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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MITCHELL MCLEOD PUGH & WILLIAMS INC9,497$436K0.06%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC9,479$435K0.02%-7013F-HRTimeline
Interval Partners, LP9,428$433K0.01%new13F-HRTimeline
PUREfi Wealth, LLC9,400$431K0.28%+3,00013F-HRTimeline
Quadrant Private Wealth Management, LLC9,394$431K0.07%+73613F-HRTimeline
PITTENGER & ANDERSON INC9,380$430K0.02%-69013F-HRTimeline
Lodestone Wealth Management LLC9,342$429K0.17%+51913F-HR/ATimeline
MYECFO, LLC9,280$426K0.18%013F-HRTimeline
Iron Gate Global Advisors LLC9,269$425K0.04%-32613F-HRTimeline
APS Management Group, Inc.9,256$425K0.36%-2113F-HRTimeline
American Trust9,231$424K0.04%-88713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.9,219$423K0.09%-5,42613F-HRTimeline
Connecticut Wealth Management, LLC9,201$422K0.02%+43813F-HRTimeline
Clearstead Advisors, LLC9,155$420K<0.01%+49013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…9,107$418K0.06%-1,42713F-HRTimeline
Resurgent Financial Advisors LLC9,080$417K0.15%new13F-HRTimeline
Diligent Investors, LLC9,069$416K0.1%-49813F-HRTimeline
Cornerstone Advisory, LLC9,050$415K0.04%-33213F-HRTimeline
Kessler Investment Group, LLC9,040$415K0.2%-7,86613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,032$414K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC9,010$413K0.09%013F-HRTimeline
FLC Capital Advisors8,928$410K0.07%+2,12613F-HRTimeline
Thompson David Blair8,919$409K0.23%+12513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,890$408K0.2%+11813F-HRTimeline
OpenArc Corporate Advisory, LLC8,845$406K0.01%+37113F-HRTimeline
PLIMOTH TRUST CO LLC8,823$405K0.09%-14113F-HRTimeline
Mascagni Wealth Management, Inc.8,820$405K0.29%-1,00913F-HRTimeline
VestGen Advisors, LLC8,953$405K0.01%+1,02413F-HRTimeline
PMG Wealth Management, Inc.8,800$404K0.29%013F-HRTimeline
Joel Isaacson & Co., LLC8,749$401K0.01%+1,87313F-HRTimeline
Volterra Technologies LP8,722$400K0.28%-16,25313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,721$400K0.11%+1613F-HRTimeline
Murphy & Mullick Capital Management Corp8,715$400K0.3%+2,30513F-HRTimeline
Strategic Wealth Partners, Ltd.8,679$398K0.03%+7513F-HRTimeline
Successful Portfolios LLC8,598$395K0.22%+72013F-HRTimeline
Entelevest, LLC8,580$394K0.41%-11513F-HRTimeline
Phillips Wealth Planners LLC8,708$393K0.3%-47413F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,535$392K0.01%+3,84413F-HRTimeline
GUIDANCE CAPITAL, INC8,433$391K0.09%-27,77613F-HRTimeline
Strive Financial Group ,LLC8,512$391K0.21%+5,36213F-HRTimeline
Hobbs Group Advisors, LLC8,503$390K0.12%-18513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,500$390K0.01%-2,57813F-HRTimeline
Cornerstone Wealth Management, LLC8,487$389K0.02%+6413F-HRTimeline
MMA ASSET MANAGEMENT LLC8,479$389K0.14%-18313F-HRTimeline
Juno Financial Group LLC8,456$388K0.15%+4813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,452$388K<0.01%-3,37513F-HRTimelineGroup
Glen Eagle Advisors, LLC8,447$388K0.05%-13413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,426$387K0.06%013F-HRTimelineGroup
Worth Asset Management, LLC8,407$386K0.14%new13F-HRTimeline
Avantax Planning Partners, Inc.8,404$386K0.01%-92013F-HRTimeline
Heritage Wealth Advisors8,402$386K0.02%-5,65713F-HRTimeline
Pinnacle Family Advisors, LLC8,394$385K0.18%-8,91513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,276$382K0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,308$381K0.04%-2,82413F-HRTimeline
Vilga Financial Planning LLC8,293$381K0.34%+8413F-HRTimeline
Occidental Asset Management, LLC8,281$380K0.05%-1,83113F-HRTimeline
Christensen, King & Associates Investme…8,236$378K0.16%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,188$376K0.03%013F-HRTimeline
2UniFi Bank8,157$374K0.18%-76813F-HRTimeline
GWN SECURITIES INC.8,145$374K0.07%+513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,139$374K0.07%+71213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,133$373K0.01%+63913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,131$373K0.01%-61813F-HRTimeline
Caprock Group, LLC7,992$367K0.01%new13F-HRTimeline
