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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SIMON QUICK ADVISORS, LLC17,085$775K0.03%-1,12213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC17,040$773K0.16%-65913F-HRTimeline
SageGuard Financial Group, LLC17,032$772K0.11%-1,55813F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC16,992$770K0.09%-1,12213F-HRTimeline
Acorns Advisers, LLC16,896$766K<0.01%+2,89813F-HRTimeline
NVWM, LLC16,872$765K0.15%+2213F-HRTimeline
Narus Financial Partners, LLC16,631$754K0.19%-86513F-HRTimeline
Sovran Advisors, LLC16,513$752K0.06%+71913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP16,578$752K0.03%new13F-HRTimelineGroup
Burford Brothers, Inc.16,578$752K0.28%-18513F-HRTimeline
White Pine Investment CO16,501$748K0.16%+1,53613F-HRTimeline
Patton Albertson Miller Group, LLC16,439$745K0.07%013F-HRTimeline
John A. Wolfe & Associates, Inc.16,426$745K1.03%-42013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,375$742K0.04%-9,59413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC16,370$742K0.05%013F-HRTimeline
Asset Management One Co., Ltd.16,329$740K<0.01%-2,62113F-HRTimeline
Mount Lucas Management LP16,257$737K0.26%-28413F-HRTimeline
Signet Private Wealth LLC16,243$736K0.59%+313F-HRTimeline
MONECO ADVISORS, LLC16,184$734K0.04%+35813F-HRTimeline
Fiduciary Alliance LLC16,097$730K0.05%-88913F-HRTimeline
Fortune Financial Group, Inc.16,066$728K0.57%+60813F-HRTimeline
SBI Securities Co., Ltd.15,981$725K0.02%+4,72713F-HRTimeline
Compagnie Lombard Odier SCmA15,979$724K0.01%-72113F-HRTimeline
SMITH, MOORE & CO.15,947$723K0.05%+11613F-HRTimeline
Institute for Wealth Management, LLC.15,886$720K0.06%+3,94713F-HRTimeline
Strait & Sound Wealth Management LLC15,823$717K0.25%+19913F-HRTimeline
Eldridge Investment Advisors, Inc.15,800$716K0.14%-2,00013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,797$716K0.16%+56913F-HRTimelineGroup
DEARBORN PARTNERS LLC15,780$715K0.04%+38013F-HR/ATimeline
Dynamic Wealth Strategies, LLC15,767$715K0.38%+3,57113F-HRTimeline
RWA WEALTH PARTNERS, LLC15,621$708K0.01%-43713F-HRTimeline
Manchester Capital Management LLC15,590$707K0.09%013F-HRTimeline
Legacy Capital Wealth Partners, LLC15,508$703K0.13%+2,26713F-HRTimeline
V2 Financial group LLC15,482$702K0.26%+24213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15,444$700K0.13%+48213F-HRTimeline
Solutions 4 Wealth, Ltd15,366$697K0.9%-2,85613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,362$696K0.25%+4,24313F-HRTimeline
One Capital Management, LLC15,049$691K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,197$689K0.01%+1,77213F-HRTimeline
Rinkey Investments14,975$679K0.16%-1,21513F-HRTimeline
Patten Group, Inc.14,889$675K0.1%+1,09313F-HRTimeline
High Point Wealth Management, LLC14,766$669K0.55%+7413F-HRTimeline
WealthTrust Axiom LLC14,717$667K0.15%013F-HRTimeline
Summit Trail Advisors, LLC14,672$665K0.01%-113F-HRTimeline
Venturi Wealth Management, LLC14,633$663K0.03%-35,43513F-HRTimeline
RIA Advisory Group LLC14,532$659K0.15%+3,15513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC14,352$651K0.21%-1,82413F-HRTimeline
CALTON & ASSOCIATES, INC.14,304$649K0.09%-7,48313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,619$649K<0.01%-63,11513F-HRTimelineGroup
NovaPoint Capital, LLC14,263$647K0.13%+15613F-HRTimeline
Sageworth Trust Co14,200$644K0.03%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.14,161$642K<0.01%new13F-HRTimelineGroup
Madden Advisory Services, Inc.14,106$640K0.23%-49313F-HRTimeline
Vigilare Wealth Management14,077$638K0.2%-2,62313F-HRTimeline
Fisher Asset Management, LLC14,048$637K<0.01%-8,69113F-HRTimeline
OAKWORTH CAPITAL, INC.13,974$633K0.03%013F-HRTimeline
TrueWealth Advisors, LLC13,918$631K0.14%+22613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,892$630K0.03%-24713F-HRTimeline
Hyundai Investments Co., Ltd.13,677$629K0.68%+6,13513F-HRTimeline
Tranquility Partners, LLC13,815$626K0.22%-1,67413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.13,761$624K0.23%+713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,748$623K0.02%-17913F-HRTimelineGroup
Roan Capital Partners13,689$621K0.51%+5213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,685$620K0.38%+813F-HRTimeline
