Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,380 managers (1,398 13F filers) reported a position in XLU shares at 2025-06-30, 151,303,407 shares in all. 147 filers opened a position and 109 filers sold out during the quarter.

Managers
1,380
13F filers
1,398
New
147
Added
570
Reduced
449
Sold out
109
Shares held by filers
151,303,407

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY12,904,625$1.05B0.07%+163,04613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,896,107$971M0.08%+1,981,00713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,087,078$742M0.05%+4,610,69713F-HRTimelineGroup
LPL Financial LLC7,207,846$589M0.2%+1,366,43313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,241,530$510M0.11%+3,273,00913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,129,198$337M+588,627Timeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,188,194$260M1.5%+425,00013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,085,208$252M0.41%-2,973,55113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,915,036$238M0.19%+2,527,99413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,846,559$232M0.04%-4,604,93613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,719,137$222M0.05%-146,73213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,682,007$219M0.04%+213,92613F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,499,231$204M2.42%+66,97513F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,326,429$190M2.17%-3,67413F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO2,257,300$184M2.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,745,268$143M0.05%+294,90513F-HRTimelineGroup
Saudi Central Bank1,549,733$127M5.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,392,219$114M+419,566Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,319,434$108M1.45%+97,81613F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding1,098,700$89.7M+71,500Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,072,937$87.6M0.18%-1,287,06313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,070,019$87.4M0.16%+6,12613F-HR/ATimelineGroup
PECONIC PARTNERS LLC1,000,000$81.7M2.62%new13F-HRTimeline
Cetera Investment Advisers976,564$79.7M0.13%+121,69613F-HRTimeline
CHURCHILL MANAGEMENT Corp976,447$79.7M0.87%+46513F-HRTimeline
NATIXISin group Natixis Investment Managers900,000$73.5M0.37%-5,93513F-HRTimelineGroup
CIBC WORLD MARKET INC.825,625$67.4M0.15%-1,813,52913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC823,232$67.2M0.09%+18,62813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP740,848$60.5M0.06%+31,43213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC729,278$59.6M0.04%+37,34013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC727,888$59.4M5.4%+4,95413F-HRTimeline
TUDOR INVESTMENT CORP ET AL636,225$52M0.39%-41,77213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC583,410$47.6M0.27%+12,41113F-HRTimelineGroup
Richard Bernstein Advisors LLC557,493$45.5M1.12%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.555,588$45.4M0.6%+502,44013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP545,820$44.6M0.07%+62,21613F-HRTimelineGroup
CW Advisors, LLC540,490$44.1M0.43%+530,30613F-HRTimeline
Qube Research & Technologies Ltd526,757$43M0.06%-175,92113F-HRTimeline
Cambridge Investment Research Advisors,…517,084$42.2M0.13%+108,29613F-HRTimeline
RATIONAL ADVISORS, INC.510,801$41.7M4.13%+63,35113F-HRTimeline
WOLVERINE TRADING, LLC511,981$41.6M1.06%-325,73313F-HRTimeline
Graham Capital Management, L.P.506,950$41.4M1.26%+151,95013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA494,641$40.4M0.11%+478,95113F-HRTimelineGroup
