SELECT SECTOR SPDR TR (XLE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,977
Reporting holders
$39.8B
Reported value
42.0%
Held as options
-59
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/ | $2.8B | 53,253,223 | 0.18% | 31q | +34.3%+$722.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5B | 3,008,433 | 0.20% | 31q | -39.6%-$1.6B |
| JANE STREET GROUP, LLC | $2.0B | 2,652,560 | 0.17% | 31q | +1617.7%+$1.9B |
| CITIGROUP INC | $1.9B | 2,714,640 | 0.62% | 31q | -71.0%-$4.6B |
| MILLENNIUM MANAGEMENT LLC | $1.8B | 2,693,397 | 0.65% | 31q | +215.9%+$1.2B |
| BARCLAYS PLC | $1.6B | 5,480,248 | 0.30% | 31q | -15.4%-$284.8M |
| MORGAN STANLEY | $1.5B | 29,181,455 | 0.08% | 35q | -10.5%-$182.5M |
| CITADEL ADVISORS LLC | $1.5B | 2,031,148 | 0.17% | 31q | +152.9%+$908.7M |
| WELLS FARGO & COMPANY/MN | $1.2B | 17,004,305 | 0.20% | 31q | -53.3%-$1.4B |
| UBS Group AG | $1.1B | 11,619,663 | 0.15% | 31q | -19.7%-$280.6M |
| PeakShares LLC | $1.0B | 19,340 | 0.76% | 3q | +5.1%+$49.9M |
| JPMORGAN CHASE & CO | $992.7M | 18,527,307 | 0.05% | 31q | -10.7%-$118.6M |
| GOLDMAN SACHS GROUP INC | $992.6M | 18,568,423 | 0.09% | 31q | -44.5%-$794.9M |
| ROYAL BANK OF CANADA | $918.7M | 6,938,422 | 0.14% | 31q | -14.5%-$156.4M |
| LPL Financial LLC | $809.8M | 15,224,241 | 0.18% | 31q | -1.4%-$11.9M |
| TUDOR INVESTMENT CORP ET AL | $705.8M | 158,803 | 0.98% | 13q | -59.9%-$1.1B |
| Squarepoint Ops LLC | $498.5M | 2,817,819 | 0.55% | 13q | +133.9%+$285.4M |
| Balyasny Asset Management L.P. | $460.2M | 88,090 | 0.57% | 25q | -51.2%-$482.9M |
| BNP PARIBAS FINANCIAL MARKETS | $445.8M | 3,610,313 | 0.15% | 31q | -42.2%-$324.9M |
| Walleye Trading LLC | $429.7M | 761,254 | 0.49% | 31q | -19.2%-$102.1M |
| PEAK6 LLC | $426.8M | options only | 0.88% | 7q | OPTIONS |
| Hiddenite Capital Partners LP | $424.9M | options only | 36.50% | new | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $401.6M | 7,561,300 | 0.09% | 31q | +38.6%+$111.9M |
| AMERIPRISE FINANCIAL INC | $401.1M | 7,547,004 | 0.08% | 31q | -42.6%-$298.0M |
| D. E. Shaw & Co., Inc. | $400.0M | 7,531,605 | 0.19% | 2q | +45712.7%+$399.1M |
| MENORA MIVTACHIM HOLDINGS LTD. | $366.0M | 6,891,100 | 1.43% | 14q | -20.5%-$94.6M |
| Parallax Volatility Advisers, L.P. | $341.7M | 2 | 0.58% | 31q | -100.0%-$112.3T |
| RAYMOND JAMES FINANCIAL INC | $320.4M | 6,032,809 | 0.09% | 7q | +2.5%+$7.7M |
| BANK OF MONTREAL /CAN/ | $312.4M | 4,252,768 | 0.10% | 31q | -23.8%-$97.4M |
| TWO SIGMA INVESTMENTS, LP | $309.1M | 5,819,502 | 0.22% | new | NEW |
