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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,986,072$1.15B0.08%+13,416,67513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,694,396$926M0.06%+10,429,31413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,102,656$773M0.05%+9,632,88913F-HRTimelineGroup
LPL Financial LLC15,178,321$648M0.18%+7,817,47713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,732,033$544M0.11%+7,106,97613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …9,052,676$386M3.32%+7,277,97613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding9,035,945$386M+4,544,226Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,470,987$319M0.06%+3,469,69013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,742,430$288M0.09%+3,566,04713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,618,182$283M+3,078,076Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,529,550$280M0.06%+3,694,85813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,215,695$265M2.3%+4,474,58313F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,395,188$230M1.08%+2,192,99413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,558,991$195M0.03%+2,337,86113F-HR/ATimelineGroup
Laura & John Arnold Foundation4,202,774$179M31.58%13F-HRTimeline
FACTORY MUTUAL INSURANCE CO3,823,850$163M1.65%+1,761,60013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,813,443$163M0.1%+614,12813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,651,926$156M0.21%+1,763,46113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,465,806$148M0.22%+1,821,03513F-HRTimelineGroup
Saudi Central Bank3,099,466$132M4.94%+1,549,73313F-HRTimeline
Janney Montgomery Scott LLC3,022,842$129M0.3%+1,492,40413F-HRTimeline
Cetera Investment Advisers2,805,058$120M0.13%+1,506,03413F-HRTimeline
CIBC WORLD MARKET INC.2,728,566$116M0.21%+778,82513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD2,580,912$110M1.27%+1,338,30313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,458,036$105M+1,200,380Timeline
WestEnd Advisors, LLC2,358,990$101M2.35%+1,118,77413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,975,549$84.3M0.06%+980,98313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,949,978$83.2M0.07%+1,020,83313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,925,758$82.2M0.13%+893,10013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC1,712,726$73.1M5.3%+922,21613F-HRTimeline
GLOBALT Investments LLC / GA1,675,946$71.5M2.61%+1,254,19013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,561,763$66.7M0.03%+857,07413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,561,163$66.6M0.09%+578,27113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,397,697$59.7M0.02%+800,89813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,383,556$59.1M0.16%+1,110,52213F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,300,002$55.5M0.09%+587,00113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,241,054$53M0.04%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,240,672$53M0.31%+682,12113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,239,292$52.9M0.78%+620,38913F-HRTimelineGroup
BW Gestao de Investimentos Ltda.1,150,000$49.1M1.73%new13F-HRTimeline
Kingsview Wealth Management, LLC1,131,705$48.3M0.7%+563,60313F-HRTimeline
Cornerstone Advisors, LLC1,104,962$47.2M1.57%new13F-HRTimeline
Private Advisor Group, LLC1,080,931$46.1M0.22%+593,41813F-HRTimeline
Richard Bernstein Advisors LLC1,065,126$45.5M1.34%+523,15313F-HRTimeline
Cambridge Investment Research Advisors,…1,064,353$45.4M0.12%+582,16913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.997,104$42.6M<0.01%+673,26813F-HRTimelineGroup
HighTower Advisors, LLC992,281$42.4M0.05%+484,30513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\976,342$41.7M0.05%+496,69913F-HRTimelineGroup
RATIONAL ADVISORS, INC.967,683$41.3M4.23%+426,81813F-HRTimeline
Georgetown University958,251$40.9M16.28%+482,66113F-HRTimeline
First Financial Bankshares Inc919,960$39.3M0.79%+460,29613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…870,082$37.1M0.75%+442,24713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC830,655$35.5M0.02%+399,30513F-HRTimeline
FIL Ltdin group FIL Ltd825,370$35.2M0.03%+556,68013F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.815,245$34.8M0.33%+574,78413F-HRTimeline
NATIXISin group Natixis Investment Managers805,913$34.4M0.14%+399,75213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC790,303$33.7M0.04%+414,45113F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.767,612$32.8M0.36%+425,22913F-HRTimelineGroup
