SELECT SECTOR SPDR TR (XLB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
888
Reporting holders
$8.2B
Reported value
23.1%
Held as options
+27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PeakShares LLC | $1.1B | 21,956 | 0.83% | 3q | +5.1%+$54.4M |
| BANK OF AMERICA CORP /DE/ | $633.3M | 12,459,148 | 0.04% | 31q | +27.7%+$137.4M |
| BANK OF MONTREAL /CAN/ | $472.9M | 602,714 | 0.16% | 31q | +9.2%+$39.8M |
| WELLS FARGO & COMPANY/MN | $383.2M | 7,440,238 | 0.06% | 31q | -29.3%-$159.0M |
| MORGAN STANLEY | $375.4M | 7,384,667 | 0.02% | 35q | +3.3%+$11.9M |
| JANE STREET GROUP, LLC | $334.6M | options only | 0.03% | 31q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $295.9M | 5,820,618 | 0.03% | 31q | +6.2%+$17.2M |
| ENVESTNET ASSET MANAGEMENT INC | $273.9M | 5,388,001 | 0.06% | 31q | +385.7%+$217.5M |
| UBS Group AG | $262.7M | 2,786,875 | 0.03% | 31q | +1.9%+$4.9M |
| Gates Capital Management, Inc. | $228.7M | options only | 5.50% | 9q | OPTIONS |
| LPL Financial LLC | $193.1M | 3,799,286 | 0.04% | 31q | +36.7%+$51.8M |
| RAYMOND JAMES FINANCIAL INC | $190.3M | 3,743,706 | 0.05% | 7q | +267.9%+$138.6M |
| ADAPT Investment Managers SA | $177.9M | options only | 1.42% | 2q | OPTIONS |
| MENORA MIVTACHIM HOLDINGS LTD. | $151.8M | 2,986,080 | 0.59% | 7q | -42.0%-$109.8M |
| ROYAL BANK OF CANADA | $138.5M | 2,724,001 | 0.02% | 31q | +11.5%+$14.3M |
| CITADEL ADVISORS LLC | $132.5M | 342,617 | 0.02% | 31q | -86.9%-$878.5M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $124.1M | 2,441,186 | 2.35% | 22q | +205733.6%+$124.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $123.5M | 58,263 | 0.01% | 31q | -19.0%-$29.0M |
| TRUIST FINANCIAL CORP | $121.9M | 2,397,993 | 0.15% | 27q | +1537.6%+$114.4M |
| WestEnd Advisors, LLC | $113.3M | 2,229,844 | 2.53% | 2q | +429542.4%+$113.3M |
| CITIGROUP INC | $113.1M | 2,224,948 | 0.04% | 31q | +9.5%+$9.8M |
| NATIXIS | $112.1M | 2,205,212 | 0.45% | 15q | +119.4%+$61.0M |
| COMMERCE BANK | $105.0M | 2,065,807 | 0.46% | 31q | +1.4%+$1.5M |
| ING GROEP NV | $103.4M | 2,034,061 | 0.51% | 2q | HELD |
| Caption Management, LLC | $99.9M | 485,000 | 0.47% | 2q | +64.7%+$39.2M |
| BARCLAYS PLC | $97.1M | 890,954 | 0.02% | 31q | +2.1%+$2.0M |
| CIBC WORLD MARKET INC. | $93.1M | 1,832,098 | 0.15% | 10q | +82.8%+$42.2M |
| AMERIPRISE FINANCIAL INC | $91.9M | 1,806,807 | 0.02% | 31q | -34.7%-$48.7M |
| SRB CORP | $87.9M | 1,729,580 | 4.73% | 7q | HELD |
| Migdal Insurance & Financial Holdings Ltd. | $86.2M | 1,696,180 | 0.55% | 11q | HELD |
| D. E. Shaw & Co., Inc. | $85.9M | 1,689,170 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $82.9M | 1,631,630 | 0.03% | 31q | -74.3%-$239.9M |
| Jain Global LLC | $58.0M | 440,430 | 0.23% | 5q | +7.7%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $57.7M | 770,130 | 0.02% | 31q | +11373.9%+$57.2M |
| OSAIC HOLDINGS, INC. | $57.4M | 1,128,272 | 0.07% | 26q | +4.7%+$2.6M |
| PGIM Custom Harvest LLC | $55.2M | 1,086,212 | 0.69% | 19q | +9.2%+$4.7M |
| Brevan Howard Capital Management LP | $51.6M | 14,913 | 0.38% | 3q | -98.5%-$3.4B |
| FACTORY MUTUAL INSURANCE CO | $47.9M | 943,000 | 0.45% | new | NEW |
| EP Wealth Advisors, LLC | $45.7M | 899,433 | 0.17% | 14q | +2.6%+$1.2M |
| TWO SIGMA INVESTMENTS, LP | $45.0M | 885,247 | 0.03% | new | NEW |
| Cetera Investment Advisers | $42.2M | 830,608 | 0.04% | 23q | +18.2%+$6.5M |