| Point72 Asset Management, L.P. | $259.7M | 194,861 | 0.29% | 30q | HELD |
| Saudi Central Bank | $249.2M | 4,321,004 | 3.27% | 5q | HELD |
| Migdal Insurance & Financial Holdings Ltd. | $243.8M | 4,589,946 | 1.56% | 31q | +257.9%+$175.7M |
| FACTORY MUTUAL INSURANCE CO | $236.4M | 4,450,445 | 2.22% | 16q | +65.9%+$93.9M |
| CAXTON ASSOCIATES LLP | $235.4M | 4,432,763 | 4.42% | new | NEW |
| Hamilton Capital, LLC | $233.6M | 4,398,711 | 11.57% | 25q | +2.1%+$4.9M |
| OSAIC HOLDINGS, INC. | $213.9M | 4,027,798 | 0.25% | 26q | +11.2%+$21.5M |
| Jain Global LLC | $177.1M | options only | 0.70% | 6q | OPTIONS |
| Allen Investment Management, LLC | $154.1M | 2,900,688 | 1.83% | 18q | +22.7%+$28.5M |
| CTC LLC | $149.3M | 451,784 | 0.05% | 13q | HELD |
| CREDIT AGRICOLE S A | $143.7M | 5,345 | 0.29% | 21q | -96.8%-$4.4B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $141.1M | 2,657,590 | 0.02% | 22q | -1.2%-$1.7M |
| Sixth Street Partners Management Company, L.P. | $141.1M | 2,657,590 | 0.02% | new | NEW |
| Cetera Investment Advisers | $134.7M | 2,535,993 | 0.12% | 31q | +3.5%+$4.5M |
| Wealthfront Advisers LLC | $128.1M | 2,411,472 | 0.25% | 31q | -2.9%-$3.8M |
| HSBC HOLDINGS PLC | $122.3M | 2,237,385 | 0.05% | 31q | +77.0%+$53.2M |
| STIFEL FINANCIAL CORP | $120.2M | 2,263,630 | 0.10% | 31q | +4.9%+$5.6M |
| MUFG BANK, LTD. | $116.4M | 2,191,000 | 3.27% | new | NEW |
| NORTHERN TRUST CORP | $111.9M | 2,106,774 | 0.01% | 31q | -2.5%-$2.9M |
| Qube Research & Technologies Ltd | $109.8M | 2,002,260 | 0.10% | 13q | +133.7%+$62.8M |
| Corient Private Wealth LP | $109.6M | 2,063,086 | 0.07% | 15q | +76.6%+$47.5M |
| SOROS FUND MANAGEMENT LLC | $106.2M | options only | 1.30% | 3q | OPTIONS |
| CIBC WORLD MARKET INC. | $105.4M | 1,985,004 | 0.17% | 31q | -47.9%-$97.0M |
| Focus Partners Wealth | $103.9M | 1,955,523 | 0.11% | 11q | -36.8%-$60.4M |
| MML INVESTORS SERVICES, LLC | $103.7M | 1,953,117 | 0.21% | 31q | +44.7%+$32.1M |
| STATE STREET CORP | $98.4M | 1,852,648 | 0.00% | 19q | +85.3%+$45.3M |
| PGIM Custom Harvest LLC | $97.3M | 1,831,848 | 1.22% | 4q | +0.6%+$541.2K |
| LMR Partners LLP | $96.4M | options only | 0.36% | 2q | OPTIONS |
| HighTower Advisors, LLC | $94.1M | 1,771,737 | 0.09% | 31q | -11.9%-$12.7M |
| Cornerstone Advisors, LLC | $90.4M | 1,702,048 | 2.98% | 22q | -4.2%-$3.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $89.6M | 1,686,358 | 0.06% | 23q | +76.6%+$38.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $88.4M | 1,665,143 | 0.11% | 31q | -4.1%-$3.8M |
| ASSETMARK, INC | $86.8M | 1,634,072 | 0.15% | 31q | +27.9%+$18.9M |
