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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,347 managers (1,360 13F filers) reported a position in XLU shares at 2025-03-31, 142,099,546 shares in all. 130 filers opened a position and 127 filers sold out during the quarter.

Managers
1,347
13F filers
1,360
New
130
Added
523
Reduced
477
Sold out
127
Shares held by filers
142,099,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY12,741,579$1B0.07%-712,30613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,915,100$782M0.07%-240,11713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,451,495$588M0.11%+95,03713F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,058,759$478M0.86%+23,92113F-HRTimelineGroup
LPL Financial LLC5,841,413$461M0.18%+253,84413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,476,381$353M0.03%+2,684,45213F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,540,571$279M0.06%-540,60513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,968,521$234M0.06%+289,65313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,865,869$227M0.06%+480,23713F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,763,194$218M1.42%-1,154,60013F-HRTimelineGroup
CIBC WORLD MARKET INC.2,639,154$208M0.47%+900,50213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,468,081$195M0.04%+45,80913F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,432,256$192M2.69%+747,99513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,360,000$186M0.41%-700,00013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,330,103$184M2.4%+34013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO2,257,300$178M2.06%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,703,700$134M0.29%-455,50013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,450,363$114M0.04%-107,94213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,221,618$96.3M1.77%-16,72313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,078,458$85M0.08%+844,34013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,063,893$83.9M0.19%+71,14613F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding1,027,200$81M+59,700Timeline
CHURCHILL MANAGEMENT Corp975,982$77M0.98%-3,51513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding972,653$76.7M-37,232Timeline
BARCLAYS PLCin group BARCLAYS PLC954,060$75.2M0.03%+95,36113F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers905,935$71.1M0.42%+5,93513F-HR/ATimelineGroup
Cetera Investment Advisers854,868$67.4M0.13%+93,25513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP849,467$67M0.09%+460,75413F-HRTimelineGroup
WOLVERINE TRADING, LLC837,714$65.3M2.07%+114,98213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC804,604$63.4M0.09%+71,13313F-HRTimeline
Moss Adams Wealth Advisors LLC722,934$57M6%+1,39313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,416$55.9M0.06%-57,89313F-HRTimelineGroup
Qube Research & Technologies Ltd702,678$55.4M0.09%-95,60113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC691,938$54.6M0.04%+127,50113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL677,997$53.5M0.48%+197,78813F-HRTimeline
Holocene Advisors, LP661,764$52.2M0.15%new13F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC600,000$47.3M10.68%-873,00013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.594,288$47M0.47%+274,04113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC570,999$45M0.26%+90,34513F-HRTimelineGroup
Maryland State Retirement & Pension Sys…568,263$44.8M1.07%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP483,604$38.1M0.06%-77,07613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC475,250$37.5M0.16%+233,15013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\462,639$36.5M0.05%+55,97213F-HRTimelineGroup
HighTower Advisors, LLC456,099$36M0.05%+187,76613F-HRTimeline
RATIONAL ADVISORS, INC.447,450$35.3M3.56%-78,08413F-HRTimeline
First Financial Bankshares Inc441,629$34.8M0.75%-170,06213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…426,429$33.6M0.06%+9,49213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.419,664$33.1M0.04%-648,38813F-HRTimelineGroup
Cambridge Investment Research Advisors,…408,788$32.2M0.11%-39,68113F-HRTimeline
Mariner, LLCin group Mariner, LLC396,577$31.3M0.05%-10,70013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…389,636$30.7M0.81%+32,76013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS387,042$30.5M0.02%+126,00113F-HRTimelineGroup
Summit Financial, LLC384,920$30.4M0.85%+340,42213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC373,153$29.4M0.17%+101,40413F-HRTimelineGroup
Graham Capital Management, L.P.355,000$28M0.89%+281,00013F-HRTimeline
Private Advisor Group, LLC347,452$27.4M0.17%-44,14313F-HRTimeline
Cercano Management LLC342,407$27M0.79%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.330,847$26.1M0.05%+10,07813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…325,478$25.7M0.01%-1,04813F-HRTimelineGroup
