# SELECT SECTOR SPDR TR (XLC)

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

- Reporting holders: 61
- Reported value: $158.9M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $28.2M | 254,429 | 2.1% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $25.1M | 225,950 | 1.9% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $13.9M | 124,866 | 0.4% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.2M | 101,374 | 0.3% | 19 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $10.3M | 92,624 | 0.7% | 7 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $10.2M | 91,670 | 3.2% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.6M | 59,472 | 0.0% | 15 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $6.6M | 59,419 | 1.5% | 19 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $5.4M | 48,950 | 0.1% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.3M | 47,713 | 0.5% | 32 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $4.5M | 40,274 | 1.9% | 8 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $3.7M | 33,791 | 0.0% | 1 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $2.9M | 26,201 | 2.5% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.7M | 24,240 | 0.2% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.4M | 21,617 | 0.5% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $2.2M | 19,718 | 0.9% | 11 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $1.6M | 14,113 | 0.8% | 15 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $1.4M | 12,281 | 0.5% | 4 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.3M | 11,642 | 0.5% | 9 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $1.3M | 11,322 | 0.7% | 2 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.2M | 10,371 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $987.0K | 8,807 | 0.0% | 14 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $828.4K | 7,465 | 0.0% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $776.8K | 7,000 | 0.1% | 9 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $735.2K | 6,625 | 0.2% | 30 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 61 | $158.9M |
| Q2 2026 | 1,171 | $25.2B |
| Q1 2026 | 1,189 | $23.6B |
| Q4 2025 | 1,211 | $23.7B |
| Q3 2025 | 1,144 | $25.5B |
| Q2 2025 | 1,120 | $21.9B |
| Q1 2025 | 1,080 | $17.7B |
| Q4 2024 | 1,057 | $17.8B |
| Q3 2024 | 962 | $17.1B |
| Q2 2024 | 938 | $17.7B |
| Q1 2024 | 906 | $18.0B |
| Q4 2023 | 866 | $16.3B |