# SELECT SECTOR SPDR TR (XLF)

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

- Reporting holders: 91
- Reported value: $261.4M
- 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 |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $56.6M | 1,059,578 | 0.8% | 32 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $27.5M | 514,665 | 2.0% | 2 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $18.7M | 349,320 | 1.1% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $16.4M | 307,333 | 1.2% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.7M | 274,985 | 0.1% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $12.7M | 237,449 | 1.3% | 32 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $9.3M | 174,571 | 2.7% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.8M | 165,076 | 0.2% | 28 |
| [McAlister, Sweet & Associates, Inc.](https://holderbook.com/funds/1774087-mcalister-sweet-associates-inc/) | $8.6M | 160,887 | 5.4% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.1M | 152,160 | 0.2% | 19 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $7.5M | 140,971 | 5.5% | 6 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $6.8M | 127,500 | 0.1% | 32 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $4.4M | 82,253 | 1.3% | 25 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $3.9M | 72,256 | 0.8% | 2 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $3.7M | 69,455 | 0.1% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.6M | 76,388 | 0.1% | 32 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $3.5M | 65,665 | 0.8% | 17 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $3.3M | 62,657 | 0.3% | 32 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $2.7M | 50,351 | 0.4% | 11 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.5M | 45,956 | 0.6% | 32 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $2.3M | 43,747 | 1.8% | 11 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $2.1M | 38,741 | 0.4% | 16 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $1.9M | 35,529 | 0.1% | 14 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 32,938 | 0.0% | 20 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.7M | 31,100 | 0.8% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 91 | $261.4M |
| Q2 2026 | 1,918 | $68.7B |
| Q1 2026 | 1,860 | $57.7B |
| Q4 2025 | 1,988 | $62.0B |
| Q3 2025 | 1,835 | $67.9B |
| Q2 2025 | 1,834 | $58.9B |
| Q1 2025 | 1,826 | $60.0B |
| Q4 2024 | 1,801 | $65.3B |
| Q3 2024 | 1,605 | $59.4B |
| Q2 2024 | 1,517 | $52.4B |
| Q1 2024 | 1,540 | $58.4B |
| Q4 2023 | 1,482 | $44.5B |