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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Medallion Wealth Advisors, LLC1,484$129K0.05%-28213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,447$126K0.01%-1113F-HRTimeline
Wilmington Savings Fund Society, FSB1,438$125K<0.01%-3,08713F-HR/ATimeline
Dunhill Financial, LLC1,424$124K0.03%+11513F-HRTimeline
Golden State Wealth Management, LLC1,418$124K0.01%+5213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,324$115K0.01%-1713F-HRTimeline
Signature Resources Capital Management,…1,321$115K0.06%013F-HRTimeline
Abound Wealth Management1,305$114K0.03%+813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,263$110K0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,254$109K0.02%-25013F-HRTimeline
Clean Yield Group1,200$105K0.03%013F-HRTimeline
Riverview Trust Co1,200$105K0.13%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,200$105K<0.01%-5,80513F-HRTimelineGroup
Estabrook Capital Management1,199$105K0.02%+813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,160$101K0.01%-1013F-HRTimeline
MGB Wealth Management, LLC1,150$100K0.03%+15013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,098$95.6K0.01%-22013F-HRTimelineGroup
Fortis Group Advisors, LLC1,083$94.5K0.02%-42,38213F-HRTimeline
COUNTRY TRUST BANK1,080$94.2K<0.01%-113F-HRTimeline
ORG Partners LLC1,021$89.3K0.02%-4,06813F-HRTimeline
West Financial Advisors, LLC1,004$87.6K0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$87.2K0.04%013F-HRTimeline
City State Bank995$86.8K0.03%+6513F-HRTimeline
Activest Wealth Management966$84.2K0.02%-39613F-HRTimeline
Physician Wealth Advisors, Inc.965$84.2K0.01%013F-HRTimeline
Stone House Investment Management, LLC963$84K0.01%013F-HRTimeline
Security National Bank944$82.3K0.01%013F-HRTimeline
Armor Investment Advisors, LLC935$81.5K0.03%013F-HRTimeline
Tortoise Investment Management, LLC916$79.9K0.01%-5813F-HRTimeline
Holos Integrated Wealth LLC862$77.8K0.05%013F-HRTimeline
Lowe Wealth Advisors, LLC865$75.4K0.03%-5013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding865$75.4K-915Timeline
Global Trust Asset Management, LLC850$74.1K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.846$73.8K0.07%+513F-HRTimeline
Seneschal Advisors, LLC825$71.9K0.05%new13F-HRTimeline
Transce3nd, LLC897$71.5K0.64%-4,77713F-HRTimeline
Grove Bank & Trust800$69.8K0.01%-10013F-HRTimeline
Crewe Advisors LLC798$69.6K0.01%+9013F-HRTimeline
United Community Bankin group United Community Bank787$68.6K0.02%+58713F-HRTimelineGroup
Founders Capital Management785$68.5K0.04%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC777$67.8K0.02%-50,34113F-HRTimeline
Coastline Trust Co759$66.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC730$63.7K0.01%013F-HRTimeline
Rossby Financial, LCC722$63.6K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.700$61K0.02%+46913F-HRTimeline
Integrity Financial Corp /WA687$59.9K0.03%-2213F-HRTimeline
Imprint Wealth LLC682$59.5K0.19%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\675$58.9K<0.01%013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.667$58.2K0.04%-13213F-HRTimeline
EPG Wealth Management LLC647$56.4K0.02%+11113F-HRTimeline
Abich Financial Wealth Management LLC636$55.5K0.02%13F-HRTimeline
Covestor Ltd630$55K0.03%-10813F-HRTimeline
TRUST CO OF VERMONT630$54.9K<0.01%013F-HRTimeline
EASTERN BANK625$54.5K<0.01%-1113F-HRTimeline
Quest 10 Wealth Builders, Inc.625$54.5K0.05%013F-HRTimeline
Front Row Advisors LLC624$54.4K0.02%013F-HRTimeline
Painted Porch Advisors LLC623$54.3K0.02%013F-HRTimeline
Smartleaf Asset Management LLC622$54.2K<0.01%-7313F-HRTimeline
ADIRONDACK TRUST CO618$53.9K0.02%-17913F-HRTimeline
Game Plan Financial Advisors, LLC607$52.9K0.02%013F-HRTimeline
BALLAST ADVISORS LLC604$52.7K0.01%+1413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.600$52.3K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC600$52.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC600$52.3K<0.01%013F-HRTimelineGroup
Addison Advisors LLC587$51.2K0.01%-1613F-HRTimeline
Hurley Capital, LLC576$50.3K0.03%+113F-HRTimeline
Byrne Asset Management LLC575$50.1K0.03%+413F-HRTimeline
Hoese & Co LLP560$48.8K0.04%013F-HRTimeline
Heartwood Wealth Advisors LLC558$48.7K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC554$48.3K0.01%+313F-HRTimeline
CVA Family Office, LLC530$46.2K0.01%+3413F-HRTimeline
MassMutual Private Wealth & Trust, FSB528$46K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC528$46K0.03%-10013F-HRTimeline
TSFG, LLC524$46K0.01%+413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…520$45.3K<0.01%013F-HRTimeline
Truvestments Capital LLC500$43.6K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC485$42K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.480$41.9K<0.01%new13F-HRTimelineGroup
Friedenthal Financial479$41.8K0.02%013F-HRTimeline
Millstone Evans Group, LLC479$41.8K0.03%013F-HRTimeline
Corundum Trust Company, INC473$41.2K0.09%new13F-HRTimeline
SIGNATUREFD, LLC473$41.2K<0.01%-11913F-HRTimeline
HHM Wealth Advisors, LLC470$41K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.437$38.1K0.01%+38713F-HRTimelineGroup
Nova Wealth Management, Inc.429$37.4K0.03%-10813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.409$35.7K0.04%013F-HR/ATimeline
Kiker Wealth Management, LLC408$35.6K0.02%+213F-HRTimeline
TruNorth Capital Management, LLC400$34.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.400$34.9K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…395$34.4K0.01%+7513F-HRTimeline
FNY Investment Advisers, LLC400$34K0.01%new13F-HRTimeline
Nemes Rush Group LLC383$33.4K<0.01%+313F-HRTimeline
Missouri Trust & Investment Co372$32.4K0.01%013F-HRTimeline
Bell Investment Advisors, Inc366$31.9K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC364$31.7K0.01%013F-HRTimeline
Sherman Asset Management, Inc.352$30.7K0.03%013F-HRTimeline
Main Street Group, LTD349$30.4K0.01%013F-HRTimeline
