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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Beaumont Financial Advisors, LLC3,518$287K0.02%-81613F-HRTimeline
Invst, LLC3,510$287K0.04%new13F-HRTimeline
International Private Wealth Advisors L…3,495$285K0.24%new13F-HRTimeline
One Charles Private Wealth Services, LLC3,494$285K0.08%+113F-HRTimeline
Nabity-Jensen Investment Management Inc3,493$285K0.21%013F-HRTimeline
L & S Advisors Inc3,489$285K0.03%-2213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC3,488$285K0.05%+41013F-HRTimeline
RiverGlades Family Offices LLC3,460$283K0.19%+14013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,506$281K0.14%+46113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,441$281K0.05%+213F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,430$280K0.18%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,430$280K0.01%-132,29013F-HRTimelineGroup
Aries Wealth Management3,424$280K0.07%-46913F-HRTimeline
SYON CAPITAL LLC3,423$280K0.02%-1,84713F-HRTimeline
Vantage Financial Partners, LLC3,418$279K0.06%-41413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC3,417$279K<0.01%-2,21713F-HRTimelineGroup
Concentrum Wealth Management3,410$278K0.09%+2113F-HRTimeline
FLC Capital Advisors3,401$278K0.06%new13F-HRTimeline
NTV Asset Management LLC3,372$275K0.03%013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,367$275K0.07%new13F-HRTimeline
MBA Advisors LLC3,364$275K0.13%+10813F-HRTimeline
KKM Financial LLC3,364$275K0.1%new13F-HRTimeline
MKT Advisors LLC3,343$274K0.11%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,348$273K0.1%013F-HRTimeline
Quadcap Wealth Management, LLC3,347$273K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC3,306$270K0.01%+1713F-HRTimeline
Capital Management Associates, Inc3,285$268K0.08%-3,15513F-HRTimeline
Per Stirling Capital Management, LLC.3,281$268K0.03%-17,17613F-HRTimeline
Obsidian Personal Planning Solutions LLC3,275$267K0.11%013F-HRTimeline
Elm Partners Management LLC3,273$267K0.01%new13F-HR/ATimeline
GPS Wealth Strategies Group, LLC3,271$267K0.03%+13113F-HRTimeline
Ifrah Financial Services, Inc.3,270$267K0.07%-3013F-HRTimeline
Empower Advisory Group, LLC3,263$266K<0.01%-1,64413F-HRTimeline
Goldstein Advisors, LLC3,261$266K0.04%013F-HRTimeline
Caldwell Trust Co3,250$265K0.03%-19113F-HRTimeline
Carson Advisory Inc.3,239$264K0.17%013F-HRTimeline
Palumbo Wealth Management LLC3,237$264K0.08%-6313F-HRTimeline
Schneider Downs Wealth Management Advis…3,235$264K0.04%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,224$263K0.05%+45613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,219$263K0.03%new13F-HRTimeline
Argent Trust Co3,215$263K0.01%+30813F-HRTimeline
Ally Invest Advisors Inc.3,213$262K0.02%+8713F-HRTimeline
Rathbones Group PLC3,213$262K<0.01%new13F-HRTimeline
Raine Capital LLCin group Raine Capital LLC3,200$261K0.08%new13F-HRTimelineGroup
PUREfi Wealth, LLC3,200$261K0.21%-80013F-HRTimeline
Cascades Capital Asset Management, LLC3,200$261K0.13%new13F-HRTimeline
North Star Investment Management Corp.3,193$261K0.02%+2313F-HRTimeline
WFA of San Diego, LLC3,183$260K0.19%13F-HRTimeline
Nilsine Partners, LLC3,180$260K0.03%-5713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.3,178$260K0.08%+77713F-HRTimeline
ASPIRIANT, LLC3,175$259K0.01%-613F-HRTimeline
Cornerstone Advisory, LLC3,175$259K0.03%+36513F-HRTimeline
Fortitude Family Office, LLC3,167$259K0.09%-3813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,165$258K0.02%+8813F-HRTimeline
KWB Wealth3,276$258K0.03%-1,78113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,162$258K0.08%013F-HRTimeline
NWF Advisory Services Inc.3,153$257K0.03%+20713F-HRTimeline
LGL PARTNERS, LLC2,964$257K0.11%+2013F-HRTimeline
Strategic Advocates LLC3,129$256K0.08%new13F-HRTimeline
OBSIDIAN CIO, LLC3,127$255K0.04%-2913F-HRTimeline
BRAUN STACEY ASSOCIATES INC3,126$255K0.01%-6013F-HRTimeline
Castleview Partners, LLC3,122$255K0.16%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,115$254K0.08%013F-HRTimeline
GAMMA Investing LLC3,094$253K0.02%+1,73513F-HRTimeline
Smith Anglin Financial, LLC3,091$252K0.02%-68313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,090$252K<0.01%new13F-HRTimeline
