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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,412 managers (1,430 13F filers) reported a position in XLU shares at 2025-09-30, 150,797,452 shares in all. 128 filers opened a position and 94 filers sold out during the quarter.

Managers
1,412
13F filers
1,430
New
128
Added
561
Reduced
479
Sold out
94
Shares held by filers
150,797,452

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,569,397$1.18B0.09%+1,673,29013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,265,082$982M0.06%-1,639,54313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,469,767$739M0.05%-617,31113F-HR/ATimelineGroup
LPL Financial LLC7,360,844$642M0.19%+152,99813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,625,057$491M0.1%-616,47313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,491,719$392M+362,521Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,001,297$349M0.06%+1,319,29013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,540,106$309M+2,147,887Timeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,202,194$279M1.42%+14,00013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,199,315$279M0.22%+284,27913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,176,383$277M0.09%+1,431,11513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,834,692$247M0.06%+115,55513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,221,130$194M0.03%-625,42913F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO2,062,250$180M1.75%-195,05013F-HRTimeline
CIBC WORLD MARKET INC.1,949,741$170M0.35%+1,124,11613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,888,465$165M0.22%+1,342,64513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,774,700$155M1.67%-724,53113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,741,112$152M1.36%-585,31713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,644,771$141M0.2%+574,75213F-HRTimelineGroup
Saudi Central Bank1,549,733$135M5.14%013F-HRTimeline
Janney Montgomery Scott LLC1,530,438$133M0.32%+1,316,47713F-HRTimeline
Cetera Investment Advisers1,299,024$113M0.13%+322,46013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,257,656$110M+1,051,506Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,242,609$108M1.43%-76,82513F-HRTimelineGroup
WestEnd Advisors, LLC1,240,216$108M2.53%+1,238,92013F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding1,201,000$105M+102,300Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,032,658$90.1M0.14%-2,052,55013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC994,566$86.7M0.06%+265,28813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC982,892$85.7M0.11%+159,66013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP929,145$81M0.07%+188,29713F-HRTimelineGroup
Moss Adams Wealth Advisors LLC790,510$68.9M5.38%+62,62213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…713,001$62.2M0.11%-359,93613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/704,689$61.5M0.03%+535,67013F-HRTimelineGroup
Graham Capital Management, L.P.635,206$55.4M2.05%+128,25613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC618,903$54M0.81%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC615,640$53.6M1.08%+103,65913F-HRTimeline
Qube Research & Technologies Ltd602,715$52.6M0.07%+75,95813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC596,799$52M0.02%+330,79513F-HR/ATimelineGroup
Kingsview Wealth Management, LLC568,102$49.5M0.76%+539,59113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC558,551$48.7M0.27%-24,85913F-HRTimelineGroup
Richard Bernstein Advisors LLC541,973$47.7M1.36%-15,52013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC544,121$47.5M0.04%+369,69013F-HRTimelineGroup
RATIONAL ADVISORS, INC.540,865$47.2M4.69%+30,06413F-HRTimeline
HighTower Advisors, LLC507,976$44.3M0.05%+17,40013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA490,283$42.8M0.1%-4,35813F-HRTimelineGroup
Private Advisor Group, LLC487,513$42.5M0.21%+109,62913F-HRTimeline
Cambridge Investment Research Advisors,…482,184$42.1M0.12%-34,90013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\479,643$41.8M0.05%+8,90713F-HRTimelineGroup
Georgetown University475,590$41.5M13.86%new13F-HRTimeline
First Financial Bankshares Inc459,664$40.1M0.82%+10,10013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC431,350$37.6M0.02%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…427,835$37.3M0.8%+4,64013F-HRTimelineGroup
GLOBALT Investments LLC / GA421,756$36.8M1.34%-4,74913F-HRTimeline
NATIXISin group Natixis Investment Managers406,161$35.4M0.19%-493,83913F-HRTimelineGroup
Summit Financial, LLC382,861$33.4M0.51%+24,14713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…381,524$33.3M0.02%+41,50913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC375,852$32.8M0.04%-20,35613F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.342,383$29.9M0.36%-213,20513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.331,177$28.9M0.05%+2,73713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.323,836$28.2M<0.01%+20,16113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management318,800$27.8M0.06%+59,77113F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO311,796$27.2M1.46%+4,76113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP310,370$27.1M<0.01%+36,52313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding290,871$25.4M+18,808Timeline
