Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Grove Bank & Trust900$73.5K0.01%+20013F-HRTimeline
Arax Advisory Partners891$72.8K<0.01%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC850$69.4K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC850$69.4K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.841$68.6K0.07%13F-HRTimeline
SIMPLEX TRADING, LLC831$67K<0.01%-38,44613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.799$65.2K0.05%013F-HRTimeline
ADIRONDACK TRUST CO797$65.1K0.02%-1313F-HRTimeline
Founders Capital Management785$64.1K0.04%013F-HRTimeline
Coastline Trust Co759$62K0.01%+15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…757$61.8K<0.01%+74513F-HRTimeline
Covestor Ltd738$61K0.04%+63013F-HRTimeline
Biltmore Family Office, LLC730$59.6K0.01%013F-HRTimeline
Rossby Financial, LCC722$59K0.02%-23413F-HRTimeline
Integrity Financial Corp /WA709$57.9K0.03%013F-HRTimeline
Crewe Advisors LLC708$57.8K0.01%+10113F-HRTimeline
Smartleaf Asset Management LLC695$56.5K<0.01%+40213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\675$55.1K<0.01%-62513F-HRTimelineGroup
EASTERN BANK636$51.9K<0.01%-93313F-HRTimeline
TRUST CO OF VERMONT630$51.4K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC628$51.3K0.04%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.625$51K0.05%013F-HRTimeline
Front Row Advisors LLC624$51K0.02%013F-HRTimeline
Painted Porch Advisors LLC623$50.9K0.02%013F-HRTimeline
Briaud Financial Planning Inc623$50K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC607$49.6K0.02%-12513F-HRTimeline
Addison Advisors LLC603$49.2K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.600$49K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC600$49K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC600$49K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC600$49K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC592$48.3K<0.01%+11313F-HRTimeline
BALLAST ADVISORS LLC590$48.2K0.01%-51013F-HRTimeline
Hurley Capital, LLC575$47K0.03%+113F-HRTimeline
Byrne Asset Management LLC571$46.6K0.03%+7713F-HRTimeline
Hoese & Co LLP560$45.7K0.04%-24013F-HRTimeline
Winch Advisory Services, LLC551$45K0.01%+413F-HRTimeline
Iron Horse Wealth Management, LLC545$44.5K0.01%-3313F-HRTimeline
Nova Wealth Management, Inc.537$43.9K0.03%+3513F-HRTimeline
EPG Wealth Management LLC536$43.8K0.01%-53113F-HRTimeline
MassMutual Private Wealth & Trust, FSB528$43.1K<0.01%-1813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…520$42.5K<0.01%013F-HRTimeline
TSFG, LLC520$42K0.01%013F-HRTimeline
Truvestments Capital LLC500$40.8K0.01%013F-HRTimeline
CVA Family Office, LLC496$40.5K0.01%013F-HRTimeline
Friedenthal Financial479$39.1K0.02%013F-HRTimeline
Millstone Evans Group, LLC479$39.1K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC470$38.4K<0.01%+3513F-HRTimeline
Wood Tarver Financial Group, LLC470$38K0.01%-113F-HRTimeline
Reyes Financial Architecture, Inc.436$35.6K0.03%+24813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.409$33.4K0.04%13F-HRTimeline
Riggs Asset Managment Co. Inc.406$33.2K0.01%+3813F-HRTimeline
Kiker Wealth Management, LLC406$33.2K0.02%013F-HRTimeline
TruNorth Capital Management, LLC400$32.7K0.01%-24713F-HRTimeline
Pinnacle Bancorp, Inc.400$32.7K0.01%013F-HRTimeline
Nemes Rush Group LLC380$31.1K<0.01%+213F-HRTimeline
Missouri Trust & Investment Co372$30.4K0.01%+22213F-HRTimeline
Bell Investment Advisors, Inc366$29.9K0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC364$29.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC356$29.1K0.01%+31413F-HRTimeline
Sherman Asset Management, Inc.352$28.7K0.03%013F-HRTimeline
Main Street Group, LTD349$28.5K0.01%013F-HRTimeline
Brooklyn Investment Group346$28.3K<0.01%+9613F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise341$28K<0.01%013F-HRTimelineGroup
Belmont Capital, LLC339$27.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT338$27.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC318$27.5K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.330$26.9K<0.01%-2,03013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…320$26.1K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC320$26.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC310$25.3K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC308$25.2K0.02%-5413F-HRTimeline
Investors Research Corp305$24.9K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC300$24.5K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$24.5K0.02%013F-HRTimeline
Compass Financial Services Inc296$24.2K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…295$24.1K0.03%+16213F-HRTimeline
Smithfield Trust Co300$24K<0.01%013F-HRTimeline
Capitol Family Office, Inc.289$23.6K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC280$22.9K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO279$22.8K<0.01%+23413F-HRTimelineGroup
Capital Investment Counsel, Inc276$22.5K<0.01%013F-HRTimeline
American Capital Advisory, LLC270$22K0.01%013F-HRTimeline
MASECO LLP264$21.6K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP266$21K0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC243$21K0.01%new13F-HRTimeline
Bellwether Advisors, LLC253$20.7K<0.01%+12813F-HRTimeline
JNBA Financial Advisors245$20K<0.01%013F-HRTimeline
North Capital, Inc.233$19K0.02%-1713F-HRTimeline
