SELECT SECTOR SPDR TR (XLB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
38
Reporting holders
$68.4M
Reported value
0.0%
Calls
0.0%
Puts
-901
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Biltmore Wealth Management, LLC | $14.0M | 287,861 | 4.34% | 32q | +5.2%+$695.6K |
| TOTH FINANCIAL ADVISORY CORP | $9.4M | 192,680 | 0.94% | 32q | +8.9%+$769.4K |
| CoreCap Advisors, LLC | $9.1M | 186,706 | 0.26% | 19q | +0.6%+$56.0K |
| ARMSTRONG ADVISORY GROUP, INC | $5.8M | 119,154 | 0.35% | 16q | +1.6%+$93.1K |
| Galvin, Gaustad & Stein, LLC | $5.1M | 103,995 | 0.38% | 3q | +22.6%+$932.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.7M | 75,204 | 0.04% | 32q | -4.1%-$156.6K |
| Farther Finance Advisors, LLC | $2.9M | 59,675 | 0.02% | 16q | +12.1%+$313.8K |
| Legacy Private Trust Co. | $2.9M | 59,532 | 0.16% | 17q | HELD |
| Silverleafe Capital Partners, LLC | $2.6M | 54,251 | 0.75% | 2q | +1.4%+$35.8K |
| BOS Asset Management, LLC | $1.9M | 38,531 | 0.44% | 16q | HELD |
| Bank of New Hampshire | $1.5M | 31,621 | 0.33% | 22q | -0.8%-$12.0K |
| ROCKLAND TRUST CO | $1.1M | 21,976 | 0.04% | 32q | -0.8%-$8.3K |
| Boltwood Capital Management | $967.5K | 19,867 | 0.22% | 32q | -1.0%-$9.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $908.3K | 18,651 | 0.21% | 5q | HELD |
| Peoples Bank/KS | $782.5K | 16,068 | 0.76% | 13q | -2.3%-$18.0K |
| Kessler Investment Group, LLC | $660.2K | 13,557 | 0.32% | 32q | -5.4%-$37.7K |
| Bullock Wealth Management Group | $658.1K | 13,549 | 0.27% | 11q | +2.2%+$14.3K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $639.5K | 13,132 | 0.43% | 12q | +6.8%+$40.5K |
| Wedmont Private Capital | $635.9K | 12,907 | 0.02% | 19q | +22.9%+$118.6K |
| Trust Co | $616.1K | 12,652 | 0.05% | 32q | -0.9%-$5.7K |
| Cadent Capital Advisors, LLC | $470.4K | 9,658 | 0.10% | new | NEW |
| Montecito Bank & Trust | $384.8K | 7,901 | 0.06% | 22q | -2.5%-$9.7K |
| MassMutual Private Wealth & Trust, FSB | $321.5K | 6,602 | 0.01% | 32q | HELD |
| Vilga Financial Planning LLC | $288.0K | 5,914 | 0.17% | 2q | +3.6%+$10.0K |
| Bangor Savings Bank | $215.5K | 4,426 | 0.02% | 18q | -13.3%-$33.1K |
| Balefire, LLC | $209.9K | 4,311 | 0.03% | new | NEW |
| Planning Strategies Inc. | $150.8K | 3,096 | 0.09% | 2q | HELD |
| EASTERN BANK | $146.1K | 3,000 | 0.00% | 9q | HELD |
| Hickory Point Bank & Trust | $80.4K | 1,650 | 0.05% | 3q | HELD |
| GAMMA Investing LLC | $72.4K | 1,486 | 0.00% | 12q | +6.4%+$4.4K |
| Byrne Asset Management LLC | $66.5K | 1,369 | 0.04% | 20q | +6.4%+$4.0K |
| Horrell Capital Management, Inc. | $56.0K | 1,150 | 0.03% | 24q | HELD |
| Davis Capital Management | $38.6K | 792 | 0.02% | 13q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $29.5K | 606 | 0.00% | 18q | +30.6%+$6.9K |
| Olistico Wealth, LLC | $25.0K | 513 | 0.01% | 4q | +6.0%+$1.4K |
| AMERICAN NATIONAL BANK & TRUST | $14.5K | 298 | 0.00% | 6q | HELD |
| Wealth Enhancement Trust Services, Inc. | $13.3K | 274 | 0.00% | 4q | -84.3%-$71.7K |
| Ayalon Insurance Comp Ltd. | $6.9K | 141,279 | 0.57% | 32q | HELD |
| Rye Brook Capital LLC | $5.7K | 116,485 | 3.67% | 3q | +7.4% |
| CX Institutional | $2.1K | 42,764 | 0.06% | 27q | -12.6% |
| Polaris Financial Partners | $778 | 14,505 | 0.35% | new | FIRST |
| GILPIN WEALTH MANAGEMENT, LLC | $487 | 10 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $68.4M | 1,404,625 | 2 | 15 | 10 | 0.0% |
| Q2 2026 | 939 | $10.2B | 160,009,951 | 115 | 343 | 241 | 20.0% |
| Q1 2026 | 908 | $8.8B | 121,682,373 | 167 | 293 | 226 | 31.3% |
| Q4 2025 | 820 | $7.3B | 97,600,108 | 86 | 650 | 34 | 39.2% |
| Q3 2025 | 786 | $7.1B | 50,540,804 | 77 | 218 | 259 | 36.1% |
| Q2 2025 | 783 | $6.6B | 51,962,778 | 61 | 221 | 285 | 31.2% |
| Q1 2025 | 802 | $6.8B | 57,502,466 | 80 | 221 | 278 | 27.7% |
| Q4 2024 | 826 | $6.9B | 61,294,826 | 83 | 244 | 237 | 25.1% |
| Q3 2024 | 816 | $9.6B | 55,076,492 | 71 | 209 | 302 | 44.6% |
| Q2 2024 | 809 | $6.9B | 56,249,705 | 85 | 250 | 243 | 28.0% |
| Q1 2024 | 807 | $6.2B | 58,629,186 | 94 | 213 | 296 | 11.9% |
| Q4 2023 | 803 | $4.9B | 49,539,798 | 88 | 212 | 271 | 13.5% |
| Q3 2023 | 747 | $4.5B | 50,495,742 | 83 | 222 | 243 | 11.8% |
| Q2 2023 | 749 | $6.1B | 64,260,447 | 73 | 172 | 310 | 12.6% |
| Q1 2023 | 758 | $4.6B | 51,996,318 | 103 | 213 | 261 | 8.1% |
| Q4 2022 | 750 | $5.4B | 61,433,616 | 96 | 217 | 236 | 12.9% |
| 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% |