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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
American Trust9,054$410K0.03%-17713F-HRTimeline
COFG Advisors, LLC9,035$410K0.07%+3,80213F-HRTimeline
Grey Ledge Advisors, LLC9,029$409K0.08%+1913F-HRTimeline
Murphy & Mullick Capital Management Corp9,026$409K0.25%+31113F-HRTimeline
OpenArc Corporate Advisory, LLC8,985$407K<0.01%+14013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.8,944$406K0.02%+8,08513F-HRTimelineGroup
VestGen Advisors, LLC8,941$405K0.01%-1213F-HRTimeline
Thompson David Blair8,858$402K0.2%-6113F-HRTimeline
FLC Capital Advisors8,850$401K0.07%-7813F-HRTimeline
PMG Wealth Management, Inc.8,800$399K0.25%013F-HRTimeline
Sound Income Strategies, LLC8,782$398K0.02%-6,21913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,777$398K0.1%+5613F-HRTimeline
GK Wealth Management LLC8,744$396K0.24%new13F-HRTimeline
Per Stirling Capital Management, LLC.8,713$395K0.04%-29,41413F-HRTimeline
Triad Wealth Partners, LLC8,883$394K0.02%-62213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,630$391K0.06%+49113F-HRTimeline
Warner Group LLC8,624$391K0.1%new13F-HRTimeline
Heritage Wealth Advisors8,623$391K0.01%+22113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…8,607$390K0.05%-50013F-HRTimeline
Iron Gate Global Advisors LLC8,603$390K0.04%-66613F-HRTimeline
Savvy Advisors, Inc.8,601$390K0.01%-1,87113F-HRTimeline
Successful Portfolios LLC8,598$390K0.18%013F-HRTimeline
Connecticut Wealth Management, LLC8,598$390K0.01%-60313F-HRTimeline
Indivisible Partners8,592$390K0.02%+1,35713F-HRTimeline
Sequent Planning LLC8,523$386K0.08%+68113F-HRTimeline
Hobbs Group Advisors, LLC8,519$386K0.1%+1613F-HRTimeline
Tepp RIA, LLC8,508$386K0.26%+2,08713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,505$386K<0.01%+5313F-HRTimelineGroup
Juno Financial Group LLC8,501$385K0.14%+4513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,497$385K<0.01%-7,18713F-HRTimelineGroup
Cornerstone Advisory, LLC8,464$384K0.03%-58613F-HRTimeline
Vilga Financial Planning LLC8,450$383K0.29%+15713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,426$382K0.05%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC8,276$378K0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,331$378K0.11%-5,22913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.8,319$377K0.07%-90013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,308$377K0.04%013F-HRTimeline
National Philanthropic Trust8,269$375K0.01%new13F-HRTimeline
Christensen, King & Associates Investme…8,236$373K0.15%013F-HRTimeline
Churchill Financial Advisors, LLC8,235$373K0.07%+2,23913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,214$372K<0.01%+4,27813F-HRTimelineGroup
Joel Isaacson & Co., LLC8,195$372K0.01%-55413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,188$371K0.02%013F-HRTimeline
Mascagni Wealth Management, Inc.8,187$371K0.23%-63313F-HRTimeline
Bangor Savings Bank8,145$369K0.03%+71813F-HRTimeline
GWN SECURITIES INC.8,069$366K0.06%-7613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC8,053$365K0.1%+1,72413F-HRTimeline
WORLD EQUITY GROUP, INC.8,031$364K0.08%+6613F-HRTimeline
Redhawk Wealth Advisors, Inc.7,995$363K0.04%+4713F-HRTimeline
Rockingstone Advisors LLC7,960$361K0.14%+18013F-HRTimeline
XY Planning Network, Inc.7,911$359K0.04%+33913F-HRTimeline
Retirement Planning Group, LLC7,909$359K0.01%-7013F-HRTimeline
First Business Financial Services, Inc.7,904$358K0.03%013F-HRTimeline
Waterloo Capital, L.P.7,895$358K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.7,893$358K0.02%new13F-HRTimeline
All Terrain Financial Advisors, LLC7,870$357K0.07%+1013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,824$355K0.11%-65513F-HRTimeline
Shah Wealth Advisors, LLC7,803$354K0.08%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,800$354K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.7,799$354K0.02%-88013F-HRTimeline
NBH Bank7,797$354K0.15%13F-HRTimeline
YHB Investment Advisors, Inc.7,764$352K0.02%+40913F-HRTimeline
Spartan Wealth Advisory Services LLC7,760$352K0.03%+23513F-HRTimeline
ROMANO BROTHERS AND COMPANY7,750$351K0.04%+1913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,750$351K0.05%-2,45113F-HRTimeline
