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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Brookwood Investment Group LLC17,043$728K0.09%-52,25313F-HRTimeline
John A. Wolfe & Associates, Inc.17,028$727K0.39%13F-HRTimeline
Bramshill Investments, LLC17,000$726K0.04%+6,50013F-HRTimeline
Elite Wealth Management, Inc.16,992$725K0.2%new13F-HRTimeline
Kessler Investment Group, LLC16,906$722K0.3%+8,45013F-HRTimeline
Bluespring Wealth Management, LLC16,874$720K0.06%+8,16913F-HRTimeline
MontVue Capital Management, Inc.16,855$720K0.48%+8,22513F-HRTimeline
Independence Wealth Advisors, LLC16,730$714K0.4%13F-HRTimeline
Sound Income Strategies, LLC16,453$714K0.03%+12,44613F-HRTimeline
Compagnie Lombard Odier SCmA16,700$713K0.01%+8,35013F-HRTimeline
Vigilare Wealth Management16,700$713K0.24%+7,90813F-HRTimeline
Onyx Bridge Wealth Group LLC16,692$713K0.08%+7,64613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC16,691$713K0.25%+5,34913F-HRTimeline
Rehmann Capital Advisory Group16,569$707K0.04%+8,67213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC16,560$707K<0.01%+14,95613F-HRTimelineGroup
NVWM, LLC16,445$702K0.15%+9,01113F-HRTimeline
One Capital Management, LLC16,278$695K0.02%+7,86213F-HRTimeline
FineMark National Bank & Trust16,230$693K0.02%+8,10013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP16,144$689K0.1%+6,77413F-HRTimeline
Tyche Wealth Partners LLC16,118$688K0.11%+8,47113F-HRTimeline
Tandem Wealth Advisors LLC16,114$688K0.31%+9,41813F-HRTimeline
Patton Albertson Miller Group, LLC16,032$684K0.08%+7,95613F-HRTimeline
Tranquility Partners, LLC15,998$683K0.25%+11,01513F-HRTimeline
Mount Lucas Management LP15,708$671K0.3%+7,71013F-HRTimeline
Manchester Capital Management LLC15,590$666K0.09%+7,60613F-HRTimeline
DEARBORN PARTNERS LLC15,400$657K0.03%+7,30013F-HRTimeline
MONECO ADVISORS, LLC15,269$652K0.05%+8,10113F-HRTimeline
Verdence Capital Advisors LLC15,259$651K0.04%+2,88813F-HRTimeline
SMITH, MOORE & CO.15,242$651K0.05%+9,70413F-HRTimeline
V2 Financial group LLC15,240$651K0.32%+8,20013F-HRTimeline
10Elms LLP15,146$647K0.59%+7,50813F-HRTimeline
Nalls Sherbakoff Group, LLC15,134$646K0.47%+7,57113F-HRTimeline
Sowa Financial Group, Inc.15,117$645K0.34%new13F-HRTimeline
Madden Advisory Services, Inc.14,990$640K0.26%+7,01813F-HRTimeline
PSI Advisors, LLC14,959$639K0.16%+4,38413F-HRTimeline
Integrity Advisory Solutions, LLC14,928$637K0.09%+8,02813F-HRTimeline
Wealth Enhancement Trust Services, Inc.14,914$637K0.08%13F-HRTimeline
Strait & Sound Wealth Management LLC14,894$636K0.24%+7,44713F-HRTimeline
Perennial Investment Advisors, LLC14,766$630K0.05%+7,79613F-HRTimeline
Fortune Financial Group, Inc.14,536$630K0.62%13F-HRTimeline
WealthTrust Axiom LLC14,717$628K0.16%+7,35613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.14,645$625K0.12%+8,29113F-HRTimeline
Hyundai Investments Co., Ltd.14,550$625K0.61%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,614$624K0.04%+7,31013F-HR/ATimeline
High Point Wealth Management, LLC14,613$624K0.59%13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp14,572$622K0.06%+4,41013F-HRTimelineGroup
Windsor Capital Management, LLC14,546$621K0.17%+7,12513F-HRTimeline
Summit Trail Advisors, LLC14,493$619K0.01%-4,19813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC14,433$616K0.15%+7,32013F-HRTimeline
