SELECT SECTOR SPDR TR (XLC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,117
Reporting holders
$20.5B
Reported value
6.0%
Held as options
-18
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $4.7B | 44,248,852 | 0.31% | 31q | +0.7%+$32.6M |
| PeakShares LLC | $3.1B | 29,024 | 2.31% | 3q | +7.4%+$214.3M |
| JPMORGAN CHASE & CO | $1.3B | 11,603,642 | 0.07% | 31q | HELD |
| MORGAN STANLEY | $826.3M | 7,712,820 | 0.04% | 33q | HELD |
| UBS Group AG | $794.8M | 5,789,466 | 0.10% | 31q | +6.4%+$47.8M |
| WELLS FARGO & COMPANY/MN | $674.9M | 6,299,359 | 0.11% | 31q | -58.5%-$951.7M |
| RAYMOND JAMES FINANCIAL INC | $545.9M | 5,095,329 | 0.15% | 7q | -10.5%-$64.0M |
| Squarepoint Ops LLC | $533.8M | 4,852,366 | 0.59% | 13q | HELD |
| ROYAL BANK OF CANADA | $515.9M | 1,465,615 | 0.08% | 31q | +2.3%+$11.7M |
| ENVESTNET ASSET MANAGEMENT INC | $511.6M | 4,775,328 | 0.12% | 31q | -27.2%-$190.9M |
| LPL Financial LLC | $434.6M | 4,056,559 | 0.10% | 31q | -12.2%-$60.2M |
| Focus Partners Wealth | $421.1M | 3,930,797 | 0.43% | 11q | -19.1%-$99.3M |
| AMERIPRISE FINANCIAL INC | $414.0M | 3,863,974 | 0.08% | 31q | -43.9%-$323.9M |
| Migdal Insurance & Financial Holdings Ltd. | $365.0M | 3,407,164 | 2.34% | 31q | +23.7%+$69.8M |
| BARCLAYS PLC | $361.4M | 2,823,156 | 0.07% | 31q | +22.6%+$66.6M |
| TRUIST FINANCIAL CORP | $297.8M | 2,779,788 | 0.36% | 27q | -20.6%-$77.3M |
| CITADEL ADVISORS LLC | $277.3M | 54,612 | 0.03% | 31q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $258.8M | 2,416,041 | 1.74% | 22q | -23.8%-$80.8M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $238.1M | 2,222,268 | 1.01% | 3q | +32.2%+$58.0M |
| GOLDMAN SACHS GROUP INC | $237.4M | 2,216,190 | 0.02% | 31q | +38.5%+$66.0M |
| WestEnd Advisors, LLC | $236.0M | 2,203,231 | 5.26% | 31q | -22.4%-$68.1M |
| BNP PARIBAS FINANCIAL MARKETS | $199.0M | 1,834,456 | 0.07% | 31q | +5.4%+$10.2M |
| PGIM Custom Harvest LLC | $176.2M | 1,644,665 | 2.21% | 19q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $173.5M | 366,545 | 0.01% | 31q | +404.4%+$139.1M |
| Foundations Investment Advisors, LLC | $171.7M | 1,602,607 | 1.77% | 16q | +26.8%+$36.3M |
| MENORA MIVTACHIM HOLDINGS LTD. | $152.5M | 1,423,825 | 0.60% | 6q | +0.6%+$857.0K |
| OSAIC HOLDINGS, INC. | $145.1M | 1,354,417 | 0.17% | 26q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $144.6M | 1,350,002 | 0.02% | 21q | -1.3%-$1.9M |
| Sixth Street Partners Management Company, L.P. | $144.6M | 1,350,002 | 0.02% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $95.2M | 888,464 | 0.22% | 2q | +185771.1%+$95.1M |
| J.Safra Asset Management Corp | $95.0M | 886,360 | 4.37% | 14q | -0.7%-$644.3K |
| NORTHERN TRUST CORP | $93.1M | 868,865 | 0.01% | 31q | +1.4%+$1.3M |
| AGF MANAGEMENT LTD | $92.9M | 867,312 | 0.36% | 15q | HELD |
| SRB CORP | $85.8M | 800,774 | 4.61% | 7q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $83.8M | 782,282 | 0.05% | 17q | -20.8%-$22.0M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $83.3M | 777,182 | 1.50% | 5q | +97.7%+$41.1M |
| JANE STREET GROUP, LLC | $81.3M | 482,304 | 0.01% | 9q | HELD |
| Capital Investment Advisors, LLC | $78.2M | 730,009 | 1.03% | 31q | +4.2%+$3.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $77.5M | 723,149 | 0.05% | 22q | +107.1%+$40.1M |
