.42%+16,06413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,762$1.06M<0.01%+13,57113F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC24,600$1.05M0.07%+12,30013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,344$1.04M0.01%+12,58913F-HRTimelineGroup
HBW ADVISORY SERVICES LLC24,339$1.04M0.11%+12,39613F-HRTimeline
IKE Capital, LLC24,328$1.04M0.9%13F-HRTimeline
LANARK FINANCIAL, INC.24,090$1.03M0.08%+13,48713F-HRTimeline
Meridian Financial Advisors, LLC24,015$1.03M0.56%+12,96413F-HRTimeline
OneDigital Investment Advisors LLC24,015$1.03M0.01%+10,81313F-HRTimeline
Montecito Bank & Trust23,978$1.02M0.16%+11,93813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,924$1.02M0.08%-1,24513F-HRTimeline
Allie Family Office LLC21,640$1.02M0.48%+9,65013F-HRTimeline
Triangle Securities Wealth Management23,795$1.02M0.21%+11,89813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Councilor Wealth, LLC23,725$1.01M0.48%+11,86313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,620$1.01M0.02%+11,94513F-HRTimeline
Rock Point Advisors, LLC23,518$1M0.25%+11,63413F-HRTimeline
Platform Technology Partners23,401$999K0.21%+11,82113F-HRTimeline
Global View Capital Management LLC23,325$996K0.19%-5,34913F-HRTimeline
Chesapeake Wealth Management23,270$993K0.3%+12,31713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23,256$993K0.33%+11,67013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC23,080$986K<0.01%+18,91213F-HR/ATimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…22,834$986K0.61%+10,99513F-HRTimeline
RWA WEALTH PARTNERS, LLC23,030$983K0.01%+15,13213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.23,437$981K0.34%+9,59813F-HRTimeline
CRA Financial Services, LLC22,957$980K0.13%+11,19913F-HRTimeline
Sowell Financial Services LLC22,945$980K0.04%+7,94913F-HRTimeline
Counterweight Ventures, LLC22,931$979K0.55%+11,56813F-HRTimeline
Iyo Bank, Ltd.22,878$977K0.31%+18,62613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,798$973K0.01%+12,30413F-HRTimelineGroup
Visionary Wealth Advisors22,791$973K0.04%+10,93713F-HRTimeline
Turn8 Private Wealth Inc.22,771$972K0.7%+11,25413F-HRTimeline
Quantbot Technologies LP22,700$969K0.03%new13F-HRTimeline
Allred Capital Management, LLC22,689$969K0.35%+10,56013F-HRTimeline
3EDGE Asset Management, LP22,546$968K0.05%+13,25713F-HRTimeline
Stone Summit Wealth LLC22,520$961K0.26%+11,26013F-HRTimeline
Wall Capital Group, Inc.22,519$961K0.92%13F-HRTimeline
PCG ASSET MANAGEMENT, LLC21,884$956K0.76%+10,65713F-HRTimeline
Narwhal Capital Management22,310$952K0.07%+11,15513F-HRTimeline
Chicago Partners Investment Group LLC22,346$951K0.02%+12,33513F-HRTimeline
Mirador Capital Partners LP22,274$951K0.13%+11,18713F-HRTimeline
Wealthspire Advisors, LLC22,256$950K0.01%+13,32813F-HRTimeline
Whalen Wealth Management Inc.22,212$948K0.51%new13F-HRTimeline
FIRST HORIZON CORP22,163$946K0.04%+10,69613F-HRTimeline
DELTEC ASSET MANAGEMENT LLC22,000$939K0.16%new13F-HRTimeline
WESBANCO BANK INC21,984$938K0.03%+10,98413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC21,967$938K0.43%+11,93813F-HRTimeline
KW WEALTH MANAGEMENT LLC21,921$936K1.42%+12,07713F-HRTimeline
Lynx Investment Advisory21,908$935K0.51%+11,01113F-HRTimeline
TWO SIGMA SECURITIES, LLC21,886$934K0.13%+14,46213F-HRTimeline
Cullen Capital Management, LLC21,872$934K0.01%new13F-HRTimeline
Keel Point, LLC21,773$930K0.06%+7,57713F-HRTimeline
Abbot Financial Management, Inc.21,550$920K0.38%+10,77513F-HRTimeline
Realta Investment Advisors21,438$915K0.3%+19,13613F-HRTimeline
Ensign Peak Advisors, Inc21,417$914K<0.01%+11,21213F-HR/ATimeline
PW Nova Financial Services LLC21,167$914K0.35%13F-HRTimeline
Stonebridge Financial Planning Group, L…21,396$913K0.33%+13,54713F-HRTimeline
Koshinski Asset Management, Inc.21,300$909K0.06%+6,12613F-HRTimeline
BFSG, LLC21,164$903K0.09%+10,17613F-HRTimeline
Boltwood Capital Management21,161$903K0.23%+10,63013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,013$897K0.2%+10,76713F-HRTimeline
Circle Wealth Management, LLC20,944$894K0.01%+10,47213F-HRTimeline
Family Investment Center, Inc.20,916$893K0.18%+10,98313F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC20,914$893K0.12%+13,85713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,743$885K0.11%+10,22213F-HRTimeline
CALTON & ASSOCIATES, INC.20,621$880K0.13%+10,73913F-HRTimeline
INVESTMENT HOUSE LLC20,600$879K0.04%+9,70013F-HRTimeline
American Alpha Advisors, LLC20,551$877K0.55%+11,29013F-HR/ATimeline