| J.Safra Asset Management Corp | $85.8M | 1,616,362 | 3.95% | 23q | HELD |
| Capital Investment Advisors, LLC | $85.1M | 1,602,586 | 1.12% | 31q | +2.6%+$2.2M |
| BANK OF NOVA SCOTIA | $81.4M | 1,529,567 | 0.12% | 25q | +96.4%+$40.0M |
| Phoenix Financial Ltd. | $80.2M | 1,509,197 | 0.55% | 22q | -1.4%-$1.1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $76.5M | 1,164,746 | 0.14% | 9q | HELD |
| Rockefeller Capital Management L.P. | $71.6M | 1,347,835 | 0.11% | 31q | -6.2%-$4.7M |
| EP Wealth Advisors, LLC | $66.2M | 1,246,522 | 0.25% | 25q | -2.0%-$1.3M |
| Verition Fund Management LLC | $65.5M | 342,432 | 0.17% | 23q | +148.2%+$39.1M |
| Varma Mutual Pension Insurance Co | $63.6M | 1,196,643 | 0.34% | 2q | -95.7%-$1.4B |
| Baird Financial Group, Inc. | $56.5M | 1,064,108 | 0.08% | 31q | -2.3%-$1.4M |
| Cerity Partners LLC | $54.4M | 1,024,331 | 0.07% | 19q | +1.6%+$851.1K |
| Sculptor Capital LP | $53.1M | options only | 0.43% | new | OPTIONS |
| AGF MANAGEMENT LTD | $53.0M | 998,820 | 0.21% | 15q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $51.3M | 128,950 | 0.23% | 31q | -32.7%-$24.9M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $50.5M | 65,747 | 3.25% | 7q | +63.5%+$19.6M |
| Jump Financial, LLC | $49.6M | 934,555 | 0.40% | 5q | -11.5%-$6.5M |
| TRUIST FINANCIAL CORP | $49.5M | 931,846 | 0.06% | 27q | +4.0%+$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $49.2M | 913,890 | 0.02% | 31q | -1.8%-$891.6K |
| FIFTH THIRD BANCORP | $49.2M | 926,085 | 0.08% | 31q | -5.0%-$2.6M |
| Twin Tree Management, LP | $46.4M | 37,245 | 0.87% | 3q | -49.7%-$45.8M |
| NOMURA HOLDINGS INC | $46.2M | options only | 0.05% | 17q | OPTIONS |
| BlackRock, Inc. | $45.6M | 858,575 | 0.00% | 8q | +28.7%+$10.2M |
| Centiva Capital, LP | $45.6M | 56,476 | 0.40% | 5q | +134.0%+$26.1M |
| PNC Financial Services Group, Inc. | $45.1M | 849,282 | 0.02% | 31q | -9.4%-$4.7M |
| RENAISSANCE TECHNOLOGIES LLC | $44.2M | 832,534 | 0.06% | new | NEW |
| US BANCORP \DE\ | $43.2M | 814,122 | 0.05% | 31q | -4.3%-$2.0M |
| Tradewinds Capital Management, LLC | $42.3M | 795,536 | 7.51% | 31q | +580.2%+$36.0M |
| GenTrust, LLC | $41.2M | 775,290 | 1.58% | 32q | +2.6%+$1.1M |
| Blue Chip Partners, LLC | $40.8M | 768,144 | 2.58% | 27q | -0.8%-$344.9K |
| FORBES J M & CO LLP | $40.7M | 765,897 | 3.20% | 22q | HELD |
| TORONTO DOMINION BANK | $40.6M | 508,597 | 0.05% | 31q | +20.3%+$6.9M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $40.5M | 762,726 | 0.54% | 31q | -1.4%-$584.2K |
| Onyx Bridge Wealth Group LLC | $39.8M | 749,677 | 3.58% | 20q | +3756.6%+$38.8M |
