XLU SELECT SECTOR SPDR TR

SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers: 1,380
13F filers: 1,398
New: 147
Added: 570
Reduced: 449
Sold out: 109
Shares held by filers: 151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Capital Square, LLC	6,250	$515K	0.27%	-485	13F-HR Timeline
RiverFront Investment Group, LLC	6,277	$513K	0.01%	+2,506	13F-HR Timeline
Cherry Tree Wealth Management, LLC	6,271	$512K	0.12%	-365	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	6,253	$511K	0.03%	+1,878	13F-HR/A Timeline
Family Investment Center, Inc.	6,251	$510K	0.12%	-706	13F-HR Timeline
Sageworth Trust Co	6,250	$510K	0.03%	-34	13F-HR Timeline
Constitution Capital LLC	6,245	$510K	0.26%	+15	13F-HR Timeline
Thrive Capital Management, LLC	6,245	$510K	0.16%	new	13F-HR Timeline
Bank of Marin	6,218	$508K	0.38%	new	13F-HR Timeline
MYECFO, LLC	6,140	$501K	0.25%	-500	13F-HR Timeline
Clearstead Advisors, LLC	6,061	$495K	0.01%	+1,614	13F-HR Timeline
PLANNING DIRECTIONS INC	6,045	$494K	0.28%	+35	13F-HR Timeline
PINNACLE ASSOCIATES LTD	6,045	$494K	0.01%	0	13F-HR Timeline
Clare Market Investments LLC	6,026	$492K	0.11%	new	13F-HR Timeline
Jacobi Capital Management LLC	6,008	$491K	0.03%	-42	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	5,987	$488K	<0.01%	-147,813	13F-HR Timeline Group
Axis Wealth Partners, LLC	5,968	$487K	0.32%	+2	13F-HR Timeline
Circle Wealth Management, LLC	5,940	$485K	0.01%	+3,282	13F-HR Timeline
Talisman Wealth Advisors LLC	5,938	$485K	0.44%	+88	13F-HR Timeline
Patten Group, Inc.	5,921	$484K	0.1%	+1,531	13F-HR Timeline
Barry Investment Advisors, LLC	5,914	$483K	0.12%	+64	13F-HR Timeline
Valeo Financial Advisors, LLC	5,881	$480K	0.01%	+8	13F-HR/A Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	5,864	$479K	0.01%	-769	13F-HR Timeline
Tranquility Partners, LLC	5,818	$475K	0.17%	-121	13F-HR Timeline
White Pine Investment CO	5,800	$474K	0.12%	new	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	5,794	$473K	0.14%	+245	13F-HR Timeline
Main Street Financial Solutions, LLC	5,754	$470K	0.03%	+2,235	13F-HR Timeline
Transce3nd, LLC	5,674	$469K	0.2%	+4,366	13F-HR Timeline
Institute for Wealth Management, LLC.	5,746	$469K	0.05%	+2,507	13F-HR Timeline
MCDANIEL TERRY & CO	5,744	$469K	0.04%	0	13F-HR Timeline
Retirement Planning Co of New England, …	5,735	$468K	0.21%	-147	13F-HR Timeline
KG Capital Management	5,708	$466K	0.14%	+34	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	5,688	$465K	0.04%	-502	13F-HR Timeline
CAP Partners, LLC	5,669	$463K	0.29%	new	13F-HR Timeline
Navis Wealth Advisors, LLC	5,654	$462K	0.39%	0	13F-HR Timeline
ARS Investment Partners, LLC	5,647	$461K	0.03%	+479	13F-HR Timeline
E&G Advisors, LLC	5,607	$458K	0.12%	+290	13F-HR Timeline
Thomasville National Bank	5,592	$457K	0.03%	0	13F-HR Timeline
Strategic Wealth Investment Group, LLC	5,588	$456K	0.66%	+620	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	5,582	$456K	0.1%	+138	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	5,566	$455K	0.05%	0	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	5,526	$451K	0.3%	+38	13F-HR Timeline
Edgestream Partners, L.P.	5,522	$451K	0.01%	new	13F-HR Timeline
Solitude Financial Services	5,442	$444K	0.16%	-1,324	13F-HR Timeline
Tandem Wealth Advisors LLC	5,420	$443K	0.22%	-38	13F-HR Timeline
American Alpha Advisors, LLC	5,419	$443K	0.36%	-233	13F-HR Timeline
RIA Advisory Group LLC	5,394	$440K	0.13%	+1	13F-HR Timeline
