Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,584 managers (1,605 13F filers) reported a position in XLU shares at 2026-03-31, 333,419,070 shares in all. 175 filers opened a position and 111 filers sold out during the quarter.

Managers
1,584
13F filers
1,605
New
175
Added
671
Reduced
488
Sold out
111
Shares held by filers
333,419,070

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Willis Johnson & Associates, Inc.5,736$263K0.02%+3713F-HRTimeline
Bey-Douglas LLC5,735$263K0.23%new13F-HRTimeline
Post Resch Tallon Group Inc.5,700$262K0.21%-65413F-HRTimeline
First Heartland Consultants, Inc.5,681$261K0.02%-4113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.5,665$260K0.03%new13F-HRTimeline
Winthrop Advisory Group LLC5,653$259K0.02%-1,57713F-HRTimeline
Crestwood Advisors Group, LLC5,652$259K<0.01%-20013F-HRTimeline
Caldwell Trust Co5,650$259K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…5,597$257K0.06%new13F-HRTimeline
Insight Advisors, LLC/ PA5,565$255K0.05%+213F-HRTimeline
Alteri Wealth LLC5,561$255K0.08%new13F-HRTimeline
Rathbones Group PLC5,556$255K<0.01%013F-HR/ATimeline
Financial Partners Group, Inc5,534$254K0.03%+313F-HRTimeline
Perissos Private Wealth Management, LLC5,530$254K0.22%013F-HRTimeline
Segment Wealth Management, LLC5,503$253K0.01%new13F-HRTimeline
Aries Wealth Management5,498$252K0.06%013F-HRTimeline
Pictet North America Advisors SA5,492$252K0.03%013F-HRTimeline
Brooklyn Investment Group5,398$248K0.01%new13F-HRTimeline
Southland Equity Partners LLC5,378$247K0.05%new13F-HRTimeline
Interchange Capital Partners, LLC3,118$246K0.08%-5,53613F-HRTimeline
IBEX WEALTH ADVISORS5,353$246K0.02%new13F-HRTimeline
PARK NATIONAL CORP /OH/5,346$245K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC5,340$245K0.01%+18413F-HRTimeline
SVB WEALTH LLC5,320$244K0.02%-1,15613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,300$243K0.05%013F-HRTimeline
Arrowroot Family Office, LLC5,299$243K0.08%new13F-HR/ATimeline
Independence Bank of Kentucky5,292$243K0.03%-6013F-HRTimeline
1834 INVESTMENT ADVISORS CO5,286$243K0.03%013F-HRTimeline
Banco BTG Pactual S.A.5,284$242K0.05%-34,43213F-HRTimeline
FCG Investment Co5,279$242K0.11%13F-HRTimeline
LCNB CORP5,250$241K0.08%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,245$241K0.01%-1,50813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,244$241K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC5,235$240K0.02%-41813F-HRTimeline
COFG Advisors, LLC5,233$240K0.06%-1,03313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,230$240K0.13%013F-HRTimeline
VCI Wealth Management LLC5,220$240K0.07%-2,47613F-HRTimeline
Northstar Financial Companies, Inc.5,214$239K0.19%-9813F-HRTimeline
Prairie Wealth Advisors, Inc.0$238K0.1%013F-HRTimelineAmount filed as zero, left out of ratios.
Ancora Advisors LLCin group Ancora Advisors LLC5,188$238K0.01%-3,50013F-HRTimelineGroup
MKT Advisors LLC5,140$238K0.08%-65913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5,170$237K0.19%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.5,124$235K0.02%-13113F-HRTimeline
Rialto Wealth Management, LLC5,112$235K0.05%+34513F-HRTimeline
Second Line Capital, LLC4,989$234K0.04%+15613F-HRTimeline
Sunbelt Securities, Inc.5,087$233K0.01%-37813F-HRTimeline
Whitener Capital Management, Inc.5,082$233K0.05%-1213F-HRTimeline
Ifrah Financial Services, Inc.5,074$233K0.06%-5,46113F-HRTimeline
USA FINANCIAL FORMULAS5,070$233K0.04%-77813F-HRTimeline
New England Private Wealth Advisors LLC5,049$232K0.03%+813F-HRTimeline
JT Stratford LLC5,045$232K0.03%new13F-HRTimeline
Pacific Sun Financial Corp5,042$231K0.11%013F-HRTimeline
Stack Financial Management, Inc5,013$230K0.02%new13F-HRTimeline
Operose Advisors LLC5,000$229K0.05%-1513F-HRTimeline
LuminArx Capital Management LP5,000$229K0.17%new13F-HRTimeline
Shared Vision Wealth Group LLC5,000$229K0.09%013F-HRTimeline
DT Investment Partners, LLC4,992$229K0.02%-24813F-HRTimeline
Blue Chip Partners, LLC4,992$229K0.02%-4,17113F-HRTimeline
Cyndeo Wealth Partners, LLC4,985$229K0.01%-29313F-HRTimeline
Alan B Lancz & Associates, Inc.4,950$227K0.22%013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,948$227K0.02%+3413F-HRTimeline
Wealth Dimensions Group, Ltd.4,942$227K0.04%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,933$226K<0.01%new13F-HRTimeline