| Schonfeld Strategic Advisors LLC | $39.4M | 473,263 | 0.14% | 6q | +366.2%+$31.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $38.3M | 714,341 | 0.03% | 3q | -70.1%-$89.9M |
| AFFINITY WEALTH MANAGEMENT LLC | $37.6M | 708,338 | 4.85% | 18q | HELD |
| Steward Partners Investment Advisory, LLC | $37.2M | 700,172 | 0.19% | 31q | -54.0%-$43.7M |
Showing the largest 100 of 2,062 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 | 1,977 | $39.8B | 433,510,983 | 139 | 662 | 758 | 42.0% |
| Q1 2026 | 2,036 | $51.8B | 492,104,481 | 368 | 700 | 606 | 41.9% |
| Q4 2025 | 1,786 | $32.6B | 385,574,594 | 138 | 1,459 | 65 | 47.2% |
| Q3 2025 | 1,675 | $34.7B | 196,846,316 | 120 | 481 | 700 | 49.4% |
| Q2 2025 | 1,674 | $33.5B | 210,212,034 | 103 | 516 | 726 | 46.8% |
| Q1 2025 | 1,751 | $34.7B | 209,787,191 | 145 | 515 | 726 | 43.6% |
| Q4 2024 | 1,797 | $31.3B | 216,780,544 | 133 | 601 | 583 | 41.0% |
| Q3 2024 | 1,661 | $32.9B | 226,133,736 | 96 | 528 | 671 | 40.4% |
| Q2 2024 | 1,712 | $32.0B | 230,639,962 | 124 | 640 | 601 | 34.3% |
| Q1 2024 | 1,693 | $38.3B | 258,557,301 | 161 | 584 | 632 | 36.3% |
| Q4 2023 | 1,659 | $33.5B | 251,068,109 | 107 | 582 | 577 | 37.7% |
| Q3 2023 | 1,582 | $36.2B | 236,921,914 | 179 | 574 | 512 | 41.6% |
| Q2 2023 | 1,485 | $26.5B | 212,190,658 | 99 | 471 | 629 | 36.0% |
| Q1 2023 | 1,502 | $29.8B | 247,132,371 | 92 | 549 | 583 | 32.8% |
| Q4 2022 | 1,472 | $33.3B | 242,666,128 | 157 | 553 | 465 | 37.3% |
| Q3 2022 | 1,583 | $36.1B | 279,367,030 | 118 | 586 | 589 | 44.0% |
| Q2 2022 | 1,624 | $31.4B | 263,464,853 | 167 | 594 | 621 | 40.0% |
| Q1 2022 | 1,576 | $30.9B | 271,129,442 | 283 | 585 | 510 | 32.9% |
| Q4 2021 | 1,404 | $27.4B | 287,561,578 | 135 | 540 | 394 | 41.9% |
| Q3 2021 | 1,251 | $26.2B | 270,574,809 | 118 | 478 | 416 | 46.2% |
| Q2 2021 | 1,286 | $27.2B | 283,324,227 | 190 | 550 | 329 | 44.0% |
| Q1 2021 | 1,173 | $24.8B | 268,459,514 | 259 | 467 | 283 | 46.9% |
| Q4 2020 | 1,001 | $15.4B | 203,635,064 | 236 | 343 | 243 | 49.9% |
| Q3 2020 | 765 | $7.5B | 151,857,287 | 76 | 272 | 267 | 38.3% |
| Q2 2020 | 825 | $9.9B | 150,789,356 | 183 | 286 | 265 | 41.5% |
| Q1 2020 | 752 | $6.9B | 138,771,991 | 137 | 301 | 223 | 40.9% |
| Q4 2019 | 904 | $12.7B | 114,743,957 | 137 | 268 | 289 | 45.8% |
| Q3 2019 | 776 | $11.8B | 119,833,131 | 66 | 208 | 356 | 40.1% |
| Q2 2019 | 816 | $12.8B | 137,225,468 | 68 | 229 | 359 | 32.2% |
| Q1 2019 | 877 | $11.7B | 138,755,186 | 85 | 285 | 352 | 21.9% |
| Q4 2018 | 908 | $12.7B | 163,255,801 | 7 | 13 | 16 | 26.4% |