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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Westover Capital Advisors, LLC6,600$576K0.11%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,587$574K0.22%new13F-HRTimeline
ARS Investment Partners, LLC6,580$574K0.04%+93313F-HRTimeline
Colony Family Offices, LLC6,550$571K0.15%013F-HRTimeline
Talisman Wealth Advisors LLC6,546$571K0.47%+60813F-HRTimeline
Freedom Investment Management, Inc.6,505$567K0.15%-9,31513F-HRTimeline
Redwood Financial Network Corp6,486$566K0.36%+9613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,475$565K0.01%new13F-HRTimelineGroup
Maple Capital Management, Inc.6,442$562K0.04%-5813F-HRTimeline
Signal Advisors Wealth, LLC6,395$558K0.05%-86,96313F-HRTimeline
Lumbard & Kellner, LLC6,378$556K0.2%+1,58513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,354$554K0.11%-92813F-HRTimeline
Patten Group, Inc.6,326$552K0.11%+40513F-HRTimeline
White Pine Investment CO6,270$547K0.13%+47013F-HRTimeline
Cherry Tree Wealth Management, LLC6,271$547K0.12%013F-HRTimeline
Thrive Capital Management, LLC6,246$545K0.14%+113F-HRTimeline
Keebeck Wealth Management6,246$545K0.06%-32913F-HRTimeline
American Trust6,243$544K0.05%+3,71113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,214$542K0.01%+1,01413F-HRTimeline
Argent Trust Co6,209$541K0.02%+2,99413F-HRTimeline
Constitution Capital LLC6,194$540K0.25%-5113F-HRTimeline
VCI Wealth Management LLC6,155$537K0.16%-67613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,119$534K0.06%-20013F-HRTimeline
Financially Speaking Inc6,063$529K0.35%new13F-HRTimeline
J2 Capital Management Inc6,027$526K0.4%-1,49013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,012$524K0.03%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD6,010$524K0.01%-3513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,006$524K<0.01%+14213F-HRTimeline
Jacobi Capital Management LLC5,996$523K0.03%-1213F-HRTimeline
CAP Partners, LLC5,977$521K0.3%+30813F-HRTimeline
Axis Wealth Partners, LLC5,945$518K0.3%-2313F-HRTimeline
JB Capital LLC5,915$516K0.02%+1,04113F-HRTimeline
Aptus Capital Advisors, LLC5,882$513K<0.01%-2,46413F-HRTimeline
Birchcreek Wealth Management, LLC5,879$513K0.26%+1,58913F-HRTimeline
Thomasville National Bank5,864$511K0.03%+27213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC5,800$511K0.08%new13F-HRTimelineGroup
Capital Square, LLC5,846$510K0.26%-40413F-HRTimeline
Willis Johnson & Associates, Inc.5,839$509K0.03%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…5,828$508K0.35%+74513F-HRTimeline
PLANNING DIRECTIONS INC5,797$506K0.26%-24813F-HRTimeline
Navis Wealth Advisors, LLC5,774$504K0.38%+12013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.5,772$503K0.2%+90013F-HRTimeline
Lion Street Advisors, LLC7,501$502K0.17%-40913F-HRTimeline
MCDANIEL TERRY & CO5,744$501K0.04%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,734$500K<0.01%new13F-HRTimelineGroup
SMART Wealth LLC5,705$498K0.19%-59,56613F-HRTimeline
OKABENA INVESTMENT SERVICES INC5,702$497K0.1%+12013F-HRTimeline
Federation des caisses Desjardins du Qu…5,692$496K<0.01%+48513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC5,678$495K0.14%+1,97313F-HRTimeline
Retirement Planning Co of New England, …5,676$495K0.2%-5913F-HRTimeline
Bank of Marin5,662$494K0.35%-55613F-HRTimeline
Summit Wealth Partners, LLC5,641$492K0.09%+33813F-HRTimeline
RiverFront Investment Group, LLC5,638$492K0.01%-63913F-HRTimeline
Fulton Bank, N.A.5,633$491K0.02%+1,21313F-HRTimeline
Strategic Financial Concepts, LLC5,616$490K0.07%-2,13113F-HRTimeline
LexAurum Advisors, LLC5,598$488K0.07%+23013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,566$485K0.05%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,563$485K0.3%+3713F-HRTimeline
KG Capital Management5,558$485K0.13%-15013F-HRTimeline
SMITH, MOORE & CO.5,538$483K0.04%+1,44013F-HRTimeline
SBI Securities Co., Ltd.5,534$483K0.01%+77713F-HRTimeline
BRIGHTON JONES LLC5,525$482K0.01%+95413F-HRTimeline
Dana Investment Advisors, Inc.5,523$482K0.01%+2,46513F-HRTimeline
Barry Investment Advisors, LLC5,453$476K0.11%-46113F-HRTimeline
Reliant Investment Partners, LLC5,310$472K0.37%-913F-HRTimeline
