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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
MASECO LLP528$22.5K<0.01%+26413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise517$22K<0.01%+18813F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…512$21.9K0.02%13F-HRTimeline
Clark Wealth Partners510$21.8K0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC490$20.9K0.02%13F-HRTimeline
one8zero8, LLC484$20.7K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE480$20.5K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates454$19.4K<0.01%+44413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.452$19.3K<0.01%+22613F-HRTimelineGroup
Provenance Wealth Advisors, LLC444$19K<0.01%+22213F-HRTimeline
FINANCIAL CONSULATE, INC443$18.9K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC428$18.3K<0.01%+21513F-HRTimeline
HOWE & RUSLING INC421$18K<0.01%+26113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC414$17.7K<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL410$17.5K<0.01%+20513F-HRTimeline
SITTNER & NELSON, LLC400$17.3K0.01%+20013F-HRTimeline
Global Trust Asset Management, LLC400$17.1K0.01%-45013F-HRTimeline
Rice Partnership, LLC400$17.1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC400$17.1K0.01%+20013F-HRTimeline
Bank of New Hampshire400$17.1K<0.01%+20013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…381$16.3K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust370$15.8K<0.01%+18513F-HRTimeline
Costello Asset Management, INC368$15.7K0.01%+18513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…360$15.4K<0.01%+18013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC360$15.4K0.01%+18013F-HRTimeline
Strengthening Families & Communities, L…355$15.2K0.01%+17913F-HRTimeline
Miller Capital Partners, Inc.350$14.9K0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…346$14.8K<0.01%+17313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc338$14.4K0.01%+16913F-HRTimeline
Washington Trust Advisors, Inc.336$14.3K<0.01%+16813F-HRTimeline
Ankerstar Wealth, LLC330$14.1K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton326$13.9K<0.01%+16313F-HRTimeline
Archer Investment Corp316$13.5K<0.01%+15813F-HRTimeline
Kohmann Bosshard Financial Services, LLC308$13.1K<0.01%new13F-HRTimeline
Imprint Wealth LLC308$13.1K0.06%-37413F-HRTimeline
Hanson & Doremus Investment Management300$13K<0.01%+15013F-HRTimeline
WOLFF WIESE MAGANA LLC300$12.8K0.01%+15013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$12.8K0.01%+15013F-HRTimeline
Capitol Family Office, Inc.289$12.4K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.280$12K0.01%+14013F-HRTimeline
SYM FINANCIAL Corp276$11.8K<0.01%+13813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC274$11.7K<0.01%+13713F-HRTimeline
Wealth Watch Advisors, INC272$11.6K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC266$11.4K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA264$11.3K0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC260$11.1K0.01%+13013F-HRTimeline
FNY Investment Advisers, LLC270$11K<0.01%-13013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV260$11K<0.01%+13013F-HRTimeline
Walsh & Associates, LLC252$10.8K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.250$10.7K<0.01%+12613F-HRTimeline
Orion Capital Management LLC250$10.7K<0.01%+12613F-HRTimeline
HOEY INVESTMENTS, INC250$10.7K<0.01%+12513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP246$10.5K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.237$10.1K<0.01%+11913F-HRTimeline
Avion Wealth252$10K<0.01%+12613F-HRTimeline
WealthCollab, LLC224$9.56K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC126$9.54K0.06%new13F-HRTimeline
Roxbury Financial LLC223$9.5K0.01%+11313F-HRTimeline
Camelot Portfolios, LLC220$9.39K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…210$8.96K<0.01%+8313F-HRTimelineGroup
CDKV HOLDINGS LLC210$8.96K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN208$8.88K<0.01%+10413F-HRTimeline
Pioneer Family Office, LLC206$8.79K0.01%13F-HRTimeline
Meramec Financial Planners, LLC200$8.67K<0.01%13F-HRTimeline
Jessup Wealth Management, Inc203$8.66K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD202$8.62K<0.01%+10113F-HRTimeline
MOTCO200$8.54K<0.01%+10013F-HRTimeline
CURIO WEALTH, LLC196$8.39K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.190$8.11K<0.01%+9513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…170$7.26K<0.01%+7013F-HRTimeline
Eukles Asset Management154$6.57K<0.01%+7613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.143$6.11K<0.01%-29413F-HRTimelineGroup
Financial Perspectives, Inc142$6.06K<0.01%+7113F-HRTimeline
Cedar Mountain Advisors, LLC138$5.89K<0.01%+6913F-HRTimeline
Union Bancaire Privee, UBP SA170$5.75K<0.01%+8513F-HRTimeline
PFS Partners, LLC133$5.67K<0.01%+6713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC132$5.63K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC130$5.55K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC126$5.34K0.01%+6313F-HRTimeline
McIlrath & Eck, LLC108$4.61K<0.01%+5413F-HRTimeline
WEBSTER BANK, N. A.100$4.27K<0.01%+5013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…100$4.27K<0.01%-8,20013F-HRTimelineGroup
IMG Wealth Management, Inc.100$4.26K<0.01%+5013F-HRTimeline
DHJJ Financial Advisors, Ltd.98$4.18K<0.01%+4913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/94$4.01K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$3.93K<0.01%+4613F-HRTimelineGroup
Asset Dedication, LLC84$3.59K<0.01%+4213F-HRTimeline
Olistico Wealth, LLC80$3.42K<0.01%new13F-HRTimeline
CNB Bank76$3.24K<0.01%+3813F-HRTimeline
First Command Advisory Services, Inc.74$3.16K<0.01%new13F-HRTimeline
JDM Financial Group LLC66$2.82K<0.01%+3313F-HRTimeline
Modus Advisors, LLC62$2.65K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC62$2.65K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC56$2.39K<0.01%-3613F-HRTimeline
Financial Freedom, LLC56$2.39K<0.01%+2813F-HRTimeline
Litman Gregory Wealth Management LLC50$2.13K<0.01%new13F-HRTimeline
Atomic Invest LLC47$2.01K<0.01%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.52$2K<0.01%+4113F-HRTimelineGroup
Bogart Wealth, LLC41$1.76K<0.01%+2113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.40$1.71K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC40$1.71K<0.01%+2013F-HRTimelineGroup
DecisionPoint Financial, LLC36$1.54K<0.01%+1813F-HRTimeline
Family Manage LLC32$1.37K<0.01%+1613F-HRTimeline
Caitlin John, LLC31$1.31K<0.01%+513F-HRTimeline
Mechanics Financial Corp28$1.2K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.26$1.11K<0.01%-30413F-HRTimelineGroup
Princeton Global Asset Management LLC24$1.02K<0.01%new13F-HRTimeline
Essential Partners LLC24$1.02K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc24$1K<0.01%+1213F-HRTimeline
Vermillion & White Wealth Management Gr…20$863<0.01%+1013F-HRTimeline
OBSIDIAN CIO, LLC20$854<0.01%-3,11313F-HRTimeline
Breakwater Investment Management16$684<0.01%+813F-HRTimeline
Westend Capital Management, LLC10$427<0.01%+513F-HRTimeline
Schonfeld Strategic Advisors LLC2$85<0.01%-92,43413F-HRTimeline
Darwin Wealth Management, LLC1$50<0.01%+113F-HRTimeline
Raleigh Capital Management Inc.1$29<0.01%013F-HRTimeline
Centerpoint Advisors, LLC2$00%+113F-HRTimelineValue filed as zero, left out of ratios.
VESTOR CAPITAL, LLC687$41+20213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.