Root Financial Partners, LLC341$29.7K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT338$29.5K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise329$29K<0.01%-1213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.330$28.8K<0.01%013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD325$28.3K<0.01%-1,67213F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …321$28K0.01%13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC320$27.9K0.01%013F-HRTimeline
SJS Investment Consulting Inc.312$27.2K<0.01%+19713F-HRTimeline
Paladin Advisory Group, LLC308$26.9K0.02%013F-HRTimeline
Investors Research Corp305$26.6K<0.01%013F-HRTimeline
New Millennium Group LLC305$26.6K0.01%-63,93613F-HRTimeline
Davis Capital Management301$26.2K0.02%13F-HRTimeline
Piscataqua Savings Bank300$26.2K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…299$26.1K<0.01%-45813F-HRTimeline
Smithfield Trust Co300$26K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC298$26K0.01%-5813F-HRTimeline
Compass Financial Services Inc296$25.8K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…290$25.3K0.03%-513F-HRTimeline
Capitol Family Office, Inc.289$25.2K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC280$24.4K0.01%013F-HRTimeline
Promus Capital, LLC277$24.2K0.02%new13F-HRTimeline
American Capital Advisory, LLC270$23.5K0.01%013F-HRTimeline
MASECO LLP264$23K<0.01%013F-HRTimeline
Clark Wealth Partners510$21.8K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO234$20.4K<0.01%-4513F-HRTimelineGroup
North Capital, Inc.234$20.4K0.02%+113F-HRTimeline
JNBA Financial Advisors232$20.2K<0.01%-1313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.226$19.7K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC222$19.4K<0.01%013F-HRTimeline
Scarborough Advisors, LLC213$18.5K<0.01%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL205$17.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$17.4K0.01%013F-HRTimeline
SITTNER & NELSON, LLC200$17.4K0.01%013F-HRTimeline
Bank of New Hampshire200$17.4K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC200$17.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust185$16.1K<0.01%013F-HRTimeline
Costello Asset Management, INC183$16K0.01%+513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC180$15.7K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…180$15.7K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…176$15.4K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…173$15.1K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…170$14.8K0.03%-4,67813F-HRTimeline
Glass Jacobson Investment Advisors llc169$14.7K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.168$14.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton163$14.2K<0.01%013F-HRTimeline
HOWE & RUSLING INC160$14K<0.01%-1,32113F-HRTimeline
Archer Investment Corp158$13.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC150$13.1K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC150$13.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management150$13K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$12.2K0.01%013F-HRTimeline
SYM FINANCIAL Corp138$12K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC137$11.9K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC130$11.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…127$11.1K0.01%+10613F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV130$11K<0.01%-6013F-HR/ATimeline
HOEY INVESTMENTS, INC125$10.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.124$10.9K<0.01%013F-HRTimeline
Orion Capital Management LLC124$10.8K<0.01%+6113F-HRTimeline
Greykasell Wealth Strategies, Inc.118$10.3K<0.01%new13F-HRTimeline
Avion Wealth126$10K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$9.68K<0.01%013F-HRTimeline
Roxbury Financial LLC110$9.63K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN104$9.07K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD101$8.81K<0.01%013F-HRTimeline
MOTCO100$8.72K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$8.72K<0.01%013F-HRTimeline
Clayton Financial Group LLC100$8.72K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.95$8.29K<0.01%-7413F-HRTimeline
DUNCKER STREETT & CO INC92$8.02K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…89$7.76K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.77$7K<0.01%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marshall & Sterling Wealth Advisors Inc.79$6.89K<0.01%new13F-HRTimeline
Eukles Asset Management78$6.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc71$6.19K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.70$6.11K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC69$6.02K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA85$5.89K<0.01%013F-HRTimeline
PFS Partners, LLC66$5.75K<0.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC63$5.42K<0.01%+113F-HRTimeline
Weaver Capital Management LLC60$5.23K<0.01%013F-HRTimeline
McIlrath & Eck, LLC54$4.71K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.50$4.37K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.50$4.36K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.49$4.27K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC46$4.01K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC42$3.66K<0.01%new13F-HRTimeline
CNB Bank38$3.31K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC35$3.05K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC34$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Management Group, LLC34$2.97K<0.01%new13F-HRTimeline
JDM Financial Group LLC33$2.88K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.29$2.53K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC28$2.44K<0.01%new13F-HRTimeline
Mechanics Financial Corp27$2.35K<0.01%013F-HRTimeline
Caitlin John, LLC26$2.25K<0.01%new13F-HRTimeline
Graney & King, LLC22$1.92K<0.01%-1113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20$1.74K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC20$1.74K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC303$1.69K<0.01%-1513F-HRTimeline
DecisionPoint Financial, LLC18$1.58K<0.01%new13F-HRTimeline
Family Manage LLC16$1.4K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline