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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,563 managers (1,586 13F filers) reported a position in XLU shares at 2026-06-30, 327,227,425 shares in all. 109 filers opened a position and 130 filers sold out during the quarter.

Managers
1,563
13F filers
1,586
New
109
Added
638
Reduced
557
Sold out
130
Shares held by filers
327,227,425

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TSFG, LLC1,047$47K0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC1,034$46.9K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,010$45.8K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.1,000$45.3K<0.01%013F-HRTimeline
PlanVest Financial, Inc979$44.4K0.03%-2113F-HRTimeline
SOA Wealth Advisors, LLC.970$44K0.01%+213F-HRTimeline
Millstone Evans Group, LLC958$43.4K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC889$40.3K0.01%-87,65713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…800$36.3K0.01%new13F-HRTimeline
EASTERN BANK800$36.3K<0.01%013F-HRTimeline
Midway Capital Research & Management800$36.3K0.03%013F-HRTimeline
Aventura Private Wealth, LLC796$36.1K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise787$36K<0.01%+27013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…790$35.8K0.01%013F-HRTimeline
United Financial Planning Group LLC790$35.8K0.02%013F-HRTimeline
Cornerstone Planning Group LLC770$35.4K<0.01%+6913F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.777$35.2K0.01%-28313F-HRTimelineGroup
Rice Partnership, LLC770$34.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC768$34.8K0.01%+69313F-HRTimeline
Osbon Capital Management LLC766$34.7K0.03%+413F-HRTimeline
Regatta Research & Money Management762$34.5K0.03%13F-HRTimeline
Nova Wealth Management, Inc.744$33.7K0.02%-9813F-HRTimeline
Bell Investment Advisors, Inc732$33.2K<0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC728$33K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…726$32.9K0.03%+1013F-HRTimeline
Financial Management Professionals, Inc.723$32.8K<0.01%+16713F-HRTimeline
Quent Capital, LLC702$31.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.700$31.7K0.01%013F-HRTimeline
Main Street Group, LTD698$31.6K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC693$31.4K0.01%-46013F-HRTimeline
ALBION FINANCIAL GROUP /UT676$30.6K<0.01%-1,15813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC676$30.6K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.670$30.4K0.02%-66013F-HRTimeline
Cordgrass Capital Advisors, LLC640$29K0.01%013F-HRTimeline
Luminist Capital LLC634$28.7K0.03%-18,95413F-HRTimeline
SJS Investment Consulting Inc.624$28.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC622$28.2K0.01%+8213F-HRTimeline
Sunrise Financial Services, LLC621$28.2K0.02%-1813F-HRTimeline
Paladin Advisory Group, LLC616$27.9K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…613$27.8K<0.01%-1,70413F-HRTimelineGroup
Holos Integrated Wealth LLC600$27.4K0.01%013F-HRTimeline
Davis Capital Management602$27.3K0.02%013F-HRTimeline
Smithfield Trust Co600$27K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB582$26.4K<0.01%-1,58213F-HRTimeline
VIMA LLC580$26.3K0.03%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.568$26K<0.01%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC567$25.7K0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO560$25.4K<0.01%013F-HRTimelineGroup
Capital Investment Counsel, Inc552$25K<0.01%013F-HRTimeline
S&T Bank/PA550$24.9K0.01%013F-HRTimeline
Rossby Financial, LCC542$24.6K<0.01%-1,77713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…539$24.4K<0.01%+50513F-HRTimelineGroup
StrongBox Wealth, LLC530$24K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.516$23.4K0.01%-145,41513F-HRTimeline
Clark Wealth Partners510$23.1K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.500$22.7K<0.01%013F-HRTimeline
JDM Financial Group LLC494$22.4K0.01%+42813F-HRTimeline
Markowski Investments483$21.9K<0.01%13F-HRTimeline
LifeSteps Financial, Inc.482$21.9K0.01%new13F-HRTimeline
JNBA Financial Advisors464$21K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\458$20.8K<0.01%-59213F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.452$20.5K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC449$20.4K<0.01%+313F-HRTimeline
Provenance Wealth Advisors, LLC444$20.1K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…425$19.3K0.01%-8713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC414$18.8K<0.01%new13F-HRTimeline
Costello Asset Management, INC413$18.7K0.01%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL410$18.6K<0.01%013F-HRTimeline
MTM Investment Management, LLC400$18.1K0.01%013F-HRTimeline
SITTNER & NELSON, LLC400$18.1K0.01%013F-HRTimeline
Point Nemo Capital, LLC398$18K0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…381$17.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust370$16.8K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…360$16.3K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC360$16.3K0.01%013F-HRTimeline
Strengthening Families & Communities, L…360$16.3K<0.01%+213F-HRTimeline
Archer Investment Corp358$16.2K<0.01%+4613F-HR/ATimeline
