Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ifrah Financial Services, Inc.3,300$260K0.07%-14113F-HRTimeline
Joel Isaacson & Co., LLC3,289$259K0.01%+1813F-HRTimeline
Obsidian Personal Planning Solutions LLC3,275$258K0.12%013F-HRTimeline
Goldstein Advisors, LLC3,261$257K0.04%013F-HRTimeline
MBA Advisors LLC3,256$257K0.13%-9513F-HRTimeline
Institute for Wealth Management, LLC.3,239$255K0.03%-75213F-HRTimeline
Carson Advisory Inc.3,239$255K0.17%new13F-HRTimeline
Nilsine Partners, LLC3,237$255K0.03%+15913F-HRTimeline
Schneider Downs Wealth Management Advis…3,235$255K0.05%+27813F-HRTimeline
Fortitude Family Office, LLC3,205$253K0.09%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC3,186$251K0.01%013F-HRTimeline
ASPIRIANT, LLC3,181$251K0.01%+28113F-HRTimeline
North Star Investment Management Corp.3,170$250K0.02%-11313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,162$249K0.08%+70513F-HRTimeline
OBSIDIAN CIO, LLC3,156$249K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,140$248K0.03%-55,77213F-HRTimeline
Fortis Capital Advisors, LLC3,139$248K0.05%new13F-HRTimeline
Advanced Asset Management Advisors Inc3,137$247K0.07%-22713F-HRTimeline
EWG Elevate Inc.3,127$247K0.09%new13F-HRTimeline
Ally Invest Advisors Inc.3,126$247K0.02%-4113F-HRTimeline
Interchange Capital Partners, LLC3,118$246K0.07%-6013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,115$246K0.09%013F-HRTimeline
MKT Advisors LLC3,343$245K0.12%+11713F-HRTimeline
F/m Investments LLC3,104$245K0.01%013F-HRTimeline
Realta Investment Advisors3,092$244K0.11%+47513F-HRTimeline
Grantvest Financial Group LLC3,088$243K0.2%-6713F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC3,078$243K0.05%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,077$243K0.1%-1,74213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,077$243K0.02%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,062$241K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,060$241K0.02%013F-HRTimeline
Helium Advisors LLC3,060$241K0.18%013F-HRTimeline
Gradient Capital Advisors, LLC3,048$240K0.08%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,045$240K0.14%new13F-HRTimeline
SkyOak Wealth, LLC3,022$238K0.05%-4713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…3,000$237K0.03%013F-HRTimeline
Pacifica Partners Inc.2,985$236K0.11%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,983$235K0.04%-8613F-HRTimeline
Perissos Private Wealth Management, LLC2,955$233K0.21%+1713F-HRTimeline
Garde Capital, Inc.2,950$233K0.01%013F-HRTimeline
NWF Advisory Services Inc.2,946$232K0.03%new13F-HRTimeline
LGL PARTNERS, LLC2,944$232K0.11%+2213F-HRTimeline
Fulton Bank, N.A.2,928$231K0.01%-3413F-HRTimeline
1834 INVESTMENT ADVISORS CO2,926$231K0.03%-2,06913F-HRTimeline
D.B. Root & Company, LLC2,922$230K0.07%-24813F-HRTimeline
Dana Investment Advisors, Inc.2,921$230K0.01%-1,86313F-HRTimeline
Argent Trust Co2,907$229K0.01%new13F-HRTimeline
Second Line Capital, LLC2,901$229K0.06%-71013F-HRTimeline
Quantessence Capital LLC2,879$227K0.06%-62,07413F-HRTimeline
Cornerstone Advisory, LLC2,810$226K0.03%new13F-HRTimeline
Hopwood Financial Services, Inc.2,862$226K0.17%+113F-HRTimeline
Black Diamond Financial, LLC2,862$226K0.03%013F-HRTimeline
Hobbs Group Advisors, LLC2,846$224K0.09%-4713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,834$224K0.03%new13F-HRTimelineGroup
Stone House Investment Management, LLC2,835$224K0.05%new13F-HRTimeline
HOWE & RUSLING INC2,802$221K0.02%-20513F-HRTimeline
Acorns Advisers, LLC2,785$220K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.2,788$220K0.06%-9,31613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,768$218K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,757$217K0.02%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,751$217K0.01%013F-HRTimeline
Pictet North America Advisors SA2,746$217K0.02%013F-HRTimeline
PBMares Wealth Management LLC2,735$216K0.04%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,733$215K0.05%-20013F-HRTimeline
Insight Advisors, LLC/ PA2,733$215K0.04%+6313F-HRTimeline
Cypress Wealth Services, LLC2,730$215K0.04%013F-HRTimeline