Solitude Financial Services5,380$469K0.16%-6213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,289$461K0.02%+77313F-HRTimeline
Occidental Asset Management, LLC5,280$460K0.06%+1,26513F-HRTimeline
NovaPoint Capital, LLC5,266$459K0.11%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC5,263$459K0.1%+13813F-HRTimeline
Curat Global, LLC5,261$458K0.43%-3613F-HRTimeline
Strategic Advisors LLC5,233$456K0.07%013F-HRTimeline
ABLE Financial Group, LLC5,220$455K0.1%+13813F-HRTimeline
Hickory Point Bank & Trust5,198$453K0.34%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,175$451K0.23%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.5,168$451K<0.01%-1,91813F-HRTimeline
SPINNAKER TRUST5,155$450K0.02%013F-HRTimeline
MYECFO, LLC5,140$448K0.2%-1,00013F-HRTimeline
Valeo Financial Advisors, LLC5,137$448K0.01%-74413F-HRTimeline
RIA Advisory Group LLC5,118$446K0.12%-27613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,094$444K0.01%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC5,086$444K0.02%+1,04913F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,082$443K0.02%+33113F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,062$441K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,056$441K+3,113Timeline
Exit Wealth Advisors, LLC.5,051$441K0.29%13F-HRTimeline
Diligent Investors, LLC5,034$439K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,016$437K0.01%new13F-HRTimeline
Tranquility Partners, LLC4,983$435K0.15%-83513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,982$435K0.03%+61613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,907$432K0.09%+8713F-HRTimeline
Mascagni Wealth Management, Inc.4,942$431K0.33%-15113F-HRTimeline
Wedmont Private Capital4,770$430K0.02%+2,00513F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,936$430K0.15%+113F-HRTimeline
Clientfirst Wealth Management, LLC4,924$429K0.34%013F-HRTimeline
Argyle Capital Partners, LLC4,923$429K0.31%+2,27413F-HRTimeline
Peoples Bank/KS4,922$429K0.43%-2,57413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,921$429K<0.01%-6513F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC4,748$428K0.07%+113F-HRTimeline
626 Financial, LLC4,902$428K0.19%013F-HRTimeline
Iron Gate Global Advisors LLC4,898$427K0.04%013F-HRTimeline
4WEALTH ADVISORS, INC.4,893$427K0.39%-40713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,864$424K0.21%+1,35813F-HRTimeline
Phillips Wealth Planners LLC4,721$424K0.35%new13F-HRTimeline
Teamwork Financial Advisors, LLC4,847$423K0.05%-313F-HRTimeline
LJI Wealth Management, LLC4,825$421K0.07%013F-HRTimeline
Founders Financial Alliance, LLC4,822$420K0.08%+1,84313F-HRTimeline
Interchange Capital Partners, LLC4,806$419K0.08%-4913F-HRTimeline
Sequent Asset Management, LLC4,789$418K0.2%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,499$416K0.04%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,742$414K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,739$413K0.02%+3,61713F-HRTimeline
IEQ CAPITAL, LLC4,719$412K<0.01%+79213F-HRTimeline
APS Management Group, Inc.4,713$411K0.36%13F-HRTimeline
PITTENGER & ANDERSON INC4,690$409K0.01%+19013F-HRTimeline
Avantax Planning Partners, Inc.4,657$406K0.01%+18313F-HRTimeline
Crescent Grove Advisors, LLC4,646$405K0.04%+1013F-HRTimeline
Acorns Advisers, LLC4,646$405K<0.01%+1,08813F-HRTimeline
Strategic Wealth Partners, Ltd.4,642$405K0.03%013F-HRTimeline
Hobbs Group Advisors, LLC4,618$403K0.13%+613F-HRTimeline
Fisher Asset Management, LLC4,607$402K<0.01%+25413F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…4,600$401K0.59%new13F-HRTimelineGroup
Keystone Wealth Services, LLC4,595$401K0.09%-8,26813F-HRTimeline
PLIMOTH TRUST CO LLC4,588$400K0.09%+1613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,585$400K0.02%-21413F-HRTimelineGroup
Melone Private Wealth, LLC4,584$400K0.18%new13F-HRTimeline
GK Wealth Management LLC4,569$399K0.3%+9513F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,562$398K0.04%new13F-HRTimeline
Agate Pass Investment Management, LLC4,526$395K0.15%+20213F-HRTimeline
Amica Retiree Medical Trust4,517$394K0.54%013F-HRTimeline
Grey Ledge Advisors, LLC4,505$393K0.09%-25513F-HRTimeline
Donald L. Hagan, LLC4,479$391K0.19%new13F-HRTimeline
Clearstead Advisors, LLC4,476$390K0.01%-1,58513F-HRTimeline
Purkiss Capital Advisors LLC4,469$390K0.19%+57413F-HRTimeline