TFO Wealth Partners, LLC13,616$617K0.07%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC13,590$616K0.19%+2,50413F-HRTimeline
Windsor Capital Management, LLC13,541$614K0.16%-10713F-HRTimeline
BAILARD, INC.13,468$611K0.01%013F-HRTimeline
Stronghold Wealth Management L.L.C.13,426$609K0.81%-3913F-HRTimeline
Peoples Bank/KS13,425$609K0.59%+10813F-HRTimeline
Mathes Company, Inc.13,400$608K0.19%013F-HRTimeline
FLP Wealth Management, LLC13,343$605K1.08%+25713F-HRTimeline
Fort Sheridan Advisors LLC13,337$605K0.07%013F-HRTimeline
IBEX WEALTH ADVISORS13,323$604K0.05%+7,97013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.13,311$604K0.12%-11,86713F-HRTimeline
S&A Financial Services, Inc.13,274$602K0.37%+32213F-HRTimeline
Aptus Capital Advisors, LLC13,257$601K<0.01%-6813F-HRTimeline
Birchcreek Wealth Management, LLC13,244$600K0.23%+1,61713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13,236$600K0.15%-103,14113F-HRTimeline
Evanson Financial, LLC13,226$600K0.03%13F-HRTimeline
Constitution Capital LLC13,219$599K0.31%+12013F-HRTimeline
INVESTMENT HOUSE LLC13,200$598K0.03%-7,40013F-HR/ATimeline
Fulcrum Equity Management13,198$598K0.48%-4,42013F-HRTimeline
Lumbard & Kellner, LLC13,152$596K0.18%+4413F-HRTimeline
PLANNING DIRECTIONS INC13,130$595K0.28%+21613F-HRTimeline
Colony Family Offices, LLC13,100$594K0.13%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,905$585K<0.01%+80513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…12,855$583K0.31%+1,43913F-HRTimeline
Onyx Bridge Wealth Group LLC12,843$582K0.05%-248,48913F-HRTimeline
PINNACLE ASSOCIATES LTD12,821$581K0.01%+90013F-HRTimeline
Collaborative Wealth Managment Inc.12,796$580K0.24%-82013F-HRTimeline
Chemistry Wealth Management LLC12,789$580K0.09%013F-HRTimeline
Provident Co of the Employees of the He…12,767$579K0.44%013F-HRTimeline
United Asset Strategies, Inc.12,721$577K0.04%-48413F-HRTimeline
Cherry Tree Wealth Management, LLC12,618$572K0.11%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP12,524$568K0.07%-2,10013F-HRTimeline
Keebeck Wealth Management12,492$566K0.06%013F-HRTimeline
JM2 Capital Inc.12,403$562K0.39%-3713F-HRTimeline
ARS Investment Partners, LLC12,370$561K0.02%+48013F-HRTimeline
ALTFEST L J & CO INC12,318$558K0.05%-1,34313F-HRTimeline
Vanguard Capital Wealth Advisors12,300$558K0.38%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Verition Fund Management LLC12,268$556K<0.01%-71,34413F-HR/ATimeline
CUTLER INVESTMENT COUNSEL LLC12,238$555K0.05%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,173$552K0.1%+26813F-HRTimeline
Cornerstone Wealth Management, LLC12,145$551K0.02%+3,65813F-HRTimeline
Bank of Marin12,124$550K0.38%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,107$549K0.02%+22113F-HRTimeline
BCS Wealth Management12,036$546K0.1%new13F-HRTimeline
WHITTIER TRUST CO12,044$546K0.01%+8,12013F-HRTimeline
Nalls Sherbakoff Group, LLC12,005$544K0.39%-3,37013F-HRTimeline
J2 Capital Management Inc12,000$544K0.37%-2713F-HRTimeline
Stelac Advisory Services LLC11,986$543K0.1%-58413F-HRTimeline
Collaborative Fund Advisors, LLC11,934$541K0.32%-11,57213F-HRTimeline
PUREfi Wealth, LLC11,900$540K0.3%+2,50013F-HRTimeline
Marin Bay Wealth Advisors, LLC11,854$538K0.29%+1413F-HR/ATimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC11,800$535K0.48%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,759$533K0.26%+7313F-HRTimeline
Dana Investment Advisors, Inc.11,744$532K0.01%-9413F-HRTimeline
Axis Wealth Partners, LLC11,722$531K0.26%-8513F-HRTimeline
Berkshire Money Management, Inc.11,663$529K0.05%-4,32113F-HRTimeline
LexAurum Advisors, LLC11,644$528K0.06%+44813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,628$527K0.03%new13F-HRTimeline
Kessler Investment Group, LLC11,613$527K0.22%+2,57313F-HRTimeline
Navis Wealth Advisors, LLC11,548$524K0.2%013F-HRTimeline
OakTrust Wealth Advisors, LLC11,530$523K0.45%+1913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,504$522K0.06%+4,42413F-HRTimeline
Strategic Advisors LLC11,485$521K0.11%-51713F-HRTimeline
CAP Partners, LLC11,482$521K0.25%-91013F-HRTimeline
Retirement Planning Co of New England, …11,482$521K0.19%+12513F-HRTimeline
Axim Planning & Wealth11,481$521K0.74%-66213F-HRTimeline
Teamwork Financial Advisors, LLC11,402$517K0.05%+1,07313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,371$516K0.01%+3,24013F-HR/ATimeline
