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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

Filings received so far for Q3 2026: 80 13F filers report a position in XLU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FIRST FINANCIAL BANK - TRUST DIVISION420,335$16.6M1.2%+13,65613F-HRTimeline
Biltmore Wealth Management, LLC336,512$13.3M4.11%+28,33813F-HRTimeline
Lake Hills Wealth Management, LLC292,401$11.5M5.3%new13F-HRTimeline
Ayalon Insurance Comp Ltd.272,088$10.7M0.89%+38,00013F-HRTimeline
Galvin, Gaustad & Stein, LLC268,805$10.6M0.8%-10,65413F-HRTimeline
KWMG, LLC266,672$10.5M0.76%+19,50313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC189,576$7.48M0.45%+25813F-HRTimeline
Rye Brook Capital LLC165,720$6.54M4.23%+8,63513F-HRTimeline
Farther Finance Advisors, LLC158,388$6.25M0.04%+30,78413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC150,862$5.95M0.39%+102,26613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP137,330$5.42M0.54%-52,69213F-HRTimeline
Legacy Private Trust Co.119,936$4.73M0.26%-2,94413F-HRTimeline
Strategic Financial Group, LLC96,072$3.79M3.67%+5,32813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.94,462$3.73M2.71%+9,07213F-HRTimeline
SACKS & ASSOCIATES, LLC63,649$2.51M1.75%-5,24913F-HRTimeline
CX Institutional52,806$2.08M0.06%+14,26913F-HRTimeline
Venture Visionary Partners LLC46,584$1.84M0.05%+2,92113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC46,523$1.83M0.43%-1,50913F-HRTimeline
Apella Capital, LLC36,651$1.51M0.02%-1,33213F-HRTimeline
City Center Advisors, LLC38,032$1.5M1.15%+3,17413F-HRTimeline
CoreCap Advisors, LLC34,565$1.36M0.04%-9,63513F-HRTimeline
Avior Wealth Management, LLC34,357$1.36M0.04%-23,62813F-HRTimeline
Bullock Wealth Management Group33,058$1.31M0.54%+76013F-HRTimeline
STABLEFORD CAPITAL II LLC32,860$1.3M0.45%-81113F-HRTimeline
Terra Nova Asset Management LLC26,262$1.04M0.67%+64713F-HRTimeline
Shulman DeMeo Asset Management LLC25,320$1.01M0.2%-4113F-HRTimeline
Baron Financial Group, LLC24,127$952K0.46%+1,91513F-HRTimeline
Councilor Wealth, LLC23,726$936K0.39%+113F-HRTimeline
Mirador Capital Partners LP23,661$933K0.11%+70413F-HRTimeline
Montecito Bank & Trust22,969$906K0.14%-30013F-HRTimeline
Trust Co22,888$903K0.08%-8013F-HRTimeline
Boltwood Capital Management19,970$788K0.18%+4213F-HRTimeline
David J Yvars Group19,546$774K0.36%+3813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC17,987$714K0.48%+813F-HRTimeline
TrueWealth Advisors, LLC13,924$549K0.12%+613F-HRTimeline
Roan Capital Partners13,536$534K0.39%-15313F-HRTimeline
Wealth Enhancement Trust Services, Inc.13,393$528K0.06%-8,22213F-HRTimeline
Peoples Bank/KS13,369$527K0.51%-5613F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,848$467K0.22%+8913F-HRTimeline
Valeo Financial Advisors, LLC11,031$435K0.01%+2313F-HRTimeline
Hickory Point Bank & Trust10,608$418K0.25%+12013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV10,380$409K0.29%-13,11513F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,080$398K0.07%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,974$393K0.27%+13013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,838$388K0.04%+413F-HRTimeline
Sherry Group, Inc.9,120$360K0.34%+2,16013F-HRTimeline
Successful Portfolios LLC8,683$347K0.16%+8513F-HRTimeline
Vilga Financial Planning LLC8,786$347K0.21%+33613F-HRTimeline
Sound Income Strategies, LLC8,269$340K0.02%-51313F-HRTimeline
Balefire, LLC8,366$330K0.05%+70013F-HRTimeline
Bangor Savings Bank8,208$324K0.02%+6313F-HRTimeline
YHB Investment Advisors, Inc.7,716$304K0.02%-4813F-HRTimeline
GK Wealth Management LLC7,434$293K0.17%-1,31013F-HRTimeline
Wedmont Private Capital6,759$278K0.01%-2,87613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,940$276K0.08%-1,39113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,790$268K0.19%-65013F-HRTimeline
GAMMA Investing LLC6,641$262K0.01%+17913F-HRTimeline
CenterStar Asset Management, LLC6,500$257K0.41%new13F-HRTimeline
First Citizens Financial Corp6,476$255K0.11%+56813F-HRTimeline
Pacifica Partners Inc.6,262$248K0.07%013F-HRTimeline
Bill Few Associates, Inc.5,938$234K0.05%+74513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,576$220K<0.01%013F-HRTimeline
Post Resch Tallon Group Inc.5,550$219K0.15%+15013F-HRTimeline
First Heartland Consultants, Inc.5,255$207K0.01%-47413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,050$160K0.01%+1,40213F-HRTimeline
Bank of New Hampshire3,436$136K0.03%-36613F-HRTimeline
Grove Bank & Trust1,600$63.1K0.01%013F-HRTimeline
Coastline Trust Co1,518$59.9K0.01%-1,09013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Byrne Asset Management LLC1,214$48.2K0.03%-1013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH820$32.3K0.01%new13F-HRTimeline
EASTERN BANK800$31.6K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC728$28.7K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.696$27.4K<0.01%+24413F-HRTimelineGroup
Davis Capital Management602$23.7K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton326$12.9K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP246$9.7K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC227$8.96K0.01%+113F-HRTimeline
Versant Capital Management, Inc222$8.76K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$7.89K<0.01%-38213F-HRTimeline
Olistico Wealth, LLC80$3.15K<0.01%013F-HRTimeline