Alan B Lancz & Associates, Inc.2,709$214K0.23%+413F-HRTimeline
TD Asset Management Inc2,708$214K<0.01%-9713F-HRTimeline
Alaska Permanent Fund Corp2,689$212K<0.01%013F-HRTimeline
St. Johns Investment Management Company…2,676$211K0.1%-22213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,675$211K0.02%new13F-HRTimeline
Wedmont Private Capital2,760$211K0.01%new13F-HRTimeline
Pacific Sun Financial Corp2,671$211K0.12%013F-HRTimeline
Circle Wealth Management, LLC2,658$210K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,655$209K0.01%-17613F-HRTimeline
Heritage Wealth Partners, LLC2,654$209K0.32%-65413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,650$209K0.05%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,641$208K0.07%-52813F-HRTimeline
Lifeworks Advisors, LLC2,636$208K0.03%-813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,633$208K<0.01%new13F-HRTimeline
First International Bank & Trust2,629$207K0.07%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,619$207K0.11%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,611$206K0.01%+1,58013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$204K<0.01%013F-HRTimeline
CVFG LLC2,581$204K0.19%new13F-HRTimeline
Prairie Wealth Advisors, Inc.2,572$203K0.1%new13F-HRTimeline
Astoria Portfolio Advisors LLC.2,579$202K0.07%new13F-HRTimeline
Key Financial Inc2,540$200K0.04%+58613F-HRTimeline
FLP Wealth Management, LLC2,538$200K0.64%+1913F-HRTimeline
Lindbrook Capital, LLC2,500$197K0.02%new13F-HRTimeline
Operose Advisors LLC2,500$197K0.07%013F-HRTimeline
Salomon & Ludwin, LLC2,439$192K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,435$192K0.08%+30013F-HR/ATimeline
LRI Investments, LLC2,424$191K0.02%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.2,401$189K0.06%13F-HRTimeline
Independence Bank of Kentucky2,397$189K0.03%-18913F-HRTimeline
WestEnd Advisors, LLC2,360$186K<0.01%-10,49613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,360$186K0.01%new13F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.2,343$185K0.14%-8413F-HRTimeline
NFSG Corp2,288$180K0.04%-54913F-HRTimeline
Murphy & Mullick Capital Management Corp2,277$180K0.17%+22113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,246$177K0.06%new13F-HRTimeline
Sunbelt Securities, Inc.2,208$174K0.02%-51113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,185$172K0.02%-14913F-HRTimeline
Citizens National Bank Trust Department2,164$171K0.04%+6413F-HRTimeline
LGT Financial Advisors LLC2,101$166K0.51%+1513F-HRTimeline
UMB Bank, n.a.2,078$164K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Register Financial Advisors LLC2,053$162K0.08%-7313F-HRTimeline
MCF Advisors LLC2,040$161K0.01%013F-HRTimeline
TD Capital Management LLC2,019$159K0.02%+313F-HRTimeline
Blue Trust, Inc.1,926$152K<0.01%-1913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,939$151K0.12%013F-HRTimeline
Copia Wealth Management1,836$145K0.13%+1,66513F-HRTimeline
Cypress Capital Management LLC (WY)1,824$144K0.17%-11813F-HRTimeline
BOKF, NAin group BOKF, NA1,821$144K<0.01%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,805$142K0.08%-6413F-HRTimeline
High Note Wealth, LLC1,774$140K0.03%-15013F-HRTimeline
Medallion Wealth Advisors, LLC1,769$140K0.06%+13713F-HRTimeline
AMERIFLEX GROUP, INC.1,771$140K0.06%-25013F-HRTimeline
Bollard Group LLC1,723$136K<0.01%+913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,719$136K<0.01%+28613F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,637$129K0.06%013F-HRTimeline
IMA Advisory Services, Inc.1,627$128K0.02%new13F-HRTimeline
Sterling Capital Management LLC1,608$127K<0.01%-513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,601$126K0.05%+513F-HRTimeline
EASTERN BANK1,569$124K<0.01%+76913F-HRTimeline
WHITTIER TRUST CO1,562$123K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,552$122K0.03%-58413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,530$121K0.02%new13F-HRTimelineGroup
Acropolis Investment Management, LLC1,488$117K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,458$115K0.02%+30513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,423$113K<0.01%+17313F-HRTimelineGroup
