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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fortitude Family Office, LLC5,359$243K0.05%-97513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,319$241K<0.01%-3,18113F-HRTimeline
Stack Financial Management, Inc5,311$241K0.02%+29813F-HRTimeline
Interchange Capital Partners, LLC5,309$241K0.05%+2,19113F-HRTimeline
GUIDANCE CAPITAL, INC5,284$240K0.05%-3,14913F-HRTimeline
1834 INVESTMENT ADVISORS CO5,286$240K0.03%013F-HRTimeline
CPR Investments Inc.5,267$239K0.18%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,261$239K0.01%new13F-HRTimeline
Straight Path Wealth Management5,234$237K0.06%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,230$237K0.11%013F-HRTimeline
Buck Wealth Strategies, LLC5,226$237K0.02%new13F-HRTimeline
Whitener Capital Management, Inc.5,224$237K0.05%+14213F-HRTimeline
WealthPlan Investment Management, LLC5,219$237K0.01%-1,39413F-HRTimeline
Prairie Wealth Advisors, Inc.0$236K0.06%013F-HRTimelineAmount filed as zero, left out of ratios.
Bill Few Associates, Inc.5,193$235K0.05%-1,00713F-HRTimeline
RiverFront Investment Group, LLC5,165$234K<0.01%-5,62113F-HRTimeline
New England Private Wealth Advisors LLC5,056$234K0.02%+713F-HRTimeline
Steigerwald, Gordon & Koch Inc.5,124$232K0.02%013F-HRTimeline
WESPAC Advisors, LLC5,122$232K0.11%-14,60613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,107$232K0.13%+24813F-HRTimeline
JT Stratford LLC5,080$230K0.03%+3513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC5,070$230K0.05%+2,53513F-HRTimeline
IEQ CAPITAL, LLC5,057$229K<0.01%+42013F-HRTimeline
Ifrah Financial Services, Inc.5,048$229K0.06%-2613F-HRTimeline
Verity & Verity, LLC5,045$229K0.02%-2,44513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,019$228K0.01%-163,54413F-HRTimeline
Shared Vision Wealth Group LLC5,000$227K0.08%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,994$226K0.02%new13F-HRTimeline
DT Investment Partners, LLC4,992$226K0.02%013F-HRTimeline
Synergy Investment Management, LLC4,990$226K0.05%+53413F-HRTimeline
Eagle Strategies LLC4,985$226K0.02%+21413F-HRTimeline
Relyea Zuckerberg Hanson LLC4,979$226K0.02%+3113F-HR/ATimeline
First National Bank of Hutchinson4,977$226K0.12%+12513F-HRTimeline
Principle Wealth Partners LLC4,952$225K0.01%+17413F-HRTimeline
Alan B Lancz & Associates, Inc.4,950$224K0.2%013F-HRTimeline
Wealth Dimensions Group, Ltd.4,942$224K0.04%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,931$224K<0.01%-10,13313F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM4,924$223K0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.4,910$223K0.04%013F-HRTimeline
USA FINANCIAL FORMULAS4,908$223K0.04%13F-HRTimeline
Live Oak Private Wealth LLC4,883$221K0.03%new13F-HRTimeline
LRI Investments, LLC4,848$220K0.02%013F-HRTimeline
Wealth Management Associates, Inc.4,838$219K0.06%new13F-HRTimeline
SVB WEALTH LLC4,820$219K0.01%-50013F-HRTimeline
Strategic Advocates LLC4,817$218K0.85%-1,30413F-HRTimeline
Caprock Group, LLC4,814$218K<0.01%-3,17813F-HRTimeline
Resolute Wealth Strategies, LLC4,808$218K0.08%new13F-HRTimeline
F/m Investments LLC4,800$218K0.01%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,798$218K0.01%+113F-HRTimeline
Advanced Asset Management Advisors Inc4,792$217K0.06%+2213F-HRTimeline
AlphaGrep UK Ltd4,790$217K0.07%new13F-HRTimeline
Invst, LLC4,784$217K0.02%new13F-HRTimeline
Purkiss Capital Advisors LLC4,765$216K0.08%-6713F-HRTimeline
Revisor Wealth Management LLC4,754$216K0.05%+31213F-HRTimeline
Prosperitas Financial LLC4,727$214K0.07%013F-HRTimeline
Solitude Financial Services4,720$214K0.06%013F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…4,720$214K0.13%13F-HRTimelineGroup
D.B. Root & Company, LLC4,713$214K0.05%-2,15613F-HRTimeline
Pacific Sun Financial Corp4,692$213K0.09%-35013F-HRTimeline
Insight Advisors, LLC/ PA4,690$213K0.04%-87513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,688$213K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,685$212K0.01%+1513F-HRTimeline
CENTRAL BANK & TRUST CO4,682$212K0.03%-33,58613F-HRTimeline
Portland Financial Advisors Inc4,680$212K0.39%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,676$212K0.13%013F-HRTimeline
