Skip to content
Disclosery

XLU SELECT SECTOR SPDR TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,041,814$1.29B0.09%+1,055,74213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,366,273$1.07B0.06%+1,671,87713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,437,821$1.03B0.07%+4,335,16513F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding17,910,921$822M+8,874,976Timeline
LPL Financial LLC16,014,045$735M0.2%+835,72413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,206,000$606M0.12%+473,96713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,552,736$347M+934,554Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,995,897$345M0.08%+466,34713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,121,142$327M0.1%+378,71213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,694,524$261M0.17%+1,881,08113F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,395,188$248M1.17%013F-HRTimelineGroup
CIBC WORLD MARKET INC.4,350,271$200M0.35%+1,621,70513F-HRTimeline
Laura & John Arnold Foundation4,202,774$193M44.9%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,055,536$186M0.04%-3,415,45113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,959,613$182M+1,501,577Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,834,783$176M0.26%+368,97713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,636,324$167M0.23%-15,60213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,452,577$158M1.74%+871,66513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,451,740$158M1.37%-5,600,93613F-HRTimelineGroup
Janney Montgomery Scott LLC3,431,828$157M0.39%+408,98613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,349,398$154M0.02%-1,209,59313F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO3,208,900$147M1.66%-614,95013F-HRTimeline
Saudi Central Bank3,099,466$142M3.01%013F-HRTimeline
Cetera Investment Advisers2,949,282$135M0.14%+144,22413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,523,032$116M0.11%+573,05413F-HRTimelineGroup
WestEnd Advisors, LLC2,413,428$111M2.67%+54,43813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,970,391$90.4M0.14%+44,63313F-HRTimelineGroup
Moss Adams Wealth Advisors LLC1,797,461$82.5M6.03%+84,73513F-HRTimeline
GLOBALT Investments LLC / GA1,733,147$79.5M2.84%+57,20113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,602,049$73.5M0.1%+40,88613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,593,592$73.1M0.03%+31,82913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,553,860$71.3M0.03%+156,16313F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,500,000$68.8M0.69%+1,380,00013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,428,807$65.6M1.02%+189,51513F-HRTimelineGroup
Caisse de depot et placement du Quebec1,353,006$62.1M0.1%new13F-HRTimeline
Cornerstone Advisors, LLC1,335,910$61.3M2.26%+230,94813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,327,624$60.9M0.04%-647,92513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,297,165$59.5M0.28%+56,49313F-HRTimelineGroup
Electron Capital Partners, LLCin group Electron Capital Partners, LLC1,240,257$56.9M2.67%new13F-HRTimelineGroup
Private Advisor Group, LLC1,196,871$54.9M0.26%+115,94013F-HRTimeline
FIL Ltdin group FIL Ltd1,196,016$54.9M0.04%+370,64613F-HRTimelineGroup
University of Illinois Foundation1,186,730$54.5M11.17%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,093,175$50.2M<0.01%+96,07113F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,080,172$49.6M0.13%+15,81913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,013,924$46.5M0.06%+37,58213F-HRTimelineGroup
Provida Pension Fund Administrator992,861$45.6M0.77%+972,57513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…948,654$43.5M0.08%+318,46313F-HRTimelineGroup
RATIONAL ADVISORS, INC.923,163$42.4M4.32%-44,52013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd906,135$41.6M0.49%+693,27513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…906,031$41.6M0.84%+35,94913F-HRTimelineGroup
First Financial Bankshares Inc903,189$41.4M0.84%-16,77113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC902,336$41.4M0.32%+400,51113F-HRTimeline
BW Gestao de Investimentos Ltda.900,000$41.3M1.84%-250,00013F-HRTimeline
HighTower Advisors, LLC866,525$39.8M0.04%-125,75613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC841,800$38.6M0.02%+11,14513F-HRTimeline
Summit Financial, LLC807,393$37.1M0.47%+50,05513F-HRTimeline
NATIXISin group Natixis Investment Managers807,279$37M0.15%+1,36613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding758,614$34.8M+122,388Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…746,970$34.3M0.02%+68913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC740,082$34M0.04%-50,22113F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.718,345$33M0.3%-96,90013F-HRTimeline