Stonebridge Financial Group, LLC325,415$25.7M2.73%+304,43113F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co319,359$25.2M0.5%+69,74613F-HRTimelineGroup
Hilton Capital Management, LLC308,386$24.3M2.07%+2,62113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO303,310$23.9M1.53%+4,38713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.297,333$23.4M<0.01%-432,97213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…295,067$23.4M0.05%-148,82213F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP294,562$23.2M<0.01%+16,51913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC280,878$22.1M0.04%+278,08813F-HR/ATimelineGroup
Quantitative Investment Management, LLC275,591$21.7M2%-182,95113F-HRTimeline
MML INVESTORS SERVICES, LLC269,807$21.3M0.07%+65,11913F-HRTimeline
Berkshire Money Management, Inc.256,087$20.2M2.27%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC254,293$20.1M0.36%-558,12213F-HRTimeline
CWM, LLCin group CWM, LLC242,111$19.1M0.08%+10,87413F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding238,818$18.8M0Timeline
Janney Capital Management LLC235,536$18.6M1.28%-8,81313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding231,088$18.2M+31,266Timeline
SG Americas Securities, LLC228,378$18M0.06%+45,96913F-HRTimeline
Advisory Alpha, LLC220,680$17.4M0.59%+12,37413F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS219,897$17.3M0.04%+89213F-HRTimeline
Janney Montgomery Scott LLC217,513$17.2M0.05%-57,98013F-HRTimeline
Ensign Peak Advisors, Inc213,358$16.8M0.03%-1,86113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding212,004$16.7M-38,794Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…209,807$16.5M0.03%+3,54013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.206,136$16.3M0.15%+18,77013F-HRTimelineGroup
Ethos Financial Group, LLC202,752$16M1.53%new13F-HRTimeline
Steward Partners Investment Advisory, L…200,485$15.8M0.14%-55,50013F-HRTimeline
GREENWOOD GEARHART LLC197,140$15.5M1.08%-8,98213F-HRTimeline
Cornerstone Capital, Inc.193,119$15.2M1.64%+3,10313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding191,306$15.1M+16,080Timeline
Passaic Partners LLC185,917$14.7M2.22%-33,12813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC185,333$14.6M0.77%+137,43213F-HRTimeline
Atria Wealth Solutions, Inc.181,810$14.3M0.17%-6,78013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL181,313$14.3M0.33%+5,53513F-HRTimeline
MATAURO, LLC179,476$14.2M2.87%+18,40013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.177,438$14M0.08%+119,92013F-HRTimeline
Trust Asset Management LLC176,270$13.9M1.14%+7,11313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION172,011$13.6M1.31%-22,80813F-HRTimeline
Freestone Grove Partners LP167,807$13.2M0.14%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.167,025$13.2M0.52%+128,88613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC166,577$13.1M0.1%-9,88513F-HRTimelineGroup
Trek Financial, LLC166,385$13.1M0.95%+85,76013F-HRTimeline
Wealth Advisors of Iowa, LLC164,286$13M5.57%+8,97213F-HRTimeline
Clarity Financial LLC160,861$12.7M1.46%+8,06613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.157,083$12.4M1.33%+1,17013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/156,703$12.4M0.01%-56,73313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC154,633$12.2M0.14%+12,12213F-HRTimeline
Biltmore Wealth Management, LLC154,058$12.1M5.12%-36913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC153,800$12M0.01%-69,39313F-HRTimelineGroup
Full Sail Capital, LLC146,902$11.6M0.75%-1,53213F-HRTimeline
PFG Advisors143,411$11.3M0.63%-97513F-HRTimeline
B. Riley Wealth Advisors, Inc.140,794$11.1M0.34%-58513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC137,788$10.9M1.42%+22,08413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management137,626$10.9M0.03%-694,99613F-HRTimelineGroup
Rothschild Capital Partners, LLC136,731$10.8M2.82%+10,26113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP136,408$10.8M0.02%-18,44113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD135,971$10.7M0.06%+5,94613F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …135,720$10.7M0.31%013F-HR/ATimelineGroup
MAI Capital Management133,605$10.5M0.08%+5,60113F-HRTimeline
Orion Porfolio Solutions, LLC132,934$10.5M0.1%-7,33113F-HRTimeline
Orion Portfolio Solutions, LLC132,934$10.5M0.1%-7,33113F-HR/ATimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC129,272$10.2M0.52%-10,24513F-HRTimelineGroup
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.127,559$10.1M0.86%new13F-HRTimeline
Sequoia Financial Advisors, LLC127,534$10.1M0.08%-54,16113F-HRTimeline
KCM INVESTMENT ADVISORS LLC127,200$10M0.36%+8,77713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd126,698$9.99M0.22%+106,36113F-HRTimelineGroup
FIL Ltdin group FIL Ltd126,481$9.97M0.01%+116,20813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP126,766$9.89M0.01%+48,04713F-HR/ATimelineGroup
TCV Trust & Wealth Management, Inc.123,409$9.73M0.9%+1,17713F-HRTimeline
