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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SteelPeak Wealth, LLC3,751$327K0.01%-77,91913F-HRTimeline
Verity & Verity, LLC3,745$327K0.03%-9513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,740$326K0.01%013F-HRTimeline
Haverford Trust Co3,727$325K<0.01%-11813F-HRTimeline
Cascades Capital Asset Management, LLC3,725$325K0.14%+52513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,720$324K0.25%013F-HRTimeline
EHRLICH FINANCIAL GROUP3,686$321K0.19%+1,23313F-HRTimeline
NWF Advisory Services Inc.3,677$321K0.04%+52413F-HRTimeline
Westside Investment Management, Inc.3,643$320K0.05%013F-HRTimeline
United Advisor Group, LLC3,640$317K0.04%-74213F-HRTimeline
Coordinated Financial Services, Inc.3,638$317K0.2%+86313F-HRTimeline
Financial Engines Advisors L.L.C.3,635$317K<0.01%+1113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,633$317K0.05%+40913F-HRTimeline
Broadleaf Partners, LLC3,619$316K0.07%013F-HRTimeline
Goldstone Financial Group, LLC3,615$315K0.04%new13F-HRTimeline
Advance Capital Management, Inc.3,608$315K0.01%013F-HRTimeline
GREENLEAF TRUST3,600$314K<0.01%+3213F-HRTimeline
2UniFi Bank3,600$314K0.16%-26913F-HRTimeline
Blue Chip Partners, LLC3,597$314K0.02%+53513F-HRTimeline
Private Wealth Asset Management, LLC3,580$312K0.04%-36013F-HRTimeline
Kentucky Trust Co3,580$312K0.17%013F-HRTimeline
BEACON FINANCIAL GROUP3,580$312K0.03%-8413F-HRTimeline
Kagan Cocozza Asset Management3,577$312K0.24%-23213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…3,575$312K0.26%-5013F-HRTimeline
YHB Investment Advisors, Inc.3,557$310K0.02%-1013F-HRTimeline
NTV Asset Management LLC3,542$309K0.03%+17013F-HRTimeline
Beaumont Financial Advisors, LLC3,518$307K0.02%013F-HRTimeline
American Financial Advisors, LLC3,515$307K0.04%-7013F-HRTimeline
L & S Advisors Inc3,489$304K0.03%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC3,488$304K0.05%013F-HRTimeline
North Star Investment Management Corp.3,448$301K0.02%+25513F-HRTimeline
Blue Trust, Inc.3,445$300K<0.01%-10013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,444$300K0.05%+313F-HRTimeline
Vantage Financial Partners, LLC3,433$299K0.06%+1513F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,430$299K0.17%013F-HRTimeline
RiverGlades Family Offices LLC3,425$299K0.18%-3513F-HRTimeline
Aries Wealth Management3,424$299K0.07%013F-HRTimeline
Gotham Asset Management, LLC3,413$298K<0.01%new13F-HRTimeline
Curi Capital, LLC3,411$297K0.01%new13F-HRTimeline
Watts Gwilliam & Co., LLC3,408$297K0.05%+113F-HRTimeline
International Private Wealth Advisors L…3,401$297K0.19%-9413F-HRTimeline
FLC Capital Advisors3,401$297K0.06%013F-HRTimeline
LEIGH BALDWIN & CO., LLC3,395$296K0.17%-81713F-HR/ATimeline
MBA Advisors LLC3,384$295K0.13%+2013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,369$294K0.07%+213F-HRTimeline
D.B. Root & Company, LLC3,363$293K0.07%new13F-HRTimeline
Ally Invest Advisors Inc.3,354$293K0.02%+14113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,348$292K0.1%013F-HRTimeline
Obsidian Personal Planning Solutions LLC3,275$292K0.1%013F-HRTimeline
Joel Isaacson & Co., LLC3,323$290K0.01%+1713F-HRTimeline
Tepp RIA, LLC3,321$290K0.33%new13F-HRTimeline
Northstar Financial Companies, Inc.3,312$289K0.27%-32213F-HRTimeline
GODSEY & GIBB, INC3,303$288K0.03%-25613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,300$288K0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC3,289$287K0.03%-5813F-HRTimeline
USA FINANCIAL FORMULAS3,279$286K0.05%-1,64113F-HRTimeline
Per Stirling Capital Management, LLC.3,268$285K0.03%-1313F-HRTimeline
Goldstein Advisors, LLC3,261$284K0.03%013F-HRTimeline
Ifrah Financial Services, Inc.3,254$284K0.07%-1613F-HRTimeline
WFA of San Diego, LLC3,245$283K0.19%+6213F-HRTimeline
Carson Advisory Inc.3,239$282K0.15%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,235$282K0.03%013F-HRTimeline
PUREfi Wealth, LLC3,200$279K0.21%013F-HRTimeline
Nilsine Partners, LLC3,186$278K0.02%+613F-HRTimeline
ASPIRIANT, LLC3,175$277K0.01%013F-HRTimeline
GROUP ONE TRADING LLC3,168$276K0.01%new13F-HRTimeline
Fortitude Family Office, LLC3,167$276K0.07%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,166$276K0.02%+113F-HRTimeline
