XLU SELECT SECTOR SPDR TR

SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers: 1,347
13F filers: 1,360
New: 130
Added: 523
Reduced: 477
Sold out: 127
Shares held by filers: 142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Cooksen Wealth, LLC	7,177	$471K	0.48%	-723	13F-HR Timeline
Axis Wealth Partners, LLC	5,966	$470K	0.35%	+96	13F-HR Timeline
Tranquility Partners, LLC	5,939	$468K	0.18%	+7	13F-HR Timeline
Keystone Wealth Services, LLC	5,908	$466K	0.13%	-1,676	13F-HR Timeline
Retirement Planning Co of New England, …	5,882	$464K	0.23%	-310	13F-HR/A Timeline
Valeo Financial Advisors, LLC	5,873	$463K	0.01%	+946	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	5,871	$463K	0.03%	-1,733	13F-HR Timeline Group
Barry Investment Advisors, LLC	5,850	$461K	0.12%	+17	13F-HR Timeline
Talisman Wealth Advisors LLC	5,850	$461K	0.47%	+705	13F-HR Timeline
MCDANIEL TERRY & CO	5,744	$453K	0.04%	-2,344	13F-HR Timeline
Northstar Financial Companies, Inc.	5,716	$451K	0.49%	+1,259	13F-HR Timeline
KG Capital Management	5,674	$447K	0.14%	+321	13F-HR Timeline
Advyzon Investment Management, LLC	5,672	$447K	0.16%	new	13F-HR Timeline
NovaPoint Capital, LLC	5,663	$447K	0.14%	+2	13F-HR Timeline
Navis Wealth Advisors, LLC	5,654	$446K	0.44%	+1,154	13F-HR Timeline
American Alpha Advisors, LLC	5,652	$446K	0.4%	+3	13F-HR Timeline
Walleye Capital LLCin group Walleye Capital LLC	5,634	$444K	<0.01%	-129,509	13F-HR Timeline Group
FIRST CITIZENS BANK & TRUST CO	5,600	$442K	0.01%	-175	13F-HR Timeline
Thomasville National Bank	5,592	$441K	0.03%	0	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	5,566	$439K	0.06%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	5,549	$438K	0.16%	+15	13F-HR Timeline
Redwood Financial Network Corp	5,524	$436K	0.33%	+1,160	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	5,488	$433K	0.33%	+39	13F-HR Timeline
Reliant Investment Partners, LLC	5,467	$431K	0.44%	-324	13F-HR Timeline
Tandem Wealth Advisors LLC	5,458	$430K	0.23%	+612	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	5,444	$429K	0.11%	+36	13F-HR Timeline
Spinnaker Investment Group, LLC	5,433	$428K	0.1%	+499	13F-HR Timeline
Howard Capital Management Group, LLC	5,425	$428K	0.03%	-26,451	13F-HR Timeline
Clientfirst Wealth Management, LLC	5,424	$428K	0.48%	+500	13F-HR Timeline
RIA Advisory Group LLC	5,393	$425K	0.14%	+275	13F-HR Timeline
LexAurum Advisors, LLC	5,386	$425K	0.08%	+18	13F-HR Timeline
TrueWealth Advisors, LLC	5,366	$423K	0.14%	-579	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	5,348	$422K	0.12%	-618	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	5,336	$421K	0.01%	+415	13F-HR Timeline Group
ORG Partners LLC	5,319	$421K	0.1%	-446	13F-HR Timeline
E&G Advisors, LLC	5,317	$419K	0.12%	0	13F-HR Timeline
Hickory Point Bank & Trust	5,298	$418K	0.37%	-160	13F-HR Timeline
DT Investment Partners, LLC	5,287	$417K	0.04%	+1,830	13F-HR Timeline
Visionary Wealth Advisors	5,275	$416K	0.02%	-2,157	13F-HR Timeline
SYON CAPITAL LLC	5,270	$416K	0.03%	-3,642	13F-HR Timeline
Strategic Advisors LLC	5,251	$414K	0.08%	-466	13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	5,164	$411K	0.28%	-300	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	5,168	$407K	<0.01%	+104	13F-HR Timeline
SPINNAKER TRUST	5,155	$406K	0.03%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	5,082	$401K	0.44%	+369	13F-HR Timeline
Soltis Investment Advisors LLC	5,073	$400K	0.04%	-12,562	13F-HR Timeline
WESPAC Advisors, LLC	5,062	$399K	0.33%	new	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	5,062	$399K	0.02%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	5,050	$398K	0.39%	+3,959	13F-HR Timeline