| VICTORY CAPITAL MANAGEMENT INC | $41.0M | 805,903 | 0.02% | new | NEW |
| Squarepoint Ops LLC | $38.8M | 125,513 | 0.04% | 17q | HELD |
| STIFEL FINANCIAL CORP | $37.6M | 738,913 | 0.03% | 31q | +248.0%+$26.8M |
| PNC Financial Services Group, Inc. | $26.7M | 525,465 | 0.01% | 31q | +10.6%+$2.6M |
| Bluespring Wealth Management, LLC | $26.0M | 511,605 | 0.50% | new | NEW |
| Corient Private Wealth LP | $25.1M | 493,888 | 0.02% | 15q | +95.9%+$12.3M |
| Allianz Asset Management GmbH | $25.0M | options only | 0.02% | 4q | OPTIONS |
| Focus Partners Wealth | $24.8M | 487,048 | 0.03% | 9q | +3.1%+$733.3K |
| RiverFront Investment Group, LLC | $23.7M | 465,998 | 0.31% | 25q | HELD |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $22.6M | 444,783 | 0.49% | 2q | +6.6%+$1.4M |
| Trust Asset Management LLC | $22.1M | 516,414 | 0.95% | 28q | +107.4%+$11.5M |
| NORTHERN TRUST CORP | $22.1M | 435,005 | 0.00% | 31q | +3.3%+$713.3K |
| Advisory Alpha, LLC | $21.1M | 415,988 | 0.52% | 21q | -0.9%-$193.6K |
| JPMORGAN CHASE & CO | $20.7M | 407,911 | 0.00% | 31q | -75.7%-$64.5M |
| Cavalier Investments, LLC | $20.6M | 104,644 | 0.85% | 2q | -9.5%-$2.2M |
| Jefferies Financial Group Inc. | $20.4M | 400,400 | 0.13% | new | NEW |
| Legal & General Group Plc | $20.1M | 397,289 | 0.00% | 31q | +0.8%+$156.9K |
| J.Safra Asset Management Corp | $20.0M | 393,130 | 0.92% | 23q | +2.8%+$545.9K |
| Equitable Holdings, Inc. | $19.5M | 384,550 | 0.12% | 27q | +34.5%+$5.0M |
| Passaic Partners LLC | $19.2M | 377,252 | 1.41% | new | NEW |
| AE Wealth Management LLC | $17.7M | 348,281 | 0.08% | 29q | -9.8%-$1.9M |
| Horizon Wealth Management, LLC | $17.3M | 340,689 | 2.21% | new | NEW |
| Graham Capital Management, L.P. | $16.5M | 225,000 | 0.30% | 2q | +184.8%+$10.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $15.8M | 311,777 | 0.01% | 30q | +83.6%+$7.2M |
| Rokos Capital Management LLP | $15.8M | options only | 0.06% | 3q | OPTIONS |
| FIFTH THIRD BANCORP | $15.3M | 300,521 | 0.02% | 31q | +2.2%+$333.4K |
| Jump Financial, LLC | $15.2M | 299,863 | 0.12% | new | NEW |
| Atlantic Union Bankshares Corp | $14.9M | 293,573 | 0.25% | 5q | +6.9%+$966.0K |
| Merit Financial Group, LLC | $14.8M | 291,852 | 0.05% | 17q | +98.0%+$7.3M |
| HighTower Advisors, LLC | $14.3M | 281,549 | 0.01% | 31q | -1.9%-$283.1K |
| ASSETMARK, INC | $14.2M | 279,439 | 0.02% | 31q | +341.3%+$11.0M |
| Black Swift Group, LLC | $14.1M | 276,575 | 2.03% | new | NEW |
| Biltmore Wealth Management, LLC | $13.9M | 273,577 | 4.34% | 31q | +8.4%+$1.1M |
| Estate Counselors, LLC | $13.8M | 271,543 | 1.19% | 13q | +41.1%+$4.0M |
| Cerity Partners LLC | $13.4M | 262,982 | 0.02% | 11q | -2.7%-$376.0K |
| VAN ECK ASSOCIATES CORP | $13.3M | 261,291 | 0.01% | 9q | -47.6%-$12.1M |
| AGF MANAGEMENT LTD | $13.2M | 259,148 | 0.05% | 15q | HELD |
| TCV Trust & Wealth Management, Inc. | $12.2M | 239,993 | 0.92% | 31q | -0.9%-$112.9K |
| Balyasny Asset Management L.P. | $12.1M | 116,013 | 0.02% | 23q | HELD |
| MML INVESTORS SERVICES, LLC | $11.8M | 232,579 | 0.02% | 31q | +150.2%+$7.1M |
| Dakota Wealth Management | $11.8M | 232,078 | 0.23% | 16q | HELD |
| Rockefeller Capital Management L.P. | $11.8M | 231,307 | 0.02% | 30q | -15.8%-$2.2M |
| KCM INVESTMENT ADVISORS LLC | $11.5M | 226,020 | 0.34% | 31q | +1.0%+$113.6K |
