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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Security Financial Services, INC.8,939$382K0.06%+4,48513F-HRTimeline
2UniFi Bank8,925$381K0.18%+5,32513F-HRTimeline
Agate Pass Investment Management, LLC8,898$380K0.14%+4,37213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,852$378K0.06%+5,21913F-HRTimeline
Lodestone Wealth Management LLC8,823$377K0.15%+4,69513F-HRTimeline
PMG Wealth Management, Inc.8,800$376K0.28%+4,40013F-HRTimeline
Thompson David Blair8,794$375K0.21%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,778$375K0.04%+4,41213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,772$374K0.18%+4,58013F-HRTimeline
Connecticut Wealth Management, LLC8,763$374K0.02%+4,49113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,749$373K0.01%+2,03813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,705$372K0.11%+4,36213F-HRTimeline
Entelevest, LLC8,695$371K0.38%13F-HRTimeline
Hobbs Group Advisors, LLC8,688$371K0.11%+4,07013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,688$371K0.01%+4,34413F-HRTimelineGroup
Clearstead Advisors, LLC8,665$370K<0.01%+4,18913F-HRTimeline
GK Wealth Management LLC8,664$370K0.27%+4,09513F-HRTimeline
MMA ASSET MANAGEMENT LLC8,662$370K0.13%+4,33113F-HRTimeline
Activest Wealth Management8,660$370K0.07%+7,69413F-HRTimeline
Quadrant Private Wealth Management, LLC8,658$370K0.06%+4,43013F-HRTimeline
Interchange Capital Partners, LLC8,654$369K0.07%+3,84813F-HRTimeline
LJI Wealth Management, LLC8,650$369K0.06%+3,82513F-HRTimeline
Axim Planning & Wealth8,648$369K0.39%+4,70013F-HRTimeline
Discipline Wealth Solutions, LLC8,622$368K0.07%+4,34213F-HRTimeline
Strategic Wealth Partners, Ltd.8,604$367K0.03%+3,96213F-HRTimeline
Glen Eagle Advisors, LLC8,581$366K0.05%+4,19613F-HRTimeline
OpenArc Corporate Advisory, LLC8,474$362K0.01%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,426$360K0.05%+4,21313F-HRTimelineGroup
Cornerstone Wealth Management, LLC8,423$360K0.02%+5,98513F-HRTimeline
Juno Financial Group LLC8,408$359K0.14%13F-HRTimeline
HUB Investment Partners, LLC8,407$359K0.01%+4,57513F-HRTimeline
Redhawk Wealth Advisors, Inc.8,405$359K0.04%+4,64813F-HRTimeline
Penobscot Investment Management Company…8,320$355K0.03%+4,16013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,276$355K0.01%+4,46813F-HRTimeline
Peak Retirement Planning, Inc.8,309$355K0.08%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,262$353K0.03%+5,76113F-HRTimeline
Christensen, King & Associates Investme…8,236$352K0.15%+4,34413F-HRTimeline
Vilga Financial Planning LLC8,209$350K0.34%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,188$350K0.02%+4,14413F-HRTimeline
GWN SECURITIES INC.8,140$348K0.07%+3,79813F-HRTimeline
Main Street Financial Solutions, LLC8,102$346K0.03%+3,78713F-HRTimeline
Measured Risk Portfolios, Inc.8,091$345K0.4%+4,04313F-HRTimeline
United Advisor Group, LLC8,075$345K0.04%+4,43513F-HRTimeline
WORLD EQUITY GROUP, INC.7,970$340K0.09%+3,88313F-HRTimeline
Elm Partners Management LLC7,932$339K0.01%+3,96613F-HR/ATimeline
VestGen Advisors, LLC7,929$338K0.01%new13F-HRTimeline
First Business Financial Services, Inc.7,904$337K0.03%+3,95213F-HRTimeline
ASL Financial, LLC7,888$337K0.26%13F-HRTimeline