Aptus Capital Advisors, LLC	5,039	$397K	<0.01%	-697	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	5,018	$396K	0.48%	new	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	5,016	$396K	0.01%	0	13F-HR Timeline
LEVIN CAPITAL STRATEGIES, L.P.	5,000	$394K	0.04%	new	13F-HR Timeline
Strategic Wealth Investment Group, LLC	4,968	$392K	0.68%	-57,792	13F-HR Timeline
PLIMOTH TRUST CO LLC	4,962	$391K	0.1%	+454	13F-HR Timeline
ARS Investment Partners, LLC	5,168	$391K	0.04%	0	13F-HR Timeline
SBI Securities Co., Ltd.	4,956	$391K	0.01%	-1,456	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	4,934	$390K	0.18%	-269	13F-HR Timeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY	4,946	$390K	0.08%	+204	13F-HR Timeline
ALERUS FINANCIAL NA	4,936	$389K	0.03%	-1,013	13F-HR Timeline
Empower Advisory Group, LLC	4,907	$387K	<0.01%	-553	13F-HR Timeline
Teamwork Financial Advisors, LLC	4,902	$387K	0.05%	-7,325	13F-HR Timeline
626 Financial, LLC	4,902	$387K	0.2%	new	13F-HR Timeline
Iron Gate Global Advisors LLC	4,898	$386K	0.05%	+533	13F-HR/A Timeline
SPRENG CAPITAL MANAGEMENT, INC.	4,872	$384K	0.17%	0	13F-HR Timeline
KWB Wealth	5,057	$383K	0.05%	-1,365	13F-HR Timeline
LJI Wealth Management, LLC	4,850	$382K	0.08%	+128	13F-HR Timeline
PMG Wealth Management, Inc.	4,800	$378K	0.4%	0	13F-HR Timeline
Sequent Asset Management, LLC	4,789	$378K	0.21%	+193	13F-HR Timeline
Grey Ledge Advisors, LLC	4,760	$375K	0.1%	+150	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	4,747	$374K	0.08%	+1	13F-HR Timeline
Bangor Savings Bank	4,729	$373K	0.04%	-590	13F-HR Timeline
Wilmington Savings Fund Society, FSB	4,720	$372K	0.01%	+113	13F-HR Timeline
USA FINANCIAL FORMULAS	4,662	$368K	0.06%	-439	13F-HR Timeline
Capital Investment Counsel, LLC	4,654	$367K	0.06%	+246	13F-HR Timeline
High Falls Advisors, Inc	4,636	$366K	0.09%	+18	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	4,632	$365K	0.02%	-5,082	13F-HR Timeline
Crescent Grove Advisors, LLC	4,626	$365K	0.04%	0	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,626	$365K	0.09%	+326	13F-HR Timeline
Dynamic Wealth Strategies, LLC	4,563	$360K	0.3%	-166	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	4,540	$358K	0.15%	+420	13F-HR Timeline
ABLE Financial Group, LLC	4,523	$357K	0.1%	0	13F-HR Timeline
Amica Retiree Medical Trust	4,517	$356K	0.54%	-1,079	13F-HR Timeline
PITTENGER & ANDERSON INC	4,500	$355K	0.01%	+635	13F-HR Timeline
Verition Fund Management LLC	4,492	$354K	<0.01%	-29,536	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	4,479	$353K	0.02%	-752	13F-HR Timeline
GK Wealth Management LLC	4,472	$353K	0.44%	+828	13F-HR/A Timeline
Ameraudi Asset Management, Inc.	4,471	$353K	0.2%	new	13F-HR Timeline
Avantax Planning Partners, Inc.	4,470	$352K	0.01%	+504	13F-HR Timeline
All Terrain Financial Advisors, LLC	4,456	$351K	0.14%	+6	13F-HR Timeline
Clearstead Advisors, LLC	4,447	$351K	0.01%	+211	13F-HR Timeline
Founders Financial Alliance, LLC	4,427	$349K	0.08%	+2,971	13F-HR Timeline
Moloney Securities Asset Management, LLC	4,398	$347K	0.05%	-5,414	13F-HR Timeline
Patten Group, Inc.	4,390	$346K	0.08%	-1	13F-HR Timeline
Continuum Advisory, LLC	4,388	$346K	0.04%	+353	13F-HR Timeline
Agate Pass Investment Management, LLC	4,387	$346K	0.15%	+77	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	4,375	$346K	0.03%	-337	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	4,363	$344K	0.29%	-3,672	13F-HR Timeline
United Advisor Group, LLC	4,360	$344K	0.07%	+361	13F-HR Timeline