TOP Private Wealth LLC.7,747$351K0.34%13F-HRTimeline
SMI Advisory Services, LLC7,680$348K0.06%-50,95013F-HRTimeline
North Star Investment Management Corp.7,670$348K0.02%+19313F-HRTimeline
Balefire, LLC7,666$348K0.06%-2,46613F-HRTimeline
Impact Partnership Wealth, LLC7,659$347K0.03%new13F-HRTimeline
One Charles Private Wealth Services, LLC7,646$347K0.08%-16113F-HRTimeline
Tortuga Wealth Management, Inc7,631$346K0.26%+2,96513F-HRTimeline
VSM Wealth Advisory, LLC7,608$345K0.09%+62913F-HRTimeline
Quadrant Private Wealth Management, LLC7,552$342K0.08%-1,84213F-HRTimeline
Founders Financial Alliance, LLC7,530$341K0.05%-3,00313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,480$339K<0.01%-65313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,475$339K0.08%+1,62013F-HRTimeline
Haverford Trust Co7,454$338K<0.01%013F-HRTimeline
Advance Capital Management, Inc.7,434$337K0.01%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,440$337K0.23%013F-HRTimeline
GREENLEAF TRUST7,378$335K<0.01%-2613F-HRTimeline
First Financial Group Corp7,363$334K0.24%-6913F-HRTimeline
United Advisor Group, LLC7,351$333K0.04%-40313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,346$333K0.03%new13F-HRTimeline
NWF Advisory Services Inc.7,318$332K0.03%-24713F-HRTimeline
ASL Financial, LLC7,288$330K0.23%-60013F-HRTimeline
Broadleaf Partners, LLC7,238$328K0.06%013F-HRTimeline
Mission Financial Group, LLC7,210$327K0.27%13F-HRTimeline
Measured Risk Portfolios, Inc.7,188$326K0.29%-18113F-HRTimeline
Kingdom Financial Group LLC.7,179$325K0.08%+1713F-HRTimeline
Quadcap Wealth Management, LLC7,178$325K0.03%+43413F-HRTimeline
Private Wealth Asset Management, LLC7,160$325K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST7,152$324K0.09%+49813F-HRTimeline
NTV Asset Management LLC7,133$323K0.03%+18513F-HRTimeline
Perennial Investment Advisors, LLC7,119$323K0.02%-8,09713F-HRTimeline
Avantax Planning Partners, Inc.7,094$322K0.01%-1,31013F-HRTimeline
Demars Financial Group, LLC7,081$321K0.09%-22013F-HRTimeline
RiverGlades Family Offices LLC7,080$321K0.15%+26513F-HRTimeline
Sherry Group, Inc.6,960$320K0.31%new13F-HRTimeline
Kentucky Trust Co7,060$320K0.15%013F-HRTimeline
UNION SAVINGS BANK7,054$320K0.13%-15013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,001$317K0.02%-6,81713F-HRTimeline
BANQUE PICTET & CIE SA7,000$317K<0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC6,992$317K0.02%+10013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC6,976$316K0.05%013F-HRTimeline
LJI Wealth Management, LLC6,950$315K0.04%-88513F-HRTimeline
Penobscot Investment Management Company…6,945$315K0.02%+2513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…6,916$314K0.23%-23813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,903$313K0.04%+513F-HRTimeline
Grantvest Financial Group LLC6,893$313K0.18%-55213F-HRTimeline
Turning Point Benefit Group, Inc.6,892$312K0.13%+2,12913F-HRTimeline
Black Diamond Financial, LLC6,873$312K0.03%+413F-HRTimeline
Westside Investment Management, Inc.6,836$310K0.04%-45013F-HRTimeline
Occidental Asset Management, LLC6,831$310K0.03%-1,45013F-HRTimeline
LEIGH BALDWIN & CO., LLC6,785$308K0.17%+76413F-HRTimeline
COZAD ASSET MANAGEMENT INC6,756$306K0.02%+8613F-HRTimeline
American Financial Advisors, LLC6,739$306K0.04%-16413F-HRTimeline
Copia Wealth Management6,722$305K0.18%+23713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,716$305K0.07%-10413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,710$304K0.04%+1,98013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,705$304K0.02%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA6,696$304K0.01%013F-HRTimelineGroup
Carson Advisory Inc.6,678$303K0.14%013F-HRTimeline
Clear Retirement Advice LLC6,652$302K0.21%013F-HRTimeline
Smartleaf Asset Management LLC6,522$300K0.01%013F-HRTimeline
GODSEY & GIBB, INC6,605$299K0.02%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,561$297K<0.01%+2,01013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,553$297K0.02%+28313F-HRTimeline
Goldstein Advisors, LLC6,522$296K0.03%013F-HRTimeline
Asset One Wealth Management LLC6,535$296K0.03%-44813F-HRTimeline
TOEWS CORP /ADV6,500$295K0.04%new13F-HRTimeline