Summit Financial, LLC757,338$32.3M0.47%+374,47713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…746,281$31.9M0.02%+364,75713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC680,080$29M0.03%+411,79713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.656,894$28M0.04%+325,71713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP649,638$27.7M<0.01%+339,26813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC637,916$27.2M0.07%+363,33113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding636,226$27.2M+345,355Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…630,191$27M0.05%+479,40413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.616,604$26.3M0.18%+367,24413F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO609,724$26M1.38%+297,92813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD593,506$25.3M0.11%+446,35213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV585,160$25M0.04%+313,30413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC461,047$24.9M0.1%+182,53713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.578,349$24.7M1.07%+305,48913F-HRTimelineGroup
Hilton Capital Management, LLC578,246$24.7M1.86%+292,41913F-HRTimeline
Berkshire Money Management, Inc.576,065$24.6M2.35%+293,88113F-HRTimeline
ALLIANCEBERNSTEIN L.P.554,255$23.7M0.01%+510,45613F-HRTimeline
FMR LLCin group FMR LLC544,942$23.3M<0.01%+260,42313F-HRTimelineGroup
New Harbor Financial Group, LLC536,874$22.9M4.2%+283,17913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC522,528$22.3M0.02%-21,59313F-HRTimelineGroup
DUPONT CAPITAL MANAGEMENT CORP512,018$21.9M2.46%+291,73313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS506,750$21.6M0.04%+250,29213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC501,825$21.4M0.18%+428,92713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…491,486$21.1M0.03%+280,28413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC490,997$21M0.03%+344,16013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding477,636$20.4M+238,818Timeline
Advisory Alpha, LLC470,590$20.1M0.55%+236,59813F-HRTimeline
Passaic Partners LLC465,647$19.9M2.06%+255,71213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC460,736$19.7M0.08%+227,38813F-HRTimelineGroup
Sanctuary Advisors, LLC459,625$19.6M0.11%+234,86313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK457,319$19.5M0.03%+178,86213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC444,776$19M0.04%+279,67013F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.444,499$19M1.62%+283,89113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding443,253$18.9M+216,969Timeline
WCG Wealth Advisors LLC441,768$18.9M0.53%+362,05213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP432,005$18.4M0.01%+242,75413F-HRTimelineGroup
Janney Capital Management LLC426,002$18.2M1.14%+208,04513F-HRTimeline
GREENWOOD GEARHART LLC416,882$17.8M0.98%+210,89413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC415,356$17.7M0.04%+249,89813F-HRTimelineGroup
Ethos Financial Group, LLC397,734$17M1.25%+193,75013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC392,441$16.8M1.6%+235,32613F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …388,842$16.6M0.09%new13F-HRTimeline
Cornerstone Capital, Inc.388,446$16.6M1.64%+194,02113F-HRTimeline
Graham Capital Management, L.P.377,830$16.1M0.56%-257,37613F-HRTimeline
Wealth Advisors of Iowa, LLC377,695$16.1M5.29%+194,22513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC373,177$15.9M0.75%+200,01113F-HRTimeline
NewEdge Advisors, LLC366,383$15.6M0.06%+212,91513F-HRTimeline
Foguth Wealth Management, LLC.354,482$15.3M2.37%13F-HRTimeline
Steward Partners Investment Advisory, L…357,292$15.3M0.08%+201,12613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL355,320$15.2M0.33%+180,24313F-HRTimeline
MATAURO, LLC351,211$15M2.26%+188,29613F-HRTimeline
Trilogy Capital Inc.351,117$15M0.67%+205,00513F-HRTimeline
Capital Investment Advisors, LLC349,514$14.9M0.23%+248,62113F-HRTimeline
EVOKE WEALTH, LLC345,222$14.7M0.28%+243,15313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP343,469$14.7M0.02%+244,73213F-HR/ATimelineGroup
Trust Asset Management LLC339,968$14.5M0.99%+163,69813F-HRTimeline
Arkos Global Advisors338,014$14.4M1.85%+180,34413F-HRTimeline
Proficio Capital Partners LLC325,482$13.9M0.98%+228,87513F-HRTimeline
Foundations Investment Advisors, LLC324,853$13.9M0.18%+316,31713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…324,794$13.9M0.02%+170,54313F-HR/ATimelineGroup
MAI Capital Management322,332$13.8M0.08%+161,43913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC319,862$13.7M0.11%+159,19113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding319,623$13.6M+147,575Timeline
FIRST FINANCIAL BANK - TRUST DIVISION313,665$13.4M1.1%+149,95413F-HRTimeline
Biltmore Wealth Management, LLC310,412$13.3M5%+153,04413F-HRTimeline
Modern Wealth Management, LLC296,009$12.6M0.23%+169,66213F-HRTimeline
PFG Advisors293,881$12.5M0.61%+140,17813F-HRTimeline
Massar Capital Management, LP288,468$12.3M2.42%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…284,216$12.1M0.14%+184,38013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC278,630$11.9M0.38%+144,05913F-HRTimeline
INTEGRITY ALLIANCE, LLC.272,473$11.6M0.43%+109,99313F-HRTimeline
