SELECT SECTOR SPDR TR (XLC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
61
Reporting holders
$158.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,110
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 |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | $28.2M | 254,429 | 2.08% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $25.1M | 225,950 | 1.89% | 3q | -5.3%-$1.4M |
| Venture Visionary Partners LLC | $13.9M | 124,866 | 0.36% | 24q | +3.7%+$497.1K |
| CoreCap Advisors, LLC | $11.2M | 101,374 | 0.32% | 19q | -9.2%-$1.1M |
| KWMG, LLC | $10.3M | 92,624 | 0.74% | 7q | +11.0%+$1.0M |
| Biltmore Wealth Management, LLC | $10.2M | 91,670 | 3.15% | 31q | +4.1%+$401.7K |
| Farther Finance Advisors, LLC | $6.6M | 59,472 | 0.05% | 15q | +17.5%+$982.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $6.6M | 59,419 | 1.54% | 19q | +8.2%+$499.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.4M | 48,950 | 0.06% | 32q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $5.3M | 47,713 | 0.53% | 32q | -2.3%-$125.4K |
| Attessa Capital LLC | $4.5M | 40,274 | 1.92% | 8q | +5.9%+$248.6K |
| CONGRESS ASSET MANAGEMENT CO | $3.7M | 33,791 | 0.02% | new | NEW |
| Retireful, LLC | $2.9M | 26,201 | 2.50% | new | NEW |
| Trust Co | $2.7M | 24,240 | 0.23% | 32q | +0.9%+$25.0K |
| Boltwood Capital Management | $2.4M | 21,617 | 0.54% | 32q | +1.9%+$45.2K |
| Bullock Wealth Management Group | $2.2M | 19,718 | 0.90% | 11q | +1.5%+$32.3K |
| Kessler Investment Group, LLC | $1.6M | 14,113 | 0.76% | 15q | +71.2%+$651.4K |
| Green Ridge Wealth Planning LLC | $1.4M | 12,281 | 0.55% | 4q | -4.3%-$60.6K |
| First Citizens Financial Corp | $1.3M | 11,642 | 0.54% | 9q | +2.6%+$33.1K |
| Vilga Financial Planning LLC | $1.3M | 11,322 | 0.75% | 2q | HELD |
| Avidian Wealth Enterprises, LLC | $1.2M | 10,371 | 0.03% | 12q | -7.8%-$97.3K |
| Wedmont Private Capital | $987.0K | 8,807 | 0.02% | 14q | +1.5%+$14.9K |
| ROCKLAND TRUST CO | $828.4K | 7,465 | 0.03% | 16q | +0.9%+$7.8K |
| TOMPKINS FINANCIAL CORP | $776.8K | 7,000 | 0.05% | 9q | HELD |
| jvl associates llc | $735.2K | 6,625 | 0.21% | 30q | HELD |
| Kaizen Financial Strategies | $692.6K | 6,242 | 0.27% | 23q | HELD |
| YHB Investment Advisors, Inc. | $651.2K | 5,868 | 0.04% | 10q | +141.3%+$381.3K |
| Legacy Private Trust Co. | $606.5K | 5,465 | 0.03% | 15q | -31.4%-$277.9K |
| Valeo Financial Advisors, LLC | $497.4K | 4,482 | 0.01% | 32q | +0.6%+$3.1K |
| MassMutual Private Wealth & Trust, FSB | $455.1K | 4,101 | 0.01% | 9q | -4.2%-$20.1K |
| Balefire, LLC | $434.6K | 3,916 | 0.07% | 6q | +4.6%+$19.0K |
| Nautilus Advisors LLC | $363.1K | 3,272 | 0.22% | 8q | +21.0%+$63.0K |
| EASTERN BANK | $356.8K | 3,215 | 0.01% | 11q | -5.4%-$20.5K |
| Successful Portfolios LLC | $310.3K | 2,781 | 0.14% | 2q | +4.1%+$12.3K |
| Mirador Capital Partners LP | $284.2K | 2,561 | 0.03% | 14q | -60.0%-$426.0K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $281.7K | 2,539 | 0.19% | 12q | +1.0%+$2.9K |
| Acropolis Investment Management, LLC | $273.7K | 2,467 | 0.01% | 11q | -49.9%-$272.9K |
| Byrne Asset Management LLC | $270.9K | 2,464 | 0.15% | 20q | HELD |
| GAMMA Investing LLC | $257.9K | 2,324 | 0.01% | 12q | +5.7%+$14.0K |
| Montecito Bank & Trust | $257.2K | 2,318 | 0.04% | 11q | HELD |
| Graves Light Lenhart Wealth, Inc. | $221.7K | 1,998 | 0.02% | 6q | HELD |
| Rosenberg Matthew Hamilton | $214.2K | 1,930 | 0.04% | 27q | HELD |
| M.E. ALLISON & CO., INC. | $209.2K | 1,885 | 0.12% | 5q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $204.3K | 1,841 | 0.01% | 16q | +14.8%+$26.3K |
