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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,518 managers (1,535 13F filers) reported a position in XLU shares at 2025-12-31, 317,255,469 shares in all. 133 filers opened a position and 102 filers sold out during the quarter.

Managers
1,518
13F filers
1,535
New
133
Added
1,257
Reduced
37
Sold out
102
Shares held by filers
317,255,469

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CHESAPEAKE ASSET MANAGEMENT LLC5,170$221K0.18%+2,58513F-HRTimeline
Balance Wealth Partners LLC5,158$220K0.07%new13F-HRTimeline
Aprio Wealth Management, LLC5,156$220K0.01%new13F-HRTimeline
Independent Wealth Advisors LLC5,122$219K0.23%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,105$218K0.06%new13F-HRTimeline
Whitener Capital Management, Inc.5,094$217K0.05%+2,52213F-HRTimeline
Key Financial Inc5,074$217K0.04%+2,83713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC5,070$216K0.06%+2,53513F-HRTimeline
Pacific Sun Financial Corp5,042$215K0.1%+2,52113F-HRTimeline
New England Private Wealth Advisors LLC5,041$215K0.03%new13F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…5,030$215K0.01%new13F-HR/ATimeline
Shared Vision Wealth Group LLC5,000$214K0.09%+2,50013F-HRTimeline
Operose Advisors LLC5,015$214K0.05%+2,51513F-HRTimeline
Gruss & Co., LLC5,000$213K0.47%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,984$213K0.02%new13F-HRTimeline
TigerOak Management, L.L.C.4,969$212K0.06%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,956$212K0.01%+2,61913F-HRTimeline
Alan B Lancz & Associates, Inc.4,950$211K0.19%+2,10013F-HRTimeline
Wealth Dimensions Group, Ltd.4,942$211K0.04%+2,47113F-HRTimeline
Churchill Financial Advisors, LLC4,924$210K0.06%13F-HRTimeline
Vantage Financial Partners, LLC4,918$210K0.04%+1,48513F-HRTimeline
Relyea Zuckerberg Hanson LLC4,914$210K0.02%+2,47513F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,906$209K0.12%+1,47613F-HRTimeline
GreatBanc Trust CO4,900$209K0.15%+2,50013F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,878$208K0.02%+2,43913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.4,858$207K0.14%new13F-HRTimeline
LRI Investments, LLC4,848$207K0.02%+2,42413F-HRTimeline
Second Line Capital, LLC4,833$206K0.04%+2,22813F-HRTimeline
Bill Few Associates, Inc.4,829$206K0.05%+2,43213F-HRTimeline
F/m Investments LLC4,800$205K0.01%+1,90013F-HRTimeline
Buska Wealth Management, LLC4,797$205K0.08%+2,14913F-HRTimeline
Bluesphere Advisors LLC4,786$204K0.09%+2,41313F-HRTimeline
Curtis Advisory Group, LLC4,782$204K0.04%+2,39113F-HRTimeline
Milestones Private Investment Advisors …4,768$204K0.14%+2,38413F-HRTimeline
Rialto Wealth Management, LLC4,767$204K0.05%+2,20413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,720$201K0.12%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.4,711$201K0.17%+1,63013F-HRTimeline
Colonial River Investments, LLC4,693$200K0.07%+1,91113F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,691$200K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc4,690$200K0.05%+2,09913F-HRTimeline
Salomon & Ludwin, LLC4,688$200K0.02%+2,25013F-HRTimeline
Eagle Strategies LLC4,688$200K0.03%new13F-HRTimeline
Register Financial Advisors LLC4,622$197K0.08%+2,54813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,433$189K0.01%+2,18613F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.4,392$187K0.11%+2,19613F-HRTimeline
Citizens National Bank Trust Department4,200$179K0.03%+2,10013F-HRTimeline
MCF Advisors LLC4,080$174K0.01%+2,04013F-HRTimeline
TD Capital Management LLC4,052$173K0.02%+2,02913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,870$168K0.12%+1,93113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,917$165K<0.01%+2,29413F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.3,794$162K0.16%13F-HRTimeline
Copia Wealth Management3,792$162K0.12%+1,70413F-HRTimeline
Bollard Group LLC3,764$161K<0.01%+1,89313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,746$160K<0.01%+1,63713F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,705$159K0.03%-1,20213F-HRTimeline
HORIZON BANCORP INC /IN/3,610$154K0.07%+1,80513F-HRTimeline
Topsail Wealth Management, LLC3,470$148K0.02%+3,27013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,418$146K0.05%+3,24813F-HRTimeline
BOKF, NAin group BOKF, NA3,372$144K<0.01%+1,68613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp3,362$144K0.01%+1,79113F-HRTimelineGroup