Capital Management Associates, Inc7,878$336K0.07%+3,96813F-HRTimeline
Successful Portfolios LLC7,878$336K0.17%+3,95413F-HRTimeline
FIRST UNITED BANK & TRUST7,865$336K0.11%+3,90313F-HRTimeline
All Terrain Financial Advisors, LLC7,850$335K0.1%+3,93013F-HRTimeline
Coordinated Financial Services, Inc.7,850$335K0.19%+4,21213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,830$334K0.02%+3,24513F-HRTimelineGroup
Rockingstone Advisors LLC7,810$333K0.15%+3,99013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,800$333K0.01%+4,50013F-HRTimeline
Demars Financial Group, LLC7,771$332K0.11%+3,87213F-HRTimeline
ROMANO BROTHERS AND COMPANY7,729$330K0.04%+3,86513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,726$330K0.18%+3,73313F-HRTimeline
First Financial Group Corp7,696$329K0.28%+3,75713F-HRTimeline
VCI Wealth Management LLC7,696$329K0.09%+1,54113F-HRTimeline
One Charles Private Wealth Services, LLC7,626$326K0.08%+3,79413F-HRTimeline
Grantvest Financial Group LLC7,570$323K0.21%+4,57013F-HRTimeline
MLP3, LLC7,535$322K0.35%13F-HRTimeline
Triad Wealth Partners, LLC7,523$321K0.03%+3,63313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,494$320K<0.01%+4,92413F-HRTimeline
Verity & Verity, LLC7,490$320K0.02%+3,74513F-HRTimeline
Bangor Savings Bank7,473$319K0.03%+3,42613F-HRTimeline
NWF Advisory Services Inc.7,463$319K0.04%+3,78613F-HRTimeline
Haverford Trust Co7,454$318K<0.01%+3,72713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,440$318K0.24%+3,72013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,427$317K0.06%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,418$317K<0.01%+4,67513F-HRTimelineGroup
GREENLEAF TRUST7,404$316K<0.01%+3,80413F-HRTimeline
Invst, LLC7,353$314K0.03%+3,31213F-HRTimeline
BEACON FINANCIAL GROUP7,345$314K0.03%+3,76513F-HRTimeline
Westside Investment Management, Inc.7,286$313K0.05%+3,64313F-HRTimeline
NTV Asset Management LLC7,280$311K0.03%+3,73813F-HRTimeline
Broadleaf Partners, LLC7,238$309K0.07%+3,61913F-HRTimeline
Goldstone Financial Group, LLC7,230$309K0.03%+3,61513F-HRTimeline
Winthrop Advisory Group LLC7,230$309K0.03%new13F-HR/ATimeline
Texas Capital Bank Wealth Management Se…7,224$308K0.02%new13F-HRTimeline
Advance Capital Management, Inc.7,217$308K0.01%+3,60913F-HRTimeline
UNION SAVINGS BANK7,204$307K0.13%13F-HRTimeline
Financial Engines Advisors L.L.C.7,171$306K<0.01%+3,53613F-HRTimeline
Private Wealth Asset Management, LLC7,160$306K0.03%+3,58013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…7,152$305K0.22%+3,57713F-HRTimeline
YHB Investment Advisors, Inc.7,125$304K0.02%+3,56813F-HRTimeline
EHRLICH FINANCIAL GROUP7,093$303K0.17%+3,40713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,087$303K0.09%+3,29413F-HRTimeline
Kingdom Financial Group LLC.7,081$302K0.09%new13F-HRTimeline
American Financial Advisors, LLC7,061$301K0.04%+3,54613F-HRTimeline
Kentucky Trust Co7,060$301K0.16%+3,48013F-HRTimeline
Kagan Cocozza Asset Management7,057$301K0.21%+3,48013F-HRTimeline
Beaumont Financial Advisors, LLC7,035$300K0.02%+3,51713F-HRTimeline
Blue Trust, Inc.7,030$300K<0.01%+3,58513F-HRTimeline
ASPIRIANT, LLC6,977$298K0.01%+3,80213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC6,976$298K0.05%+3,48813F-HRTimeline