AMERIFLEX GROUP, INC.231$18.8K0.01%-1,54013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.226$18.5K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC225$18.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC222$18.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …216$17.6K<0.01%13F-HRTimelineGroup
Scarborough Advisors, LLC211$17.2K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL205$16.7K0.01%013F-HRTimeline
MTM Investment Management, LLC200$16.3K0.01%013F-HRTimeline
SITTNER & NELSON, LLC200$16.3K0.01%013F-HRTimeline
Bank of New Hampshire200$16.3K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank200$16.3K0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC200$16.3K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV190$16K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.185$15.1K0.01%+113F-HRTimeline
Parkside Financial Bank & Trust185$15.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC180$14.7K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…180$14.7K<0.01%013F-HRTimeline
Costello Asset Management, INC178$14.5K0.01%-913F-HRTimeline
Strengthening Families & Communities, L…175$14.3K0.01%-17213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…173$14.1K<0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC172$14K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.170$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.169$13.8K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc169$13.8K0.01%-17,03013F-HRTimeline
Washington Trust Advisors, Inc.168$13.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton163$13.3K<0.01%013F-HRTimeline
Archer Investment Corp158$12.9K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC150$12.2K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC150$12.2K0.01%13F-HRTimeline
Hanson & Doremus Investment Management150$12K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.142$11.6K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$11.4K0.01%013F-HRTimeline
SYM FINANCIAL Corp138$11.3K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC137$11.2K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC130$10.6K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC125$10.2K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.124$10.1K<0.01%+113F-HRTimeline
Avion Wealth126$10K<0.01%013F-HR/ATimeline
Pineridge Advisors LLC121$9.92K<0.01%-19813F-HRTimeline
SJS Investment Consulting Inc.115$9.39K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$9.06K<0.01%013F-HRTimeline
Roxbury Financial LLC110$8.96K0.01%new13F-HRTimeline
MOTCO100$8.57K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN104$8.49K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD101$8.25K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$8.17K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC92$7.51K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…89$7.27K<0.01%013F-HRTimelineGroup
Eukles Asset Management78$6.37K<0.01%013F-HRTimeline
Financial Perspectives, Inc71$5.8K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.70$5.72K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC69$5.63K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA85$5.52K<0.01%013F-HRTimeline
PFS Partners, LLC65$5.35K<0.01%013F-HRTimeline
Orion Capital Management LLC63$5.18K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC62$5.04K<0.01%013F-HRTimeline
Weaver Capital Management LLC60$4.9K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC54$4.41K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.50$4.08K<0.01%-16713F-HR/ATimelineGroup
IMG Wealth Management, Inc.50$4.07K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.49$4K<0.01%013F-HRTimeline
Coston, McIsaac & Partners59$4K<0.01%-1113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC46$3.76K<0.01%013F-HRTimelineGroup
Kessler Investment Group, LLC42$3.43K<0.01%+2113F-HRTimeline
CNB Bank38$3.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC35$2.86K<0.01%-40713F-HRTimeline
Future Financial Wealth Managment LLC34$2.79K<0.01%013F-HRTimeline
JDM Financial Group LLC33$2.69K<0.01%013F-HRTimeline
Graney & King, LLC33$2.69K<0.01%+713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC28$2.26K<0.01%-3013F-HRTimeline
Mechanics Financial Corp27$2.21K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20$2K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC21$1.72K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.72K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC20$1.63K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC20$1.61K<0.01%013F-HRTimeline
Family Manage LLC16$1.31K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…10$834<0.01%013F-HRTimeline
Global Wealth Strategies & Associates10$817<0.01%013F-HRTimeline
Breakwater Investment Management8$654<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC6$490<0.01%+413F-HRTimeline
Westend Capital Management, LLC5$408<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4$327<0.01%-3913F-HRTimeline
Rise Advisors, LLC3$248<0.01%+213F-HRTimeline
Raleigh Capital Management Inc.1$109<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$99<0.01%new13F-HRTimeline
NewSquare Capital LLC1$55<0.01%013F-HRTimeline
Darwin Wealth Management, LLC0$48<0.01%-22113F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.