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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Truvestments Capital LLC500$39.4K0.01%013F-HRTimeline
Avalon Trust Co500$39.4K<0.01%013F-HRTimeline
CVA Family Office, LLC496$39.1K0.01%new13F-HRTimeline
Byrne Asset Management LLC494$39K0.03%+7613F-HRTimeline
Friedenthal Financial479$37.8K0.02%-4213F-HRTimeline
SIGNATUREFD, LLC479$37.8K<0.01%-28013F-HRTimeline
Millstone Evans Group, LLC479$37.8K0.03%+43713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd476$37.4K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC471$37.1K0.01%-1613F-HRTimeline
NorthRock Partners, LLC449$35.4K<0.01%+4113F-HRTimeline
N.E.W. Advisory Services LLC442$34.9K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC435$34.3K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC406$32K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.400$31.5K0.01%013F-HRTimeline
Dunhill Financial, LLC400$31.5K0.01%-80013F-HRTimeline
Nemes Rush Group LLC378$29.8K<0.01%-29113F-HRTimeline
New Millennium Group LLC378$29.8K0.02%-45313F-HRTimeline
Riggs Asset Managment Co. Inc.368$29K0.01%-79,24213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC364$28.7K0.01%013F-HRTimeline
Paladin Advisory Group, LLC362$28.5K0.02%013F-HRTimeline
Sherman Asset Management, Inc.352$27.8K0.03%013F-HRTimeline
Asset Management One Co., Ltd.349$27.5K<0.01%-142,85113F-HRTimeline
Main Street Group, LTD349$27.5K0.01%013F-HRTimeline
Strengthening Families & Communities, L…347$27.3K0.02%+313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise341$27K<0.01%13F-HRTimelineGroup
Belmont Capital, LLC339$26.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT338$26.7K<0.01%013F-HRTimeline
One River Asset Management, LLC335$26.1K0.1%-50013F-HRTimeline
Davis Capital Management331$26.1K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…330$26.1K0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC320$25.2K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…320$25.2K0.01%013F-HRTimeline
Pineridge Advisors LLC319$25.2K0.01%+213F-HRTimeline
Plante Moran Financial Advisors, LLC310$24.4K<0.01%new13F-HRTimeline
Compass Wealth Management LLC310$24.4K0.01%013F-HRTimeline
Investors Research Corp305$24K0.01%013F-HRTimeline
Smithfield Trust Co300$24K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC300$23.7K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$23.7K0.02%013F-HRTimeline
Compass Financial Services Inc296$23.3K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC293$22.8K<0.01%+8013F-HRTimeline
Capitol Family Office, Inc.289$22.8K0.03%new13F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC280$22.1K0.01%013F-HRTimeline
Sawyer & Company, Inc281$22K0.01%013F-HRTimeline
Capital Investment Counsel, Inc276$21.8K<0.01%013F-HRTimeline
American Capital Advisory, LLC270$21.3K0.01%013F-HRTimeline
Brooklyn Investment Group250$19.7K<0.01%013F-HRTimeline
North Capital, Inc.250$19.7K0.02%13F-HRTimeline
JNBA Financial Advisors245$19.3K<0.01%-13813F-HRTimeline
Global Financial Private Client, LLC229$18.1K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.226$17.8K<0.01%-60913F-HRTimelineGroup
Stephens Consulting, LLC225$17.7K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …225$17.7K<0.01%13F-HRTimelineGroup
Provenance Wealth Advisors, LLC222$17.5K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.217$17.1K0.01%-24013F-HRTimelineGroup
Darwin Wealth Management, LLC221$16.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL205$16.2K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$15.8K0.01%-11513F-HRTimeline
SITTNER & NELSON, LLC200$15.8K0.01%013F-HRTimeline
Bank of New Hampshire200$15.8K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank200$15.8K0.01%-8613F-HRTimelineGroup
Topsail Wealth Management, LLC200$15.8K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…191$15K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV190$15K<0.01%+3013F-HRTimeline
Reyes Financial Architecture, Inc.188$14.8K0.01%new13F-HRTimeline
Costello Asset Management, INC187$14.7K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust185$14.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.184$14.5K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC180$14.2K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…180$14.2K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…173$13.6K<0.01%-12413F-HRTimelineGroup