HighTower Advisors, LLC490,576$40.1M0.05%+34,47713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\470,736$38.4M0.05%+8,09713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…459,115$37.5M0.06%+32,68613F-HRTimelineGroup
First Financial Bankshares Inc449,564$36.7M0.82%+7,93513F-HRTimeline
GLOBALT Investments LLC / GA426,505$34.8M1.33%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…423,195$34.6M0.8%+33,55913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC396,208$32.4M0.05%-36913F-HRTimelineGroup
Private Advisor Group, LLC377,884$30.9M0.17%+30,43213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC364,522$29.8M0.16%-8,63113F-HRTimelineGroup
Summit Financial, LLC358,714$29.3M0.66%-26,20613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…340,015$27.8M0.02%+14,53713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.336,804$27.5M0.03%-82,86013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.328,440$26.8M0.05%-2,40713F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO307,035$25.1M1.45%+3,72513F-HRTimeline
Hilton Capital Management, LLC306,614$25M2%-1,77213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD304,260$24.8M0.11%+168,28913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.303,675$24.8M<0.01%+6,34213F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC295,034$24.1M0.82%+275,04513F-HR/ATimelineGroup
FMR LLCin group FMR LLC278,787$22.8M<0.01%+229,42613F-HRTimelineGroup
Berkshire Money Management, Inc.275,874$22.5M2.37%+19,78713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP273,847$22.4M<0.01%-20,71513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding272,063$22.2M+60,059Timeline
BARCLAYS PLCin group BARCLAYS PLC266,004$21.7M0.01%-688,05613F-HR/ATimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management259,029$21.2M0.05%+121,40313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS255,911$20.9M0.05%+36,01413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.253,827$20.7M1.01%+199,46413F-HRTimelineGroup
New Harbor Financial Group, LLC245,941$20.1M4.61%new13F-HRTimeline
MML INVESTORS SERVICES, LLC245,496$20M0.06%-24,31113F-HRTimeline
Cercano Management LLC244,801$20M0.57%-97,60613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.243,244$19.9M0.11%+65,80613F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding238,818$19.5M0Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.235,674$19.2M0.16%+29,53813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC235,172$19.2M0.08%-240,07813F-HRTimelineGroup
CWM, LLCin group CWM, LLC233,622$19.1M0.07%-8,48913F-HRTimelineGroup
Proficio Capital Partners LLC8,825,164$18.8M1.17%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding229,617$18.8M-1,471Timeline
Janney Capital Management LLC226,276$18.5M1.19%-9,26013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.225,639$18.4M0.2%+114,67613F-HRTimeline
Advisory Alpha, LLC224,245$18.3M0.57%+3,56513F-HRTimeline
MYDA Advisors LLC220,000$18M5.04%new13F-HRTimeline
Janney Montgomery Scott LLC213,961$17.5M0.05%-3,55213F-HRTimeline
ALLIANCEBERNSTEIN L.P.210,196$17.2M0.01%+102,27713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC210,000$17.1M0.02%+123,60013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding206,150$16.8M+14,844Timeline
NorthCoast Asset Management LLC204,809$16.7M0.07%+90,15613F-HRTimeline
Ethos Financial Group, LLC202,537$16.5M1.42%-21513F-HRTimeline
GREENWOOD GEARHART LLC201,712$16.5M1.03%+4,57213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…199,974$16.4M0.03%-9,83313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding195,780$16M+146,776Timeline
Cornerstone Capital, Inc.192,966$15.8M1.65%-15313F-HRTimeline