MML INVESTORS SERVICES, LLC703,946$32.3M0.09%+66,03013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC703,900$32.3M0.05%+530,10013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …702,486$32.2M0.19%+313,64413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP697,661$32M<0.01%+48,02313F-HRTimelineGroup
CWM, LLCin group CWM, LLC697,503$32M0.08%-686,05313F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.686,634$31.5M0.3%-80,97813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…675,005$31M0.21%-5,540,69013F-HRTimelineGroup
Advisory Alpha, LLC662,409$30.4M0.83%+191,81913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC646,223$29.7M0.02%+123,69513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding640,750$29.4M+197,497Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.626,228$28.7M0.04%-30,66613F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO618,679$28.4M1.54%+8,95513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.655,108$28.1M0.18%+38,50413F-HRTimelineGroup
Hilton Capital Management, LLC589,746$27.1M2.04%+11,50013F-HRTimeline
Stonebridge Financial Group, LLC581,263$26.7M2.19%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC570,572$26.2M0.19%+250,71013F-HRTimelineGroup
New Harbor Financial Group, LLC562,680$25.8M4.69%+25,80613F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …562,000$25.8M3.27%+320,00013F-HRTimelineGroup
FMR LLCin group FMR LLC561,118$25.7M<0.01%+16,17613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD554,425$25.4M0.11%-39,08113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC548,973$25.2M0.04%+57,97613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP541,089$24.8M0.02%+391,68613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS531,154$24.4M0.04%+24,40413F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP512,018$23.5M2.67%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP506,929$23.1M0.01%+74,92413F-HRTimelineGroup
Elo Mutual Pension Insurance Co487,078$22.4M0.37%new13F-HRTimeline
GTS SECURITIES LLC478,114$21.9M0.78%+344,08013F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding477,636$21.9M0Timeline
GERMAN AMERICAN BANCORP, INC.473,533$21.7M1.87%+29,03413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC466,913$21.4M0.02%-213,16713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC461,878$21.2M0.08%+1,14213F-HRTimelineGroup
Steward Partners Investment Advisory, L…457,091$21M0.11%+99,79913F-HRTimeline
WCG Wealth Advisors LLC455,933$20.9M0.59%+14,16513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV440,971$20.2M0.03%-144,18913F-HRTimeline
GREENWOOD GEARHART LLC436,177$20M1.08%+19,29513F-HRTimeline
EVOKE WEALTH, LLC434,920$20M0.37%+89,69813F-HRTimeline
NewEdge Advisors, LLC421,475$19.3M0.07%+55,09213F-HR/ATimeline
WNY Asset Management, LLC421,238$19.3M2%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.416,731$19.1M0.15%+147,03013F-HRTimelineGroup
Cornerstone Capital, Inc.391,981$18M1.8%+3,53513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION391,749$18M1.45%+78,08413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC390,723$17.9M0.07%-70,32413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC389,356$17.9M0.04%-55,42013F-HRTimelineGroup
Sanctuary Advisors, LLC383,567$17.6M0.1%-76,05813F-HRTimeline
MATAURO, LLC378,992$17.4M2.51%+27,78113F-HRTimeline
Passaic Partners LLC375,618$17.2M2.09%-90,02913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…372,588$17.1M0.19%+88,37213F-HRTimelineGroup
Ethos Financial Group, LLC397,734$17M1.24%013F-HRTimeline
Wealth Advisors of Iowa, LLC369,793$17M5.25%-7,90213F-HRTimeline
Modern Wealth Management, LLC360,481$16.6M0.29%+64,47213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…357,623$16.4M0.03%+32,82913F-HRTimelineGroup
Trilogy Capital Inc.356,196$16.3M0.73%+5,07913F-HRTimeline
Waverly Advisors, LLC354,267$16.3M0.12%+108,41513F-HRTimeline
Foundations Investment Advisors, LLC353,046$16.2M0.2%+28,19313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL350,843$16.1M0.34%-4,47713F-HRTimeline
CX Institutional346,116$15.9M0.48%+290,77013F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment340,000$15.6M0.13%new13F-HRTimelineGroup
Trust Asset Management LLC339,968$15.6M1.12%013F-HRTimeline
Arkos Global Advisors334,050$15.3M1.92%-3,96413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp332,924$15.3M0.29%+160,13813F-HRTimelineGroup
MAI Capital Management325,124$14.9M0.08%+2,79213F-HRTimeline
Horizon Wealth Management, LLC320,712$14.7M2.16%new13F-HRTimeline
&PARTNERS319,915$14.7M0.07%+55,67913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP335,984$14.5M0.02%-7,48513F-HRTimelineGroup
PFG Advisors313,665$14.4M0.7%+19,78413F-HRTimeline
Foguth Wealth Management, LLC.311,162$13.8M1.61%-43,32013F-HRTimeline
KCM INVESTMENT ADVISORS LLC299,701$13.8M0.46%+21,07113F-HRTimeline
Biltmore Wealth Management, LLC299,370$13.7M4.89%-11,04213F-HRTimeline
Trek Financial, LLC287,043$13.2M0.7%+143,93113F-HRTimeline
