SELECT SECTOR SPDR TR (XLF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
91
Reporting holders
$261.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,827
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $56.6M | 1,059,578 | 0.81% | 32q | +1.1%+$621.5K |
| Stonebridge Financial Group, LLC | $27.5M | 514,665 | 2.03% | 2q | -4.2%-$1.2M |
| ARMSTRONG ADVISORY GROUP, INC | $18.7M | 349,320 | 1.12% | 16q | +1.0%+$184.4K |
| Galvin, Gaustad & Stein, LLC | $16.4M | 307,333 | 1.23% | 24q | +28.1%+$3.6M |
| Farther Finance Advisors, LLC | $14.7M | 274,985 | 0.10% | 16q | -72.0%-$37.8M |
| TOTH FINANCIAL ADVISORY CORP | $12.7M | 237,449 | 1.27% | 32q | +5.1%+$612.2K |
| ACT WEALTH MANAGEMENT, LLC | $9.3M | 174,571 | 2.74% | 19q | +1.1%+$105.3K |
| Venture Visionary Partners LLC | $8.8M | 165,076 | 0.23% | 28q | +1.2%+$105.8K |
| McAlister, Sweet & Associates, Inc. | $8.6M | 160,887 | 5.43% | 3q | HELD |
| CoreCap Advisors, LLC | $8.1M | 152,160 | 0.23% | 19q | +11.9%+$862.5K |
| Aventus Investment Advisors, Inc. | $7.5M | 140,971 | 5.50% | 6q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $6.8M | 127,500 | 0.08% | 32q | -2.0%-$136.2K |
| ACIMA PRIVATE WEALTH, LLC | $4.4M | 82,253 | 1.28% | 25q | HELD |
| Cadent Capital Advisors, LLC | $3.9M | 72,256 | 0.83% | 2q | -1.6%-$61.0K |
| ROCKLAND TRUST CO | $3.7M | 69,455 | 0.14% | 32q | HELD |
| Valeo Financial Advisors, LLC | $3.6M | 76,388 | 0.08% | 32q | -4.5%-$169.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.5M | 65,665 | 0.82% | 17q | +2.4%+$81.8K |
| Trust Co | $3.3M | 62,657 | 0.29% | 32q | -10.2%-$381.1K |
| Whitaker-Myers Wealth Managers, LTD. | $2.7M | 50,351 | 0.44% | 11q | +59.2%+$999.7K |
| Boltwood Capital Management | $2.5M | 45,956 | 0.55% | 32q | +0.9%+$21.0K |
| City Center Advisors, LLC | $2.3M | 43,747 | 1.79% | 11q | +42.3%+$694.1K |
| Crumly & Associates Inc. | $2.1M | 38,741 | 0.37% | 16q | +0.6%+$13.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.9M | 35,529 | 0.14% | 14q | -57.5%-$2.6M |
| Wedmont Private Capital | $1.8M | 32,938 | 0.04% | 20q | +12.2%+$193.9K |
| Successful Portfolios LLC | $1.7M | 31,100 | 0.77% | 32q | -0.9%-$14.8K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.4M | 25,478 | 0.91% | 12q | +6.1%+$78.7K |
| Breakwater Capital Group | $1.3M | 24,333 | 0.15% | 16q | -1.6%-$21.8K |
| Vilga Financial Planning LLC | $1.2M | 23,052 | 0.73% | 2q | +6.1%+$71.0K |
| First Citizens Financial Corp | $1.2M | 22,945 | 0.51% | 8q | +2.0%+$24.5K |
| M.E. ALLISON & CO., INC. | $1.2M | 22,104 | 0.66% | 8q | HELD |
| Bullock Wealth Management Group | $980.0K | 18,332 | 0.41% | 11q | +1.2%+$11.2K |
| RIVERSEDGE ADVISORS, LLC | $929.1K | 17,398 | 0.11% | 16q | HELD |
| Peoples Bank/KS | $915.1K | 17,137 | 0.89% | 13q | -4.7%-$45.4K |
| Coastline Trust Co | $906.4K | 16,973 | 0.08% | 32q | -1.5%-$14.0K |
| Kaizen Financial Strategies | $859.5K | 16,095 | 0.34% | 23q | +2.3%+$19.3K |
| Sherry Group, Inc. | $850.3K | 15,923 | 0.80% | 4q | +1.2%+$9.9K |
| Taylor & Morgan Wealth Management, LLC | $827.0K | 15,487 | 0.40% | 20q | HELD |
| Kessler Investment Group, LLC | $802.2K | 15,022 | 0.39% | 32q | -4.9%-$41.2K |
