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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Eldridge Investment Advisors, Inc.17,800$817K0.18%+20013F-HRTimeline
M3 Advisory Group, LLC17,782$816K0.5%+13113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC17,699$812K0.2%-1,40713F-HRTimeline
Mesirow Financial Investment Management…17,677$811K0.01%+3,85013F-HRTimeline
Objective Capital Management, LLC17,632$809K0.82%-2,08613F-HRTimeline
Fulcrum Equity Management17,618$808K0.79%-2,29213F-HRTimeline
Matthew Goff Investment Advisor, LLC17,507$803K0.13%+1413F-HRTimeline
Narus Financial Partners, LLC17,496$803K0.21%+10013F-HRTimeline
Bluespring Wealth Management, LLC17,462$801K0.07%+58813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD17,318$795K<0.01%013F-HRTimelineGroup
Exit Wealth Advisors, LLC.17,303$794K0.41%+4,60113F-HRTimeline
Jackson Hole Capital Partners, LLC17,296$794K0.13%+2913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,256$792K0.11%-7113F-HRTimeline
Smith Thornton Advisors LLC17,196$789K0.4%013F-HRTimeline
MWA Asset Management17,188$789K0.43%-45513F-HR/ATimeline
FARMERS TRUST CO17,158$787K0.12%-1,57013F-HRTimeline
Independence Wealth Advisors, LLC17,087$784K0.42%+35713F-HRTimeline
MontVue Capital Management, Inc.17,052$783K0.53%+19713F-HRTimeline
Fiduciary Alliance LLC16,986$782K0.05%+3,57213F-HRTimeline
Elite Wealth Management, Inc.16,937$777K0.25%-5513F-HRTimeline
NVWM, LLC16,850$773K0.17%+40513F-HRTimeline
John A. Wolfe & Associates, Inc.16,846$773K1.19%-18213F-HRTimeline
Tyche Wealth Partners LLC16,778$770K0.12%+66013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,765$769K0.01%-83113F-HRTimeline
Burford Brothers, Inc.16,763$769K0.32%-1,88713F-HRTimeline
Compagnie Lombard Odier SCmA16,700$766K0.01%013F-HRTimeline
Vigilare Wealth Management16,700$766K0.26%013F-HRTimeline
Mount Lucas Management LP16,541$759K0.28%+83313F-HRTimeline
Signal Advisors Wealth, LLC16,454$755K0.05%+3,16613F-HRTimeline
Tandem Wealth Advisors LLC16,446$755K0.34%+33213F-HRTimeline
Patton Albertson Miller Group, LLC16,439$754K0.09%+40713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…16,400$753K1.09%-35,30013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC16,370$751K0.08%new13F-HRTimeline
Curat Global, LLC15,842$749K0.74%+6,24013F-HRTimeline
Signet Private Wealth LLC16,240$745K0.71%new13F-HRTimeline
Rinkey Investments16,190$743K0.19%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC16,176$742K0.27%-51513F-HRTimeline
Main Street Financial Solutions, LLC16,131$740K0.05%+8,02913F-HRTimeline
Sovran Advisors, LLC15,794$740K0.06%+3,94013F-HRTimeline
RWA WEALTH PARTNERS, LLC16,058$737K0.01%-6,97213F-HRTimeline
Berkshire Money Management, Inc.15,984$734K0.08%-560,08113F-HRTimeline
SMITH, MOORE & CO.15,831$726K0.05%+58913F-HRTimeline
MONECO ADVISORS, LLC15,826$726K0.06%+55713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,684$720K0.01%-27,39413F-HRTimelineGroup
Strait & Sound Wealth Management LLC15,624$717K0.27%+73013F-HRTimeline
Manchester Capital Management LLC15,590$715K0.1%013F-HRTimeline
Fortune Financial Group, Inc.15,458$709K0.64%+92213F-HRTimeline
DEARBORN PARTNERS LLC15,400$707K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC15,375$706K0.52%+24113F-HRTimeline
JB Capital LLC15,284$701K0.03%+2,64513F-HRTimeline
V2 Financial group LLC15,240$699K0.33%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,228$699K0.19%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC15,216$698K0.06%+45013F-HRTimeline
Sound Income Strategies, LLC15,001$692K0.03%-1,45213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,064$691K<0.01%+7,64613F-HRTimelineGroup
One Capital Management, LLC15,049$691K0.02%-1,22913F-HRTimeline
Tranquility Partners, LLC15,489$690K0.26%-50913F-HRTimeline
White Pine Investment CO14,965$687K0.16%+1,23713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC14,962$687K0.15%+52913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,955$686K0.02%+4,20813F-HRTimeline
Baron Financial Group, LLC14,880$683K0.37%+5,57513F-HRTimeline
WealthTrust Axiom LLC14,717$675K0.17%013F-HRTimeline
High Point Wealth Management, LLC14,692$674K0.65%+7913F-HRTimeline
Summit Trail Advisors, LLC14,673$673K0.01%+18013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP14,624$671K0.1%-1,52013F-HRTimeline
Madden Advisory Services, Inc.14,599$670K0.26%-39113F-HRTimeline