BARRETT & COMPANY, INC.169$13.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.168$13.2K<0.01%-25813F-HRTimeline
Rosenberg Matthew Hamilton163$12.9K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC159$12.5K<0.01%new13F-HRTimeline
Archer Investment Corp158$12.5K<0.01%+213F-HRTimeline
Hanson & Doremus Investment Management150$12K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC150$11.8K0.01%013F-HRTimeline
Missouri Trust & Investment Co150$11.8K<0.01%-2513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$11K0.01%013F-HRTimeline
SYM FINANCIAL Corp138$10.9K<0.01%+12413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC135$10.6K<0.01%-20513F-HRTimeline
Barnes Dennig Private Wealth Management…133$10.5K0.02%13F-HRTimeline
HOEY INVESTMENTS, INC125$9.86K<0.01%-5013F-HRTimeline
Bellwether Advisors, LLC125$9.86K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.123$9.68K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.115$9.07K<0.01%013F-HRTimeline
Avion Wealth126$9K<0.01%013F-HRTimeline
Covestor Ltd108$9K0.01%-41813F-HRTimeline
Versant Capital Management, Inc111$8.75K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN104$8.2K<0.01%+5913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD101$7.96K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …101$7.96K0.02%new13F-HRTimeline
MATHER GROUP, LLC.98$7.73K<0.01%+4213F-HRTimeline
DUNCKER STREETT & CO INC92$7.25K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…89$7.02K<0.01%-1,57113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC89$7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC85$6.7K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC81$6.39K<0.01%-6013F-HRTimeline
Eukles Asset Management78$6.15K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC76$5.99K<0.01%-30,26213F-HRTimeline
Union Bancaire Privee, UBP SA85$5.8K<0.01%-9,11313F-HRTimeline
Financial Perspectives, Inc71$5.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC69$5.44K<0.01%-3713F-HRTimeline
PFS Partners, LLC65$5.13K<0.01%013F-HRTimeline
Coston, McIsaac & Partners70$5K<0.01%-6213F-HRTimeline
Orion Capital Management LLC63$4.96K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC62$4.83K0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC58$4.54K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC54$4.26K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.49$3.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.49$3.86K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC46$3.63K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45$3.55K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC43$3.39K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC42$3.31K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$3.08K<0.01%new13F-HRTimeline
CNB Bank38$3K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC34$2.67K<0.01%013F-HRTimeline
JDM Financial Group LLC33$2.6K<0.01%013F-HRTimeline
Mechanics Financial Corp27$2.13K<0.01%013F-HRTimeline
Graney & King, LLC26$2.05K<0.01%013F-HRTimeline
Kessler Investment Group, LLC21$1.73K<0.01%-7,12113F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC79$1.7K1.56%13F-HRTimeline
Tidemark, LLC21$1.66K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.66K<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC20$1.58K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20$1.58K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC20$1.55K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC17$1.34K<0.01%-369,04913F-HRTimeline
Family Manage LLC16$1.26K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%+113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…12$950<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…10$806<0.01%013F-HRTimeline
Global Wealth Strategies & Associates10$789<0.01%new13F-HRTimeline
Breakwater Investment Management8$631<0.01%013F-HRTimeline
Westend Capital Management, LLC5$394<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$152<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$104<0.01%-18,57813F-HRTimeline
Rise Advisors, LLC1$80<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC1$79<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$77<0.01%013F-HRTimeline
NewSquare Capital LLC1$53<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$32<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Centerpoint Advisors, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,36813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.