Powell Investment Advisors, LLC20,430$872K0.3%+10,21513F-HRTimeline
McAdam, LLC20,416$872K0.04%+13,34713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC20,328$868K0.07%+12,80013F-HRTimeline
Provida Pension Fund Administrator20,286$866K0.01%+10,14313F-HRTimeline
Stolper Co19,278$862K0.25%+10,14713F-HRTimeline
Tradition Wealth Management, LLC20,188$862K0.06%+10,47513F-HRTimeline
United Asset Strategies, Inc.20,175$861K0.07%+10,94413F-HRTimeline
Texas Yale Capital Corp.20,150$860K0.03%+10,07513F-HRTimeline
O'ROURKE & COMPANY, Inc20,102$858K0.33%+10,05513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,944$850K+11,237Timeline
Fulcrum Equity Management19,910$850K0.81%+12,47213F-HRTimeline
McGlone Suttner Wealth Management, Inc.19,892$849K0.11%+9,95013F-HRTimeline
Quartz Partners, LLC19,838$847K0.32%+10,87713F-HRTimeline
Cushing Capital Partners, LLC19,793$845K0.63%+11,00113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding19,789$845K+14,733Timeline
Arax Advisory Partners19,751$843K0.02%new13F-HRTimeline
J. Goldman & Co LP19,723$842K0.03%+1,88213F-HRTimeline
Objective Capital Management, LLC19,718$842K0.86%+9,87713F-HRTimeline
Destiny Capital Corp/CO19,705$841K0.43%+9,71913F-HRTimeline
E&G Advisors, LLC19,674$840K0.19%+10,21713F-HRTimeline
MONETARY MANAGEMENT GROUP INC19,604$837K0.19%+10,50213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.19,596$837K0.63%+8,92813F-HRTimeline
David J Yvars Group19,440$833K0.44%+9,42113F-HRTimeline
CMG Global Holdings, LLC19,232$829K0.37%+9,55713F-HRTimeline
Disciplined Investors, L.L.C.19,378$827K0.54%+9,82613F-HRTimeline
Summit Financial Consulting LLC19,318$825K0.6%+9,58813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,680$823K0.16%+9,35113F-HRTimeline
Compound Planning, Inc.19,209$820K0.02%+10,15913F-HRTimeline
Luminist Capital LLC19,163$818K1.01%+9,24013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC19,106$816K0.22%+13,42813F-HRTimeline
SageGuard Financial Group, LLC19,066$814K0.13%13F-HRTimeline
Odyssey Capital Advisors, Inc.19,061$814K0.72%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,990$811K0.02%+9,59313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,948$809K0.05%+10,14213F-HRTimeline
FARMERS TRUST CO18,728$799K0.13%+9,07813F-HRTimeline
Burford Brothers, Inc.18,650$796K0.33%+9,29913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,618$795K0.19%+9,11813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …18,601$794K0.11%+8,78813F-HRTimeline
Lotus Technology Management, LP18,590$794K0.44%13F-HRTimeline
Cooksen Wealth, LLC18,471$789K0.58%+9,31213F-HRTimeline
John Boyer, Inc.18,402$786K0.8%+9,26313F-HRTimeline
Claro Advisors Inc.18,355$784K0.11%+10,38113F-HRTimeline
STOCK YARDS BANK & TRUST CO18,310$782K0.02%+9,30313F-HRTimeline
Continuum Advisory, LLC18,150$775K0.08%+9,51813F-HRTimeline
Betterment LLC18,087$772K<0.01%+10,93613F-HRTimeline
Cornerstone National Bank & Trust Co18,064$771K0.31%+9,13113F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,835$770K0.73%+8,86313F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,008$769K0.04%+9,68813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,875$763K0.04%+12,89313F-HRTimeline
South Shore Capital Advisors17,850$762K0.56%13F-HRTimeline
WHITE PINE CAPITAL LLC17,844$762K0.21%+8,91213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,827$761K0.02%+8,96013F-HR/ATimelineGroup
Sovereign Financial Group, Inc.17,733$757K0.13%+9,95513F-HRTimeline
M3 Advisory Group, LLC17,651$754K0.46%+8,98113F-HRTimeline
MWA Asset Management17,643$753K0.42%+8,71313F-HRTimeline
Eldridge Investment Advisors, Inc.17,600$751K0.17%+8,80013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,596$751K0.01%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC17,493$747K0.13%+8,72613F-HRTimeline
D.B. Root & Company, LLC17,430$744K0.18%+14,06713F-HRTimeline
Narus Financial Partners, LLC17,396$743K0.2%+8,63813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,327$740K0.12%+8,51613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD17,318$739K<0.01%+8,65913F-HRTimelineGroup
Pinnacle Family Advisors, LLC17,309$739K0.33%new13F-HRTimeline
Jackson Hole Capital Partners, LLC17,267$737K0.13%+8,32613F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC17,198$734K0.04%new13F-HRTimelineGroup
Smith Thornton Advisors LLC17,196$734K0.37%+8,59813F-HRTimeline
Gateway Wealth Partners, LLC17,178$733K0.08%+10,10413F-HRTimeline