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Disclosery

XLU SELECT SECTOR SPDR TR

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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
Global Trust Asset Management, LLC1,460$67K0.03%+1,06013F-HRTimeline
Front Row Advisors LLC1,448$66.4K0.02%013F-HRTimeline
Crewe Advisors LLC1,428$65.5K0.01%-21613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,330$61K0.04%+49413F-HRTimeline
N.E.W. Advisory Services LLC1,312$60.2K<0.01%+77513F-HRTimeline
Richard Bernstein Advisors LLC1,281$58.8K<0.01%-1,063,84513F-HRTimeline
Quest 10 Wealth Builders, Inc.1,250$57.4K0.05%013F-HRTimeline
Bogart Wealth, LLC1,240$56.9K<0.01%+1,19913F-HRTimeline
Byrne Asset Management LLC1,224$56.2K0.03%+2013F-HRTimeline
Atomic Invest LLC1,204$55.3K0.03%+1,15713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,200$55.1K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$55.1K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,200$55.1K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,182$54.2K0.02%-14413F-HRTimeline
BALLAST ADVISORS LLC1,180$54.1K0.02%-2813F-HR/ATimeline
Hurley Capital, LLC1,157$53.1K0.03%+213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,153$52.9K0.03%-25,60913F-HRTimeline
Pinnacle Bancorp, Inc.1,150$52.8K0.02%+35013F-HRTimeline
LM Advisors LLC2,418$52.7K0.88%+1613F-HRTimeline
Winch Advisory Services, LLC1,124$51.6K0.01%+713F-HRTimeline
Hoese & Co LLP1,120$51.4K0.04%013F-HRTimeline
Nemes Rush Group LLC1,106$50.7K<0.01%+13313F-HRTimeline
Viewpoint Capital Management LLC1,100$50.5K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC1,086$49.8K0.01%+1013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,060$48.6K0.02%+91713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,050$48.2K<0.01%-10013F-HRTimelineGroup
TSFG, LLC1,046$48K0.01%-413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,040$47.7K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC1,034$47.5K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,010$46.3K<0.01%new13F-HRTimeline
PlanVest Financial, Inc1,000$45.9K0.03%13F-HRTimeline
Avalon Trust Co1,000$45.9K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.1,000$45.9K0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC970$45K<0.01%+28313F-HRTimeline
SOA Wealth Advisors, LLC.968$44.4K0.01%+71813F-HRTimeline
Millstone Evans Group, LLC958$44K0.03%013F-HRTimeline
Investors Research Corp955$43.8K0.01%+15513F-HRTimeline
Vision Retirement, LLC938$43K0.01%-20813F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.859$39.4K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.842$38.6K0.03%+9813F-HRTimeline
EASTERN BANK800$36.7K<0.01%-45013F-HRTimeline
Midway Capital Research & Management800$36.7K0.03%new13F-HRTimeline
Aventura Private Wealth, LLC796$36.5K0.01%+20013F-HRTimeline
Atlantic Edge Private Wealth Management…790$36.3K0.01%013F-HRTimeline
United Financial Planning Group LLC790$36.3K0.02%new13F-HRTimeline
Rice Partnership, LLC770$35.3K<0.01%+37013F-HRTimeline
Osbon Capital Management LLC762$34.9K0.03%+613F-HRTimeline
Missouri Trust & Investment Co744$34.1K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC728$33.4K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…716$32.9K0.03%-613F-HRTimeline
Cornerstone Planning Group LLC701$32.5K<0.01%+6513F-HRTimeline
AMERIFLEX GROUP, INC.700$32.1K0.02%013F-HRTimeline
Main Street Group, LTD698$32K0.01%new13F-HRTimeline
Clayton Financial Group LLC696$31.9K0.02%-2813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC676$31K0.02%new13F-HRTimeline
Cordgrass Capital Advisors, LLC640$29.4K0.01%013F-HRTimeline
Sunrise Financial Services, LLC639$29.3K0.02%-1,15513F-HRTimeline
Root Financial Partners, LLC636$29.2K<0.01%-20413F-HRTimeline
SJS Investment Consulting Inc.624$28.6K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC616$28.3K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.614$28.2K0.02%new13F-HRTimeline
Holos Integrated Wealth LLC600$27.8K0.01%-1,12413F-HRTimeline
Davis Capital Management602$27.6K0.02%013F-HRTimeline
Smithfield Trust Co600$27K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.580$27K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC565$25.9K0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO560$25.7K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.556$25.5K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc552$25.3K<0.01%013F-HRTimeline
S&T Bank/PA550$25.2K0.01%013F-HRTimeline
American Capital Advisory, LLC540$24.8K0.01%013F-HRTimeline
MASECO LLP528$24.2K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise517$24K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…512$23.5K0.02%013F-HRTimeline
Clark Wealth Partners510$23.4K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.500$22.9K<0.01%new13F-HRTimeline
one8zero8, LLC484$22.2K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE480$22K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors464$21.3K<0.01%-25113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.452$20.7K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC446$20.5K<0.01%+313F-HRTimeline
Provenance Wealth Advisors, LLC444$20.4K<0.01%013F-HRTimeline
Scarborough Advisors, LLC431$19.8K<0.01%+313F-HRTimeline
Costello Asset Management, INC411$18.8K0.01%+4313F-HRTimeline
Strategic Investment Solutions, Inc. /IL410$18.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC400$18.4K0.01%013F-HRTimeline
SITTNER & NELSON, LLC400$18.4K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…381$17.5K<0.01%013F-HRTimeline
III Capital Management380$17.4K0.01%new13F-HRTimeline
HOWE & RUSLING INC370$17K<0.01%-5113F-HRTimeline