Register Financial Advisors LLC4,664$211K0.06%+2013F-HRTimeline
Sankala Group LLC4,800$211K0.14%013F-HRTimeline
Councilmark Asset Management, LLC4,660$211K0.11%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.4,659$211K0.02%-1,00613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,658$211K-20,817Timeline
Targeted Financial Services LLC4,656$211K0.16%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,627$210K0.1%+13613F-HRTimeline
Salomon & Ludwin, LLC4,680$210K0.02%-813F-HRTimeline
Silver Grove Financial Group, Inc.4,614$209K0.11%+20013F-HRTimeline
Perissos Private Wealth Management, LLC4,609$209K0.14%-92113F-HRTimeline
Intellus Advisors LLC4,600$209K0.03%+20013F-HRTimeline
DEFINE FINANCIAL, LLC4,566$207K0.1%+2813F-HRTimeline
Bluesphere Advisors LLC4,540$206K0.06%+1813F-HRTimeline
Blue Chip Partners, LLC4,530$205K0.01%-46213F-HRTimeline
Bay Capital Advisors, LLC4,510$204K0.11%013F-HRTimeline
Helium Advisors LLC4,509$204K0.17%+10113F-HRTimeline
Accurate Wealth Management, LLC4,499$204K0.02%new13F-HRTimeline
MKT Advisors LLC4,442$203K0.06%-69813F-HRTimeline
Key Financial Inc4,474$203K0.03%013F-HRTimeline
AF Advisors, Inc.4,450$202K0.1%013F-HRTimeline
PHILADELPHIA TRUST CO4,440$201K0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC4,430$201K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5,170$200K0.15%013F-HRTimeline
Balance Wealth Partners LLC4,418$200K0.05%-1,80013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.4,392$199K0.11%013F-HRTimeline
PARK NATIONAL CORP /OH/4,354$197K0.01%-99213F-HRTimeline
Portfolio Resources Advisor Group, Inc.4,230$192K0.16%+42013F-HRTimeline
Citizens National Bank Trust Department4,200$190K0.03%013F-HRTimeline
FNY Investment Advisers, LLC4,100$185K0.07%new13F-HRTimeline
TD Capital Management LLC4,062$184K0.02%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,993$181K0.01%-43013F-HRTimelineGroup
Activest Wealth Management3,968$180K0.03%-2,74113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,870$175K0.12%013F-HR/ATimeline
Anchor Investment Management, LLC3,817$173K0.01%013F-HRTimeline
Bank of New Hampshire3,802$172K0.04%+1,62213F-HRTimeline
Seneschal Advisors, LLC3,796$172K0.12%+18013F-HRTimeline
Blue Trust, Inc.3,777$171K<0.01%-8513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,769$171K0.02%+89913F-HRTimeline
Strive Financial Group ,LLC3,765$171K0.07%-4,74713F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,675$167K0.06%013F-HRTimeline
HORIZON BANCORP INC /IN/3,610$164K0.08%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,596$163K0.01%+40413F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC3,584$163K0.01%+1,39213F-HRTimeline
Highland Investment Advisors LLC3,588$163K0.07%13F-HRTimeline
Pinnacle Bancorp, Inc.3,566$162K0.04%+2,41613F-HRTimeline
Bollard Group LLC3,539$160K<0.01%-24613F-HRTimeline
Topsail Wealth Management, LLC3,470$157K0.02%013F-HRTimeline
Pacific Center for Financial Services3,292$149K0.03%-2,73513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,200$145K0.01%+2,00013F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,172$144K<0.01%-20013F-HRTimelineGroup
High Note Wealth, LLC3,166$144K0.02%-14613F-HRTimeline
Sterling Capital Management LLC3,092$140K<0.01%-1213F-HRTimeline
Sherman Asset Management, Inc.3,040$138K0.11%013F-HRTimeline
Golden State Wealth Management, LLC2,897$131K0.01%+213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,894$131K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,876$130K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,865$130K0.02%13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…2,855$129K<0.01%013F-HRTimeline
Dunhill Financial, LLC2,848$129K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC2,844$129K0.04%-213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,790$126K0.01%013F-HRTimeline
Operose Advisors LLC2,771$126K0.02%-2,22913F-HRTimeline
Rialto Wealth Management, LLC2,767$125K0.02%-2,34513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,688$122K<0.01%-2,50013F-HRTimelineGroup
Abound Wealth Management2,665$121K0.02%+1713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,648$120K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,616$118K<0.01%+42013F-HRTimelineGroup