Fortis Capital Advisors, LLC14,405$661K0.09%new13F-HRTimeline
Sageworth Trust Co14,200$652K0.03%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,139$649K0.04%-47513F-HRTimeline
Wealth Enhancement Trust Services, Inc.14,115$648K0.08%-79913F-HRTimeline
NovaPoint Capital, LLC14,107$647K0.16%+3,57213F-HRTimeline
NKCFO LLC14,000$642K0.19%new13F-HRTimeline
Acorns Advisers, LLC13,998$642K<0.01%+2,06513F-HRTimeline
OAKWORTH CAPITAL, INC.13,974$641K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,927$639K0.02%+13,90113F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC13,818$634K0.05%new13F-HRTimeline
Capital Investment Counsel, LLC13,815$634K0.09%-26,48813F-HRTimeline
Patten Group, Inc.13,796$633K0.11%+73013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.13,754$631K0.3%+2,12013F-HRTimeline
TrueWealth Advisors, LLC13,692$628K0.16%-37813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,677$628K0.43%+913F-HRTimeline
ALTFEST L J & CO INC13,661$627K0.07%-105,85613F-HRTimeline
Windsor Capital Management, LLC13,648$626K0.18%-89813F-HRTimeline
Roan Capital Partners13,637$626K0.58%13F-HRTimeline
Collaborative Wealth Managment Inc.13,616$625K0.29%-21,42313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,560$622K0.22%-10313F-HRTimeline
BAILARD, INC.13,468$618K0.01%013F-HRTimeline
Stronghold Wealth Management L.L.C.13,465$618K0.93%-3713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,425$616K<0.01%-74113F-HRTimeline
Mathes Company, Inc.13,400$615K0.22%013F-HRTimeline
Fort Sheridan Advisors LLC13,337$612K0.07%+113F-HRTimeline
Aptus Capital Advisors, LLC13,325$611K0.01%+3,20513F-HRTimeline
Peoples Bank/KS13,317$611K0.61%+47513F-HRTimeline
Legacy Capital Wealth Partners, LLC13,241$608K0.13%+1,28113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP13,215$606K0.08%-79113F-HRTimeline
Evanson Asset Management, LLC13,212$606K0.03%-57613F-HRTimeline
United Asset Strategies, Inc.13,205$606K0.05%-6,97013F-HRTimeline
Westover Capital Advisors, LLC13,200$606K0.11%013F-HRTimeline
Melone Private Wealth, LLC13,182$605K0.25%+713F-HRTimeline
Lumbard & Kellner, LLC13,108$602K0.21%+7413F-HRTimeline
Colony Family Offices, LLC13,100$601K0.15%013F-HRTimeline
Constitution Capital LLC13,099$601K0.3%-36313F-HRTimeline
FLP Wealth Management, LLC13,086$601K1.24%new13F-HR/ATimeline
Arrow Financial Corpin group Arrow Financial Corp12,955$595K0.06%-1,61713F-HRTimelineGroup
S&A Financial Services, Inc.12,952$594K0.41%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,919$593K0.04%+4,65713F-HRTimeline
PLANNING DIRECTIONS INC12,914$593K0.3%+45013F-HRTimeline
Chemistry Wealth Management LLC12,789$587K0.1%-1,42913F-HRTimeline
Strategic Financial Concepts, LLC12,780$586K0.14%new13F-HRTimeline
Provident Co of the Employees of the He…12,767$586K0.92%-69,13913F-HRTimeline
Cherry Tree Wealth Management, LLC12,618$579K0.12%+7613F-HRTimeline
Stelac Advisory Services LLC12,570$577K0.12%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.12,550$576K0.21%+11,50013F-HRTimeline
Keebeck Wealth Management12,492$573K0.06%013F-HRTimeline
JM2 Capital Inc.12,440$571K0.47%+16913F-HRTimeline
CAP Partners, LLC12,392$569K0.32%+30313F-HRTimeline
Lotus Technology Management, LP12,312$565K2.09%-6,27813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC12,238$562K0.06%013F-HRTimeline
Dynamic Wealth Strategies, LLC12,196$560K0.32%+1,82513F-HRTimeline
Verdence Capital Advisors LLC12,169$558K0.03%-3,09013F-HRTimeline
Axim Planning & Wealth12,143$557K0.68%+3,49513F-HRTimeline
Bank of Marin12,124$556K0.41%+1,00013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,100$555K<0.01%new13F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A12,065$554K<0.01%new13F-HRTimelineGroup
J2 Capital Management Inc12,027$552K0.38%013F-HRTimeline
Strategic Advisors LLC12,002$551K0.09%+9413F-HRTimeline
Institute for Wealth Management, LLC.11,939$548K0.06%-90213F-HRTimeline
PINNACLE ASSOCIATES LTD11,921$547K0.01%+73913F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,905$546K0.11%+26813F-HRTimeline
ARS Investment Partners, LLC11,890$546K0.03%-2,15913F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,886$545K0.03%-85613F-HRTimeline
Marin Bay Wealth Advisors, LLC11,840$543K0.33%+8513F-HRTimeline
Dana Investment Advisors, Inc.11,838$543K0.02%+4413F-HRTimeline