Retirement Planning Group, LLC7,979$366K0.01%+1,88913F-HRTimeline
WORLD EQUITY GROUP, INC.7,965$366K0.09%-513F-HRTimeline
Redhawk Wealth Advisors, Inc.7,948$365K0.04%-45713F-HRTimeline
First Business Financial Services, Inc.7,904$363K0.03%013F-HRTimeline
ASL Financial, LLC7,888$362K0.29%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC7,887$362K0.07%-4,28713F-HRTimeline
Coordinated Financial Services, Inc.7,872$361K0.21%+2213F-HRTimeline
All Terrain Financial Advisors, LLC7,860$361K0.11%+1013F-HRTimeline
Sequent Planning LLC7,842$360K0.09%-2,06813F-HRTimeline
LJI Wealth Management, LLC7,835$360K0.06%-81513F-HRTimeline
Soltis Investment Advisors LLC7,813$359K0.02%-52,35913F-HRTimeline
AssuredPartners Investment Advisors, LLC7,764$358K0.04%new13F-HRTimeline
One Charles Private Wealth Services, LLC7,807$358K0.09%+18113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,800$358K0.02%013F-HRTimeline
Rockingstone Advisors LLC7,780$357K0.16%-3013F-HRTimeline
BEACON FINANCIAL GROUP7,778$357K0.04%+43313F-HRTimeline
United Advisor Group, LLC7,754$356K0.04%-32113F-HRTimeline
ROMANO BROTHERS AND COMPANY7,731$355K0.04%+213F-HRTimeline
XY Planning Network, Inc.7,572$349K0.06%new13F-HRTimeline
MLP3, LLC7,570$347K0.38%+3513F-HRTimeline
NWF Advisory Services Inc.7,565$347K0.04%+10213F-HRTimeline
Hyundai Investments Co., Ltd.7,542$346K0.39%-7,00813F-HRTimeline
Spartan Wealth Advisory Services LLC7,525$345K0.03%13F-HRTimeline
Verity & Verity, LLC7,490$344K0.03%013F-HRTimeline
L & S Advisors Inc7,484$343K0.04%new13F-HRTimeline
North Star Investment Management Corp.7,477$343K0.02%+1,39013F-HRTimeline
Haverford Trust Co7,454$342K<0.01%013F-HRTimeline
Grantvest Financial Group LLC7,445$342K0.22%-12513F-HRTimeline
Innovative Asset Advisors Group, LLC7,444$342K0.2%13F-HRTimeline
Advance Capital Management, Inc.7,434$341K0.01%+21713F-HRTimeline
First Financial Group Corp7,432$341K0.28%-26413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,440$341K0.23%013F-HRTimeline
Bangor Savings Bank7,427$341K0.03%-4613F-HRTimeline
GREENLEAF TRUST7,404$340K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.7,369$338K0.37%-72213F-HRTimeline
YHB Investment Advisors, Inc.7,355$338K0.02%+23013F-HRTimeline
Westside Investment Management, Inc.7,286$336K0.05%013F-HRTimeline
Demars Financial Group, LLC7,301$335K0.11%-47013F-HRTimeline
MBA Advisors LLC7,271$334K0.13%+50213F-HRTimeline
Broadleaf Partners, LLC7,238$332K0.08%013F-HRTimeline
Indivisible Partners7,235$332K0.03%+50013F-HRTimeline
S.E.E.D. Planning Group LLC7,226$332K0.1%new13F-HRTimeline
UNION SAVINGS BANK7,204$331K0.14%013F-HRTimeline
Lloyd Advisory Services, LLC.7,162$329K0.09%new13F-HRTimeline
Kingdom Financial Group LLC.7,162$329K0.09%+8113F-HRTimeline
Private Wealth Asset Management, LLC7,160$329K0.04%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…7,154$328K0.22%+213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,080$325K0.04%+1,11613F-HRTimeline
Kentucky Trust Co7,060$324K0.17%013F-HRTimeline
Keystone Wealth Services, LLC7,040$323K0.07%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC6,976$322K0.06%013F-HRTimeline
BANQUE PICTET & CIE SA7,000$321K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC6,979$320K0.1%+60013F-HRTimeline
NTV Asset Management LLC6,948$319K0.04%-33213F-HRTimeline
True Vision MN LLC6,925$318K0.16%-6,99013F-HRTimeline
Penobscot Investment Management Company…6,920$318K0.02%-1,40013F-HRTimeline
American Financial Advisors, LLC6,903$317K0.04%-15813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,898$317K0.04%+513F-HRTimeline
Beaumont Financial Advisors, LLC6,892$316K0.02%-14313F-HRTimeline
Black Diamond Financial, LLC6,869$315K0.03%+1,14513F-HRTimeline
D.B. Root & Company, LLC6,869$315K0.08%-10,56113F-HRTimeline
Financial Engines Advisors L.L.C.6,860$315K<0.01%-31113F-HRTimeline
Asset One Wealth Management LLC6,983$314K0.03%new13F-HRTimeline
Composition Wealth, LLC6,832$314K<0.01%+1,08213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,820$313K0.09%-26713F-HRTimeline
RiverGlades Family Offices LLC6,815$313K0.18%13F-HRTimeline
Brookwood Investment Group LLC6,803$312K0.04%-10,24013F-HRTimeline
Quadcap Wealth Management, LLC6,744$309K0.04%+16613F-HRTimeline