Royal Fund Management, LLC271,564$11.6M1.06%+160,50913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.269,701$11.5M0.09%+181,45513F-HRTimelineGroup
&PARTNERS264,236$11.5M0.06%+146,64013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.268,771$11.5M0.01%+210,63213F-HRTimelineGroup
Atom Investors LP266,557$11.4M0.9%+229,88713F-HRTimeline
Orion Porfolio Solutions, LLC262,510$11.2M0.08%+120,14313F-HRTimeline
TCV Trust & Wealth Management, Inc.252,658$10.8M0.87%+129,11213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …246,263$10.5M0.29%+174,79313F-HR/ATimelineGroup
Waverly Advisors, LLC245,852$10.5M0.09%+163,05513F-HRTimeline
Fluent Financial, LLC244,376$10.4M3.98%+216,28613F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …242,000$10.3M1.43%+121,00013F-HRTimelineGroup
Rothschild Capital Partners, LLC240,955$10.3M2.43%+114,50313F-HRTimeline
Gladstone Institutional Advisory LLC238,632$10.2M0.38%+109,70213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP236,719$10.1M0.13%+118,51413F-HRTimeline
Manhattan West Asset Management, LLC235,813$10.1M2.06%+117,71413F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding231,674$9.89M+162,176Timeline
KWMG, LLC231,304$9.87M0.85%+117,92813F-HRTimeline
U.S. Capital Wealth Advisors, LLC230,229$9.83M0.26%+114,13213F-HRTimeline
Advisory Services Network, LLC225,745$9.64M0.14%+116,30713F-HRTimeline
Parallax Volatility Advisers, L.P.223,683$9.55M0.3%+223,68213F-HRTimeline
DAVENPORT & Co LLC223,412$9.54M0.05%+113,73113F-HRTimeline
Lalia Capital, LLC222,000$9.48M7.42%13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…221,439$9.45M0.17%+139,09613F-HRTimelineGroup
1832 Asset Management L.P.221,244$9.44M0.01%+107,29413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC221,212$9.44M1.09%+111,96213F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC221,000$9.43M0.31%new13F-HRTimelineGroup
Krilogy Financial LLC219,862$9.43M0.32%+116,37213F-HRTimeline
Dakota Wealth Management218,655$9.33M0.17%+113,94013F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd212,860$9.09M0.09%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC211,837$9.04M0.61%+106,46813F-HRTimeline
Robertson Stephens Wealth Management, L…211,651$9.04M0.25%+127,03313F-HRTimeline
Creative Planningin group Creative Planning210,907$9M0.01%+105,36713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC210,716$9M0.11%+106,30313F-HRTimeline
SG Americas Securities, LLC210,668$8.99M0.01%+103,88613F-HRTimeline
Inlight Wealth Management, LLC209,756$8.95M3.28%+124,04013F-HRTimeline
SCOTIA CAPITAL INC.206,098$8.8M0.04%+102,50213F-HRTimeline
Eaton Financial Holdings Company, LLC205,368$8.77M2.36%+105,79613F-HRTimeline
CENTAURUS FINANCIAL, INC.204,375$8.72M0.4%+110,99213F-HRTimeline
Atria Investments, Inc201,439$8.6M0.1%+100,33113F-HRTimeline
KCM Capital Inc200,000$8.54M1.72%13F-HRTimeline
Bedell Frazier Investment Counselling, …195,751$8.36M1.61%+89,78713F-HRTimeline
Hollow Brook Wealth Management LLC192,708$8.23M2.13%+96,29713F-HRTimeline
IHT Wealth Management, LLC192,411$8.22M0.2%+91,49513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT190,890$8.15M0.47%+96,79913F-HRTimelineGroup
Sigma Planning Corp173,429$8.08M0.22%+88,58313F-HRTimeline
Clarity Financial LLC188,091$8.03M0.74%+31,21213F-HRTimeline
AVALON CAPITAL MANAGEMENT187,998$8.03M1.92%+95,37813F-HRTimeline
Strategic Equity Management187,431$8M2.71%+58,23913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.182,924$7.81M1.79%+84,37313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co181,633$7.75M<0.01%+87,75213F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT180,774$7.72M0.51%+88,04613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …180,686$7.71M0.06%13F-HR/ATimelineGroup
TOTH FINANCIAL ADVISORY CORP179,681$7.67M0.83%+96,51513F-HRTimeline
First Interstate Bank179,578$7.67M0.41%+87,91113F-HRTimeline
COURIER CAPITAL LLC177,726$7.59M0.43%+88,45613F-HRTimeline
RFG Advisory, LLC176,578$7.54M0.14%+91,82413F-HRTimeline
COMERICA BANK175,151$7.48M0.03%+86,21813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC173,800$7.42M0.01%-93,10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp172,786$7.38M0.14%+89,92513F-HRTimelineGroup
Ayalon Insurance Comp Ltd.172,516$7.37M1.79%+102,50813F-HRTimeline
MORTON COMMUNITY BANK169,546$7.33M1.58%+89,03213F-HRTimeline
EDGEWOOD MANAGEMENT LLC171,236$7.31M0.03%+85,61813F-HRTimeline
Madrid Financial Services170,697$7.29M5.24%+83,95113F-HRTimeline
IFG Advisory, LLC170,423$7.28M0.32%+91,19513F-HRTimeline
111 Capital164,653$7.03M1.53%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC163,293$6.97M0.09%+76,20813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC163,154$6.96M0.06%+87,01213F-HRTimelineGroup
Snowden Capital Advisors LLC162,633$6.94M0.18%+87,98613F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC159,476$6.81M0.32%+57,39013F-HRTimelineGroup
Capital Investment Advisory Services, L…157,230$6.71M0.47%+133,90313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.157,183$6.71M1.62%+78,25813F-HRTimeline