Chemistry Wealth Management LLC14,218$607K0.11%+7,10913F-HRTimeline
Value Investment Professionals, LLC14,210$607K0.64%13F-HRTimeline
Sageworth Trust Co14,200$606K0.03%+7,10013F-HRTimeline
Talisman Wealth Advisors LLC14,147$605K0.47%+7,60113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,166$605K<0.01%+8,16013F-HRTimeline
TrueWealth Advisors, LLC14,070$601K0.16%+6,79813F-HRTimeline
Heritage Wealth Advisors14,059$600K0.02%+2,89713F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP14,055$600K0.66%13F-HRTimelineGroup
ARS Investment Partners, LLC14,049$600K0.04%+7,46913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,006$598K0.08%+6,65513F-HRTimeline
OAKWORTH CAPITAL, INC.13,974$597K0.03%+6,98713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP13,967$596K0.03%new13F-HRTimeline
True Vision MN LLC13,915$594K0.3%+7,06813F-HRTimeline
Mesirow Financial Investment Management…13,827$590K0.01%+5,50713F-HRTimeline
Evanson Asset Management, LLC13,788$589K0.03%+6,90113F-HRTimeline
White Pine Investment CO13,728$586K0.14%+7,45813F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,722$586K0.05%+9,16013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,668$583K0.38%+6,83813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,663$583K0.21%+7,07613F-HRTimeline
Quantum Portfolio Management LLC13,643$582K0.26%+1,28513F-HRTimeline
WESPAC Advisors, LLC13,502$576K0.31%+9,14513F-HRTimeline
Stronghold Wealth Management L.L.C.13,502$576K0.85%13F-HRTimeline
Berkeley Capital Partners, LLC13,498$576K0.14%+10,43413F-HRTimeline
IMC-Chicago, LLC13,489$576K0.01%new13F-HRTimeline
BAILARD, INC.13,468$575K0.01%+6,78413F-HRTimeline
Constitution Capital LLC13,462$575K0.27%+7,26813F-HRTimeline
Fiduciary Alliance LLC13,414$573K0.04%+9,13013F-HRTimeline
Mathes Company, Inc.13,400$572K0.2%+9,20013F-HRTimeline
Fort Sheridan Advisors LLC13,336$569K0.07%+6,65713F-HRTimeline
Signal Advisors Wealth, LLC13,288$567K0.05%+6,89313F-HRTimeline
Westover Capital Advisors, LLC13,200$564K0.1%+6,60013F-HRTimeline
Melone Private Wealth, LLC13,175$562K0.24%+8,59113F-HRTimeline
Colony Family Offices, LLC13,100$559K0.14%+6,55013F-HRTimeline
Patten Group, Inc.13,066$558K0.1%+6,74013F-HRTimeline
Lumbard & Kellner, LLC13,034$556K0.19%+6,65613F-HRTimeline
Kercheville Advisors, LLC13,001$555K0.15%-11,79013F-HRTimeline
Fulton Bank, N.A.12,932$552K0.02%+7,29913F-HRTimeline
Peoples Bank/KS12,842$548K0.55%+7,92013F-HRTimeline
Institute for Wealth Management, LLC.12,841$548K0.06%+5,80713F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,742$544K0.03%+7,66013F-HRTimeline
Hansen & Associates Financial Group, In…12,288$543K0.3%+8,11813F-HRTimeline
Exit Wealth Advisors, LLC.12,702$542K0.32%+7,65113F-HRTimeline
JB Capital LLC12,639$540K0.02%+6,72413F-HRTimeline
Stelac Advisory Services LLC12,570$537K0.19%+10,47013F-HRTimeline
Cherry Tree Wealth Management, LLC12,542$535K0.11%+6,27113F-HRTimeline
Keebeck Wealth Management12,492$533K0.06%+6,24613F-HRTimeline
PLANNING DIRECTIONS INC12,464$532K0.27%+6,66713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,400$529K0.09%13F-HRTimeline
Cascades Capital Asset Management, LLC12,300$525K0.22%+8,57513F-HRTimeline
JM2 Capital Inc.12,271$524K0.42%13F-HRTimeline