| Investment Partners Asset Management, Inc. | $794.3K | 14,874 | 0.43% | 12q | HELD |
| Montecito Bank & Trust | $773.6K | 14,487 | 0.12% | 19q | HELD |
| GAMMA Investing LLC | $717.1K | 13,428 | 0.02% | 12q | +3.7%+$25.6K |
| KFA Private Wealth Group, LLC | $696.4K | 13,041 | 0.16% | 22q | -1.8%-$12.7K |
| Shulman DeMeo Asset Management LLC | $686.2K | 12,736 | 0.14% | 20q | HELD |
| Acropolis Investment Management, LLC | $669.1K | 12,530 | 0.03% | 29q | -50.0%-$668.6K |
| Avidian Wealth Enterprises, LLC | $648.5K | 12,144 | 0.02% | 32q | -2.6%-$17.2K |
| Kaydan Wealth Management, Inc. | $620.7K | 11,623 | 0.21% | 20q | +1.6%+$9.5K |
| Legacy Wealth Asset Management, LLC | $597.9K | 11,196 | 0.13% | 21q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $537.5K | 10,066 | 0.03% | 9q | +8.0%+$39.9K |
| YHB Investment Advisors, Inc. | $471.4K | 8,828 | 0.03% | 25q | +0.7%+$3.5K |
| Legacy Private Trust Co. | $443.7K | 8,309 | 0.02% | 8q | -8.2%-$39.5K |
| Tactive Advisors, LLC | $434.1K | 8,130 | 0.10% | 7q | -2.6%-$11.7K |
| CHAPIN DAVIS, INC. | $418.2K | 7,832 | 0.08% | 12q | +6.9%+$26.9K |
| JUNCTURE WEALTH STRATEGIES, LLC | $362.8K | 6,794 | 0.09% | 5q | +6.1%+$20.8K |
| CENTRAL BANK & TRUST CO | $334.2K | 6,258 | 0.05% | 31q | HELD |
| First Heartland Consultants, Inc. | $313.6K | 5,873 | 0.02% | 32q | -4.9%-$16.0K |
| Horrell Capital Management, Inc. | $311.4K | 5,832 | 0.16% | 26q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $298.5K | 5,590 | 0.08% | new | NEW |
| Byrne Asset Management LLC | $288.8K | 5,403 | 0.16% | 20q | +5.1%+$14.1K |
| AMERICAN NATIONAL BANK & TRUST | $285.2K | 5,340 | 0.03% | 32q | +3.7%+$10.1K |
| Whalen Wealth Management Inc. | $274.5K | 5,140 | 0.12% | new | NEW |
| Gerald Baker Financial Group LLC | $272.1K | 5,095 | 0.08% | 3q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $268.3K | 5,025 | 0.23% | 4q | HELD |
| Apella Capital, LLC | $264.2K | 4,915 | 0.00% | 3q | +36.0%+$69.9K |
| Elm3 Financial Group, LLC | $261.7K | 4,900 | 0.17% | new | NEW |
| VALLEY WEALTH MANAGERS, INC. | $257.4K | 4,821 | 0.01% | 32q | +10.1%+$23.7K |
| EASTERN BANK | $241.6K | 4,525 | 0.00% | 9q | -16.7%-$48.4K |
| Allen Mooney & Barnes Investment Advisors LLC | $230.3K | 4,312 | 0.03% | 19q | +5.1%+$11.1K |
| BENEDICT FINANCIAL ADVISORS INC | $223.6K | 4,188 | 0.04% | 8q | -3.9%-$9.2K |
| Graves Light Lenhart Wealth, Inc. | $219.8K | 4,116 | 0.02% | 7q | HELD |
| Weaver Consulting Group | $215.1K | 4,029 | 0.04% | 4q | -9.0%-$21.4K |
| Atlas Brown,Inc. | $213.2K | 3,993 | 0.06% | 6q | HELD |
| TrueWealth Advisors, LLC | $203.0K | 3,802 | 0.05% | new | NEW |
| Worth Asset Management, LLC | $202.9K | 3,799 | 0.06% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $122.6K | 2,297 | 0.03% | 15q | HELD |
| Bangor Savings Bank | $99.1K | 1,855 | 0.01% | 23q | -10.8%-$12.0K |
| Grove Bank & Trust | $98.9K | 1,852 | 0.01% | 32q | HELD |
| Pacifica Partners Inc. | $83.5K | 1,562 | 0.03% | 28q | HELD |
| Davis Capital Management | $67.6K | 1,265 | 0.04% | 13q | HELD |
| Olistico Wealth, LLC | $60.4K | 1,132 | 0.03% | 4q | HELD |
| Dorato Capital Management | $52.4K | 975 | 0.03% | 4q | HELD |
| Roxbury Financial LLC | $51.3K | 961 | 0.04% | 8q | HELD |