Strategic Advocates LLC3,149$275K0.07%+2013F-HRTimeline
Retirement Planning Group, LLC3,136$273K0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC3,133$273K0.04%+613F-HRTimeline
BRAUN STACEY ASSOCIATES INC3,126$273K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.3,114$272K0.18%+25113F-HRTimeline
GAMMA Investing LLC3,094$270K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.3,081$269K0.25%13F-HRTimeline
Kaizen Financial Strategies3,030$268K0.12%-75013F-HRTimeline
Kraft, Davis & Associates, LLC2,984$268K0.07%013F-HRTimeline
Berkeley Capital Partners, LLC3,064$267K0.06%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,060$267K0.02%013F-HRTimeline
Live Oak Investment Partners3,051$266K0.18%new13F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,049$266K<0.01%-4113F-HRTimeline
Gradient Capital Advisors, LLC3,048$266K0.07%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,022$264K0.02%new13F-HRTimeline
SkyOak Wealth, LLC3,022$264K0.05%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.3,003$262K0.08%-17513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…3,000$262K0.03%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.3,000$262K0.02%new13F-HRTimeline
Intelligence Driven Advisers, LLC3,000$262K0.04%013F-HRTimeline
Nabity-Jensen Investment Management Inc3,000$262K0.18%-49313F-HRTimeline
Grantvest Financial Group LLC3,000$262K0.18%-713F-HRTimeline
Pacifica Partners Inc.2,960$261K0.09%013F-HRTimeline
LGL PARTNERS, LLC2,983$260K0.11%+1913F-HRTimeline
Crestwood Advisors Group, LLC2,979$260K<0.01%-1,15013F-HRTimeline
Perissos Private Wealth Management, LLC2,955$258K0.19%013F-HRTimeline
Garde Capital, Inc.2,950$257K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,941$256K0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,936$256K0.03%-33513F-HRTimeline
MKT Advisors LLC2,899$255K0.1%-44413F-HRTimeline
St. Johns Investment Management Company…2,902$253K0.11%+5213F-HRTimeline
F/m Investments LLC2,900$253K0.01%013F-HRTimeline
First Heartland Consultants, Inc.2,874$251K0.02%-84513F-HRTimeline
Lifeworks Advisors, LLC2,866$250K0.03%+7713F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,862$250K0.02%-20013F-HRTimeline
Black Diamond Financial, LLC2,862$250K0.03%+17513F-HRTimeline
1834 INVESTMENT ADVISORS CO2,852$249K0.03%013F-HRTimeline
Alan B Lancz & Associates, Inc.2,850$249K0.22%new13F-HRTimeline
CVFG LLC2,836$247K0.18%+20213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,835$247K0.02%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,817$246K0.09%-13713F-HRTimeline
Colonial River Investments, LLC2,782$243K0.09%-14313F-HRTimeline
Insight Advisors, LLC/ PA2,780$242K0.04%+5013F-HRTimeline
Rathbones Group PLC2,778$242K<0.01%-43513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,765$241K<0.01%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,751$240K0.01%013F-HRTimeline
Pictet North America Advisors SA2,746$239K0.02%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,743$239K<0.01%+2613F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC2,738$239K0.06%+5713F-HRTimeline
Sunbelt Securities, Inc.2,732$238K0.02%+1313F-HRTimeline
Cypress Wealth Services, LLC2,732$238K0.04%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,730$238K0.06%new13F-HRTimeline
Independence Bank of Kentucky2,693$235K0.03%+18013F-HRTimeline
Regency Capital Management Inc.\DE2,675$233K0.11%new13F-HRTimeline
IBEX WEALTH ADVISORS2,660$232K0.02%-6,08113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,650$231K0.05%013F-HRTimeline
Buska Wealth Management, LLC2,648$231K0.07%-31113F-HRTimeline
LCNB CORP2,625$229K0.08%new13F-HRTimeline
DT Investment Partners, LLC2,620$228K0.02%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,619$228K0.1%013F-HRTimeline
Second Line Capital, LLC2,605$227K0.05%-28613F-HRTimeline
Shared Vision Wealth Group LLC2,500$226K0.1%new13F-HRTimeline
Advanced Asset Management Advisors Inc2,591$226K0.06%-23813F-HRTimeline
NAPA WEALTH MANAGEMENT2,585$225K0.11%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,585$225K0.2%-12513F-HRTimeline
Whitener Capital Management, Inc.2,572$224K0.05%new13F-HRTimeline