Sanctuary Advisors, LLC188,454$15.4M0.1%+73,68513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL185,020$15.1M0.34%+3,70713F-HRTimeline
Trust Asset Management LLC176,270$14.4M1.07%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC174,672$14.3M0.68%-10,66113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC174,431$14.2M0.01%-904,02713F-HRTimelineGroup
DUPONT CAPITAL MANAGEMENT CORP173,805$14.2M1.53%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION172,024$14M1.23%+1313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC171,939$14M0.03%+80,73113F-HRTimelineGroup
Clarity Financial LLC171,308$14M1.51%+10,44713F-HRTimeline
SG Americas Securities, LLC170,205$13.9M0.06%-58,17313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/169,019$13.8M0.01%+12,31613F-HRTimelineGroup
Passaic Partners LLC166,736$13.6M1.65%-19,18113F-HRTimeline
Wealth Advisors of Iowa, LLC165,893$13.5M5.06%+1,60713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…163,793$13.4M0.03%-131,27413F-HR/ATimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC163,786$13.4M0.1%-2,79113F-HR/ATimelineGroup
GERMAN AMERICAN BANCORP, INC.156,424$12.8M1.25%-65913F-HRTimeline
HRT FINANCIAL LP155,993$12.7M0.06%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…156,625$12.7M0.14%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,322$12.6M0.01%+28,55613F-HRTimelineGroup
Biltmore Wealth Management, LLC153,871$12.6M5.09%-18713F-HRTimeline
Full Sail Capital, LLC152,926$12.5M0.72%+6,02413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP148,462$12.1M0.02%+12,05413F-HR/ATimelineGroup
PFG Advisors147,172$12M0.56%+3,76113F-HRTimeline
Steward Partners Investment Advisory, L…146,700$12M0.09%-53,78513F-HRTimeline
Rothschild Capital Partners, LLC143,921$11.8M3.08%+7,19013F-HRTimeline
FORTE CAPITAL LLC /ADV143,092$11.7M1.26%+23,03613F-HRTimeline
INTEGRITY ALLIANCE, LLC.141,078$11.5M0.63%-25,94713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC140,862$11.5M1.3%+3,07413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC138,989$11.3M0.02%+25,57013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.135,385$11.1M0.24%+76,47013F-HRTimeline
Orion Porfolio Solutions, LLC134,509$11M0.09%+1,57513F-HR/ATimeline
Trek Financial, LLC132,140$10.8M0.72%-34,24513F-HRTimeline
NewEdge Advisors, LLC130,622$10.7M0.05%+20,93913F-HRTimeline
KCM INVESTMENT ADVISORS LLC130,192$10.6M0.36%+2,99213F-HRTimeline
MAI Capital Management128,413$10.5M0.07%-5,19213F-HRTimeline
TCV Trust & Wealth Management, Inc.123,918$10.1M0.88%+50913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC122,367$9.99M0.02%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,665$9.85M0.02%+14,05013F-HR/ATimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC118,664$9.69M0.45%-10,60813F-HRTimelineGroup
Royal Fund Management, LLC118,156$9.65M1.03%new13F-HRTimeline
Trilogy Capital Inc.117,024$9.56M0.46%+63,03813F-HRTimeline
COURIER CAPITAL LLC115,994$9.47M0.58%+22,62613F-HRTimeline
Bedell Frazier Investment Counselling, …115,774$9.45M2.38%-1,97713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP115,153$9.4M0.13%+2,70213F-HRTimeline
MATAURO, LLC114,898$9.38M1.76%-64,57813F-HRTimeline
1832 Asset Management L.P.114,765$9.37M0.02%+4,99013F-HRTimeline
Deane Retirement Strategies, Inc.113,315$9.25M4.14%+1,83413F-HRTimeline
Manhattan West Asset Management, LLC113,060$9.23M2.14%+90,75613F-HRTimeline
U.S. Capital Wealth Advisors, LLC110,937$9.06M0.26%+3,89513F-HRTimeline
Dakota Wealth Management110,353$9.01M0.19%-4,77013F-HRTimeline
Madrid Financial Services109,275$8.92M6.05%+2,36413F-HRTimeline
KWMG, LLC108,920$8.89M0.84%+1,08413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC108,050$8.82M1.24%-25013F-HRTimeline