FORTE CAPITAL LLC /ADV120,056$9.47M1.12%-2,81013F-HRTimeline
Bedell Frazier Investment Counselling, …117,751$9.28M2.36%-5,54513F-HRTimeline
Onyx Bridge Wealth Group LLC115,645$9.12M1.31%+110,58413F-HRTimeline
Dakota Wealth Management115,123$9.08M0.21%+6,72013F-HRTimeline
Sanctuary Advisors, LLC114,769$9.05M0.06%+9,48213F-HRTimeline
NorthCoast Asset Management LLC114,653$9.04M0.05%+3,09613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC113,419$8.94M0.02%+3,89013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP112,451$8.87M0.13%-1,21313F-HRTimeline
Deane Retirement Strategies, Inc.111,481$8.79M4.19%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.110,963$8.75M0.11%new13F-HRTimeline
1832 Asset Management L.P.109,775$8.66M0.02%new13F-HRTimeline
NewEdge Advisors, LLC109,683$8.65M0.05%+5313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC108,300$8.54M1.33%+9,73513F-HRTimeline
ALLIANCEBERNSTEIN L.P.107,919$8.51M<0.01%+49,87313F-HRTimeline
KWMG, LLC107,836$8.5M0.87%+87213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC107,444$8.47M0.18%-33,03113F-HRTimeline
U.S. Capital Wealth Advisors, LLC107,042$8.44M0.26%+1,10313F-HRTimeline
Madrid Financial Services106,911$8.43M6.14%+12,25513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…106,615$8.41M0.02%-55,35713F-HRTimelineGroup
Atria Investments, Inc104,954$8.28M0.11%-12,04613F-HRTimeline
Capital Investment Advisors, LLC103,950$8.2M0.16%+1,76313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management101,696$8.02M0.26%+26,29213F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT101,074$7.97M0.53%-1,79313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co100,677$7.94M<0.01%+5,61913F-HR/ATimelineGroup
ALTFEST L J & CO INC100,426$7.92M0.99%+45,95713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC103,110$7.8M0.62%013F-HRTimeline
Robertson Stephens Wealth Management, L…97,237$7.67M0.29%+8,60313F-HRTimeline
Creative Planningin group Creative Planning96,685$7.62M0.01%+6,66013F-HRTimelineGroup
Hollow Brook Wealth Management LLC96,354$7.6M2.24%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.96,320$7.59M2.16%-61,08913F-HRTimeline
Cornerstone Wealth Group, LLC96,101$7.58M0.63%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT95,466$7.53M2.19%+34913F-HRTimeline
First Interstate Bank94,852$7.48M0.45%-6,31713F-HRTimeline
Graypoint LLC94,112$7.42M0.46%-2,08813F-HRTimeline
COURIER CAPITAL LLC93,368$7.36M0.48%+33,61113F-HRTimeline
MORTON COMMUNITY BANK92,911$7.33M1.92%+7,55413F-HRTimeline
IHT Wealth Management, LLC92,589$7.31M0.23%+6,34613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91,208$7.19M0.02%-53,06913F-HRTimelineGroup
Krilogy Financial LLC91,178$7.19M0.47%-2,65813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…91,118$7.18M0.13%-1,01313F-HRTimelineGroup
EDGEWOOD MANAGEMENT LLC88,286$6.96M0.02%013F-HRTimeline
Twin Tree Management, LP87,752$6.92M0.15%+84,80613F-HRTimeline
Modern Wealth Management, LLC87,647$6.91M0.22%+6,89513F-HR/ATimeline
&PARTNERS87,795$6.85M0.07%+9,07113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC86,400$6.81M0.01%-14,40013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC84,715$6.68M0.01%+69,52113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,395$6.65M0.01%-255,78013F-HRTimelineGroup
SteelPeak Wealth, LLC84,390$6.65M0.28%-15,11613F-HRTimeline
CENTAURUS FINANCIAL, INC.83,950$6.62M0.4%+26,87513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT83,868$6.61M0.44%+6,62013F-HRTimelineGroup
Intrua Financial, LLC83,781$6.61M1.03%+65,34913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…82,726$6.52M0.16%-10,11613F-HRTimelineGroup
Lake Hills Wealth Management, LLC82,340$6.49M4.48%+54,47313F-HRTimeline
Sigma Planning Corp81,607$6.43M0.21%-85213F-HRTimeline
BlueStem Wealth Partners, LLC81,561$6.43M0.88%new13F-HRTimeline
Evolution Wealth Advisors, LLC81,369$6.42M1.07%new13F-HRTimeline
Integrated Wealth Concepts LLC81,359$6.42M0.07%-7,21713F-HRTimeline
Silverleafe Capital Partners, LLC80,397$6.34M2.18%+9,15013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC79,751$6.29M0.05%+2,54013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding79,082$6.24M-35,931Timeline
VISTA FINANCE, LLC78,903$6.22M5.4%+1,16513F-HRTimeline
IFG Advisory, LLC77,258$6.09M0.34%+2,81313F-HRTimeline
COMERICA BANK76,976$6.07M0.03%-1,48713F-HRTimeline
Fluent Financial, LLC76,729$6.05M2.64%+13,91713F-HRTimeline
Snowden Capital Advisors LLC76,564$6.04M0.19%+13,73513F-HRTimeline
DRW Securities, LLC76,127$6M0.51%new13F-HRTimeline
Ocean Park Asset Management, LLC76,092$6M0.21%+12,70013F-HRTimeline
Fortis Group Advisors, LLC75,651$5.97M1.16%+39,29313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.75,444$5.95M1.75%+1,87213F-HRTimeline
Madison Park Capital Advisors, LLC75,237$5.93M5.2%+2,20513F-HRTimeline
Vectors Research Management, LLC74,851$5.9M2.06%-3,40813F-HRTimeline
Dynamic Advisor Solutions LLC74,024$5.84M0.19%new13F-HRTimeline
Perigon Wealth Management, LLC73,977$5.83M0.15%+49,33713F-HRTimeline