Helium Advisors LLC3,085$252K0.16%+2513F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,062$250K0.03%013F-HRTimeline
Blue Chip Partners, LLC3,062$250K0.02%-53713F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,060$250K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.3,058$250K0.01%+13713F-HRTimeline
Kraft, Davis & Associates, LLC2,984$250K0.07%-1,27013F-HRTimeline
Sollinda Capital Management LLC3,055$249K0.06%new13F-HRTimeline
Gradient Capital Advisors, LLC3,048$249K0.07%013F-HRTimeline
SkyOak Wealth, LLC3,022$247K0.05%013F-HRTimeline
Grantvest Financial Group LLC3,007$246K0.18%-8113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…3,000$245K0.03%013F-HRTimeline
Glaxis Capital Management, LLC3,000$245K0.33%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,000$245K0.01%new13F-HRTimeline
QVR LLC3,000$245K0.25%new13F-HRTimeline
Intelligence Driven Advisers, LLC3,000$245K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC2,979$243K0.06%-1,44813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,964$242K0.01%-1,66813F-HRTimeline
Buska Wealth Management, LLC2,959$242K0.07%-54313F-HRTimeline
Colonial River Investments, LLC2,925$241K0.1%-79813F-HRTimeline
Perissos Private Wealth Management, LLC2,955$241K0.19%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,954$241K0.09%-12313F-HRTimeline
Garde Capital, Inc.2,950$241K0.01%013F-HRTimeline
Pacifica Partners Inc.2,960$241K0.1%-2513F-HRTimeline
Triad Wealth Partners, LLC2,934$240K0.05%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.2,915$238K0.03%new13F-HRTimeline
F/m Investments LLC2,900$237K0.01%-20413F-HRTimeline
Second Line Capital, LLC2,891$236K0.05%-1013F-HRTimeline
Hopwood Financial Services, Inc.2,863$234K0.18%+113F-HRTimeline
1834 INVESTMENT ADVISORS CO2,852$233K0.03%-7413F-HRTimeline
St. Johns Investment Management Company…2,850$233K0.11%+17413F-HRTimeline
Evanson Asset Management, LLC2,844$232K0.01%-3,71113F-HRTimeline
Advanced Asset Management Advisors Inc2,829$231K0.06%-30813F-HRTimeline
SeaBridge Investment Advisors LLC2,827$231K0.04%-3,80213F-HRTimeline
Lifeworks Advisors, LLC2,789$228K0.03%+15313F-HRTimeline
Coordinated Financial Services, Inc.2,775$227K0.16%13F-HRTimeline
Wedmont Private Capital2,765$226K0.01%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,765$226K<0.01%+17513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,751$225K0.01%013F-HRTimeline
Pictet North America Advisors SA2,746$224K0.02%013F-HRTimeline
Cypress Wealth Services, LLC2,732$223K0.04%+213F-HRTimeline
Insight Advisors, LLC/ PA2,730$223K0.04%-313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,717$222K<0.01%-11,22313F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC2,710$221K0.2%-1,53313F-HRTimeline
Black Diamond Financial, LLC2,687$219K0.03%-17513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,681$219K0.06%+4013F-HRTimeline
Copia Wealth Management2,670$218K0.18%+83413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,650$216K0.05%013F-HRTimeline
Argyle Capital Partners, LLC2,649$216K0.18%-94313F-HRTimeline
CVFG LLC2,634$215K0.17%+5313F-HRTimeline
Verdence Capital Advisors LLC2,620$214K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,620$214K0.01%new13F-HRTimeline
DT Investment Partners, LLC2,620$214K0.02%-2,66713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,619$214K0.11%013F-HRTimeline
CHANNEL WEALTH LLC2,594$212K0.06%-14,29913F-HRTimeline
CPR Investments Inc.2,587$211K0.16%new13F-HRTimeline
Rialto Wealth Management, LLC2,585$211K0.06%-77913F-HRTimeline
Prairie Wealth Advisors, Inc.2,572$210K0.09%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,535$207K0.08%+10013F-HRTimeline
American Trust2,532$207K0.02%new13F-HRTimeline
Financial Partners Group, Inc2,530$207K0.03%new13F-HRTimeline
Pacific Sun Financial Corp2,521$206K0.11%-15013F-HRTimeline
Sunbelt Securities, Inc.2,719$206K0.02%+51113F-HRTimeline
Independence Bank of Kentucky2,513$205K0.03%+11613F-HRTimeline
Operose Advisors LLC2,500$204K0.06%013F-HRTimeline
Stockman Wealth Management, Inc.2,489$203K0.03%-1,52613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,472$202K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC2,457$201K0.56%-8113F-HRTimeline