Herold Advisors, Inc.4,910$225K0.05%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,878$224K0.02%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.4,859$223K0.15%+113F-HRTimeline
First National Bank of Hutchinson4,852$223K0.14%-2,05013F-HRTimeline
LRI Investments, LLC4,848$222K0.02%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,845$222K0.02%new13F-HRTimeline
Purkiss Capital Advisors LLC4,832$222K0.1%-4,29213F-HRTimeline
GreatBanc Trust CO4,830$222K0.16%-7013F-HRTimeline
Sankala Group LLC4,800$221K0.18%013F-HRTimeline
F/m Investments LLC4,800$220K0.01%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,797$220K0.01%-15913F-HRTimeline
Turning Point Benefit Group, Inc.4,763$220K0.14%+1,79713F-HRTimeline
Curtis Advisory Group, LLC4,782$219K0.05%013F-HRTimeline
Principle Wealth Partners LLC4,778$219K0.01%-75313F-HRTimeline
Eagle Strategies LLC4,771$219K0.03%+8313F-HRTimeline
Advanced Asset Management Advisors Inc4,770$219K0.06%+8013F-HRTimeline
Cane Capital Partners, LLC4,740$218K0.1%new13F-HRTimeline
Salomon & Ludwin, LLC4,688$217K0.02%013F-HRTimeline
Solitude Financial Services4,720$217K0.06%-5,26013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,730$217K0.03%new13F-HRTimeline
Prosperitas Financial LLC4,727$217K0.08%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,720$217K0.13%013F-HRTimelineGroup
Portland Financial Advisors Inc4,680$215K0.45%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,676$215K0.14%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,670$214K0.01%-1,15313F-HRTimeline
Tortuga Wealth Management, Inc4,666$214K0.2%new13F-HRTimeline
PATRON PARTNERS, LLC4,661$214K0.09%new13F-HRTimeline
Councilmark Asset Management, LLC4,660$214K0.12%new13F-HRTimeline
Targeted Financial Services LLC4,656$214K0.18%new13F-HRTimeline
Register Financial Advisors LLC4,644$213K0.08%+2213F-HRTimeline
IEQ CAPITAL, LLC4,637$213K<0.01%-1,18913F-HRTimeline
First Citizens Financial Corp4,637$213K0.1%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,626$212K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.4,620$212K<0.01%new13F-HRTimeline
Constant Guidance Financial LLC4,600$211K0.15%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,551$209K<0.01%new13F-HRTimeline
DEFINE FINANCIAL, LLC4,538$208K0.11%new13F-HRTimeline
HUB Investment Partners, LLC4,527$208K0.01%-3,88013F-HRTimeline
Bluesphere Advisors LLC4,522$208K0.07%-26413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,535$207K0.09%-2,53513F-HRTimeline
Biltmore Family Office, LLC4,510$207K0.03%+2,70413F-HRTimeline
Bay Capital Advisors, LLC4,510$207K0.13%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,491$206K0.11%new13F-HR/ATimeline
Legacy Capital Group California, Inc.4,485$206K0.08%new13F-HRTimeline
Key Financial Inc4,474$205K0.04%-60013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,462$205K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC4,456$204K0.07%new13F-HRTimeline
AF Advisors, Inc.4,450$204K0.11%new13F-HRTimeline
PHILADELPHIA TRUST CO4,440$204K0.01%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,442$204K<0.01%new13F-HRTimeline
Revisor Wealth Management LLC4,442$204K0.06%new13F-HRTimeline
Clear Harbor Asset Management, LLC4,430$203K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,423$203K0.01%-1013F-HR/ATimelineGroup
AVALON CAPITAL MANAGEMENT4,417$203K0.06%-183,58113F-HRTimeline
Silver Grove Financial Group, Inc.4,414$203K0.16%-29713F-HRTimeline
Helium Advisors LLC4,408$202K0.19%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC4,402$202K0.11%new13F-HRTimeline
Everhart Financial Group, Inc.4,400$202K0.02%new13F-HRTimeline
Intellus Advisors LLC4,400$202K0.03%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.4,392$202K0.12%013F-HRTimeline
Citizens National Bank Trust Department4,200$193K0.03%013F-HRTimeline
TD Capital Management LLC4,057$186K0.02%+513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,936$182K<0.01%+1913F-HRTimelineGroup
WHITTIER TRUST CO3,924$181K<0.01%+80013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,938$181K0.07%+1,72913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,870$178K0.13%013F-HRTimeline
Blue Trust, Inc.3,862$177K<0.01%-3,16813F-HRTimeline
Anchor Investment Management, LLC3,817$175K0.01%+1,11213F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,810$175K0.17%+1613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,753$174K0.03%+4813F-HRTimeline