| Horizon Investments, LLC | $74.2M | 692,697 | 0.81% | 21q | +139.7%+$43.2M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $73.3M | 684,191 | 2.09% | 10q | -40.1%-$49.1M |
| Cetera Investment Advisers | $73.1M | 682,235 | 0.07% | 30q | -8.4%-$6.7M |
| Phoenix Financial Ltd. | $73.0M | 681,182 | 0.50% | 4q | -0.6%-$446.7K |
| Qube Research & Technologies Ltd | $67.7M | 632,315 | 0.06% | 5q | +6922.6%+$66.8M |
| D. E. Shaw & Co., Inc. | $67.1M | 626,578 | 0.03% | 2q | +201.2%+$44.8M |
| STIFEL FINANCIAL CORP | $65.2M | 608,503 | 0.05% | 31q | -13.7%-$10.4M |
| Fisher Asset Management, LLC | $64.3M | 600,313 | 0.02% | 16q | -2.1%-$1.4M |
| Caption Management, LLC | $60.2M | options only | 0.28% | 2q | OPTIONS |
| RiverFront Investment Group, LLC | $58.3M | 543,743 | 0.77% | 28q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $55.6M | 519,179 | 0.08% | 31q | +53.0%+$19.3M |
| KCM INVESTMENT ADVISORS LLC | $54.2M | 505,901 | 1.61% | 31q | +1.6%+$849.9K |
| Moss Adams Wealth Advisors LLC | $54.0M | 504,352 | 3.38% | 15q | +4.1%+$2.1M |
| NATIXIS | $52.9M | 493,441 | 0.21% | 2q | HELD |
| Caisse de depot et placement du Quebec | $51.9M | 484,144 | 0.07% | 7q | +354.5%+$40.5M |
| Brevan Howard Capital Management LP | $50.0M | 66,979 | 0.37% | new | NEW |
| Baltimore-Washington Financial Advisors, Inc. | $49.1M | 458,287 | 1.84% | 4q | -6.7%-$3.5M |
| Kingsview Wealth Management, LLC | $47.8M | 446,497 | 0.58% | 29q | +9.2%+$4.0M |
| HighTower Advisors, LLC | $47.1M | 440,017 | 0.05% | 31q | +2.1%+$952.9K |
| Jain Global LLC | $46.1M | options only | 0.18% | new | OPTIONS |
| OPPENHEIMER ASSET MANAGEMENT INC. | $45.7M | 426,990 | 0.48% | 16q | +10.7%+$4.4M |
| BANK OF MONTREAL /CAN/ | $44.9M | 418,959 | 0.01% | 31q | -1.2%-$532.5K |
| Rockefeller Capital Management L.P. | $44.2M | 412,168 | 0.07% | 30q | -4.4%-$2.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $41.8M | 390,521 | 0.90% | 16q | -39.0%-$26.8M |
| ASSETMARK, INC | $40.7M | 380,200 | 0.07% | 31q | -15.0%-$7.2M |
| STATE STREET CORP | $35.5M | 331,706 | 0.00% | 14q | -48.8%-$33.9M |
| Gerber Kawasaki Wealth & Investment Management | $35.3M | 329,736 | 0.94% | 26q | +8.0%+$2.6M |
| Advisory Alpha, LLC | $35.0M | 326,682 | 0.86% | 27q | -1.2%-$425.6K |
| BlackRock, Inc. | $34.3M | 320,024 | 0.00% | 8q | -76.5%-$111.4M |
| Balyasny Asset Management L.P. | $33.0M | 214,642 | 0.04% | new | NEW |
| AFFINITY WEALTH MANAGEMENT LLC | $32.8M | 305,887 | 4.22% | 5q | +1.4%+$458.5K |
| FIFTH THIRD BANCORP | $32.7M | 305,275 | 0.05% | 31q | -6.9%-$2.4M |
| AE Wealth Management LLC | $31.8M | 297,186 | 0.15% | 25q | +7.2%+$2.1M |
| VAN ECK ASSOCIATES CORP | $30.2M | 281,840 | 0.02% | 2q | +48.9%+$9.9M |
| CITIGROUP INC | $29.8M | 278,535 | 0.01% | 31q | +4.8%+$1.4M |
| Sanctuary Advisors, LLC | $28.5M | 265,702 | 0.13% | 9q | +12.7%+$3.2M |
| Private Advisor Group, LLC | $28.1M | 262,124 | 0.13% | 31q | -21.0%-$7.5M |
| Capula Management Ltd | $26.9M | 189,487 | 0.10% | 2q | +190.2%+$17.6M |
| Asset Advisors Investment Management, LLC | $26.0M | 242,648 | 2.38% | 30q | -1.7%-$452.5K |
| Galvin, Gaustad & Stein, LLC | $25.6M | 238,547 | 1.89% | 2q | +5.7%+$1.4M |