Axis Wealth Partners, LLC11,807$542K0.29%-8813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC11,800$542K0.53%013F-HRTimeline
January Capital Advisors LLC11,736$539K0.73%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,686$536K0.31%+47913F-HRTimeline
Birchcreek Wealth Management, LLC11,627$534K0.26%+47113F-HRTimeline
Navis Wealth Advisors, LLC11,548$530K0.27%013F-HRTimeline
OakTrust Wealth Advisors, LLC11,511$528K0.48%+63013F-HRTimeline
4WEALTH ADVISORS, INC.11,475$527K0.45%+2,46313F-HRTimeline
Union Bancaire Privee, UBP SA11,502$527K0.01%+11,33213F-HRTimeline
Comprehensive Financial Planning, Inc./…11,416$524K0.36%+7413F-HRTimeline
Reliant Investment Partners, LLC11,414$524K0.43%+26413F-HRTimeline
RIA Advisory Group LLC11,377$522K0.13%+76013F-HRTimeline
Retirement Planning Co of New England, …11,357$521K0.21%+2613F-HRTimeline
Capital Management Associates, Inc11,288$518K0.12%+3,41013F-HRTimeline
SBI Securities Co., Ltd.11,254$516K0.01%+6013F-HRTimeline
LexAurum Advisors, LLC11,196$514K0.07%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,119$510K0.22%+60113F-HR/ATimeline
Talisman Wealth Advisors LLC11,086$509K0.41%-3,06113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC11,086$509K0.18%+1,45013F-HRTimeline
SURIENCE PRIVATE WEALTH LLC11,029$506K0.54%new13F-HRTimeline
BRIGHTON JONES LLC11,000$505K0.01%new13F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,992$504K0.02%-41213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,976$504K0.01%-23,60713F-HRTimelineGroup
MCF Advisors LLC10,968$503K0.02%+6,88813F-HRTimeline
Cypress Wealth Services, LLC10,951$503K0.07%+413F-HRTimeline
Valeo Financial Advisors, LLC10,919$501K0.01%+7113F-HRTimeline
Barry Investment Advisors, LLC10,903$500K0.11%-3313F-HRTimeline
Compound Planning, Inc.10,833$497K0.02%-8,37613F-HRTimeline
Sowa Financial Group, Inc.10,827$497K0.25%-4,29013F-HRTimeline
Cascades Capital Asset Management, LLC10,800$496K0.21%-1,50013F-HRTimeline
RiverFront Investment Group, LLC10,786$495K0.01%+613F-HRTimeline
ABLE Financial Group, LLC10,756$494K0.1%013F-HRTimeline
FIRST MANHATTAN CO. LLC.10,742$493K<0.01%013F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC10,590$486K0.03%-6,60813F-HRTimelineGroup
Maple Capital Management, Inc.10,573$485K0.03%-16913F-HRTimeline
Argent Trust Co10,551$484K0.02%-1,26713F-HRTimeline
Hickory Point Bank & Trust10,546$484K0.32%-5013F-HRTimeline
Founders Financial Alliance, LLC10,533$483K0.09%+4,69113F-HRTimeline
Savvy Advisors, Inc.10,472$481K0.01%new13F-HRTimeline
BLB&B Advisors, LLC10,375$476K0.02%-82,42013F-HRTimeline
SPINNAKER TRUST10,358$475K0.03%+4813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC10,350$475K0.21%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,332$474K0.15%+313F-HRTimeline
Teamwork Financial Advisors, LLC10,329$474K0.05%+1,00613F-HRTimeline
Thrive Capital Management, LLC10,256$471K0.1%-62613F-HRTimeline
KG Capital Management10,227$469K0.34%-92713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,201$468K0.08%-2,19913F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,180$467K0.29%+5,27413F-HRTimeline
Balefire, LLC10,132$465K0.09%-2,12813F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,124$465K0.02%013F-HRTimeline
Agate Pass Investment Management, LLC10,116$464K0.18%+1,21813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV10,095$463K0.06%+4,66913F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,080$463K0.08%+66013F-HRTimeline
626 Financial, LLC10,032$460K0.21%+22813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$459K<0.01%013F-HRTimelineGroup
First National Trust Co9,916$455K0.02%-53813F-HRTimeline
Security Financial Services, INC.9,894$454K0.07%+95513F-HRTimeline
Clientfirst Wealth Management, LLC9,848$452K0.38%013F-HRTimeline
Wedmont Private Capital9,626$450K0.01%+1113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,790$449K0.08%+93813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9,784$449K0.11%+17313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,692$445K0.01%013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC9,624$442K0.05%+84613F-HRTimeline
Kercheville Advisors, LLC9,600$441K0.14%-3,40113F-HRTimeline
Sequent Asset Management, LLC9,578$440K0.21%-1,00013F-HRTimeline
Discipline Wealth Solutions, LLC9,505$436K0.05%+88313F-HRTimeline
Triad Wealth Partners, LLC9,505$436K0.03%+1,98213F-HRTimeline