First National Bank of Hutchinson6,902$295K0.17%-1,27213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,893$294K0.04%+3,44913F-HRTimeline
Joel Isaacson & Co., LLC6,876$294K0.01%+3,55313F-HRTimeline
FLC Capital Advisors6,802$290K0.05%+3,40113F-HRTimeline
LEIGH BALDWIN & CO., LLC6,793$290K0.19%+3,39813F-HRTimeline
MBA Advisors LLC6,769$289K0.12%+3,38513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,753$288K0.01%+3,81213F-HRTimelineGroup
Indivisible Partners6,735$288K0.03%13F-HRTimeline
National Philanthropic Trust6,715$287K<0.01%new13F-HRTimeline
Clear Retirement Advice LLC6,652$287K0.22%13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC6,696$286K0.09%+3,34813F-HRTimeline
Carson Advisory Inc.6,678$285K0.15%+3,43913F-HRTimeline
GODSEY & GIBB, INC6,605$282K0.03%+3,30213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,589$281K0.03%new13F-HR/ATimelineGroup
Quadcap Wealth Management, LLC6,578$281K0.03%+3,28913F-HRTimeline
Palumbo Wealth Management LLC6,546$279K0.07%new13F-HRTimeline
Per Stirling Capital Management, LLC.6,525$279K0.03%+3,25713F-HRTimeline
Goldstein Advisors, LLC6,522$278K0.03%+3,26113F-HRTimeline
WFA of San Diego, LLC6,490$277K0.2%+3,24513F-HRTimeline
SVB WEALTH LLC6,476$276K0.02%+2,10713F-HRTimeline
Schneider Downs Wealth Management Advis…6,470$276K0.03%+3,23513F-HRTimeline
Murphy & Mullick Capital Management Corp6,410$274K0.2%+4,14613F-HRTimeline
PUREfi Wealth, LLC6,400$273K0.21%+3,20013F-HRTimeline
Ally Invest Advisors Inc.6,393$273K0.02%+3,03913F-HRTimeline
Strategic Advocates LLC6,341$272K0.07%+3,19213F-HRTimeline
VSM Wealth Advisory, LLC6,379$272K0.08%new13F-HRTimeline
Nilsine Partners, LLC6,372$272K0.02%+3,18613F-HRTimeline
Pacifica Partners Inc.6,292$272K0.12%+3,33213F-HRTimeline
Post Resch Tallon Group Inc.6,354$271K0.23%new13F-HRTimeline
Fortitude Family Office, LLC6,334$270K0.06%+3,16713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,268$268K0.02%+3,10213F-HRTimeline
COFG Advisors, LLC6,266$268K0.07%13F-HRTimeline
Connecticut Capital Management Group, L…6,260$267K0.26%13F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,252$267K0.01%+3,12613F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.6,247$267K0.19%new13F-HRTimeline
Hopwood Financial Services, Inc.6,230$266K0.19%+3,11613F-HRTimeline
GAMMA Investing LLC6,188$264K0.01%+3,09413F-HRTimeline
COZAD ASSET MANAGEMENT INC6,170$263K0.02%+3,33513F-HRTimeline
St. Johns Investment Management Company…6,152$263K0.11%+3,25013F-HRTimeline
CARDIFF PARK ADVISORS, LLC6,120$261K0.02%+3,06013F-HRTimeline
Gradient Capital Advisors, LLC6,096$260K0.07%+3,04813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,094$260K<0.01%+3,04513F-HRTimeline
Retirement Planning Group, LLC6,090$260K0.01%+2,95413F-HRTimeline
North Star Investment Management Corp.6,087$260K0.02%+2,63913F-HRTimeline
SkyOak Wealth, LLC6,044$258K0.05%+3,02213F-HRTimeline
LGL PARTNERS, LLC6,011$257K0.11%+3,02813F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…6,000$256K0.03%+3,00013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.6,000$256K0.02%+3,00013F-HRTimeline
Glaxis Capital Management, LLC6,000$256K0.44%-17,00013F-HRTimeline
Arcus Capital Partners, LLC6,000$256K0.09%new13F-HRTimeline
Nabity-Jensen Investment Management Inc6,000$256K0.17%+3,00013F-HRTimeline