Prostatis Group LLC	4,348	$343K	0.11%	-1,412	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	4,344	$343K	0.01%	0	13F-HR Timeline Group
Beaumont Financial Advisors, LLC	4,334	$342K	0.03%	0	13F-HR Timeline
INGALLS & SNYDER LLC	4,304	$339K	0.01%	-550	13F-HR Timeline
Birchcreek Wealth Management, LLC	4,289	$338K	0.21%	-733	13F-HR Timeline
Avidian Wealth Enterprises, LLC	4,254	$335K	0.01%	+76	13F-HR Timeline
Occidental Asset Management, LLC	4,249	$335K	0.05%	+722	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	4,244	$335K	0.03%	-585	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	4,243	$335K	0.32%	+2,448	13F-HR Timeline
BRIGHTON JONES LLC	4,232	$334K	0.01%	+409	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	4,213	$332K	0.06%	0	13F-HR/A Timeline Group
Kraft, Davis & Associates, LLC	4,254	$332K	0.11%	-10,983	13F-HR Timeline
West Coast Financial LLC	4,200	$331K	0.04%	0	13F-HR Timeline
Mathes Company, Inc.	4,200	$331K	0.13%	0	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	4,187	$330K	0.02%	-9	13F-HR Timeline
Mission Financial Group, LLC	7,165	$329K	0.3%		13F-HR Timeline
Successful Portfolios LLC	4,156	$328K	0.22%	0	13F-HR Timeline
Rockingstone Advisors LLC	4,155	$328K	0.15%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	4,151	$327K	0.01%	-100	13F-HR Timeline
Rappaport Reiches Capital Management, L…	4,125	$325K	0.08%	new	13F-HR Timeline
Crew Capital Management, Ltd	4,118	$325K	0.27%	+39	13F-HR Timeline
SMITH, MOORE & CO.	4,092	$323K	0.03%	+5	13F-HR Timeline
IEQ CAPITAL, LLC	4,091	$323K	<0.01%	+1,202	13F-HR Timeline
Measured Risk Portfolios, Inc.	4,077	$321K	0.34%	-321	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	4,068	$321K	0.05%	+2,168	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	4,044	$319K	0.02%	+200	13F-HR Timeline
Fiduciary Alliance LLC	4,036	$318K	0.03%	+813	13F-HR Timeline
Crestwood Advisors Group, LLC	4,028	$318K	0.01%	-402	13F-HR Timeline
Stockman Wealth Management, Inc.	4,015	$317K	0.05%	-6,201	13F-HR Timeline
PUREfi Wealth, LLC	4,000	$315K	0.32%	+500	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	3,981	$314K	0.12%	new	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3,980	$314K	0.02%	-224	13F-HR Timeline
2UniFi Bank	3,944	$312K	0.2%	-153	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,948	$311K	0.01%	-1,291	13F-HR Timeline Group
DONALDSON CAPITAL MANAGEMENT, LLC	3,944	$311K	0.01%	0	13F-HR Timeline
Trivium Point Advisory, LLC	3,944	$311K	0.04%	+770	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	3,929	$310K	<0.01%	new	13F-HR Timeline Group
Stonebridge Financial Planning Group, L…	3,921	$309K	0.14%	new	13F-HR Timeline
Consolidated Portfolio Review Corp	3,910	$308K	0.05%	+492	13F-HR Timeline
Aries Wealth Management	3,893	$307K	0.08%	+64	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	3,875	$306K	0.03%	+360	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,862	$305K	0.04%	+1	13F-HR Timeline
Haverford Trust Co	3,845	$303K	<0.01%	0	13F-HR Timeline
First Financial Group Corp	3,836	$302K	0.34%	-82	13F-HR Timeline
BLB&B Advisors, LLC	3,833	$302K	0.02%	-2,147	13F-HR Timeline
Vantage Financial Partners, LLC	3,832	$302K	0.08%	-14,947	13F-HR Timeline
Kagan Cocozza Asset Management	3,809	$300K	0.25%	-15	13F-HR Timeline
Watts Gwilliam & Co., LLC	3,801	$300K	0.07%	+14	13F-HR Timeline
J HAGAN CAPITAL, INC.	3,955	$299K	0.24%		13F-HR Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM	3,795	$299K	0.04%	new	13F-HR Timeline Group