Schneider Downs Wealth Management Advis…6,470$293K0.03%013F-HRTimeline
GAMMA Investing LLC6,462$293K0.01%+27413F-HRTimeline
LCNB CORP6,450$292K0.09%+1,20013F-HRTimeline
Catalyst Investment Management LLC6,443$292K0.27%new13F-HRTimeline
Ally Invest Advisors Inc.6,408$291K0.02%+9613F-HRTimeline
Ballast Financial Advisors LLC6,386$290K0.26%+53313F-HRTimeline
Innovative Asset Advisors Group, LLC6,362$288K0.13%-1,08213F-HRTimeline
Lauer Wealth, LLC6,286$287K0.2%new13F-HRTimeline
Pacifica Partners Inc.6,262$287K0.09%013F-HRTimeline
Symphony Financial, Ltd. Co.6,221$286K0.03%-4413F-HRTimeline
Hopwood Financial Services, Inc.6,309$286K0.17%+7713F-HRTimeline
Connecticut Capital Management Group, L…6,260$284K0.23%013F-HRTimeline
Cullen Capital Management, LLC6,250$283K<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,247$283K0.02%-8913F-HRTimeline
TBH Global Asset Management, LLC6,241$283K0.05%-14413F-HRTimeline
GreatBanc Trust CO6,220$282K0.17%+1,39013F-HRTimeline
Northstar Financial Companies, Inc.6,128$278K0.19%+91413F-HRTimeline
Independent Wealth Advisors LLC6,125$278K0.25%+1713F-HRTimeline
CARDIFF PARK ADVISORS, LLC6,120$277K0.02%013F-HRTimeline
Darden Wealth Group Inc6,100$277K0.11%-23213F-HRTimeline
Gradient Capital Advisors, LLC6,096$276K0.06%013F-HRTimeline
LGL PARTNERS, LLC6,089$276K0.1%+3913F-HRTimeline
Keystone Wealth Services, LLC6,084$276K0.05%-95613F-HRTimeline
Quartz Partners, LLC6,083$276K0.09%013F-HRTimeline
Garde Capital, Inc.6,074$275K0.01%013F-HRTimeline
Ruggiero Investments, Inc.6,060$275K0.23%+22013F-HRTimeline
SkyOak Wealth, LLC6,044$274K0.04%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,042$274K0.01%-21013F-HRTimeline
WNY Asset Management, LLC6,008$272K0.02%-415,23013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,001$272K<0.01%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…6,000$272K0.02%013F-HRTimeline
Nabity-Jensen Investment Management Inc6,000$272K0.17%013F-HRTimeline
Nilsine Partners, LLC5,994$272K0.02%-813F-HRTimeline
Kraft, Davis & Associates, LLC5,968$271K0.06%013F-HRTimeline
Capital Square, LLC5,936$270K0.12%-18813F-HRTimeline
First Citizens Financial Corp5,908$268K0.11%+1,27113F-HRTimeline
Segment Wealth Management, LLC5,903$268K0.01%+40013F-HRTimeline
Ergawealth Advisors, Inc.5,900$267K0.1%-313F-HRTimeline
Kagan Cocozza Asset Management5,894$267K0.17%-29613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,843$265K<0.01%+1,22313F-HR/ATimeline
Palumbo Wealth Management LLC5,818$264K0.06%-73313F-HRTimeline
Sargent Investment Group, LLC5,816$264K0.03%new13F-HRTimeline
CVFG LLC5,792$263K0.03%-2313F-HRTimeline
Farmers National Bank5,792$263K0.05%-89413F-HRTimeline
First Heartland Consultants, Inc.5,729$260K0.02%+4813F-HRTimeline
PATRON PARTNERS, LLC5,723$259K0.1%+1,06213F-HRTimeline
Redwood Financial Network Corp5,717$259K0.14%-47313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,702$259K0.07%-23413F-HRTimeline
CURA WEALTH ADVISORS, LLC5,702$259K0.11%new13F-HRTimeline
Kaizen Financial Strategies5,760$258K0.1%-1813F-HRTimeline
St. Johns Investment Management Company…5,678$257K0.1%-51413F-HRTimeline
Independence Bank of Kentucky5,672$257K0.03%+38013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,662$257K0.1%-10013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,566$254K0.06%-18913F-HRTimeline
ASPIRIANT, LLC5,594$254K0.01%-80613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,576$253K<0.01%-61613F-HRTimeline
Rathbones Group PLC5,556$252K<0.01%013F-HRTimeline
Financial Partners Group, Inc5,515$250K0.03%-1913F-HRTimeline
WFA of San Diego, LLC5,668$250K0.2%-68613F-HRTimeline
Caldwell Trust Co5,500$249K0.02%-15013F-HRTimeline
Aries Wealth Management5,498$249K0.05%013F-HRTimeline
Pictet North America Advisors SA5,492$249K0.02%013F-HRTimeline
VCI Wealth Management LLC5,456$247K0.06%+23613F-HRTimeline
Cyndeo Wealth Partners, LLC5,454$247K0.01%+46913F-HRTimeline
Composition Wealth, LLC5,444$247K<0.01%-1,38813F-HRTimeline
Madison Wealth Partners, Inc5,435$246K0.03%new13F-HRTimeline
Southland Equity Partners LLC5,415$246K0.04%+3713F-HRTimeline
Post Resch Tallon Group Inc.5,400$245K0.17%-30013F-HRTimeline
Legacy Capital Group California, Inc.5,372$244K0.07%+88713F-HRTimeline