Bollard Group LLC3,785$174K0.01%+2113F-HRTimeline
True Link Financial Advisors, LLC3,780$173K0.01%new13F-HR/ATimeline
Destiny Wealth Partners, LLC3,740$172K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,675$169K0.07%+25713F-HRTimeline
HORIZON BANCORP INC /IN/3,610$166K0.08%013F-HRTimeline
Seneschal Advisors, LLC3,616$166K0.12%+1,96613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,483$160K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC3,470$159K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA3,372$155K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC3,312$152K0.03%-3013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,192$146K0.01%-17013F-HRTimelineGroup
Sterling Capital Management LLC3,104$142K<0.01%-4613F-HRTimeline
Sherman Asset Management, Inc.3,040$140K0.13%+74613F-HRTimeline
Golden State Wealth Management, LLC2,895$133K0.01%+413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,894$133K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,876$132K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,870$132K0.01%013F-HRTimeline
NFSG Corp2,869$132K0.02%-25313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,865$131K0.02%-21713F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…2,855$131K0.01%-2,17513F-HRTimeline
Dunhill Financial, LLC2,848$131K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC2,846$131K0.04%-5913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,790$128K0.01%013F-HRTimeline
Abound Wealth Management2,648$122K0.03%+1813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,648$122K0.01%013F-HRTimeline
Coastline Trust Co2,608$120K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO2,592$119K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,550$117K0.02%+10013F-HRTimeline
EPG Wealth Management LLC2,537$116K0.03%+70213F-HRTimeline
Schonfeld Strategic Advisors LLC2,536$116K<0.01%+2,53413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,506$115K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,486$114K<0.01%-3613F-HRTimeline
Acropolis Investment Management, LLC2,456$113K<0.01%new13F-HRTimeline
Estabrook Capital Management2,432$112K0.02%+1713F-HRTimeline
Clean Yield Group2,400$110K0.03%013F-HRTimeline
Rossby Financial, LCC2,319$107K0.02%+43313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,317$106K<0.01%-1,42913F-HRTimelineGroup
Ares Financial Consulting, LLC2,199$101K0.08%+1413F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,192$101K0.01%-11,53013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,196$101K<0.01%013F-HRTimelineGroup
Bank of New Hampshire2,180$100K0.02%+1,78013F-HRTimeline
Keating Financial Advisory Services, In…2,180$100K0.02%-9,19013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,164$99.3K<0.01%+1,16413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,140$98.2K0.01%013F-HRTimeline
Signature Equity Partners, LLC2,128$97.7K0.05%+29313F-HRTimeline
SHP Wealth Management2,064$94.7K0.01%-10113F-HRTimeline
Stone House Investment Management, LLC2,040$93.6K0.02%+11413F-HRTimeline
City State Bank2,010$92.2K0.02%+2013F-HRTimeline
Morse Asset Management, Inc2,000$91.8K0.02%013F-HRTimeline
Brentview Investment Management LLC2,000$91.8K0.04%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,984$91K0.06%+1,10013F-HRTimeline
Physician Wealth Advisors, Inc.1,931$88.6K0.01%013F-HRTimeline
COUNTRY TRUST BANK1,920$88.1K<0.01%-16013F-HRTimeline
Security National Bank1,888$86.6K0.01%013F-HRTimeline
Armor Investment Advisors, LLC1,870$85.8K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,834$84.2K0.01%+1,15813F-HRTimeline
Covestor Ltd1,800$83K0.06%+8413F-HRTimeline
Riverview Trust Co1,800$82.6K0.1%-60013F-HRTimeline
Transce3nd, LLC1,785$81.9K0.73%-313F-HRTimeline
Quarry LP1,740$79.8K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.1,717$78.8K0.07%+1213F-HRTimeline
Triumph Capital Management1,698$77.9K0.02%-15013F-HRTimeline
Grove Bank & Trust1,600$73.4K0.01%013F-HRTimeline
Addison Advisors LLC1,574$72.2K0.02%+40013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,570$72K0.01%-5013F-HRTimelineGroup
Founders Capital Management1,570$72K0.04%013F-HRTimeline
United Community Bankin group United Community Bank1,550$71.1K0.02%-24213F-HRTimelineGroup