EHRLICH FINANCIAL GROUP2,453$200K0.13%new13F-HRTimeline
Salomon & Ludwin, LLC2,439$198K0.02%013F-HRTimeline
LRI Investments, LLC2,424$198K0.02%013F-HRTimeline
LGT Financial Advisors LLC2,365$193K0.49%+26413F-HRTimeline
Murphy & Mullick Capital Management Corp2,284$190K0.15%+713F-HRTimeline
Key Financial Inc2,237$183K0.04%-30313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,228$182K0.01%-38313F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.2,196$179K0.13%-14713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,165$177K0.01%+80013F-HRTimeline
UMB Bank, n.a.2,140$175K<0.01%+6213F-HR/ATimeline
Citizens National Bank Trust Department2,100$171K0.03%-6413F-HRTimeline
Register Financial Advisors LLC2,063$168K0.07%+1013F-HRTimeline
MCF Advisors LLC2,040$167K0.01%013F-HRTimeline
TD Capital Management LLC2,021$165K0.02%+213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,997$163K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,943$159K0.04%+1,61313F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC1,939$152K0.13%013F-HRTimeline
Bollard Group LLC1,861$152K<0.01%+13813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,844$151K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,807$148K<0.01%+48013F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,805$147K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsgroup of 2 filers holding1,780$145K+631Timeline
High Note Wealth, LLC1,774$145K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC1,766$145K0.06%-313F-HRTimeline
BOKF, NAin group BOKF, NA1,686$138K<0.01%-13513F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,637$134K0.06%013F-HRTimeline
IMA Advisory Services, Inc.1,627$133K0.01%013F-HRTimeline
Sterling Capital Management LLC1,611$132K<0.01%+313F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,605$131K0.05%+413F-HRTimeline
Cypress Capital Management LLC (WY)1,599$131K0.14%-22513F-HRTimeline
WHITTIER TRUST CO1,562$128K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,552$127K0.03%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,504$123K0.03%-1,22913F-HRTimeline
Avalon Trust Co1,500$122K0.01%+1,00013F-HRTimeline
HOWE & RUSLING INC1,481$121K0.01%-1,32113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,458$119K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,423$117K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,366$112K0.01%+113F-HRTimeline
Activest Wealth Management1,362$111K0.03%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,341$110K0.01%-84413F-HRTimeline
Signature Resources Capital Management,…1,321$108K0.07%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,318$107K0.01%+84213F-HRTimelineGroup
Dunhill Financial, LLC1,309$107K0.03%+90913F-HRTimeline
Abound Wealth Management1,297$106K0.03%-1113F-HRTimeline
HM PAYSON & CO1,296$106K<0.01%-5213F-HRTimeline
WestEnd Advisors, LLC1,296$106K<0.01%-1,06413F-HRTimeline
Keystone Financial Group, Inc.1,204$101K0.06%+813F-HRTimeline
Clean Yield Group1,200$98K0.03%013F-HRTimeline
Riverview Trust Co1,200$98K0.12%new13F-HRTimeline
Anchor Investment Management, LLC1,192$97.3K0.01%013F-HRTimeline
Estabrook Capital Management1,191$97.3K0.01%+19613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,170$95.5K0.01%-2513F-HRTimeline
JFS WEALTH ADVISORS, LLC1,122$91.6K0.01%+113F-HRTimeline
Headlands Technologies LLC1,097$89.6K0.01%new13F-HRTimeline
COUNTRY TRUST BANK1,081$88.3K<0.01%013F-HRTimeline
West Financial Advisors, LLC1,004$82K0.01%-42,32513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$81.7K<0.01%-38513F-HRTimelineGroup
MGB Wealth Management, LLC1,000$81.7K0.03%013F-HRTimeline
Brentview Investment Management LLC1,000$81.7K0.04%013F-HRTimeline
Tortoise Investment Management, LLC974$79.5K0.01%+9013F-HRTimeline
Physician Wealth Advisors, Inc.965$78.8K0.01%013F-HRTimeline
Stone House Investment Management, LLC963$78.6K0.01%-1,87213F-HRTimeline
Security National Bank944$77.1K0.01%013F-HRTimeline
Armor Investment Advisors, LLC935$76.4K0.03%013F-HRTimeline
City State Bank930$75.9K0.02%-9513F-HRTimeline
Lowe Wealth Advisors, LLC915$74.7K0.03%013F-HRTimeline
Holos Integrated Wealth LLC862$74.3K0.04%013F-HRTimeline