# SELECT SECTOR SPDR TR (XLI)

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

- Reporting holders: 80
- Reported value: $205.0M
- 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 |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $42.7M | 255,600 | 0.5% | 32 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $36.9M | 221,126 | 11.4% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $27.2M | 163,085 | 1.6% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.6M | 69,432 | 0.3% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.8M | 58,932 | 0.1% | 16 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $9.7M | 58,284 | 3.4% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $7.9M | 47,583 | 0.8% | 32 |
| [Shelter Rock Management, LLC](https://holderbook.com/funds/2109305-shelter-rock-management-llc/) | $7.4M | 43,839 | 6.9% | 2 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $5.3M | 31,653 | 1.2% | 19 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $4.6M | 27,788 | 3.1% | 12 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $3.3M | 19,577 | 0.2% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.5M | 14,842 | 0.2% | 31 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.3M | 14,033 | 0.5% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $2.1M | 12,749 | 0.1% | 32 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $2.0M | 12,225 | 0.6% | 3 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.9M | 11,143 | 0.9% | 32 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $1.9M | 11,265 | 1.3% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.8M | 10,643 | 1.4% | 11 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $1.7M | 10,280 | 0.0% | 2 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $1.4M | 8,358 | 0.3% | 25 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.4M | 8,160 | 0.4% | 3 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $1.3M | 7,763 | 0.8% | 2 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $1.2M | 7,403 | 0.5% | 16 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.2M | 7,332 | 0.0% | 24 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.2M | 6,940 | 0.5% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 80 | $205.0M |
| Q2 2026 | 1,676 | $40.5B |
| Q1 2026 | 1,582 | $33.0B |
| Q4 2025 | 1,519 | $33.7B |
| Q3 2025 | 1,435 | $34.0B |
| Q2 2025 | 1,409 | $29.1B |
| Q1 2025 | 1,377 | $27.6B |
| Q4 2024 | 1,388 | $27.2B |
| Q3 2024 | 1,286 | $26.3B |
| Q2 2024 | 1,249 | $24.8B |
| Q1 2024 | 1,232 | $26.0B |
| Q4 2023 | 1,211 | $21.8B |