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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Samalin Investment Counsel, LLC32,585$1.5M0.53%+6213F-HRTimeline
Realta Investment Advisors32,078$1.47M0.51%+10,64013F-HRTimeline
Clear Creek Financial Management, LLC31,967$1.47M0.11%-18213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.31,905$1.46M0.69%-73513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC31,888$1.46M0.65%+9,92113F-HRTimeline
Shum Financial Group, Inc.31,679$1.45M1.03%+3813F-HRTimeline
Pine Valley Investments Ltd Liability Co31,532$1.45M0.07%+13113F-HRTimeline
Capital Advisors, Ltd. LLC31,517$1.45M0.16%+24113F-HRTimeline
Horizon Family Wealth, Inc.31,497$1.45M0.76%+73713F-HRTimeline
Arax Advisory Partners31,296$1.44M0.04%+11,54513F-HRTimeline
TICINO WEALTH28,142$1.44M0.5%-1,12013F-HRTimeline
Financial & Tax Architects, LLC31,194$1.43M0.32%-23313F-HRTimeline
Sharper & Granite LLC31,190$1.43M0.49%-11,09213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…31,038$1.42M0.09%013F-HRTimeline
HBK Sorce Advisory LLC31,836$1.42M0.03%+1,35713F-HRTimeline
Parkside Investments, LLC31,000$1.42M0.17%+1,00013F-HRTimeline
CWA Asset Management Group, LLC30,877$1.42M0.05%-2,76913F-HRTimeline
HBW ADVISORY SERVICES LLC30,779$1.41M0.15%+6,44013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC30,652$1.41M0.01%-4,02813F-HRTimeline
KINTRA WEALTH, LLC30,494$1.4M0.1%new13F-HRTimeline
Essex LLC30,200$1.39M0.24%+1,50813F-HRTimeline
Nvest Financial, LLC29,972$1.38M0.51%-56113F-HRTimeline
Bluebird Wealth Management LLC29,838$1.37M1.4%+62713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,783$1.37M0.06%+1713F-HRTimeline
Caption Management, LLC29,700$1.36M0.06%new13F-HRTimeline
HB Wealth Management, LLC29,645$1.36M0.01%+95913F-HRTimeline
LEE DANNER & BASS INC29,555$1.36M0.09%-61513F-HRTimeline
Diversified Enterprises, LLC29,383$1.35M0.07%-1,46513F-HRTimeline
Sepio Capital, LP29,354$1.35M0.07%-43013F-HRTimeline
Summit Financial Consulting LLC29,325$1.35M0.96%+10,00713F-HRTimeline
WINCAP FINANCIAL LLC29,154$1.34M0.89%+1,44013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…29,060$1.33M0.04%-7,46213F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC28,947$1.33M1.85%+2,33813F-HRTimeline
Symmetry Partners, LLC28,864$1.32M0.08%+17,84813F-HRTimeline
Creekside Partners28,828$1.32M0.54%+2,78713F-HRTimeline
Ensign Peak Advisors, Inc28,811$1.32M<0.01%+7,39413F-HR/ATimeline
Counterweight Ventures, LLC28,738$1.32M0.74%+5,80713F-HRTimeline
WealthShield Partners, LLC28,721$1.32M0.15%+913F-HRTimeline
Midwest Trust Co28,559$1.31M0.02%+6013F-HRTimeline
Purus Wealth Management, LLC28,465$1.31M0.42%+3,17313F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …28,440$1.31M1.22%013F-HRTimeline
Wall Capital Group, Inc.28,426$1.3M1.39%+5,90713F-HRTimeline
Fourth Dimension Wealth, LLC28,415$1.3M0.49%+10513F-HRTimeline
Jaffetilchin Investment Partners, LLC28,388$1.3M0.08%+97613F-HRTimeline
Rehmann Capital Advisory Group28,246$1.3M0.07%+11,67713F-HRTimeline
Granite Harbor Advisors, Inc.28,217$1.29M0.57%-86413F-HRTimeline
Rothschild Wealth LLC28,021$1.29M0.12%new13F-HRTimeline
3EDGE Asset Management, LP27,888$1.28M0.06%+5,34213F-HRTimeline
Private Wealth Group, LLC27,770$1.27M0.59%013F-HR/ATimeline
J. Goldman & Co LP27,700$1.27M0.06%+7,97713F-HRTimeline