LexAurum Advisors, LLC	5,368	$438K	0.07%	-18	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	5,350	$437K	0.03%	+2,593	13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	5,152	$436K	0.27%	-12	13F-HR Timeline
Reliant Investment Partners, LLC	5,319	$434K	0.38%	-148	13F-HR Timeline
Summit Wealth Partners, LLC	5,303	$433K	0.08%	new	13F-HR Timeline
4WEALTH ADVISORS, INC.	5,300	$433K	0.45%	+218	13F-HR Timeline
Curat Global, LLC	5,297	$433K	0.41%	+1,592	13F-HR/A Timeline
Flagship Private Wealth, LLC	5,275	$431K	0.18%	new	13F-HR/A Timeline
Dynamic Wealth Strategies, LLC	5,242	$428K	0.31%	+679	13F-HR Timeline
Strategic Advisors LLC	5,233	$427K	0.08%	-18	13F-HR Timeline
Federation des caisses Desjardins du Qu…	5,207	$425K	<0.01%	-16,005	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	5,200	$425K	0.01%	-400	13F-HR Timeline
Hickory Point Bank & Trust	5,198	$424K	0.34%	-100	13F-HR Timeline
SPINNAKER TRUST	5,155	$421K	0.03%	0	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	5,125	$419K	0.1%	+499	13F-HR Timeline
Quantum Portfolio Management LLC	5,125	$419K	0.2%	-2,166	13F-HR Timeline
ORG Partners LLC	5,089	$417K	0.09%	-230	13F-HR Timeline
Mascagni Wealth Management, Inc.	5,093	$416K	0.35%	new	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	5,083	$415K	0.33%	+33	13F-HR Timeline
ABLE Financial Group, LLC	5,082	$415K	0.1%	+559	13F-HR Timeline
Visionary Horizons, LLC	5,081	$415K	0.26%	new	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	5,062	$413K	0.02%	0	13F-HR Timeline
Diligent Investors, LLC	5,034	$411K	0.1%	-2,443	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	5,000	$408K	0.1%	-348	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	4,986	$407K	0.01%	-350	13F-HR Timeline Group
SPIRIT OF AMERICA MANAGEMENT CORP/NY	4,820	$405K	0.08%	-126	13F-HR Timeline
Composition Wealth, LLC	4,949	$404K	0.01%	new	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	4,935	$403K	0.17%	+1	13F-HR Timeline
Clientfirst Wealth Management, LLC	4,924	$402K	0.41%	-500	13F-HR Timeline
USA FINANCIAL FORMULAS	4,920	$402K	0.07%	+258	13F-HR Timeline
626 Financial, LLC	4,902	$400K	0.19%	0	13F-HR/A Timeline
Iron Gate Global Advisors LLC	4,898	$400K	0.04%	0	13F-HR Timeline
JB Capital LLC	4,874	$398K	0.02%	new	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	4,872	$398K	0.16%	0	13F-HR Timeline
Interchange Capital Partners, LLC	4,855	$396K	0.09%	+1,737	13F-HR/A Timeline
Teamwork Financial Advisors, LLC	4,850	$396K	0.05%	-52	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,848	$396K	0.05%	+1,865	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	4,838	$395K	0.05%	new	13F-HR Timeline
LJI Wealth Management, LLC	4,825	$394K	0.07%	-25	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	4,799	$392K	0.02%	-1,072	13F-HR Timeline Group
Lumbard & Kellner, LLC	4,793	$391K	0.17%	new	13F-HR Timeline
Sequent Asset Management, LLC	4,789	$391K	0.31%	0	13F-HR Timeline
Howard Capital Management Group, LLC	4,785	$391K	0.03%	-640	13F-HR Timeline
Grey Ledge Advisors, LLC	4,760	$389K	0.1%	0	13F-HR Timeline
SBI Securities Co., Ltd.	4,757	$388K	0.01%	-199	13F-HR Timeline
High Falls Advisors, Inc	4,754	$388K	0.09%	+118	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	4,751	$388K	0.02%	+272	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	4,747	$388K	0.07%	0	13F-HR Timeline
Bangor Savings Bank	4,647	$379K	0.03%	-82	13F-HR Timeline
Strategic Wealth Partners, Ltd.	4,642	$379K	0.03%		13F-HR Timeline
Crescent Grove Advisors, LLC	4,636	$379K	0.04%	+10	13F-HR Timeline
Sound Income Strategies, LLC	4,626	$378K	0.02%	-12,292	13F-HR Timeline