High Note Wealth, LLC3,342$143K0.03%+1,67113F-HRTimeline
Pacific Center for Financial Services1,552$135K0.03%013F-HRTimeline
Sterling Capital Management LLC3,150$134K<0.01%+1,55213F-HRTimeline
Strive Financial Group ,LLC3,150$134K0.07%13F-HR/ATimeline
WHITTIER TRUST CO3,124$134K<0.01%+1,56213F-HRTimeline
NFSG Corp3,122$133K0.02%-3,53613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,082$132K0.03%+2,76113F-HRTimelineGroup
SageView Advisory Group, LLC3,064$131K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.2,966$127K0.07%+1,33013F-HRTimeline
Cypress Capital Management LLC (WY)2,936$125K0.12%+1,36513F-HRTimeline
Medallion Wealth Advisors, LLC2,905$124K0.04%+1,42113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,894$124K0.01%+1,44713F-HRTimeline
Golden State Wealth Management, LLC2,891$123K0.01%+1,47313F-HRTimeline
Wilmington Savings Fund Society, FSB2,876$123K<0.01%+1,43813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,870$123K0.01%new13F-HRTimeline
Dunhill Financial, LLC2,848$122K0.03%+1,42413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,790$119K0.01%new13F-HRTimeline
Anchor Investment Management, LLC2,705$115K0.01%+1,11313F-HRTimeline
ORG Partners LLC2,688$115K0.02%+1,66713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,648$113K0.01%+1,32413F-HRTimeline
Abound Wealth Management2,630$112K0.03%+1,32513F-HRTimeline
Coastline Trust Co2,608$111K0.01%+1,84913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO2,592$111K<0.01%+43013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,522$108K<0.01%+76813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,506$107K0.02%+1,25213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,450$105K0.02%+65013F-HRTimeline
Estabrook Capital Management2,415$103K0.02%+1,21613F-HRTimeline
Clean Yield Group2,400$102K0.03%+1,20013F-HRTimeline
Riverview Trust Co2,400$102K0.12%+1,20013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,386$102K<0.01%-54,71713F-HRTimelineGroup
Smartleaf Asset Management LLC2,313$99.4K<0.01%+1,69113F-HRTimeline
MGB Wealth Management, LLC2,304$98.4K0.03%+1,15413F-HRTimeline
Sherman Asset Management, Inc.2,294$97.9K0.08%+1,94213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,209$94.3K0.03%+59913F-HRTimeline
Elyxium Wealth, LLC2,207$94.2K0.03%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,196$94.1K<0.01%+1,09813F-HRTimelineGroup
Ares Financial Consulting, LLC2,185$93.3K0.09%13F-HRTimeline
Fortis Group Advisors, LLC2,167$92.5K0.02%+1,08413F-HRTimeline
SHP Wealth Management2,165$92.5K0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,140$91.4K0.01%+98013F-HRTimeline
COUNTRY TRUST BANK2,080$88.8K<0.01%+1,00013F-HRTimeline
REAP Financial Group, LLC2,015$86K0.02%new13F-HRTimeline
Morse Asset Management, Inc2,000$85.4K0.02%new13F-HRTimeline
Brentview Investment Management LLC2,000$85.4K0.04%+1,00013F-HRTimeline
City State Bank1,990$85K0.02%+99513F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,987$84.8K0.02%13F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,931$82.4K0.01%+96613F-HRTimeline
Stone House Investment Management, LLC1,926$82.2K0.01%+96313F-HRTimeline
Security National Bank1,888$80.6K0.01%+94413F-HRTimeline
Rossby Financial, LCC1,886$80.5K0.03%+1,16413F-HRTimeline
Armor Investment Advisors, LLC1,870$79.8K0.03%+93513F-HRTimeline
Triumph Capital Management1,848$78.9K0.02%new13F-HRTimeline
Signature Equity Partners, LLC1,835$78.3K0.04%13F-HRTimeline
EPG Wealth Management LLC1,835$78.3K0.02%+1,18813F-HRTimeline
Transce3nd, LLC1,788$77.7K0.63%+89113F-HRTimeline
Biltmore Family Office, LLC1,806$77.1K0.01%+1,07613F-HRTimeline
Sunrise Financial Services, LLC1,794$76.6K0.06%13F-HRTimeline
United Community Bankin group United Community Bank1,792$76.5K0.03%+1,00513F-HRTimelineGroup
Holos Integrated Wealth LLC1,724$74.4K0.04%+86213F-HRTimeline
Covestor Ltd1,716$73K0.04%+1,08613F-HRTimeline
Harbor Asset Planning, Inc.1,705$72.8K0.06%+85913F-HRTimeline
Versant Capital Management, Inc1,660$70.9K0.01%+1,54913F-HRTimeline
Seneschal Advisors, LLC1,650$70.4K0.05%+82513F-HRTimeline
Crewe Advisors LLC1,644$70.2K0.01%+84613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,620$69.2K0.01%+75513F-HRTimelineGroup
Grove Bank & Trust1,600$68.3K0.01%+80013F-HRTimeline
Founders Capital Management1,570$67K0.03%+78513F-HRTimeline