Kraft, Davis & Associates, LLC5,968$256K0.06%+2,98413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,964$255K0.03%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,936$253K0.07%+2,93313F-HRTimeline
Garde Capital, Inc.5,900$252K0.01%+2,95013F-HRTimeline
Lifeworks Advisors, LLC5,884$251K0.03%+3,01813F-HRTimeline
Crestwood Advisors Group, LLC5,852$250K<0.01%+2,87313F-HRTimeline
USA FINANCIAL FORMULAS5,848$250K0.05%+2,56913F-HRTimeline
Founders Financial Alliance, LLC5,842$249K0.05%+1,02013F-HRTimeline
IEQ CAPITAL, LLC5,826$249K<0.01%+1,10713F-HRTimeline
Avidian Wealth Enterprises, LLC5,823$249K0.01%new13F-HRTimeline
MKT Advisors LLC5,799$248K0.08%+2,90013F-HRTimeline
Composition Wealth, LLC5,750$245K<0.01%+1,40213F-HRTimeline
Black Diamond Financial, LLC5,724$244K0.03%+2,86213F-HRTimeline
First Heartland Consultants, Inc.5,722$244K0.02%+2,84813F-HRTimeline
Willis Johnson & Associates, Inc.5,699$243K0.02%-14013F-HRTimeline
CVFG LLC5,682$243K0.17%+2,84613F-HRTimeline
ProCore Advisors, LLC5,660$242K0.25%13F-HRTimeline
Crescent Grove Advisors, LLC5,653$241K0.02%+1,00713F-HRTimeline
Caldwell Trust Co5,650$241K0.02%+1,60013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,647$241K0.11%new13F-HRTimeline
Financial Partners Group, Inc5,531$239K0.03%+3,00113F-HRTimeline
Insight Advisors, LLC/ PA5,563$237K0.04%+2,78313F-HRTimeline
Rathbones Group PLC5,556$237K<0.01%+2,77813F-HR/ATimeline
Tepp RIA, LLC5,548$237K0.23%+2,22713F-HRTimeline
Principle Wealth Partners LLC5,531$236K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,530$236K<0.01%+2,76513F-HRTimeline
Perissos Private Wealth Management, LLC5,530$236K0.2%+2,57513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,502$235K0.01%+2,75113F-HRTimeline
Aries Wealth Management5,498$235K0.05%+2,07413F-HRTimeline
Pictet North America Advisors SA5,492$234K0.02%+2,74613F-HRTimeline
BCS Wealth Management5,492$234K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.5,465$233K0.02%+2,73313F-HRTimeline
Kaizen Financial Strategies5,460$233K0.1%+2,43013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,426$232K0.04%new13F-HRTimeline
Sankala Group LLC4,800$229K0.18%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,364$229K0.06%+2,62613F-HRTimeline
Independence Bank of Kentucky5,352$228K0.03%+2,65913F-HRTimeline
Ruggiero Investments, Inc.5,329$227K0.21%13F-HRTimeline
Northstar Financial Companies, Inc.5,312$227K0.18%+2,00013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,303$226K<0.01%+20913F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC5,300$226K0.04%+2,65013F-HRTimeline
1834 INVESTMENT ADVISORS CO5,286$226K0.03%+2,43413F-HRTimeline
Cyndeo Wealth Partners, LLC5,278$225K0.01%+2,93413F-HRTimeline
Ballast Financial Advisors LLC5,278$225K0.23%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.5,255$224K0.02%+2,39313F-HRTimeline
LCNB CORP5,250$224K0.08%+2,62513F-HRTimeline
DT Investment Partners, LLC5,240$224K0.02%+2,62013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,230$223K0.12%+2,61113F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,196$222K0.06%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$222K0.09%-2,57213F-HRTimelineAmount filed as zero, left out of ratios.
High Falls Advisors, Inc5,172$221K0.04%+1,22313F-HRTimeline