Sightline Wealth Advisors, LLC	3,789	$299K	0.16%	-1,128	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	3,782	$298K	0.24%	-2,031	13F-HR Timeline
Kaizen Financial Strategies	3,780	$298K	0.17%	+460	13F-HR Timeline
FIRST UNITED BANK & TRUST	3,776	$298K	0.11%	+199	13F-HR Timeline
Smith Anglin Financial, LLC	3,774	$298K	0.03%	-320	13F-HR Timeline
RiverFront Investment Group, LLC	3,771	$297K	0.01%	+83	13F-HR Timeline
Glen Eagle Advisors, LLC	3,770	$297K	0.05%	-616	13F-HR Timeline
Fulcrum Equity Management	3,769	$297K	0.32%	-15,610	13F-HR Timeline
American Financial Advisors, LLC	3,733	$294K	0.04%	-88	13F-HR Timeline
Christensen, King & Associates Investme…	3,818	$294K	0.14%	0	13F-HR Timeline
Colonial River Investments, LLC	3,723	$294K	0.16%	-1,778	13F-HR Timeline
Balefire, LLC	3,722	$294K	0.1%	+751	13F-HR Timeline
MAGNOLIA CAPITAL MANAGEMENT LTD	3,720	$293K	0.25%	new	13F-HR Timeline
Curat Global, LLC	3,705	$292K	0.36%		13F-HR Timeline
STEVENS CAPITAL MANAGEMENT LP	3,700	$292K	0.07%	new	13F-HR Timeline
Connecticut Wealth Management, LLC	3,687	$291K	0.02%	-22,533	13F-HR Timeline
First Business Financial Services, Inc.	3,677	$290K	0.03%	new	13F-HR Timeline
Kentucky Trust Co	3,655	$288K	0.17%	0	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	3,633	$286K	0.13%	+124	13F-HR Timeline
Broadleaf Partners, LLC	3,619	$285K	0.07%	0	13F-HR Timeline
UNION SAVINGS BANK	3,602	$284K	0.14%	0	13F-HR Timeline
Blue Chip Partners, LLC	3,599	$284K	0.02%	-533	13F-HR Timeline
Resurgent Financial Advisors LLC	3,597	$284K	0.17%	-187	13F-HR Timeline
Argyle Capital Partners, LLC	3,592	$283K	0.24%	-616	13F-HR Timeline
Private Wealth Asset Management, LLC	3,580	$282K	0.04%		13F-HR Timeline
GREENLEAF TRUST	3,568	$281K	<0.01%	0	13F-HR Timeline
HUB Investment Partners, LLC	3,559	$281K	0.01%	-90	13F-HR Timeline
GODSEY & GIBB, INC	3,559	$281K	0.03%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	3,557	$280K	0.02%	-474	13F-HR Timeline
Brookwood Investment Group LLC	3,542	$279K	0.05%		13F-HR Timeline
Main Street Financial Solutions, LLC	3,519	$278K	0.02%	-45	13F-HR Timeline
L & S Advisors Inc	3,511	$277K	0.03%	+18	13F-HR Timeline
Buska Wealth Management, LLC	3,502	$276K	0.09%	-46	13F-HR Timeline
One Charles Private Wealth Services, LLC	3,493	$275K	0.09%	-223	13F-HR Timeline
Nabity-Jensen Investment Management Inc	3,493	$275K	0.22%	0	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	3,473	$275K	0.02%	-2,175	13F-HR Timeline Group
Advance Capital Management, Inc.	3,490	$275K	0.01%	-238	13F-HR Timeline
NICOLET BANKSHARES INCgroup of 2 filers holding	3,481	$274K		-4,132	Timeline NICOLET BANKSHARES INC: 3,481 (0.06%) 13F-HR NICOLET ADVISORY SERVICES, LLC: sold out, -4,132 13F-HR
Caldwell Trust Co	3,441	$271K	0.03%	+1,162	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	3,439	$271K	0.05%	+3	13F-HR Timeline
Perennial Investment Advisors, LLC	3,427	$270K	0.03%	+152	13F-HR Timeline
Lodestone Wealth Management LLC	3,417	$269K	0.14%	+143	13F-HR Timeline
Concentrum Wealth Management	3,389	$267K	0.1%	+122	13F-HR Timeline
Financial Engines Advisors L.L.C.	3,372	$266K	<0.01%	-29	13F-HR Timeline
NTV Asset Management LLC	3,372	$266K	0.04%	0	13F-HR Timeline
Rialto Wealth Management, LLC	3,364	$265K	0.08%	-720	13F-HR Timeline
TRANSATLANTIQUE PRIVATE WEALTH LLC	3,348	$264K	0.11%	0	13F-HR Timeline
Quadcap Wealth Management, LLC	3,347	$264K	0.04%	0	13F-HR Timeline
RiverGlades Family Offices LLC	3,320	$262K	0.19%	+30	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,313	$261K	0.13%	+21	13F-HR Timeline
Palumbo Wealth Management LLC	3,300	$260K	0.09%	+43	13F-HR Timeline