| Investors Research Corp | $50.4K | 944 | 0.01% | 31q | HELD |
| Ayalon Insurance Comp Ltd. | $46.1K | 862,772 | 3.83% | 32q | +149.4%+$27.6K |
| FIRST COMMUNITY TRUST NA | $41.5K | 778 | 0.01% | 20q | HELD |
| GK Wealth Management LLC | $40.9K | 766 | 0.02% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $40.0K | 750 | 0.00% | 32q | HELD |
| Versant Capital Management, Inc | $38.4K | 720 | 0.00% | 10q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $32.0K | 600 | 0.02% | 7q | HELD |
| Hickory Point Bank & Trust | $26.0K | 486 | 0.02% | 3q | HELD |
| Rosenberg Matthew Hamilton | $14.8K | 278 | 0.00% | 26q | HELD |
| TOMPKINS FINANCIAL CORP | $11.3K | 211 | 0.00% | 27q | HELD |
| Rye Brook Capital LLC | $5.0K | 92,975 | 3.21% | 2q | +13.8% |
| CX Institutional | $3.7K | 68,617 | 0.10% | 27q | +436.7%+$3.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.4K | 44 | 0.00% | 4q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $371 | 6,955 | 0.26% | 20q | HELD |
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 | 91 | $261.4M | 4,902,260 | 6 | 30 | 22 | 0.0% |
| Q2 2026 | 1,918 | $68.7B | 878,056,331 | 154 | 599 | 648 | 31.5% |
| Q1 2026 | 1,860 | $57.7B | 807,465,074 | 103 | 552 | 712 | 30.9% |
| Q4 2025 | 1,988 | $62.0B | 702,712,829 | 170 | 638 | 612 | 37.9% |
| Q3 2025 | 1,835 | $67.9B | 871,957,998 | 132 | 646 | 541 | 30.9% |
| Q2 2025 | 1,834 | $58.9B | 717,808,087 | 126 | 556 | 697 | 36.2% |
| Q1 2025 | 1,826 | $60.0B | 781,004,602 | 154 | 683 | 576 | 35.2% |
| Q4 2024 | 1,801 | $65.3B | 749,392,488 | 162 | 677 | 426 | 44.5% |
| Q3 2024 | 1,605 | $59.4B | 823,400,266 | 165 | 525 | 513 | 37.2% |
| Q2 2024 | 1,517 | $52.4B | 841,231,840 | 113 | 491 | 506 | 33.9% |
| Q1 2024 | 1,540 | $58.4B | 915,034,358 | 156 | 471 | 509 | 34.0% |
| Q4 2023 | 1,482 | $44.5B | 814,706,164 | 139 | 419 | 513 | 31.1% |
| Q3 2023 | 1,355 | $34.3B | 662,956,494 | 95 | 352 | 540 | 35.8% |
| Q2 2023 | 1,368 | $33.8B | 711,517,728 | 109 | 327 | 613 | 29.1% |
| Q1 2023 | 1,400 | $31.4B | 648,300,503 | 114 | 415 | 553 | 33.7% |
| Q4 2022 | 1,468 | $33.9B | 681,832,184 | 171 | 434 | 477 | 31.1% |
| Q3 2022 | 1,323 | $28.0B | 619,113,210 | 66 | 371 | 556 | 32.9% |
| Q2 2022 | 1,397 | $27.2B | 618,440,287 | 83 | 398 | 589 | 28.6% |
| Q1 2022 | 1,536 | $290.9B | 7,295,950,496 | 134 | 577 | 484 | 3.9% |
| Q4 2021 | 1,542 | $44.2B | 773,452,022 | 112 | 603 | 376 | 31.7% |
| Q3 2021 | 1,380 | $259.6B | 6,599,261,792 | 120 | 559 | 397 | 4.7% |
| Q2 2021 | 1,352 | $215.7B | 5,535,731,802 | 149 | 524 | 382 | 5.9% |
| Q1 2021 | 1,294 | $37.6B | 780,852,745 | 224 | 513 | 301 | 29.4% |
| Q4 2020 | 1,147 | $27.5B | 594,964,224 | 149 | 342 | 356 | 36.2% |
| Q3 2020 | 998 | $19.5B | 487,657,640 | 89 | 249 | 414 | 39.9% |
| Q2 2020 | 1,023 | $20.1B | 517,137,595 | 146 | 298 | 400 | 40.4% |
| Q1 2020 | 992 | $16.8B | 552,875,245 | 108 | 268 | 457 | 30.9% |
| Q4 2019 | 1,146 | $21.7B | 491,391,384 | 110 | 318 | 357 | 30.2% |
| Q3 2019 | 1,011 | $20.0B | 515,600,132 | 84 | 212 | 466 | 27.8% |
| Q2 2019 | 995 | $21.3B | 582,182,779 | 98 | 256 | 431 | 24.7% |
| Q1 2019 | 1,007 | $18.6B | 559,469,224 | 79 | 252 | 471 | 22.6% |
| Q4 2018 | 1,047 | $19.8B | 599,226,682 | 5 | 11 | 20 | 27.7% |