Delos Wealth Advisors, LLC355$16.1K0.01%013F-HRTimeline
Miller Capital Partners, Inc.350$15.9K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…346$15.7K<0.01%013F-HRTimelineGroup
Anchor Bay Capital, Inc.361$15.6K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC343$15.6K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC347$15.5K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc338$15.3K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC330$15K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton326$14.8K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management300$14K<0.01%013F-HRTimeline
Imprint Wealth LLC308$14K0.06%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$13.6K0.01%013F-HRTimeline
Capitol Family Office, Inc.289$13.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC288$13.1K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.280$12.7K0.01%013F-HRTimeline
POM Investment Strategies, LLC270$12.2K0.01%+213F-HRTimeline
SYM FINANCIAL Corp263$11.9K<0.01%+1513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST260$11.8K<0.01%013F-HRTimeline
Orion Capital Management LLC253$11.5K<0.01%+113F-HRTimeline
Walsh & Associates, LLC252$11.4K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC250$11.3K<0.01%013F-HRTimeline
Burk Holdings LLC250$11.3K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding248$11.2K+30Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP246$11.2K<0.01%013F-HRTimelineGroup
Investors Research Corp245$11.1K<0.01%-71013F-HRTimeline
Avion Wealth252$11K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC241$10.9K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/228$10.3K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC228$10.3K0.01%new13F-HRTimeline
Roxbury Financial LLC226$10.2K0.01%+213F-HRTimeline
Versant Capital Management, Inc222$10.1K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC217$9.91K<0.01%+1713F-HRTimeline
Pioneer Family Office, LLC218$9.88K0.01%+1213F-HRTimeline
WealthCollab, LLC215$9.75K<0.01%new13F-HRTimeline
CDKV HOLDINGS LLC210$9.52K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN208$9.43K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC203$9.2K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD202$9.16K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC202$9.16K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC200$9.07K<0.01%013F-HRTimeline
MOTCO200$9.07K<0.01%013F-HRTimeline
Hilltop National Bank200$9.07K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.179$8.1K<0.01%+213F-HRTimeline
Eukles Asset Management168$7.62K<0.01%-213F-HRTimeline
Brooklyn FI, LLC152$6.98K<0.01%new13F-HRTimeline
MidFirst Bank146$6.62K<0.01%new13F-HRTimeline
Financial Perspectives, Inc142$6.44K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC138$6.26K<0.01%013F-HRTimeline
Tidemark, LLC136$6.17K<0.01%013F-HRTimeline
XP Advisory US, Inc.136$6.17K<0.01%13F-HRTimeline
PFS Partners, LLC135$6.1K<0.01%+113F-HRTimeline
Glassman Wealth Services133$6.03K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC130$5.89K<0.01%-13013F-HRTimeline
Signature Resources Capital Management,…121$5.49K<0.01%+7513F-HRTimeline
Capital Advisor Network LLC102$4.62K0.01%-813F-HRTimeline
IMG Wealth Management, Inc.101$4.59K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$4.53K<0.01%-9013F-HRTimeline
Washington Trust Advisors, Inc.100$4.53K<0.01%-7113F-HRTimeline
DHJJ Financial Advisors, Ltd.98$4.44K<0.01%-24313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…93$4.22K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.91$4.11K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$3.85K<0.01%013F-HRTimeline
Asset Dedication, LLC84$3.81K<0.01%-4913F-HRTimeline
Olistico Wealth, LLC80$3.63K<0.01%013F-HRTimeline
CNB Bank76$3.45K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC65$2.96K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC62$2.81K<0.01%013F-HRTimeline
Mosley Wealth Management58$2.63K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC56$2.54K<0.01%013F-HRTimeline
West Financial Advisors, LLC51$2.31K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.50$2.27K<0.01%-2413F-HRTimeline
Cypress Capital Management LLC (WY)38$1.72K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC36$1.61K<0.01%013F-HRTimeline
Family Manage LLC32$1.45K<0.01%013F-HRTimeline
Mechanics Financial Corp28$1.27K<0.01%013F-HRTimeline
Caitlin John, LLC23$1.04K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc24$1K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.22$997<0.01%new13F-HRTimelineGroup
Breakwater Investment Management16$726<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.10$457<0.01%new13F-HRTimeline
Westend Capital Management, LLC10$453<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.2$91<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$32<0.01%013F-HRTimeline
Centerpoint Advisors, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
SPIRIT OF AMERICA MANAGEMENT CORP/NY142,951$3.19K+139,19813F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
PeakShares LLC37,138$1.68B+1,37013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.