| Intelligence Driven Advisers, LLC | $203.6K | 1,835 | 0.04% | 7q | -5.8%-$12.4K |
| Bangor Savings Bank | $140.6K | 1,267 | 0.01% | 16q | HELD |
| Investors Research Corp | $105.5K | 951 | 0.02% | 18q | HELD |
| FIRST COMMUNITY TRUST NA | $99.4K | 896 | 0.03% | 20q | HELD |
| Bank of New Hampshire | $81.1K | 731 | 0.02% | 22q | -37.6%-$48.8K |
| VALLEY WEALTH MANAGERS, INC. | $80.5K | 725 | 0.00% | 28q | HELD |
| Wealth Enhancement Trust Services, Inc. | $62.6K | 564 | 0.01% | 4q | -94.3%-$1.0M |
| Roxbury Financial LLC | $42.2K | 381 | 0.03% | 8q | HELD |
| Pacifica Partners Inc. | $35.7K | 325 | 0.01% | 4q | HELD |
| Versant Capital Management, Inc | $19.5K | 176 | 0.00% | 10q | HELD |
| Grove Bank & Trust | $17.6K | 159 | 0.00% | 2q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $17.0K | 153 | 0.00% | 10q | HELD |
| Gladwyn Financial Advisors, Inc. | $14.8K | 134 | 0.01% | 5q | -10.7%-$1.8K |
| Planning Strategies Inc. | $11.1K | 100 | 0.01% | 2q | HELD |
| Central Pacific Bank - Trust Division | $10.4K | 94 | 0.00% | 11q | HELD |
| CX Institutional | $5.4K | 48,508 | 0.15% | 27q | -13.6% |
| Ayalon Insurance Comp Ltd. | $5.2K | 46,776 | 0.43% | 32q | -68.1%-$11.1K |
| Olistico Wealth, LLC | $3.9K | 35 | 0.00% | new | NEW |
| Matrix Trust Co | $2.1K | 19,236 | 0.31% | 11q | +4.4% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $987 | 8,891 | 0.70% | 28q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $888 | 8 | 0.00% | 4q | HELD |
| Polaris Financial Partners | $63 | 562 | 0.03% | new | FIRST |
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 | 61 | $158.9M | 1,432,137 | 4 | 21 | 14 | 0.0% |
| Q2 2026 | 1,171 | $25.2B | 221,311,453 | 98 | 382 | 394 | 5.9% |
| Q1 2026 | 1,189 | $23.6B | 201,411,982 | 102 | 378 | 424 | 6.0% |
| Q4 2025 | 1,211 | $23.7B | 197,037,962 | 93 | 410 | 386 | 2.0% |
| Q3 2025 | 1,144 | $25.5B | 211,376,182 | 96 | 398 | 367 | 1.9% |
| Q2 2025 | 1,120 | $21.9B | 198,503,122 | 117 | 416 | 363 | 1.9% |
| Q1 2025 | 1,080 | $17.7B | 176,668,624 | 107 | 372 | 379 | 3.2% |
| Q4 2024 | 1,057 | $17.8B | 175,462,495 | 98 | 376 | 280 | 4.5% |
| Q3 2024 | 962 | $17.1B | 184,214,161 | 94 | 297 | 349 | 2.8% |
| Q2 2024 | 938 | $17.7B | 198,676,862 | 106 | 325 | 303 | 3.6% |
| Q1 2024 | 906 | $18.0B | 214,469,677 | 122 | 302 | 295 | 2.7% |
| Q4 2023 | 866 | $16.3B | 210,905,283 | 133 | 317 | 234 | 5.7% |
| Q3 2023 | 756 | $12.2B | 173,740,209 | 78 | 272 | 223 | 6.6% |
| Q2 2023 | 749 | $12.9B | 186,048,895 | 127 | 251 | 224 | 5.9% |
| Q1 2023 | 653 | $9.3B | 151,720,101 | 94 | 216 | 239 | 5.3% |
| Q4 2022 | 653 | $7.1B | 141,635,421 | 119 | 181 | 211 | 3.9% |
| Q3 2022 | 596 | $6.9B | 140,028,222 | 63 | 186 | 221 | 3.1% |
| Q2 2022 | 637 | $8.1B | 146,745,128 | 70 | 216 | 222 | 2.3% |
| Q1 2022 | 662 | $213.6B | 3,100,541,158 | 59 | 233 | 234 | 0.2% |
| Q4 2021 | 714 | $13.6B | 165,272,141 | 91 | 251 | 192 | 5.5% |
| Q3 2021 | 657 | $218.8B | 2,727,393,720 | 71 | 250 | 163 | 0.1% |
| Q2 2021 | 624 | $200.3B | 2,469,855,698 | 82 | 237 | 159 | 0.2% |
| Q1 2021 | 580 | $11.2B | 149,547,236 | 77 | 219 | 162 | 1.8% |
| Q4 2020 | 558 | $10.5B | 151,385,459 | 81 | 200 | 130 | 2.7% |
| Q3 2020 | 483 | $8.9B | 145,588,348 | 63 | 176 | 156 | 3.2% |
| Q2 2020 | 464 | $7.8B | 143,062,384 | 110 | 168 | 122 | 1.4% |
| Q1 2020 | 396 | $5.6B | 124,571,354 | 62 | 155 | 113 | 1.2% |
| Q4 2019 | 425 | $6.0B | 108,205,771 | 75 | 136 | 101 | 2.6% |
| Q3 2019 | 347 | $5.5B | 106,801,557 | 45 | 131 | 94 | 3.1% |
| Q2 2019 | 345 | $5.2B | 104,074,506 | 73 | 139 | 87 | 2.4% |
| Q1 2019 | 308 | $4.7B | 98,188,920 | 78 | 113 | 76 | 2.6% |
| Q4 2018 | 257 | $2.4B | 56,718,082 | 3 | 5 | 2 | 2.3% |