Hobbs Group Advisors, LLC	4,612	$377K	0.13%	+1,766	13F-HR Timeline
Consolidated Portfolio Review Corp	4,606	$376K	0.05%	+696	13F-HR Timeline
Pinnacle Family Advisors, LLC	4,593	$375K	0.18%	-2,736	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	4,579	$374K	0.14%	+39	13F-HR Timeline
PLIMOTH TRUST CO LLC	4,572	$373K	0.09%	-390	13F-HR Timeline
BRIGHTON JONES LLC	4,571	$373K	0.01%	+339	13F-HR Timeline
Financial Advocates Investment Manageme…	4,534	$370K	0.03%	-43,202	13F-HR Timeline
Wilmington Savings Fund Society, FSB	4,525	$370K	0.01%	-195	13F-HR Timeline
Amica Retiree Medical Trust	4,517	$369K	0.53%	0	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	4,516	$369K	0.01%	-500	13F-HR Timeline
PITTENGER & ANDERSON INC	4,500	$367K	0.01%	0	13F-HR Timeline
Soltis Investment Advisors LLC	4,488	$367K	0.03%	-585	13F-HR Timeline
GK Wealth Management LLC	4,474	$365K	0.36%	+2	13F-HR Timeline
Avantax Planning Partners, Inc.	4,474	$365K	0.01%	+4	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	4,450	$363K	0.01%	+106	13F-HR Timeline Group
SVB WEALTH LLC	4,441	$363K	0.02%	-5,769	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	4,434	$362K	0.01%	+1,779	13F-HR Timeline
Fulton Bank, N.A.	4,420	$361K	0.01%	+1,492	13F-HR Timeline
PMG Wealth Management, Inc.	4,400	$359K	0.3%	-400	13F-HR Timeline
United Advisor Group, LLC	4,382	$358K	0.06%	+22	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	4,378	$358K	0.06%	+310	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,366	$357K	0.02%	+386	13F-HR Timeline
Fisher Asset Management, LLC	4,353	$355K	<0.01%	new	13F-HR Timeline
BLB&B Advisors, LLC	4,345	$355K	0.02%	+512	13F-HR Timeline
Agate Pass Investment Management, LLC	4,324	$353K	0.14%	-63	13F-HR Timeline
Quadrant Private Wealth Management, LLC	4,309	$352K	0.07%	new	13F-HR Timeline
Birchcreek Wealth Management, LLC	4,290	$350K	0.2%	+1	13F-HR Timeline
Fiduciary Alliance LLC	4,277	$349K	0.03%	+241	13F-HR Timeline
Guardian Asset Advisors, LLC	4,257	$348K	0.2%	new	13F-HR Timeline
FIRST UNITED BANK & TRUST	4,255	$347K	0.12%	+479	13F-HR Timeline
Iyo Bank, Ltd.	4,252	$347K	0.14%	-8,480	13F-HR Timeline
WMG Financial Advisors, LLC	4,251	$347K	0.13%	new	13F-HR Timeline
Verity Asset Management, Inc.	4,220	$345K	0.16%	new	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	4,213	$344K	0.06%	0	13F-HR/A Timeline Group
LEIGH BALDWIN & CO., LLC	4,212	$344K	0.23%	+430	13F-HR Timeline
Mathes Company, Inc.	4,200	$343K	0.13%	0	13F-HR Timeline
Summit X, LLC	4,186	$342K	0.06%	new	13F-HR Timeline
Perennial Investment Advisors, LLC	4,184	$342K	0.03%	+757	13F-HR Timeline
All Terrain Financial Advisors, LLC	4,163	$340K	0.12%	-293	13F-HR Timeline
Penobscot Investment Management Company…	4,160	$340K	0.03%	new	13F-HR Timeline
Successful Portfolios LLC	4,156	$339K	0.21%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	4,151	$339K	0.01%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	4,139	$338K	0.02%	-105	13F-HR Timeline
Crestwood Advisors Group, LLC	4,129	$337K	0.01%	+101	13F-HR Timeline
SMITH, MOORE & CO.	4,098	$335K	0.03%	+6	13F-HR Timeline
Measured Risk Portfolios, Inc.	4,093	$334K	0.37%	+16	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	4,044	$330K	0.02%	0	13F-HR Timeline
Stonebridge Financial Planning Group, L…	4,041	$330K	0.14%	+120	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	4,040	$330K	0.03%	+165	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	4,037	$330K	0.02%	-150	13F-HR/A Timeline
