# SELECT SECTOR SPDR TR (XLB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XLB/

- Reporting holders: 38
- Reported value: $68.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $14.0M | 287,861 | 4.3% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $9.4M | 192,680 | 0.9% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.1M | 186,706 | 0.3% | 19 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $5.8M | 119,154 | 0.3% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $5.1M | 103,995 | 0.4% | 3 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.7M | 75,204 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.9M | 59,675 | 0.0% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.9M | 59,532 | 0.2% | 17 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $2.6M | 54,251 | 0.8% | 2 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.9M | 38,531 | 0.4% | 16 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.5M | 31,621 | 0.3% | 22 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.1M | 21,976 | 0.0% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $967.5K | 19,867 | 0.2% | 32 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $908.3K | 18,651 | 0.2% | 5 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $782.5K | 16,068 | 0.8% | 13 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $660.2K | 13,557 | 0.3% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $658.1K | 13,549 | 0.3% | 11 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $639.5K | 13,132 | 0.4% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $635.9K | 12,907 | 0.0% | 19 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $616.1K | 12,652 | 0.1% | 32 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $470.4K | 9,658 | 0.1% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $384.8K | 7,901 | 0.1% | 22 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $321.5K | 6,602 | 0.0% | 32 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $288.0K | 5,914 | 0.2% | 2 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $215.5K | 4,426 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $68.4M |
| Q2 2026 | 939 | $10.2B |
| Q1 2026 | 908 | $8.8B |
| Q4 2025 | 820 | $7.3B |
| Q3 2025 | 786 | $7.1B |
| Q2 2025 | 783 | $6.6B |
| Q1 2025 | 802 | $6.8B |
| Q4 2024 | 826 | $6.9B |
| Q3 2024 | 816 | $9.6B |
| Q2 2024 | 809 | $6.9B |
| Q1 2024 | 807 | $6.2B |
| Q4 2023 | 803 | $4.9B |