BOSTON FAMILY OFFICE LLC6,705$308K0.02%new13F-HRTimeline
Activest Wealth Management6,709$308K0.05%-1,95113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA6,696$307K0.01%new13F-HRTimelineGroup
Farmers National Bank6,686$307K0.07%new13F-HRTimeline
Carson Advisory Inc.6,678$306K0.16%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,670$306K0.02%+50013F-HRTimeline
FIRST UNITED BANK & TRUST6,654$305K0.1%-1,21113F-HRTimeline
Clear Retirement Advice LLC6,652$305K0.24%013F-HRTimeline
WealthPlan Investment Management, LLC6,613$303K0.02%new13F-HRTimeline
GODSEY & GIBB, INC6,605$303K0.03%013F-HRTimeline
TigerOak Management, L.L.C.6,601$303K0.1%+1,63213F-HRTimeline
Palumbo Wealth Management LLC6,551$301K0.07%+513F-HRTimeline
Smartleaf Asset Management LLC6,522$300K0.01%+4,20913F-HRTimeline
Goldstein Advisors, LLC6,522$299K0.03%013F-HRTimeline
Copia Wealth Management6,485$298K0.2%+2,69313F-HRTimeline
Schneider Downs Wealth Management Advis…6,470$297K0.03%013F-HRTimeline
Tepp RIA, LLC6,421$295K0.23%+87313F-HRTimeline
ASPIRIANT, LLC6,400$294K0.01%-57713F-HRTimeline
TBH Global Asset Management, LLC6,385$293K0.06%new13F-HRTimeline
WFA of San Diego, LLC6,354$292K0.23%-13613F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,336$291K0.02%new13F-HRTimeline
Fortitude Family Office, LLC6,334$291K0.07%013F-HRTimeline
Darden Wealth Group Inc6,332$291K0.15%new13F-HRTimeline
Ally Invest Advisors Inc.6,312$290K0.02%-8113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,270$288K0.02%+213F-HRTimeline
Pacifica Partners Inc.6,262$287K0.1%-3013F-HRTimeline
Connecticut Capital Management Group, L…6,260$287K0.27%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,252$287K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.6,232$286K0.19%+213F-HRTimeline
Balance Wealth Partners LLC6,218$285K0.09%+1,06013F-HRTimeline
Bill Few Associates, Inc.6,200$285K0.07%+1,37113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,192$284K<0.01%+9813F-HRTimeline
St. Johns Investment Management Company…6,192$284K0.12%+4013F-HRTimeline
Kagan Cocozza Asset Management6,190$284K0.2%-86713F-HRTimeline
Symphony Financial, Ltd. Co.6,265$284K0.04%new13F-HRTimeline
Redwood Financial Network Corp6,190$284K0.19%-3,63013F-HRTimeline
GAMMA Investing LLC6,188$284K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,329$284K0.09%new13F-HRTimeline
Capital Square, LLC6,124$283K0.13%-4,12313F-HRTimeline
Strategic Advocates LLC6,121$281K1.24%-22013F-HRTimeline
CARDIFF PARK ADVISORS, LLC6,120$281K0.02%013F-HRTimeline
Independent Wealth Advisors LLC6,108$280K0.28%+98613F-HRTimeline
Gradient Capital Advisors, LLC6,096$280K0.07%013F-HRTimeline
Quartz Partners, LLC6,083$279K0.11%-13,75513F-HRTimeline
ARMISTICE CAPITAL, LLC6,077$279K0.01%new13F-HRTimeline
Garde Capital, Inc.6,074$279K0.02%+17413F-HRTimeline
Kraft, Davis & Associates, LLC5,968$278K0.06%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,001$278K<0.01%+47113F-HRTimeline
LGL PARTNERS, LLC6,050$278K0.11%+3913F-HRTimeline
SkyOak Wealth, LLC6,044$277K0.05%013F-HRTimeline
Nilsine Partners, LLC6,002$277K0.02%-37013F-HRTimeline
Pacific Center for Financial Services6,027$277K0.07%+4,47513F-HRTimeline
LEIGH BALDWIN & CO., LLC6,021$276K0.18%-77213F-HRTimeline
Berkeley Capital Partners, LLC6,018$276K0.06%-7,48013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…6,000$275K0.02%013F-HRTimeline
Nabity-Jensen Investment Management Inc6,000$275K0.19%013F-HRTimeline
Churchill Financial Advisors, LLC5,996$275K0.06%+1,07213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,936$272K0.08%013F-HRTimeline
Ergawealth Advisors, Inc.5,903$271K0.12%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,755$269K0.07%+55913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,855$269K0.07%+75013F-HRTimeline
Ballast Financial Advisors LLC5,853$269K0.28%+57513F-HRTimeline
Ruggiero Investments, Inc.5,840$268K0.26%+51113F-HRTimeline
Kaizen Financial Strategies5,778$268K0.11%+31813F-HRTimeline
CVFG LLC5,815$267K0.03%+13313F-HRTimeline
SIGNATUREFD, LLC5,767$265K<0.01%+4,80313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,762$264K0.13%+11513F-HRTimeline
BETO FINANCIAL GROUP, LLC5,844$264K0.15%new13F-HRTimeline