Strategic Blueprint, LLC27,633$1.27M0.07%-5,84713F-HRTimeline
SCS Capital Management LLC27,623$1.27M0.01%-2,41613F-HRTimeline
Opus Financial Solutions LLC27,611$1.27M1.19%-77713F-HRTimeline
Platform Technology Partners27,506$1.26M0.24%+4,10513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC27,249$1.25M0.1%+3,32513F-HRTimeline
Dorsey & Whitney Trust CO LLC27,204$1.25M0.07%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC27,065$1.24M0.21%-2,37013F-HRTimeline
Resonant Capital Advisors, LLC26,930$1.24M0.06%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,913$1.24M0.01%+4,11513F-HRTimelineGroup
Sage Capital Management, LLC26,739$1.23M0.58%+11613F-HRTimeline
Edgestream Partners, L.P.26,686$1.22M0.04%-9,79713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,603$1.22M0.01%+2,25913F-HRTimelineGroup
Bright Futures Wealth Management, LLC.26,561$1.22M0.83%new13F-HRTimeline
Telos Capital Management, Inc.26,487$1.22M0.12%+1,34713F-HRTimeline
BBR PARTNERS, LLC26,410$1.21M0.07%013F-HRTimeline
IKE Capital, LLC26,253$1.2M0.68%+1,92513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.26,210$1.2M0.41%-60213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/26,005$1.19M0.43%+1,20713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …25,969$1.19M0.07%-3,61013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC25,878$1.19M0.83%+73813F-HRTimeline
JBR Co Financial Management Inc27,712$1.18M0.5%013F-HRTimeline
Intrua Financial, LLC25,742$1.18M0.13%-54,78313F-HRTimeline
Advyzon Investment Management, LLC25,740$1.18M0.11%+17513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group25,590$1.17M0.13%-2,74013F-HRTimelineGroup
Waldron Private Wealth LLC25,578$1.17M0.05%013F-HRTimeline
Fairvoy Private Wealth, LLC25,494$1.17M0.28%-16,41113F-HRTimeline
Shulman DeMeo Asset Management LLC25,484$1.17M0.25%-20713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding25,475$1.17M+5,686Timeline
CWC Advisors, LLC.25,459$1.17M0.56%-17113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA25,432$1.17M0.04%-2,45113F-HRTimelineGroup
Terra Nova Asset Management LLC25,309$1.16M0.86%-1,02813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.25,178$1.16M0.25%-157,74613F-HRTimeline
NWAM LLC25,157$1.15M0.07%+16213F-HRTimeline
Family Investment Center, Inc.25,107$1.15M0.22%+4,19113F-HRTimeline
CVS HEALTH Corp25,000$1.15M0.54%new13F-HRTimeline
Alamea Verwaltungs GmbH25,000$1.15M0.85%013F-HRTimeline
Sovereign Financial Group, Inc.24,965$1.15M0.2%+7,23213F-HRTimeline
Dedeker Financial LLC24,939$1.14M1%-1,55913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,939$1.14M<0.01%+17713F-HRTimelineGroup
Odyssey Capital Advisors, Inc.24,737$1.14M1.02%+5,67613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC24,733$1.13M0.18%-35013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors24,692$1.13M0.72%-2,11613F-HRTimelineGroup
OneDigital Investment Advisors LLC24,676$1.13M0.01%+66113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC24,600$1.13M0.08%013F-HRTimeline
Disciplined Investors, L.L.C.24,557$1.13M0.67%+5,17913F-HRTimeline
Trust Co24,556$1.13M0.11%-1,66613F-HRTimeline
Bramshill Investments, LLC24,500$1.12M0.1%+7,50013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,435$1.12M<0.01%-1,76113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …24,411$1.12M0.06%new13F-HRTimelineGroup