| Royal Fund Management, LLC | $11.3M | 221,572 | 0.94% | 2q | -8.7%-$1.1M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $11.0M | 217,300 | 0.34% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.7M | 210,187 | 0.01% | 31q | +37.0%+$2.9M |
| SCOTIA CAPITAL INC. | $10.6M | 208,845 | 0.04% | 23q | +61.1%+$4.0M |
| TUDOR INVESTMENT CORP ET AL | $10.4M | 154,263 | 0.01% | 7q | +84.1%+$4.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $10.2M | 200,000 | 0.01% | 15q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 190,279 | 0.37% | 31q | +1.7%+$164.8K |
| Tamar Securities, LLC | $9.4M | 185,782 | 0.88% | 25q | +39.5%+$2.7M |
| Integrated Wealth Concepts LLC | $9.4M | 185,638 | 0.05% | 23q | -18.8%-$2.2M |
| JMAC ENTERPRISES LLC | $9.4M | 185,558 | 1.59% | 19q | +5.9%+$525.1K |
| CoreCap Advisors, LLC | $9.4M | 185,556 | 0.28% | 18q | +459.9%+$7.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | $9.3M | 182,210 | 0.20% | 2q | HELD |
| Trilogy Capital Inc. | $9.1M | 179,978 | 0.36% | 5q | -17.5%-$1.9M |
| Tower Research Capital LLC (TRC) | $9.0M | 177,741 | 0.22% | 4q | +403856.8%+$9.0M |
| TOTH FINANCIAL ADVISORY CORP | $9.0M | 176,882 | 0.88% | 31q | +21.2%+$1.6M |
| Private Wealth Advisors, LLC | $9.0M | 176,767 | 2.30% | 31q | -3.9%-$367.7K |
Showing the largest 100 of 935 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 888 | $8.2B | 124,397,773 | 111 | 322 | 233 | 23.1% |
| Q1 2026 | 861 | $8.6B | 116,297,292 | 160 | 279 | 214 | 32.3% |
| Q4 2025 | 769 | $7.0B | 90,194,425 | 79 | 610 | 31 | 41.1% |
| Q3 2025 | 742 | $6.9B | 47,851,407 | 75 | 202 | 242 | 37.4% |
| Q2 2025 | 734 | $6.3B | 48,521,107 | 59 | 205 | 268 | 32.7% |
| Q1 2025 | 747 | $6.6B | 54,420,317 | 79 | 201 | 260 | 28.8% |
| Q4 2024 | 769 | $6.5B | 56,256,217 | 78 | 221 | 225 | 26.7% |
| Q3 2024 | 753 | $9.1B | 50,577,844 | 66 | 195 | 284 | 46.7% |
| Q2 2024 | 746 | $6.5B | 51,871,289 | 80 | 229 | 227 | 29.6% |
| Q1 2024 | 745 | $5.9B | 55,398,448 | 89 | 199 | 276 | 12.5% |
| Q4 2023 | 737 | $4.8B | 47,843,789 | 83 | 197 | 253 | 13.9% |
| Q3 2023 | 678 | $4.2B | 46,125,013 | 78 | 199 | 228 | 12.8% |
| Q2 2023 | 667 | $5.7B | 60,082,345 | 65 | 151 | 283 | 13.3% |
| Q1 2023 | 669 | $4.2B | 48,743,295 | 90 | 191 | 233 | 7.6% |
| Q4 2022 | 618 | $4.4B | 50,206,440 | 83 | 177 | 189 | 12.7% |
| Q3 2022 | 688 | $4.6B | 52,666,581 | 48 | 180 | 293 | 21.3% |
| Q2 2022 | 764 | $5.5B | 64,660,856 | 75 | 248 | 261 | 13.8% |
| Q1 2022 | 791 | $6.9B | 63,570,126 | 68 | 306 | 245 | 18.6% |
| Q4 2021 | 833 | $7.6B | 66,118,073 | 93 | 294 | 207 | 21.1% |
| Q3 2021 | 735 | $6.8B | 72,577,772 | 58 | 240 | 282 | 15.7% |
| Q2 2021 | 787 | $7.8B | 85,481,983 | 139 | 320 | 188 | 9.8% |
| Q1 2021 | 710 | $5.8B | 64,174,501 | 129 | 283 | 168 | 12.8% |
| Q4 2020 | 646 | $4.8B | 57,129,452 | 137 | 210 | 141 | 13.7% |
| Q3 2020 | 512 | $4.1B | 53,187,153 | 105 | 145 | 144 | 16.7% |
| Q2 2020 | 440 | $2.9B | 42,209,852 | 87 | 90 | 166 | 19.2% |
| Q1 2020 | 412 | $2.5B | 43,653,047 | 44 | 103 | 175 | 20.7% |
| Q4 2019 | 505 | $5.0B | 49,953,343 | 63 | 124 | 164 | 38.3% |
| Q3 2019 | 447 | $4.5B | 66,949,772 | 42 | 104 | 191 | 13.0% |
| Q2 2019 | 470 | $4.9B | 70,914,837 | 68 | 131 | 168 | 14.6% |
| Q1 2019 | 455 | $4.0B | 67,076,473 | 51 | 116 | 169 | 6.8% |
| Q4 2018 | 462 | $3.7B | 63,087,023 | 7 | 2 | 7 | 14.1% |