Prairie Wealth Advisors, Inc.2,572$224K0.09%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,570$224K<0.01%-1,43713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,565$224K<0.01%-9,25513F-HRTimelineGroup
Rialto Wealth Management, LLC2,563$224K0.06%-2213F-HRTimeline
Peloton Wealth Strategists2,549$222K0.09%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,535$221K0.07%013F-HRTimeline
Financial Partners Group, Inc2,530$221K0.03%013F-HRTimeline
Pacific Sun Financial Corp2,521$220K0.11%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,501$218K0.02%new13F-HRTimeline
Operose Advisors LLC2,500$218K0.05%013F-HRTimeline
Salomon & Ludwin, LLC2,438$217K0.02%-113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,472$216K<0.01%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,471$215K0.04%new13F-HRTimeline
FCG Investment Co2,469$215K0.1%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,439$213K0.02%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC2,439$213K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,438$213K0.01%-18213F-HRTimeline
LRI Investments, LLC2,424$211K0.02%013F-HRTimeline
GreatBanc Trust CO2,400$209K0.14%13F-HRTimeline
Bill Few Associates, Inc.2,397$209K0.05%new13F-HRTimeline
Curtis Advisory Group, LLC2,391$209K0.05%new13F-HRTimeline
Milestones Private Investment Advisors …2,384$208K0.14%new13F-HRTimeline
Bluesphere Advisors LLC2,373$207K0.09%new13F-HRTimeline
First National Trust Co2,369$207K0.01%new13F-HRTimeline
AMJ Financial Wealth Management2,351$205K0.05%new13F-HRTimeline
Latitude Advisors, LLC2,350$205K0.09%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,344$204K0.01%new13F-HRTimeline
Portland Financial Advisors Inc2,340$204K0.44%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,338$204K0.14%new13F-HRTimeline
CPR Investments Inc.2,337$204K0.14%-25013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,337$204K0.01%new13F-HRTimeline
Councilmark Asset Management, LLC2,330$203K0.12%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2,264$201K0.15%-2013F-HRTimeline
Realta Investment Advisors2,302$201K0.07%-4,59213F-HRTimeline
Key Financial Inc2,237$197K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,247$196K0.01%+1913F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.2,196$192K0.12%013F-HRTimeline
LGT Financial Advisors LLC2,180$190K0.41%-18513F-HRTimeline
HM PAYSON & CO2,162$189K<0.01%+86613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,109$184K<0.01%+30213F-HRTimelineGroup
Stelac Advisory Services LLC2,100$183K0.06%new13F-HRTimeline
Citizens National Bank Trust Department2,100$183K0.03%013F-HRTimeline
Copia Wealth Management2,088$182K0.14%-58213F-HRTimeline
Register Financial Advisors LLC2,074$181K0.07%+1113F-HRTimeline
MCF Advisors LLC2,040$178K0.01%013F-HRTimeline
TD Capital Management LLC2,023$176K0.02%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,939$169K0.12%013F-HRTimeline
Avalon Trust Co1,874$163K0.01%+37413F-HRTimeline
Bollard Group LLC1,871$163K<0.01%+1013F-HRTimeline
HORIZON BANCORP INC /IN/1,805$157K0.07%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,800$157K0.02%-4413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,754$153K0.01%-41113F-HRTimeline
BOKF, NAin group BOKF, NA1,686$147K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,671$146K0.03%-10313F-HRTimeline
Turning Point Benefit Group, Inc.1,636$144K0.09%new13F-HRTimeline
UMB Bank, n.a.1,640$143K<0.01%-50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMUM INVESTMENT ADVISORS1,637$143K0.06%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,623$142K<0.01%+20013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,610$140K0.05%+513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,604$140K<0.01%-1,81313F-HRTimelineGroup
Sterling Capital Management LLC1,598$139K<0.01%-1313F-HRTimeline
WHITTIER TRUST CO1,562$139K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,592$139K0.01%+40013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,571$137K0.01%+57113F-HRTimelineGroup
Cypress Capital Management LLC (WY)1,571$137K0.13%-2813F-HRTimeline
Pacific Center for Financial Services1,552$135K0.03%013F-HRTimeline