Galvin, Gaustad & Stein, LLC282,550$13M1.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…275,448$12.8M0.03%-216,03813F-HRTimeline
IHT Wealth Management, LLC276,082$12.7M0.29%+83,67113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…274,613$12.6M0.02%+147,98813F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC270,300$12.4M0.18%+180,08413F-HRTimelineGroup
SG Americas Securities, LLC269,860$12.4M0.01%+59,19213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …269,626$12.4M0.36%+23,36313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC266,700$12.2M0.07%new13F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding263,700$12.1M-55,923Timeline
Onyx Bridge Wealth Group LLC261,332$12M1.29%+244,64013F-HRTimeline
Advisory Services Network, LLC257,858$11.8M0.16%+32,11313F-HRTimeline
Manhattan West Asset Management, LLC255,135$11.7M2.29%+19,32213F-HRTimeline
SteelPeak Wealth, LLC252,056$11.6M0.36%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC251,807$11.6M0.14%new13F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.250,797$11.5M0.96%-1,86113F-HRTimeline
SCOTIA CAPITAL INC.249,258$11.4M0.05%+43,16013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD248,260$11.4M0.66%+200,41713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC241,820$11.1M0.28%+11,59113F-HRTimeline
Inlight Wealth Management, LLC238,347$10.9M4.05%+28,59113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP236,576$10.9M0.14%-14313F-HRTimeline
KWMG, LLC236,153$10.8M0.9%+4,84913F-HRTimeline
ALLIANCEBERNSTEIN L.P.249,288$10.6M<0.01%-304,96713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding225,900$10.4MnewTimeline
Lalia Capital, LLC222,000$10.2M6.44%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL221,155$10.1M0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.219,279$10.1M0.34%+19,46813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding219,086$10.1M-2,353Timeline
Creative Planningin group Creative Planning218,046$10M0.01%+7,13913F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT217,801$9.99M5.79%new13F-HRTimeline
EP Wealth Advisors, LLC217,089$9.96M0.05%+107,19613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP216,485$9.93M<0.01%+87,93713F-HRTimelineGroup
Dakota Wealth Management215,828$9.9M0.21%-2,82713F-HR/ATimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.214,394$9.84M0.01%13F-HRTimelineGroup
RFG Advisory, LLC210,951$9.68M0.18%+34,37313F-HRTimeline
Integrated Wealth Concepts LLC210,489$9.66M0.08%+106,86013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC210,212$9.65M1.11%-11,00013F-HRTimeline
Prime Capital Investment Advisors, LLC208,262$9.56M0.11%-2,45413F-HRTimeline
Orion Porfolio Solutions, LLC205,908$9.45M0.08%-56,60213F-HRTimeline
Krilogy Financial LLC201,443$9.34M0.3%-18,41913F-HRTimeline
HighPoint Advisor Group LLC202,321$9.28M0.39%+49,80513F-HRTimeline
Eaton Financial Holdings Company, LLC202,201$9.28M3.04%-3,16713F-HRTimeline
Capital Investment Advisors, LLC201,420$9.24M0.14%-148,09413F-HR/ATimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT198,424$9.11M0.53%+7,53413F-HRTimelineGroup
Perigon Wealth Management, LLC195,974$8.99M0.16%+143,49413F-HRTimeline
Ayalon Insurance Comp Ltd.195,689$8.98M1.83%+23,17313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC195,023$8.95M0.39%-178,15413F-HRTimeline
CoreCap Advisors, LLC193,898$8.9M0.3%+148,81913F-HRTimeline
Rothschild Capital Partners, LLC193,509$8.88M2.19%-47,44613F-HRTimeline
Independent Advisor Alliance193,197$8.87M0.1%new13F-HRTimeline
Encompass More Asset Management193,179$8.86M1.5%+90,21013F-HRTimeline
Hollow Brook Wealth Management LLC192,708$8.84M2.26%013F-HRTimeline
DAVENPORT & Co LLC192,553$8.84M0.05%-30,85913F-HRTimeline
Sigma Planning Corp188,952$8.67M0.24%+15,52313F-HRTimeline
Horizon Investments, LLC187,032$8.58M0.1%+117,19513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC186,263$8.55M0.57%-25,57413F-HRTimeline
CENTAURUS FINANCIAL, INC.185,259$8.5M0.4%-19,11613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP184,368$8.46M0.93%+4,68713F-HRTimeline
Aster Capital Management (DIFC) Ltd107,246$8.46M2.76%+60,58913F-HRTimeline
Clarity Financial LLC183,660$8.43M0.92%-4,43113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co177,348$8.14M<0.01%-4,28513F-HRTimelineGroup
First Interstate Bank173,785$7.97M0.45%-5,79313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC168,563$7.95M0.45%+91,63813F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.171,505$7.87M0.42%-406,84413F-HRTimelineGroup
EDGEWOOD MANAGEMENT LLC171,236$7.86M0.05%013F-HRTimeline
MORTON COMMUNITY BANK170,179$7.81M1.7%+63313F-HRTimeline
Madison Park Capital Advisors, LLC168,501$7.73M6.08%+97,39313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …166,131$7.63M0.06%-14,55513F-HRTimelineGroup
Snowden Capital Advisors LLC165,805$7.61M0.2%+3,17213F-HRTimeline
Evolution Wealth Advisors, LLC165,653$7.6M0.77%+11,14613F-HRTimeline
Gotham Asset Management, LLC165,528$7.6M0.02%+115,70613F-HRTimeline