Capital Management Associates, Inc11,329$514K0.1%+4113F-HRTimeline
GFS Advisors, LLC2,640$512K0.08%new13F-HR/ATimeline
Safe Harbor Fiduciary, LLC11,257$510K0.4%new13F-HRTimeline
Thomasville National Bank11,128$505K0.03%13F-HRTimeline
PITTENGER & ANDERSON INC11,060$501K0.02%+1,68013F-HRTimeline
MCF Advisors LLC11,022$500K0.02%+5413F-HRTimeline
Valeo Financial Advisors, LLC11,008$499K0.01%+8913F-HRTimeline
First National Trust Co10,977$498K0.02%+1,06113F-HRTimeline
Cypress Wealth Services, LLC10,825$491K0.06%-12613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD10,805$490K0.03%-237,45513F-HRTimelineGroup
Strategic Financial Concepts, LLC10,808$490K0.15%-1,97213F-HRTimeline
4WEALTH ADVISORS, INC.10,641$490K0.38%-83413F-HRTimeline
Financial Engines Advisors L.L.C.10,760$488K<0.01%+3,90013F-HRTimeline
Reliant Investment Partners, LLC10,759$488K0.33%-65513F-HRTimeline
ABLE Financial Group, LLC10,756$488K0.08%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,750$487K0.08%+96013F-HRTimeline
FIRST MANHATTAN CO. LLC.10,710$486K<0.01%-3213F-HRTimeline
GC Wealth Management RIA, LLC10,690$485K0.03%new13F-HRTimeline
TigerOak Management, L.L.C.10,671$484K0.14%+4,07013F-HRTimeline
Cascades Capital Asset Management, LLC10,606$481K0.18%-19413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp10,531$477K0.04%-2,42413F-HRTimelineGroup
Hickory Point Bank & Trust10,488$476K0.29%-5813F-HRTimeline
BRIGHTON JONES LLC10,476$475K0.01%-52413F-HRTimeline
Barry Investment Advisors, LLC10,472$475K0.1%-43113F-HRTimeline
Argent Trust Co10,471$475K0.01%-8013F-HRTimeline
KG Capital Management10,451$474K0.28%+22413F-HRTimeline
Pinnacle Family Advisors, LLC10,416$472K0.2%+2,02213F-HRTimeline
BLB&B Advisors, LLC10,375$470K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,333$470K0.12%+113F-HRTimeline
SPINNAKER TRUST10,358$470K0.02%013F-HRTimeline
Lodestone Wealth Management LLC10,340$469K0.17%+99813F-HRTimeline
Main Street Financial Solutions, LLC10,303$467K0.03%-5,82813F-HRTimeline
Phillips Wealth Planners LLC10,134$463K0.34%+1,42613F-HRTimeline
Discipline Wealth Solutions, LLC10,212$463K0.04%+70713F-HRTimeline
Advisors Capital Management, LLC10,207$463K<0.01%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,180$462K0.21%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,124$459K0.01%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,080$457K0.1%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC10,071$457K0.09%+28713F-HRTimeline
Compound Planning, Inc.10,070$457K0.01%-76313F-HRTimeline
IMC-Chicago, LLC10,035$455K<0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,008$454K0.08%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$453K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC9,977$452K0.06%+1,53013F-HRTimeline
Clearstead Advisors, LLC9,929$450K<0.01%+77413F-HRTimeline
Thrive Capital Management, LLC9,859$447K0.08%-39713F-HRTimeline
Clientfirst Wealth Management, LLC9,848$447K0.37%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,844$446K0.3%-8,88013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,834$446K0.05%-26113F-HRTimeline
Wedmont Private Capital9,635$438K0.01%+913F-HRTimeline
Kercheville Advisors, LLC9,600$435K0.13%013F-HRTimeline
Resurgent Financial Advisors LLC9,591$435K0.12%+51113F-HRTimeline
Agate Pass Investment Management, LLC9,582$434K0.16%-53413F-HRTimeline
Sequent Asset Management, LLC9,578$434K0.18%013F-HRTimeline
Diligent Investors, LLC9,571$434K0.1%+50213F-HRTimeline
Maple Capital Management, Inc.9,546$433K0.03%-1,02713F-HRTimeline
Soltis Investment Advisors LLC9,520$432K0.02%+1,70713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,498$431K0.05%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC9,480$430K0.02%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,392$426K<0.01%-30013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC9,357$424K0.04%+1,59313F-HRTimeline
MYECFO, LLC9,280$421K0.16%013F-HRTimeline
APS Management Group, Inc.9,235$419K0.32%-2113F-HRTimeline
Guardian Asset Advisors, LLC9,218$418K0.19%new13F-HRTimeline
PLIMOTH TRUST CO LLC9,212$418K0.08%+38913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,180$416K0.01%+14813F-HRTimeline
Entelevest, LLC9,151$415K0.36%+57113F-HRTimeline
MBA Advisors LLC9,118$413K0.14%+1,84713F-HRTimeline