SELECT SECTOR SPDR TR (XLBI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
2
Reporting holders
$3.0M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | $3.0M | 123,884 | 0.06% | 2q | +5.5%+$154.8K |
| UBS Group AG | $10.9K | 453 | 0.00% | new | NEW |
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 | 2 | $3.0M | 124,337 | 1 | 1 | 0 | 0.0% |
| Q1 2026 | 4 | $3.0M | 128,972 | 3 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $1.1M | 44,846 | 0 | 0 | 1 | 0.0% |
| Q3 2025 | 2 | $1.8M | 73,933 | 2 | 0 | 0 | 0.0% |