| IMZ Advisory Inc | $24.9M | 232,536 | 7.89% | 11q | +10.3%+$2.3M |
| Comprehensive Wealth Management, LLC | $24.6M | 229,179 | 11.22% | 2q | +12.8%+$2.8M |
| Krilogy Financial LLC | $24.1M | 224,944 | 0.71% | 31q | -2.9%-$726.8K |
| MML INVESTORS SERVICES, LLC | $24.0M | 224,170 | 0.05% | 31q | -36.9%-$14.0M |
| Impact Partnership Wealth, LLC | $24.0M | 223,779 | 2.33% | 3q | +11803.1%+$23.8M |
| New York Life Investment Management LLC | $23.9M | 223,166 | 0.17% | 6q | +55.9%+$8.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $23.7M | 221,100 | 3.12% | 26q | HELD |
| Evolution Wealth Advisors, LLC | $23.0M | 214,679 | 2.69% | 31q | +0.7%+$155.7K |
| Itau Unibanco Holding S.A. | $22.4M | 208,949 | 0.42% | 8q | -13.6%-$3.5M |
| Point72 Asset Management, L.P. | $22.1M | 188,394 | 0.02% | 7q | +110.7%+$11.6M |
| Corient Private Wealth LP | $21.5M | 200,932 | 0.01% | 15q | +63.6%+$8.4M |
| NewEdge Advisors, LLC | $21.4M | 200,007 | 0.06% | 26q | +106.9%+$11.1M |
| TCV Trust & Wealth Management, Inc. | $21.1M | 197,405 | 1.60% | 31q | HELD |
| THEORY FINANCIAL LLC | $21.1M | 197,004 | 6.65% | 10q | +6.0%+$1.2M |
| Swan Global Investments, LLC | $21.0M | 196,236 | 0.62% | 31q | HELD |
| Cerity Partners LLC | $20.6M | 191,862 | 0.02% | 15q | -12.6%-$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.3M | 189,717 | 0.03% | 31q | -2.6%-$547.1K |
| MILLENNIUM MANAGEMENT LLC | $20.3M | 148,060 | 0.01% | 31q | +345.5%+$15.7M |
| Concurrent Investment Advisors, LLC | $19.9M | 185,606 | 0.17% | 11q | -7.3%-$1.6M |
| Ashton Thomas Private Wealth, LLC | $19.8M | 185,280 | 0.41% | 25q | +108.5%+$10.3M |
| Stillwater Capital Advisors, LLC | $18.9M | 176,376 | 1.93% | 23q | HELD |
Showing the largest 100 of 1,160 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 | 1,117 | $20.5B | 180,034,139 | 97 | 365 | 372 | 6.0% |
| Q1 2026 | 1,135 | $22.4B | 188,830,099 | 97 | 360 | 403 | 6.4% |
| Q4 2025 | 1,151 | $21.8B | 181,067,209 | 92 | 390 | 362 | 2.2% |
| Q3 2025 | 1,086 | $23.6B | 195,369,902 | 95 | 373 | 348 | 2.1% |
| Q2 2025 | 1,051 | $19.7B | 177,503,282 | 109 | 386 | 345 | 2.1% |
| Q1 2025 | 1,012 | $16.3B | 162,695,348 | 104 | 342 | 360 | 3.5% |
| Q4 2024 | 989 | $16.3B | 159,913,600 | 93 | 354 | 257 | 4.9% |
| Q3 2024 | 893 | $15.4B | 165,102,226 | 89 | 272 | 329 | 3.1% |
| Q2 2024 | 861 | $15.9B | 178,483,147 | 99 | 296 | 282 | 4.0% |
| Q1 2024 | 833 | $16.5B | 196,315,690 | 117 | 273 | 275 | 2.9% |
| Q4 2023 | 788 | $14.8B | 190,838,244 | 121 | 282 | 218 | 6.3% |
| Q3 2023 | 685 | $11.0B | 155,448,687 | 76 | 242 | 201 | 7.3% |
| Q2 2023 | 668 | $11.6B | 165,984,735 | 112 | 224 | 201 | 6.6% |
| Q1 2023 | 574 | $7.9B | 131,180,388 | 88 | 179 | 216 | 5.7% |
| Q4 2022 | 530 | $5.4B | 107,835,500 | 96 | 145 | 172 | 4.6% |
| Q3 2022 | 596 | $6.9B | 140,028,222 | 63 | 186 | 221 | 3.1% |
| Q2 2022 | 637 | $8.1B | 146,745,128 | 70 | 217 | 221 | 2.3% |
| Q1 2022 | 661 | $10.3B | 143,877,158 | 59 | 232 | 234 | 3.5% |
| Q4 2021 | 714 | $13.6B | 165,272,141 | 91 | 252 | 191 | 5.5% |
| Q3 2021 | 656 | $12.9B | 156,852,720 | 71 | 249 | 163 | 2.5% |
| Q2 2021 | 623 | $12.1B | 145,891,698 | 82 | 236 | 159 | 2.5% |
| 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% |