KKM Financial LLC26,030$1.11M0.2%013F-HRTimeline
Montecito Bank & Trust23,978$1.1M0.18%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.23,850$1.09M0.09%new13F-HRTimeline
Keel Point, LLC23,830$1.09M0.07%+2,05713F-HRTimeline
Meridian Financial Advisors, LLC23,816$1.09M0.6%-19913F-HRTimeline
Triangle Securities Wealth Management23,798$1.09M0.25%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENOBSCOT WEALTH MANAGEMENT23,737$1.09M0.32%-12,50613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV23,695$1.09M0.94%-1,18013F-HRTimeline
Councilor Wealth, LLC23,600$1.08M0.53%-12513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC23,570$1.08M0.26%-6,11213F-HRTimeline
Collaborative Fund Advisors, LLC23,506$1.08M0.67%13F-HRTimeline
Sowell Financial Services LLC23,485$1.08M0.04%+54013F-HRTimeline
Wealthspire Advisors, LLC23,344$1.07M0.01%+1,08813F-HRTimeline
Stone Summit Wealth LLC23,315$1.07M0.3%+79513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC23,301$1.07M0.08%+2,97313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,215$1.07M0.02%-40513F-HRTimeline
Stonebridge Financial Planning Group, L…23,186$1.06M0.39%+1,79013F-HRTimeline
10Elms LLP23,004$1.06M0.67%+7,85813F-HRTimeline
CRA Financial Services, LLC22,957$1.05M0.14%013F-HRTimeline
Chicago Partners Investment Group LLC23,396$1.05M0.02%+1,05013F-HRTimeline
Allred Capital Management, LLC22,801$1.05M0.38%+11213F-HRTimeline
PCG ASSET MANAGEMENT, LLC22,744$1.04M0.83%+86013F-HRTimeline
Fisher Asset Management, LLC22,739$1.04M<0.01%-2,21613F-HRTimeline
Mirador Capital Partners LP22,662$1.04M0.15%+38813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,675$1.04M<0.01%-40513F-HRTimelineGroup
Visionary Wealth Advisors22,616$1.04M0.05%-17513F-HRTimeline
Allie Family Office LLC22,610$1.04M0.45%+97013F-HR/ATimeline
Audent Global Asset Management, LLC22,600$1.04M1.04%-27,06613F-HRTimeline
WESBANCO BANK INC22,514$1.03M0.03%+53013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…22,373$1.03M0.63%-46113F-HRTimeline
Chesapeake Wealth Management22,506$1.03M0.32%-76413F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.22,347$1.03M0.33%-1,09013F-HRTimeline
Narwhal Capital Management22,360$1.03M0.08%+5013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22,228$1.02M0.34%-1,02813F-HRTimeline
FIRST HORIZON CORP22,163$1.02M0.04%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …22,018$1.01M0.01%-8,35013F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC22,000$1.01M0.19%013F-HRTimeline
DRW Securities, LLC21,899$1M0.05%new13F-HRTimeline
CALTON & ASSOCIATES, INC.21,787$1000K0.14%+1,16613F-HRTimeline
LANARK FINANCIAL, INC.21,750$998K0.07%-2,34013F-HRTimeline
PSI Advisors, LLC21,573$990K0.24%+6,61413F-HRTimeline
Abbot Financial Management, Inc.21,550$989K0.42%013F-HRTimeline
Boltwood Capital Management21,547$989K0.25%+38613F-HRTimeline
Betterment LLC21,428$983K<0.01%+3,34113F-HRTimeline
Sanchez Gaunt Capital Management, LLC21,325$979K0.61%13F-HRTimeline
American Alpha Advisors, LLC21,259$976K0.57%+70813F-HRTimeline
Rock Point Advisors, LLC21,168$971K0.26%-2,35013F-HRTimeline
McAdam, LLC21,138$970K0.04%+72213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,138$970K0.12%+39513F-HRTimeline
O'ROURKE & COMPANY, Inc21,046$966K0.38%+94413F-HRTimeline