Parkside Financial Bank & Trust370$17K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC360$16.7K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…360$16.5K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…358$16.4K<0.01%+313F-HRTimeline
BankChampaign, National Association246$16.3K0.02%new13F-HRTimeline
Delos Wealth Advisors, LLC355$16.3K0.01%-46513F-HRTimeline
Miller Capital Partners, Inc.350$16.1K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…346$15.9K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC346$15.9K0.02%+22013F-HRTimeline
WOLFF WIESE MAGANA LLC343$15.7K0.01%+4313F-HRTimeline
DHJJ Financial Advisors, Ltd.341$15.6K0.01%+24313F-HRTimeline
Glass Jacobson Investment Advisors llc338$15.5K0.01%013F-HRTimeline
Ankerstar Wealth, LLC330$15.1K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton326$15K<0.01%013F-HRTimeline
Archer Investment Corp312$14.3K<0.01%-413F-HRTimeline
Global Wealth Strategies & Associates308$14.1K<0.01%-14613F-HRTimeline
Imprint Wealth LLC308$14.1K0.06%013F-HRTimeline
Hanson & Doremus Investment Management300$14K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$13.8K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC284$13K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.280$12.8K0.01%013F-HRTimeline
Capitol Family Office, Inc.289$12.4K0.01%013F-HRTimeline
POM Investment Strategies, LLC268$12.3K0.02%+213F-HRTimeline
Greykasell Wealth Strategies, Inc.263$12.1K<0.01%+2613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV260$12K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST260$11.9K<0.01%13F-HRTimeline
Chung Wu Investment Group, LLC260$11.9K0.01%013F-HRTimeline
Walsh & Associates, LLC252$11.6K0.01%013F-HRTimeline
Orion Capital Management LLC252$11.6K<0.01%+213F-HRTimeline
HOEY INVESTMENTS, INC250$11.5K<0.01%013F-HRTimeline
Burk Holdings LLC250$11.5K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp248$11.4K<0.01%-2813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP246$11.3K<0.01%013F-HRTimelineGroup
Avion Wealth252$11K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/228$10.5K<0.01%+13413F-HRTimeline
Roxbury Financial LLC224$10.3K0.01%+113F-HRTimeline
Versant Capital Management, Inc222$10.2K<0.01%-1,43813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding218$10KnewTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…210$9.64K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC210$9.64K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN208$9.54K<0.01%013F-HRTimeline
Pioneer Family Office, LLC206$9.45K0.01%013F-HRTimeline
CVA Family Office, LLC205$9.41K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD202$9.27K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC200$9.18K<0.01%new13F-HRTimeline
MOTCO200$9.18K<0.01%013F-HRTimeline
Hilltop National Bank200$9.18K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC200$9.15K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.190$8.72K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC181$8.31K0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.177$8.14K<0.01%-134,97913F-HRTimeline
Washington Trust Advisors, Inc.171$7.85K<0.01%-16513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…170$7.8K<0.01%013F-HRTimeline
Eukles Asset Management170$7.8K<0.01%+1613F-HRTimeline
Merkkuri Wealth Advisors LLC161$7.4K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…93$6.69K<0.01%new13F-HRTimeline
Financial Perspectives, Inc142$6.52K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC138$6.33K<0.01%013F-HRTimeline
Tidemark, LLC136$6.24K<0.01%new13F-HRTimeline
PFS Partners, LLC134$6.13K<0.01%+113F-HRTimeline
Asset Dedication, LLC133$6.1K<0.01%+4913F-HRTimeline
Capital Advisor Network LLC110$5.05K0.01%13F-HR/ATimeline
McIlrath & Eck, LLC108$4.96K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.101$4.62K<0.01%+113F-HRTimeline
WEBSTER BANK, N. A.100$4.59K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.90$4.13K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$3.9K<0.01%+4513F-HRTimeline
Olistico Wealth, LLC80$3.67K<0.01%013F-HRTimeline
CNB Bank76$3.49K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC75$3.44K<0.01%+1913F-HRTimeline
First Command Advisory Services, Inc.74$3.4K<0.01%013F-HRTimeline
CURIO WEALTH, LLC68$3.12K<0.01%-12813F-HRTimeline
JDM Financial Group LLC66$3.03K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC65$2.99K<0.01%+6413F-HRTimeline
Elevated Capital Advisors, LLC62$2.85K<0.01%013F-HRTimeline
Financial Freedom, LLC56$2.57K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC56$2.57K<0.01%-7613F-HRTimeline
Signature Resources Capital Management,…46$2.11K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)38$1.74K<0.01%-2,89813F-HRTimeline
West Branch Capital LLC37$1.7K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC36$1.65K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34$1.56K<0.01%-2,35213F-HRTimelineGroup
Family Manage LLC32$1.47K<0.01%013F-HRTimeline
Mechanics Financial Corp28$1.28K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC24$1.1K<0.01%013F-HRTimeline
Caitlin John, LLC23$1.04K<0.01%-813F-HRTimeline
Roble, Belko & Company, Inc24$1K<0.01%013F-HRTimeline
Breakwater Investment Management16$735<0.01%013F-HRTimeline
Westend Capital Management, LLC10$459<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.2$92<0.01%-223,68113F-HRTimeline
CAPITAL & PLANNING, LLC2$92<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$32<0.01%013F-HRTimeline
Centerpoint Advisors, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.0$00%-1,98713F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.