Hilton Capital Management, LLC285,827$24.9M2.02%-20,78713F-HRTimeline
FMR LLCin group FMR LLC284,519$24.8M<0.01%+5,73213F-HRTimelineGroup
Berkshire Money Management, Inc.282,184$24.6M2.53%+6,31013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC278,510$24.3M0.1%-86,01213F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK278,457$24.3M0.05%+240,98413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC274,585$23.9M0.06%+29,08913F-HRTimeline
CWM, LLCin group CWM, LLC273,034$23.8M0.07%+39,41213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.272,860$23.8M1.04%+19,03313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV271,856$23.7M0.04%+215,65813F-HRTimeline
FIL Ltdin group FIL Ltd268,690$23.4M0.02%+258,94513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC268,283$23.4M0.03%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC266,900$23.3M0.03%+56,90013F-HRTimeline
TUDOR INVESTMENT CORP ET AL256,726$22.4M0.15%-379,49913F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS256,458$22.4M0.05%+54713F-HRTimeline
New Harbor Financial Group, LLC253,695$22.1M4.48%+7,75413F-HRTimeline
Quantitative Investment Management, LLC252,036$22M3.06%+208,71113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.249,360$21.7M0.16%+13,68613F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.240,461$21M0.21%+14,82213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding238,818$20.8M0Timeline
Advisory Alpha, LLC233,992$20.6M0.57%+9,74713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC233,348$20.4M0.08%-1,82413F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC228,455$19.9M0.25%new13F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding226,284$19.7M-3,333Timeline
Sanctuary Advisors, LLC224,762$19.6M0.11%+36,30813F-HR/ATimeline
DUPONT CAPITAL MANAGEMENT CORP220,285$19.2M1.99%+46,48013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…211,202$19M0.03%+11,22813F-HRTimeline
Janney Capital Management LLC217,957$19M1.18%-8,31913F-HRTimeline
NorthCoast Asset Management LLC210,224$18.3M0.07%+5,41513F-HRTimeline
Passaic Partners LLC209,935$18.3M2.2%+43,19913F-HRTimeline
GREENWOOD GEARHART LLC205,988$18M1.04%+4,27613F-HRTimeline
Ethos Financial Group, LLC203,984$17.8M1.4%+1,44713F-HRTimeline
Cornerstone Capital, Inc.194,425$17M1.66%+1,45913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC191,200$16.7M0.12%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189,251$16.4M0.01%+33,92913F-HRTimelineGroup
Wealth Advisors of Iowa, LLC183,470$16M5.45%+17,57713F-HRTimeline
Trust Asset Management LLC176,270$15.4M1.06%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL175,077$15.3M0.33%-9,94313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC173,166$15.1M0.66%-1,50613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding172,048$15M-23,732Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC165,458$14.4M0.03%+43,09113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC165,106$14.4M0.03%-6,83313F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION163,711$14.3M1.22%-8,31313F-HRTimeline
MATAURO, LLC162,915$14.2M2.26%+48,01713F-HRTimeline
INTEGRITY ALLIANCE, LLC.162,480$14.2M0.67%+21,40213F-HRTimeline
MAI Capital Management160,893$14M0.09%+32,48013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC160,671$14M0.1%-3,11513F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.160,608$14M1.24%+4,18413F-HRTimeline
Arkos Global Advisors157,670$13.8M1.75%new13F-HRTimeline
Biltmore Wealth Management, LLC157,368$13.7M5.24%+3,49713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC157,115$13.7M1.44%+16,25313F-HRTimeline
Clarity Financial LLC156,879$13.7M1.36%-14,42913F-HRTimeline
Steward Partners Investment Advisory, L…156,166$13.6M0.08%+9,46613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…154,251$13.5M0.03%+33,58613F-HRTimelineGroup
PFG Advisors153,703$13.4M0.55%+6,53113F-HRTimeline
NewEdge Advisors, LLC153,468$13.4M0.06%+22,84613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…150,787$13.2M0.03%-13,00613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD147,154$12.8M0.06%-157,10613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC146,837$12.8M0.02%+7,84813F-HRTimelineGroup
Full Sail Capital, LLC146,167$12.7M0.7%-6,75913F-HRTimeline
Trilogy Capital Inc.146,112$12.7M0.59%+29,08813F-HRTimeline
Orion Porfolio Solutions, LLC142,367$12.4M0.1%+7,85813F-HRTimeline
J.W. COLE ADVISORS, INC.137,849$12M0.23%+2,46413F-HRTimeline
KCM INVESTMENT ADVISORS LLC134,571$11.7M0.38%+4,37913F-HRTimeline
Strategic Equity Management129,192$11.3M4.17%+80,81713F-HRTimeline
Gladstone Institutional Advisory LLC128,930$11.2M0.43%+55,43313F-HRTimeline