Coastline Trust Co2,608$118K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO2,592$118K<0.01%013F-HRTimeline
Bellecapital International Ltd.2,585$117K0.02%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,571$117K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC2,552$116K0.03%+1513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,550$116K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,486$113K<0.01%013F-HRTimeline
Front Row Advisors LLC2,548$111K0.03%+1,10013F-HRTimeline
Estabrook Capital Management2,447$111K0.02%+1513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,406$109K0.02%-10013F-HRTimeline
Clean Yield Group2,400$109K0.03%013F-HRTimeline
First Bancorp, Inc /ME/2,300$104K0.04%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,240$104K0.02%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,214$100K0.03%-1,72413F-HRTimeline
Ares Financial Consulting, LLC2,213$100K0.07%+1413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,140$97K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,102$95.3K0.01%-7813F-HRTimeline
Covestor Ltd2,069$94K0.05%+26913F-HRTimeline
City State Bank2,060$93.4K0.02%+5013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,040$92.5K0.01%+1,00013F-HRTimeline
Stone House Investment Management, LLC2,040$92.5K0.01%013F-HRTimeline
Horizon Investments, LLC2,033$92.2K<0.01%-184,99913F-HRTimeline
COUNTRY TRUST BANK2,010$91.1K<0.01%+9013F-HRTimeline
Morse Asset Management, Inc2,000$90.7K0.02%013F-HRTimeline
Brentview Investment Management LLC2,000$90.7K0.04%013F-HRTimeline
PROFFITT & GOODSON INC1,954$88.6K0.01%-39,12813F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,931$87.6K0.02%+1,93113F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,931$87.5K0.01%013F-HRTimeline
Bogart Wealth, LLC1,900$86.2K<0.01%+66013F-HRTimeline
Security National Bank1,888$85.6K0.01%013F-HRTimeline
Armor Investment Advisors, LLC1,870$84.8K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,847$83.7K<0.01%13F-HRTimeline
Riverview Trust Co1,800$81.6K0.1%013F-HRTimeline
Harbor Asset Planning, Inc.1,727$78.3K0.06%+1013F-HRTimeline
Kiker Wealth Management, LLC1,724$78.2K0.03%new13F-HRTimeline
Triumph Capital Management1,708$77.4K0.01%+1013F-HRTimeline
NFSG Corp1,683$76.3K0.01%-1,18613F-HRTimeline
SIGNATUREFD, LLC1,600$72.5K<0.01%-4,16713F-HRTimeline
Grove Bank & Trust1,600$72.5K0.01%013F-HRTimeline
Founders Capital Management1,570$71.2K0.03%013F-HRTimeline
United Community Bankin group United Community Bank1,550$70.3K0.02%013F-HRTimelineGroup
Crewe Advisors LLC1,522$69K<0.01%+9413F-HRTimeline
HOWE & RUSLING INC1,509$68.4K<0.01%+1,13913F-HRTimeline
Avalon Trust Co1,500$68K<0.01%+50013F-HRTimeline
WEBSTER BANK, N. A.1,498$67.9K0.01%+1,39813F-HRTimeline
Biltmore Family Office, LLC1,480$67.1K0.01%-3,03013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,420$64.4K<0.01%-15013F-HRTimelineGroup
Signature Equity Partners, LLC1,417$64.2K0.03%-71113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,414$64.1K0.01%+21413F-HRTimeline
Global Trust Asset Management, LLC1,380$62.6K0.02%-8013F-HRTimeline
Transce3nd, LLC1,334$60.6K0.53%-45113F-HRTimeline
N.E.W. Advisory Services LLC1,312$59.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,248$56.6K0.04%-213F-HRTimeline
Byrne Asset Management LLC1,224$55.5K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$54.4K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,180$53.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,167$52.9K0.01%new13F-HRTimeline
Hurley Capital, LLC1,160$52.6K0.03%+313F-HRTimeline
ADIRONDACK TRUST CO1,159$52.5K0.02%-2313F-HRTimeline
Winch Advisory Services, LLC1,131$51.3K0.01%+713F-HRTimeline
Core Capital Management & Research, inc.1,194$51.1K0.03%13F-HRTimeline
Hoese & Co LLP1,120$50.8K0.03%013F-HRTimeline
Nemes Rush Group LLC1,111$50.4K<0.01%+513F-HRTimeline
Towne Trust Company, N.A1,100$49.9K0.02%new13F-HRTimeline
Viewpoint Capital Management LLC1,100$49.9K0.03%013F-HRTimeline
SHP Wealth Management1,096$49.7K<0.01%-96813F-HRTimeline
HHM Wealth Advisors, LLC1,088$49.3K<0.01%+213F-HRTimeline
Vision Retirement, LLC1,084$49.1K0.01%+14613F-HRTimeline