one8zero8, LLC1,413$111K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,385$109K<0.01%+38513F-HRTimelineGroup
WASHINGTON TRUST Co1,379$109K<0.01%-17513F-HRTimeline
Golden State Wealth Management, LLC1,365$108K0.02%-413F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC1,365$108K<0.01%-6813F-HRTimeline
GAMMA Investing LLC1,359$107K0.01%013F-HR/ATimeline
Activest Wealth Management1,358$107K0.03%-2,36913F-HRTimeline
HM PAYSON & CO1,348$106K<0.01%-87613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,327$105K<0.01%+21413F-HRTimelineGroup
Abound Wealth Management1,308$103K0.03%+34313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,300$103K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,270$100K0.02%-35013F-HRTimeline
Transce3nd, LLC1,308$99.3K0.04%-1,46113F-HRTimeline
Keystone Financial Group, Inc.1,196$96.3K0.07%+913F-HRTimeline
Clean Yield Group1,200$94.6K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,195$94.2K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,192$94K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,184$93.3K<0.01%+113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,149$90.6K-49Timeline
TD PRIVATE CLIENT WEALTH LLC1,136$89.6K<0.01%-4713F-HRTimeline
JFS WEALTH ADVISORS, LLC1,121$88.4K0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,100$86.7K0.03%013F-HRTimeline
COUNTRY TRUST BANK1,081$85.2K<0.01%-99913F-HR/ATimeline
EPG Wealth Management LLC1,067$84.1K0.02%+3113F-HRTimeline
City State Bank1,025$80.8K0.03%+9013F-HRTimeline
MGB Wealth Management, LLC1,000$78.8K0.03%+60013F-HRTimeline
Brentview Investment Management LLC1,000$78.8K0.04%new13F-HRTimeline
Estabrook Capital Management995$78.5K0.01%+35513F-HRTimeline
Physician Wealth Advisors, Inc.965$76.1K0.01%013F-HRTimeline
Rossby Financial, LCC956$74.8K0.03%new13F-HRTimeline
Security National Bank944$74.4K0.01%013F-HRTimeline
Armor Investment Advisors, LLC935$73.7K0.03%013F-HRTimeline
Luminist Capital LLC932$73.7K0.08%-6,03613F-HRTimeline
Lowe Wealth Advisors, LLC915$72.1K0.03%-2013F-HRTimeline
Arax Advisory Partners891$70.3K<0.01%-1,56013F-HRTimeline
Tortoise Investment Management, LLC884$69.7K0.01%013F-HR/ATimeline
Holos Integrated Wealth LLC862$68K0.04%-11613F-HRTimeline
ADIRONDACK TRUST CO810$63.9K0.02%013F-HRTimeline
Hoese & Co LLP800$63.1K0.05%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.799$63K0.05%-113F-HRTimeline
Founders Capital Management785$61.9K0.04%013F-HRTimeline
Game Plan Financial Advisors, LLC732$57.7K0.03%-1,26813F-HRTimeline
Biltmore Family Office, LLC730$57.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA709$55.9K0.03%+1013F-HRTimeline
Grove Bank & Trust700$55.2K0.01%new13F-HRTimeline
Demars Financial Group, LLC4,200,361$53.3K8.13%+426,07913F-HRTimeline
Synergy Investment Management, LLC671$52.9K0.02%+113F-HRTimeline
TruNorth Capital Management, LLC647$51K0.01%+24713F-HRTimeline
TRUST CO OF VERMONT630$49.7K<0.01%-12013F-HRTimeline
Quest 10 Wealth Builders, Inc.625$49.3K0.05%013F-HRTimeline
Front Row Advisors LLC624$49.2K0.02%+31513F-HRTimeline
Painted Porch Advisors LLC623$49.1K0.02%013F-HRTimeline
Briaud Financial Planning Inc623$49K0.02%013F-HRTimeline
Runnymede Capital Advisors, Inc.615$48.5K0.05%-7413F-HRTimeline
Crewe Advisors LLC607$47.9K0.01%-1,76113F-HRTimeline
Addison Advisors LLC603$47.5K0.01%-11613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.600$47.3K0.01%013F-HRTimeline
Coastline Trust Co600$47.3K0.01%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC600$47.3K<0.01%-95013F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…587$46.3K0.02%+58113F-HRTimelineGroup
Iron Horse Wealth Management, LLC578$45.6K0.01%+3313F-HRTimeline
Hurley Capital, LLC574$45.3K0.03%013F-HRTimeline
Winch Advisory Services, LLC547$43.1K0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB546$43.1K<0.01%+39313F-HRTimeline
Hexagon Capital Partners LLC528$41.6K0.01%+2113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…520$41K<0.01%13F-HRTimeline
TSFG, LLC520$41K0.01%+113F-HRTimeline
Nova Wealth Management, Inc.502$39.6K0.03%-19913F-HR/ATimeline