Balefire, LLC12,260$523K0.1%+8,40613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC12,238$522K0.05%+6,11913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC12,174$520K0.08%new13F-HRTimeline
Sovran Advisors, LLC11,854$517K0.04%+3,26413F-HRTimeline
Summit Wealth Partners, LLC12,092$516K0.1%+6,45113F-HRTimeline
CAP Partners, LLC12,089$516K0.29%+6,11213F-HRTimeline
J2 Capital Management Inc12,027$513K0.37%+6,00013F-HRTimeline
Legacy Capital Wealth Partners, LLC11,960$511K0.11%+6,69713F-HRTimeline
Acorns Advisers, LLC11,933$509K<0.01%+7,28713F-HRTimeline
Strategic Advisors LLC11,908$508K0.08%+6,67513F-HRTimeline
Axis Wealth Partners, LLC11,895$508K0.28%+5,95013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,827$505K<0.01%+6,09313F-HRTimelineGroup
Argent Trust Co11,818$505K0.02%+5,60913F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC11,800$504K0.5%13F-HRTimeline
Dana Investment Advisors, Inc.11,794$503K0.01%+6,27113F-HRTimeline
Marin Bay Wealth Advisors, LLC11,755$502K0.29%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,637$497K0.09%+5,93513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.11,634$497K0.19%+5,86213F-HRTimeline
Navis Wealth Advisors, LLC11,548$493K0.21%+5,77413F-HRTimeline
Lake Hills Wealth Management, LLC11,435$488K0.25%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC11,404$487K0.02%+7,66413F-HRTimeline
Federation des caisses Desjardins du Qu…11,384$486K<0.01%+5,69213F-HRTimeline
Keating Financial Advisory Services, In…11,370$485K0.07%13F-HRTimeline
Comprehensive Financial Planning, Inc./…11,342$484K0.32%+5,51413F-HRTimeline
Retirement Planning Co of New England, …11,331$484K0.19%+5,65513F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,207$478K0.27%+5,64413F-HRTimeline
SBI Securities Co., Ltd.11,194$478K0.01%+5,66013F-HRTimeline
PINNACLE ASSOCIATES LTD11,182$477K0.01%+5,17213F-HRTimeline
Birchcreek Wealth Management, LLC11,156$476K0.23%+5,27713F-HRTimeline
KG Capital Management11,154$476K0.12%+5,59613F-HRTimeline
Reliant Investment Partners, LLC11,150$476K0.37%+5,84013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,132$475K0.05%+5,56613F-HRTimeline
Thomasville National Bank11,128$475K0.03%+5,26413F-HRTimeline
Bank of Marin11,124$475K0.33%+5,46213F-HRTimeline
Headlands Technologies LLC11,095$474K0.04%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,078$473K0.01%+4,86413F-HRTimeline
Argyle Capital Partners, LLC11,062$472K0.34%+6,13913F-HRTimeline
Symmetry Partners, LLC11,016$470K0.03%new13F-HRTimeline
Cypress Wealth Services, LLC10,947$467K0.06%+8,21513F-HRTimeline
Barry Investment Advisors, LLC10,936$467K0.1%+5,48313F-HRTimeline
Thrive Capital Management, LLC10,882$465K0.1%+4,63613F-HRTimeline
OakTrust Wealth Advisors, LLC10,881$465K0.43%13F-HRTimeline
Valeo Financial Advisors, LLC10,848$463K0.01%+5,71113F-HRTimeline
RiverFront Investment Group, LLC10,780$460K0.01%+5,14213F-HRTimeline
ABLE Financial Group, LLC10,756$459K0.09%+5,53613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,747$459K0.01%+5,73113F-HRTimeline
FIRST MANHATTAN CO. LLC.10,742$459K<0.01%+5,57413F-HRTimeline
Maple Capital Management, Inc.10,742$459K0.03%+4,30013F-HRTimeline
RIA Advisory Group LLC10,617$453K0.11%+5,49913F-HRTimeline
Hickory Point Bank & Trust10,596$452K0.33%+5,39813F-HRTimeline