LightSquare Wealth Management, LLC20,971$962K0.72%13F-HRTimeline
Circle Wealth Management, LLC20,944$961K0.01%013F-HRTimeline
Claro Advisors Inc.20,939$961K0.12%+2,58413F-HRTimeline
Lynx Investment Advisory20,608$946K0.45%-1,30013F-HRTimeline
INVESTMENT HOUSE LLC20,600$945K0.05%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,537$942K0.2%-47613F-HRTimeline
Powell Investment Advisors, LLC20,430$938K0.32%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC20,404$936K0.22%+80013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd20,391$936K0.01%+15,08813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC20,306$932K0.05%+2,29813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,183$926K<0.01%-395,17313F-HRTimelineGroup
Texas Yale Capital Corp.20,150$925K0.03%013F-HRTimeline
BFSG, LLC20,048$920K0.09%-1,11613F-HRTimeline
Koshinski Asset Management, Inc.20,033$919K0.06%-1,26713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,914$914K0.05%+2,03913F-HRTimeline
Tradition Wealth Management, LLC19,907$914K0.06%-28113F-HRTimeline
McGlone Suttner Wealth Management, Inc.19,898$913K0.12%+613F-HRTimeline
E&G Advisors, LLC19,849$911K0.2%+17513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,736$906K0.06%+78813F-HRTimeline
WESPAC Advisors, LLC19,728$905K0.5%+6,22613F-HRTimeline
South Shore Capital Advisors19,677$903K0.66%+1,82713F-HRTimeline
Argyle Capital Partners, LLC19,608$900K0.65%+8,54613F-HRTimeline
Luminist Capital LLC19,588$899K1.19%+42513F-HRTimeline
STOCK YARDS BANK & TRUST CO19,545$897K0.03%+1,23513F-HRTimeline
David J Yvars Group19,475$894K0.5%+3513F-HRTimeline
Cushing Capital Partners, LLC19,388$890K0.68%-40513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP19,304$886K0.01%new13F-HRTimelineGroup
Destiny Capital Corp/CO19,170$880K0.47%-53513F-HRTimeline
CMG Global Holdings, LLC19,162$879K0.42%-7013F-HRTimeline
Cooksen Wealth, LLC19,156$879K0.64%+68513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,967$870K0.03%-2313F-HR/ATimeline
Asset Management One Co., Ltd.18,950$870K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,826$864K0.11%+14613F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP18,779$862K0.95%+4,72413F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.18,724$859K0.63%-87213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …18,601$854K0.11%013F-HRTimeline
SageGuard Financial Group, LLC18,590$853K0.13%-47613F-HRTimeline
John Boyer, Inc.18,506$849K0.85%+10413F-HRTimeline
Cornerstone National Bank & Trust Co18,366$847K0.31%+30213F-HRTimeline
Wealth Watch Advisors, INC18,412$845K0.35%+18,14013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …18,367$843K0.41%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,319$841K0.21%-29913F-HRTimeline
Solutions 4 Wealth, Ltd18,222$836K1.26%-6,89613F-HRTimeline
SIMON QUICK ADVISORS, LLC18,207$836K0.04%+8,03213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,206$835K0.02%+37913F-HRTimelineGroup
Continuum Advisory, LLC18,184$834K0.08%+3413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,132$832K0.04%new13F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC18,114$831K0.11%-2,80013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY17,999$826K0.02%-113,13213F-HRTimeline
Fulton Bank, N.A.17,868$820K0.03%+4,93613F-HRTimeline
WHITE PINE CAPITAL LLC17,844$819K0.22%013F-HR/ATimeline