Allegheny Financial Group	4,035	$329K	0.07%	new	13F-HR Timeline
Occidental Asset Management, LLC	4,015	$328K	0.05%	-234	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	4,007	$327K	0.01%	+1,374	13F-HR Timeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	4,007	$327K	0.03%	new	13F-HR Timeline
III Capital Management	4,000	$327K	0.06%	new	13F-HR Timeline
Demars Financial Group, LLC	3,986	$325K	0.13%	-4,196,375	13F-HR Timeline
Discipline Wealth Solutions, LLC	3,970	$324K	0.12%	new	13F-HR Timeline
First Business Financial Services, Inc.	3,952	$323K	0.03%	+275	13F-HR Timeline
Christensen, King & Associates Investme…	3,951	$323K	0.15%	+133	13F-HR Timeline
Private Wealth Asset Management, LLC	3,940	$322K	0.04%	+360	13F-HR Timeline
IEQ CAPITAL, LLC	3,927	$321K	<0.01%	-164	13F-HR Timeline
Purkiss Capital Advisors LLC	3,895	$318K	0.18%	new	13F-HR Timeline
Lakeshore Capital Group, Inc.	3,879	$317K	0.28%	new	13F-HR Timeline
2UniFi Bank	3,869	$316K	0.18%	-75	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,866	$316K	0.01%	-82	13F-HR Timeline Group
ROMANO BROTHERS AND COMPANY	3,863	$315K	0.04%	+1	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	3,861	$315K	0.15%	new	13F-HR Timeline
Rockingstone Advisors LLC	3,855	$315K	0.17%	-300	13F-HR Timeline
Haverford Trust Co	3,845	$314K	<0.01%	0	13F-HR Timeline
Lodestone Wealth Management LLC	3,843	$314K	0.15%	+426	13F-HR Timeline
Verity & Verity, LLC	3,840	$314K	0.03%	new	13F-HR Timeline
Kagan Cocozza Asset Management	3,809	$311K	0.24%	0	13F-HR Timeline
Kaizen Financial Strategies	3,780	$309K	0.16%	0	13F-HR Timeline
UNION SAVINGS BANK	3,602	$309K	0.14%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	3,770	$308K	0.05%	0	13F-HR Timeline
First Financial Group Corp	3,768	$308K	0.3%	-68	13F-HR Timeline
Worth Asset Management, LLC	3,762	$307K	0.15%	new	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	3,740	$305K	0.01%	-204	13F-HR Timeline
MAGNOLIA CAPITAL MANAGEMENT LTD	3,720	$304K	0.24%	0	13F-HR Timeline
First Heartland Consultants, Inc.	3,719	$304K	0.03%	new	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	3,705	$303K	0.1%	-11,777	13F-HR Timeline
BEACON FINANCIAL GROUP	3,664	$299K	0.03%	new	13F-HR Timeline
Westside Investment Management, Inc.	3,643	$298K	0.06%	+2,373	13F-HR Timeline
Northstar Financial Companies, Inc.	3,634	$297K	0.31%	-2,082	13F-HR Timeline
Financial Engines Advisors L.L.C.	3,624	$296K	<0.01%	+252	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	3,625	$296K	0.27%	-738	13F-HR Timeline
Broadleaf Partners, LLC	3,619	$296K	0.07%	0	13F-HR Timeline
Resurgent Financial Advisors LLC	3,611	$295K	0.16%	+14	13F-HR Timeline
Advance Capital Management, Inc.	3,608	$295K	0.01%	+118	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	3,607	$295K	0.11%	new	13F-HR Timeline
American Financial Advisors, LLC	3,585	$293K	0.04%	-148	13F-HR Timeline
Kentucky Trust Co	3,580	$292K	0.17%	-75	13F-HR Timeline
GREENLEAF TRUST	3,568	$291K	<0.01%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	3,567	$291K	0.02%	+10	13F-HR Timeline
Acorns Advisers, LLC	3,558	$291K	<0.01%	+773	13F-HR Timeline
HUB Investment Partners, LLC	3,560	$291K	0.01%	+1	13F-HR Timeline
GODSEY & GIBB, INC	3,559	$291K	0.03%	0	13F-HR Timeline
Sightline Wealth Advisors, LLC	3,555	$290K	0.14%	-234	13F-HR Timeline
Blue Trust, Inc.	3,545	$290K	<0.01%	+1,619	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	3,525	$288K	0.13%	-108	13F-HR Timeline
Watts Gwilliam & Co., LLC	3,407	$288K	0.05%	-394	13F-HR Timeline