Security Financial Services, INC.4,454$388K0.06%new13F-HRTimeline
BLB&B Advisors, LLC4,430$386K0.02%+8513F-HRTimeline
PMG Wealth Management, Inc.4,400$386K0.29%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,412$385K0.1%+1,25013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,390$383K0.06%+1213F-HRTimeline
Glen Eagle Advisors, LLC4,385$382K0.05%+61513F-HRTimeline
SVB WEALTH LLC4,369$381K0.02%-7213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,366$381K0.04%-47213F-HRTimeline
Guardian Asset Advisors, LLC4,362$380K0.2%+10513F-HRTimeline
WESPAC Advisors, LLC4,357$380K0.22%-7,88213F-HRTimeline
GWN SECURITIES INC.4,342$380K0.09%-4,64613F-HRTimeline
Composition Wealth, LLC4,348$379K0.01%-60113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,344$379K0.01%-10613F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC4,343$379K0.11%+1,22813F-HRTimeline
MMA ASSET MANAGEMENT LLC4,331$378K0.13%-24813F-HRTimeline
Main Street Financial Solutions, LLC4,315$376K0.02%-1,43913F-HRTimeline
Hansen & Associates Financial Group, In…4,170$374K0.16%new13F-HRTimeline
Fiduciary Alliance LLC4,284$374K0.03%+713F-HRTimeline
Discipline Wealth Solutions, LLC4,280$373K0.1%+31013F-HRTimeline
Connecticut Wealth Management, LLC4,272$373K0.02%-10,10213F-HRTimeline
Cornerstone Advisory, LLC4,265$372K0.04%+1,09013F-HRTimeline
Iyo Bank, Ltd.4,252$371K0.14%013F-HRTimeline
Quadrant Private Wealth Management, LLC4,228$369K0.07%-8113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,213$367K0.06%013F-HRTimelineGroup
Mathes Company, Inc.4,200$366K0.13%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,192$366K0.17%13F-HRTimeline
Sound Income Strategies, LLC4,007$363K0.02%-61913F-HRTimeline
Penobscot Investment Management Company…4,160$363K0.03%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,168$363K<0.01%-1,81913F-HRTimelineGroup
Soltis Investment Advisors LLC4,133$360K0.02%-35513F-HRTimeline
Lodestone Wealth Management LLC4,128$360K0.16%+28513F-HRTimeline
WORLD EQUITY GROUP, INC.4,087$356K0.08%-5,42113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,086$356K<0.01%-22,88913F-HRTimelineGroup
Caldwell Trust Co4,050$353K0.03%+80013F-HRTimeline
Measured Risk Portfolios, Inc.4,048$353K0.38%-4513F-HRTimeline
Bangor Savings Bank4,047$353K0.03%-60013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC4,044$353K0.02%013F-HRTimeline
Invst, LLC4,041$352K0.04%+53113F-HRTimeline
Dynamic Wealth Strategies, LLC4,032$352K0.23%-1,21013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.3,993$348K0.21%-1,15913F-HRTimeline
Elm Partners Management LLC3,966$346K0.01%+69313F-HR/ATimeline
FIRST UNITED BANK & TRUST3,962$346K0.11%-29313F-HRTimeline
Consolidated Portfolio Review Corp3,954$345K0.04%-65213F-HRTimeline
First Business Financial Services, Inc.3,952$345K0.03%013F-HRTimeline
High Falls Advisors, Inc3,949$344K0.07%-80513F-HRTimeline
Axim Planning & Wealth3,948$344K0.27%new13F-HRTimeline
First Financial Group Corp3,939$344K0.3%+17113F-HRTimeline
Successful Portfolios LLC3,924$342K0.2%-23213F-HRTimeline
All Terrain Financial Advisors, LLC3,920$342K0.11%-24313F-HRTimeline
Capital Management Associates, Inc3,910$341K0.09%+62513F-HRTimeline
Demars Financial Group, LLC3,899$340K0.12%-8713F-HRTimeline
Christensen, King & Associates Investme…3,892$339K0.15%-5913F-HRTimeline
Triad Wealth Partners, LLC3,890$339K0.04%+95613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,808$339K0.01%-34313F-HRTimeline
ROMANO BROTHERS AND COMPANY3,864$337K0.04%+113F-HRTimeline
Sequent Planning LLC3,862$337K0.1%new13F-HRTimeline
Balefire, LLC3,854$336K0.07%-3,73413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,838$335K0.13%+31313F-HRTimeline
HUB Investment Partners, LLC3,832$334K0.01%+27213F-HRTimeline
One Charles Private Wealth Services, LLC3,832$334K0.09%+33813F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT3,822$333K0.02%-18513F-HRTimeline
Rockingstone Advisors LLC3,820$333K0.16%-3513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,802$332K<0.01%+53913F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,793$331K0.1%-6813F-HRTimeline
Howard Capital Management Group, LLC3,770$329K0.02%-1,01513F-HRTimeline
Redhawk Wealth Advisors, Inc.3,757$328K0.04%+84213F-HRTimeline