Rothschild Capital Partners, LLC126,452$11M2.6%-17,46913F-HRTimeline
Modern Wealth Management, LLC126,347$11M0.22%+21,00613F-HRTimeline
TCV Trust & Wealth Management, Inc.123,546$10.8M0.9%-37213F-HRTimeline
Concentric Capital Strategies, LP123,298$10.8M0.51%+105,60113F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …121,000$10.6M1.54%+59,00013F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding119,256$10.4M+50,275Timeline
PEAPACK GLADSTONE FINANCIAL CORP118,205$10.3M0.13%+3,05213F-HRTimeline
Manhattan West Asset Management, LLC118,099$10.3M2.18%+5,03913F-HRTimeline
&PARTNERS117,596$10.3M0.07%+16,75713F-HRTimeline
Strategic Wealth Investment Group, LLC116,500$10.2M0.86%+110,91213F-HRTimeline
U.S. Capital Wealth Advisors, LLC116,097$10.1M0.27%+5,16013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…114,187$9.96M0.09%new13F-HRTimelineGroup
1832 Asset Management L.P.113,950$9.94M0.02%-81513F-HRTimeline
KWMG, LLC113,376$9.89M0.87%+4,45613F-HRTimeline
Royal Fund Management, LLC111,055$9.69M1.17%-7,10113F-HRTimeline
DAVENPORT & Co LLC109,681$9.57M0.05%+55,51813F-HRTimeline
Advisory Services Network, LLC109,438$9.54M0.14%+23,51213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC109,250$9.53M1.21%+1,20013F-HRTimeline
Perigon Wealth Management, LLC108,797$9.49M0.19%+54,37413F-HRTimeline
SG Americas Securities, LLC106,782$9.31M0.03%-63,42313F-HRTimeline
Bedell Frazier Investment Counselling, …105,964$9.24M1.9%-9,81013F-HRTimeline
Creative Planningin group Creative Planning105,540$9.2M0.01%+4,82113F-HRTimelineGroup
Krilogy Financial LLC103,490$9.2M0.35%+17,02113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC105,369$9.19M0.65%-50213F-HRTimeline
Dakota Wealth Management104,715$9.13M0.18%-5,63813F-HR/ATimeline
Prime Capital Investment Advisors, LLC104,413$9.11M0.11%-1,04513F-HRTimeline
SCOTIA CAPITAL INC.103,596$9.03M0.04%+94,46813F-HRTimeline
Estate Counselors, LLC103,209$9M0.77%+17,53013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC102,086$8.9M0.39%-16,57813F-HRTimelineGroup
EVOKE WEALTH, LLC102,069$8.9M0.19%+83,48213F-HRTimeline
Atria Investments, Inc101,108$8.82M0.1%+5,56113F-HRTimeline
IHT Wealth Management, LLC100,916$8.81M0.22%+53713F-HRTimeline
Capital Investment Advisors, LLC100,893$8.8M0.14%-42413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,278$8.75M0.01%-358,83713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…99,836$8.71M0.15%+27,19413F-HRTimelineGroup
Eaton Financial Holdings Company, LLC99,572$8.68M2.45%new13F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP98,710$8.61M0.12%new13F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.98,551$8.59M2.11%+2,58413F-HRTimeline
Trek Financial, LLC98,226$8.57M0.51%-33,91413F-HRTimeline
Proficio Capital Partners LLC96,607$8.43M0.58%-8,728,55713F-HR/ATimeline
Hollow Brook Wealth Management LLC96,411$8.41M1.99%+3313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT94,091$8.21M0.49%+5,18913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co93,881$8.19M<0.01%-2,68813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.93,383$8.14M0.38%+69613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT92,728$8.09M0.54%-8,11113F-HRTimeline
AVALON CAPITAL MANAGEMENT92,620$8.08M1.98%-1,55413F-HRTimeline
Schonfeld Strategic Advisors LLC92,436$8.06M0.06%-15,49913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP98,737$8M0.01%-49,72513F-HRTimelineGroup
First Interstate Bank91,667$7.99M0.44%-1,46513F-HRTimeline
COURIER CAPITAL LLC89,270$7.79M0.45%-26,72413F-HRTimeline
COMERICA BANK88,933$7.76M0.03%+1,66213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.88,246$7.7M0.07%+1,30013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management87,732$7.65M0.26%+79513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP87,120$7.6M0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC87,085$7.59M0.1%-15,78013F-HRTimeline
Madrid Financial Services86,746$7.57M4.73%-22,52913F-HRTimeline
Inlight Wealth Management, LLC85,716$7.48M3.51%+1,55513F-HRTimeline
EDGEWOOD MANAGEMENT LLC85,618$7.47M0.03%-2,66813F-HRTimeline
Dynamic Advisor Solutions LLC84,862$7.4M0.21%+5,39913F-HRTimeline
Sigma Planning Corp84,846$7.4M0.21%+5,19913F-HRTimeline
RFG Advisory, LLC84,754$7.39M0.15%+63,64913F-HRTimeline
Evolution Wealth Advisors, LLC84,626$7.38M0.99%+1,07813F-HRTimeline
Robertson Stephens Wealth Management, L…84,618$7.38M0.22%-12,60513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP83,166$7.25M0.78%+9,46913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp82,861$7.23M0.14%+7,35013F-HRTimelineGroup
Waverly Advisors, LLC82,797$7.22M0.07%+47,11313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…82,343$7.18M0.13%-3,33313F-HRTimelineGroup
MORTON COMMUNITY BANK80,514$7.17M1.66%-12,29413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC81,270$7.09M0.01%-8,63213F-HRTimelineGroup
WCG Wealth Advisors LLC79,716$6.95M0.44%-7,09613F-HRTimeline
MONEYWISE, INC.79,463$6.93M3.13%+51,99413F-HRTimeline