Schonfeld Strategic Advisors LLC107,935$8.81M0.07%+91,63413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC105,871$8.65M0.65%+2,76113F-HRTimeline
Prime Capital Investment Advisors, LLC105,458$8.61M0.11%-49,17513F-HRTimeline
Modern Wealth Management, LLC105,341$8.6M0.21%+17,69413F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC102,865$8.4M0.14%-4,57913F-HRTimeline
Capital Investment Advisors, LLC101,317$8.27M0.15%-2,63313F-HR/ATimeline
MERITAGE PORTFOLIO MANAGEMENT100,839$8.23M0.52%-23513F-HRTimeline
&PARTNERS100,839$8.23M0.06%+13,04413F-HRTimeline
Creative Planningin group Creative Planning100,719$8.22M0.01%+4,03413F-HRTimelineGroup
IHT Wealth Management, LLC100,379$8.2M0.23%+7,79013F-HRTimeline
Vestmark Advisory Solutions, Inc.98,240$8.02M0.12%new13F-HRTimeline
Robertson Stephens Wealth Management, L…97,223$7.94M0.28%-1413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co96,569$7.89M<0.01%-4,10813F-HRTimelineGroup
Hollow Brook Wealth Management LLC96,378$7.87M2.3%+2413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.95,967$7.84M2.11%-35313F-HRTimeline
Atria Investments, Inc95,547$7.8M0.09%-9,40713F-HRTimeline
AVALON CAPITAL MANAGEMENT94,174$7.69M2.07%-1,29213F-HRTimeline
Signal Advisors Wealth, LLC93,358$7.62M0.6%+64,51813F-HRTimeline
Atria Wealth Solutions, Inc.93,236$7.62M0.17%-88,57413F-HRTimeline
First Interstate Bank93,132$7.61M0.45%-1,72013F-HRTimeline
MORTON COMMUNITY BANK92,808$7.58M1.88%-10313F-HRTimeline
CENTAURUS FINANCIAL, INC.92,687$7.57M0.44%+8,73713F-HRTimeline
Foguth Wealth Management, LLC.91,542$7.48M1.6%+74,17113F-HRTimeline
Cornerstone Wealth Group, LLC90,890$7.42M0.56%-5,21113F-HRTimeline
Graypoint LLC90,326$7.38M0.42%-3,78613F-HRTimeline
Advisory Services Network, LLC85,926$7.36M0.12%+14,53813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC89,902$7.34M0.01%+5,18713F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT88,902$7.26M0.46%+5,03413F-HRTimelineGroup
EDGEWOOD MANAGEMENT LLC88,286$7.21M0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC88,262$7.21M0.08%+19,03413F-HRTimeline
COMERICA BANK87,271$7.13M0.03%+10,29513F-HRTimeline
EP Wealth Advisors, LLC87,064$7.11M0.05%+38,79413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC87,026$7.11M0.09%-167,26713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.86,946$7.1M0.07%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
WCG Wealth Advisors LLC86,812$7.09M0.46%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management86,937$7.09M0.25%-14,75913F-HRTimelineGroup
Krilogy Financial LLC86,469$7.06M0.41%-4,70913F-HRTimeline
Estate Counselors, LLC85,679$7M0.69%+33,34013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…85,676$7M0.11%-5,44213F-HRTimelineGroup
Inlight Wealth Management, LLC84,161$6.87M3.56%+45,61413F-HRTimeline
Evolution Wealth Advisors, LLC83,548$6.82M1%+2,17913F-HRTimeline
IFG Advisory, LLC83,096$6.79M0.34%+5,83813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,970$6.69M0.01%-2,42513F-HRTimelineGroup
SteelPeak Wealth, LLC81,670$6.67M0.26%-2,72013F-HRTimeline
Financial Enhancement Group LLC79,203$6.53M0.93%new13F-HRTimeline
Sigma Planning Corp79,647$6.5M0.2%-1,96013F-HRTimeline
Dynamic Advisor Solutions LLC79,463$6.49M0.2%+5,43913F-HRTimeline
BlueCrest Capital Management Ltd77,621$6.34M0.7%+22,33313F-HRTimeline
VISTA FINANCE, LLC77,608$6.34M5.47%-1,29513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.77,347$6.32M1.72%+1,90313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC77,001$6.29M0.04%-2,75013F-HRTimeline
IMZ Advisory Inc74,574$6.25M2.5%+6,40613F-HRTimeline
NOTTINGHAM ADVISORS, INC.75,735$6.18M0.92%+5,41513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp75,511$6.17M0.14%new13F-HRTimelineGroup