Cresta Advisors, Ltd.1,506$64.3K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.1,456$62.1K0.02%new13F-HRTimeline
Front Row Advisors LLC1,448$61.8K0.02%+82413F-HRTimeline
Estate Planners Group, LLC1,339$57.1K0.02%13F-HRTimeline
ADIRONDACK TRUST CO1,326$56.6K0.02%+70813F-HRTimeline
LM Advisors LLC2,402$56.3K1.08%-25,77713F-HRTimeline
TRUST CO OF VERMONT1,260$53.8K<0.01%+63013F-HRTimeline
EASTERN BANK1,250$53.4K<0.01%+62513F-HRTimeline
Quest 10 Wealth Builders, Inc.1,250$53.4K0.05%+62513F-HRTimeline
Game Plan Financial Advisors, LLC1,214$51.8K0.02%+60713F-HRTimeline
BALLAST ADVISORS LLC1,208$51.6K0.01%+60413F-HRTimeline
Byrne Asset Management LLC1,204$51.4K0.03%+62913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,200$51.2K0.01%+60013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$51.2K<0.01%+60013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,200$51.2K<0.01%+60013F-HRTimelineGroup
Addison Advisors LLC1,174$50.1K0.01%+58713F-HRTimeline
Hurley Capital, LLC1,155$49.3K0.03%+57913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,150$49.1K<0.01%+47513F-HRTimelineGroup
Vision Retirement, LLC1,146$48.9K0.01%13F-HRTimeline
Hoese & Co LLP1,120$47.8K0.03%+56013F-HRTimeline
Winch Advisory Services, LLC1,117$47.7K0.01%+56313F-HRTimeline
HHM Wealth Advisors, LLC1,076$45.9K0.01%+60613F-HRTimeline
TSFG, LLC1,050$45K0.01%+52613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,050$44.8K0.02%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,040$44.4K<0.01%+52013F-HRTimeline
Hilton Head Capital Partners, LLC1,034$44.1K0.03%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$42.7K<0.01%+47213F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,000$42.7K0.01%new13F-HRTimeline
Avalon Trust Co1,000$42.7K<0.01%-87413F-HRTimeline
Nemes Rush Group LLC973$41.6K<0.01%+59013F-HRTimeline
SIGNATUREFD, LLC964$41.1K<0.01%+49113F-HRTimeline
Friedenthal Financial958$40.9K0.02%+47913F-HRTimeline
Millstone Evans Group, LLC958$40.9K0.02%+47913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.884$37.7K0.02%+21713F-HRTimeline
EQ WEALTH ADVISORS, LLC852$36.4K0.02%new13F-HRTimeline
Root Financial Partners, LLC840$35.8K<0.01%+49913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.836$35.7K0.03%+42713F-HRTimeline
Delos Wealth Advisors, LLC820$35K0.02%+29213F-HRTimeline
Pinnacle Bancorp, Inc.800$34.2K0.01%+40013F-HRTimeline
Investors Research Corp800$34.2K0.01%+49513F-HRTimeline
Atlantic Edge Private Wealth Management…790$33.7K0.01%+39513F-HRTimeline
Osbon Capital Management LLC756$32.3K0.03%13F-HRTimeline
Missouri Trust & Investment Co744$31.8K0.01%+37213F-HRTimeline
Nova Wealth Management, Inc.744$31.8K0.02%+31513F-HRTimeline
Bell Investment Advisors, Inc732$31.2K<0.01%+36613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC728$31.1K0.01%+36413F-HRTimeline
OPTIMA CAPITAL LLC726$31K0.01%new13F-HRTimeline
Clayton Financial Group LLC724$30.9K0.02%+62413F-HRTimeline
Barnes Dennig Private Wealth Management…722$30.8K0.03%+43213F-HRTimeline
JNBA Financial Advisors715$30.5K<0.01%+48313F-HRTimeline
AMERIFLEX GROUP, INC.700$29.9K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT676$28.9K<0.01%+33813F-HRTimeline
IFC & Insurance Marketing, Inc.660$28K0.03%13F-HRTimeline
Cornerstone Planning Group LLC636$27.6K<0.01%+33313F-HRTimeline
Cordgrass Capital Advisors, LLC640$27.3K0.01%+32013F-HRTimeline
SJS Investment Consulting Inc.624$26.6K<0.01%+31213F-HRTimeline
Paladin Advisory Group, LLC616$26.3K0.02%+30813F-HRTimeline
Smithfield Trust Co600$26K<0.01%+30013F-HRTimeline
Davis Capital Management602$25.7K0.02%+30113F-HRTimeline
Wellington Grp LLC602$25.7K0.01%13F-HR/ATimeline
Piscataqua Savings Bank600$25.6K0.02%+30013F-HRTimeline
New Millennium Group LLC599$25.6K0.01%+29413F-HRTimeline
Aventura Private Wealth, LLC596$25.4K0.01%+29813F-HRTimeline
Compass Financial Services Inc592$25.3K0.01%+29613F-HRTimeline
DV Trading LLC587$25.1K<0.01%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS584$24.9K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC562$24K0.01%+28213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.568$24K<0.01%+49113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO560$23.9K<0.01%+32613F-HRTimelineGroup
Capital Investment Counsel, Inc552$23.6K<0.01%new13F-HRTimeline
S&T Bank/PA550$23.5K0.01%new13F-HRTimeline
American Capital Advisory, LLC540$23.1K0.01%+27013F-HRTimeline
N.E.W. Advisory Services LLC537$22.9K<0.01%+50213F-HRTimeline