ATX Financial Planning, LLC10,594$452K0.35%13F-HRTimeline
Sequent Asset Management, LLC10,578$451K0.2%+5,78913F-HRTimeline
NovaPoint Capital, LLC10,535$450K0.12%+5,26913F-HRTimeline
Ifrah Financial Services, Inc.10,535$450K0.12%+7,28113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…10,534$450K0.06%+6,14413F-HRTimeline
First National Trust Co10,454$446K0.01%+8,08513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC10,518$445K0.2%+5,65413F-HRTimeline
Dynamic Wealth Strategies, LLC10,371$443K0.26%+6,33913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC10,350$442K0.2%+5,17513F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,329$441K0.14%+5,39313F-HRTimeline
SPINNAKER TRUST10,310$440K0.02%+5,15513F-HRTimeline
Capital Square, LLC10,247$437K0.22%+4,40113F-HRTimeline
SIMON QUICK ADVISORS, LLC10,175$434K0.02%+5,08913F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,124$432K0.01%+5,06213F-HRTimeline
Aptus Capital Advisors, LLC10,120$432K<0.01%+4,23813F-HRTimeline
American Trust10,118$432K0.04%+3,87513F-HRTimeline
Occidental Asset Management, LLC10,112$432K0.05%+4,83213F-HRTimeline
PITTENGER & ANDERSON INC10,070$430K0.02%+5,38013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$427K<0.01%+5,91413F-HRTimelineGroup
Index Technologies Group LLC9,983$426K0.45%13F-HRTimeline
Solitude Financial Services9,980$426K0.14%+4,60013F-HRTimeline
Sequent Planning LLC9,910$423K0.11%+6,04813F-HRTimeline
Clientfirst Wealth Management, LLC9,848$420K0.34%+4,92413F-HRTimeline
Mascagni Wealth Management, Inc.9,829$420K0.31%+4,88713F-HRTimeline
Redwood Financial Network Corp9,820$419K0.27%+3,33413F-HRTimeline
626 Financial, LLC9,804$419K0.18%+4,90213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,692$414K<0.01%+4,77113F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC9,496$412K0.06%+4,74813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,636$411K0.15%+5,79813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9,611$410K0.12%+5,19913F-HRTimeline
Curat Global, LLC9,602$410K0.46%+4,34113F-HRTimeline
Iron Gate Global Advisors LLC9,595$410K0.04%+4,69713F-HRTimeline
Diligent Investors, LLC9,567$408K0.1%+4,53313F-HRTimeline
JFS WEALTH ADVISORS, LLC9,549$408K0.02%+4,81013F-HRTimeline
Wedmont Private Capital9,615$403K0.01%+4,84513F-HRTimeline
DIVERSIFIED MANAGEMENT INC9,420$402K0.09%13F-HRTimeline
SMART Wealth LLC9,417$402K0.12%+3,71213F-HRTimeline
Cornerstone Advisory, LLC9,382$401K0.04%+5,11713F-HRTimeline
Avantax Planning Partners, Inc.9,324$398K0.01%+4,66713F-HRTimeline
Teamwork Financial Advisors, LLC9,323$398K0.04%+4,47613F-HRTimeline
Baron Financial Group, LLC9,305$397K0.21%new13F-HRTimeline
MYECFO, LLC9,280$396K0.17%+4,14013F-HRTimeline
APS Management Group, Inc.9,277$396K0.34%+4,56413F-HRTimeline
Phillips Wealth Planners LLC9,182$395K0.32%+4,46113F-HRTimeline
Blue Chip Partners, LLC9,163$391K0.03%+5,56613F-HRTimeline
Purkiss Capital Advisors LLC9,124$390K0.18%+4,65513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,032$386K0.01%+3,74313F-HRTimeline
4WEALTH ADVISORS, INC.9,012$385K0.33%+4,11913F-HRTimeline
Grey Ledge Advisors, LLC9,010$385K0.09%+4,50513F-HRTimeline
PLIMOTH TRUST CO LLC8,964$383K0.09%+4,37613F-HRTimeline
Guardian Asset Advisors, LLC8,947$382K0.2%+4,58513F-HRTimeline