SELECT SECTOR SPDR TR (XLI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,603
Reporting holders
$34.0B
Reported value
19.5%
Held as options
+91
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 |
|---|---|---|---|---|---|
| PeakShares LLC | $2.7B | 14,537 | 2.00% | 3q | -14.6%-$461.2M |
| BANK OF AMERICA CORP /DE/ | $2.3B | 12,665,769 | 0.15% | 31q | +2.8%+$62.8M |
| MORGAN STANLEY | $2.0B | 10,618,290 | 0.10% | 35q | -5.2%-$107.2M |
| JPMORGAN CHASE & CO | $1.7B | 9,182,613 | 0.09% | 31q | -10.0%-$186.0M |
| WELLS FARGO & COMPANY/MN | $1.5B | 8,208,436 | 0.25% | 31q | -47.1%-$1.4B |
| CITADEL ADVISORS LLC | $1.3B | 225,347 | 0.15% | 31q | +76.7%+$568.1M |
| GOLDMAN SACHS GROUP INC | $1.2B | 6,096,984 | 0.11% | 31q | -24.0%-$394.0M |
| JANE STREET GROUP, LLC | $1.0B | 19,390 | 0.09% | 12q | +930.3%+$936.1M |
| LPL Financial LLC | $987.4M | 5,327,652 | 0.22% | 31q | +4.1%+$39.0M |
| UBS Group AG | $973.7M | 4,628,620 | 0.12% | 31q | -6.9%-$72.4M |
| Elliott Investment Management L.P. | $958.6M | options only | 4.23% | 7q | OPTIONS |
| Migdal Insurance & Financial Holdings Ltd. | $917.9M | 4,955,697 | 5.87% | 31q | +23.5%+$174.9M |
| CITIGROUP INC | $889.0M | 3,770,566 | 0.29% | 31q | -4.4%-$41.0M |
| Phoenix Financial Ltd. | $784.3M | 4,234,423 | 5.36% | 13q | +50.1%+$261.9M |
| BNP PARIBAS FINANCIAL MARKETS | $713.2M | 3,450,493 | 0.25% | 31q | +46.7%+$226.9M |
| Fisher Asset Management, LLC | $712.7M | 3,847,445 | 0.21% | 28q | +29.9%+$164.0M |
| MENORA MIVTACHIM HOLDINGS LTD. | $665.4M | 3,592,360 | 2.60% | 11q | -17.0%-$136.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $572.8M | 108,029 | 0.04% | 31q | -63.7%-$1.0B |
| ENVESTNET ASSET MANAGEMENT INC | $530.6M | 2,864,517 | 0.13% | 31q | -5.1%-$28.7M |
| ROYAL BANK OF CANADA | $458.7M | 2,326,200 | 0.07% | 31q | +36.3%+$122.1M |
| Focus Partners Wealth | $452.7M | 2,444,075 | 0.46% | 11q | +21.5%+$80.2M |
| AMERIPRISE FINANCIAL INC | $445.3M | 2,403,645 | 0.09% | 31q | -52.3%-$488.0M |
| RAYMOND JAMES FINANCIAL INC | $421.6M | 2,275,926 | 0.11% | 7q | +9.4%+$36.2M |
| MILLENNIUM MANAGEMENT LLC | $400.6M | 78,546 | 0.14% | 31q | -84.7%-$2.2B |
| Gates Capital Management, Inc. | $370.5M | options only | 8.90% | 15q | OPTIONS |
| BARCLAYS PLC | $349.1M | 834,565 | 0.07% | 31q | +432.4%+$283.5M |
| BANK OF MONTREAL /CAN/ | $328.9M | 1,775,629 | 0.11% | 31q | -3.0%-$10.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $302.4M | 1,632,498 | 0.04% | 12q | +82.4%+$136.6M |
| Sixth Street Partners Management Company, L.P. | $302.4M | 1,632,498 | 0.04% | new | NEW |
| ING GROEP NV | $262.9M | 1,419,576 | 1.28% | 10q | HELD |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $251.8M | 1,359,335 | 1.06% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $244.5M | 1,320,000 | 0.34% | 23q | -48.3%-$228.4M |
| PGIM Custom Harvest LLC | $242.8M | 1,311,071 | 3.04% | 4q | +11.0%+$24.1M |
| MEITAV INVESTMENT HOUSE LTD | $231.6M | 1,250,129 | 1.56% | 31q | -6.1%-$14.9M |
| Parallax Volatility Advisers, L.P. | $218.9M | 83,163 | 0.37% | 31q | +8316200.0%+$218.9M |
| STATE STREET CORP | $203.6M | 1,099,118 | 0.01% | 5q | +44.8%+$63.0M |
| SCOPUS ASSET MANAGEMENT, L.P. | $194.5M | options only | 2.73% | 8q | OPTIONS |
| NOMURA HOLDINGS INC | $185.2M | options only | 0.22% | 3q | OPTIONS |
| MARSHALL WACE, LLP | $156.6M | 845,410 | 0.12% | 5q | +102.6%+$79.3M |
| OSAIC HOLDINGS, INC. | $138.7M | 748,610 | 0.16% | 26q | +3.8%+$5.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $138.3M | 746,746 | 0.09% | 24q | +108.7%+$72.1M |
| CIBC WORLD MARKET INC. | $132.8M | 717,105 | 0.21% | 31q | -55.6%-$166.1M |
| MIRAE ASSET SECURITIES (USA) INC. | $130.1M | 352,289 | 3.63% | 9q | -45.8%-$109.9M |
| MML INVESTORS SERVICES, LLC | $127.8M | 689,782 | 0.26% | 31q | +7.5%+$8.9M |
| Cetera Investment Advisers | $125.7M | 678,480 | 0.11% | 31q | +3.0%+$3.6M |
| STIFEL FINANCIAL CORP | $117.1M | 632,441 | 0.10% | 31q | +29.2%+$26.5M |
| Walleye Trading LLC | $115.9M | 11,112 | 0.13% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $107.2M | 578,586 | 0.16% | 31q | +20.6%+$18.3M |
| AGF MANAGEMENT LTD | $99.8M | 538,815 | 0.39% | 15q | HELD |
| Schonfeld Strategic Advisors LLC | $95.1M | 13,422 | 0.34% | 2q | -76.5%-$310.1M |
| Trust Asset Management LLC | $93.4M | 688,428 | 4.01% | 28q | +101.1%+$46.9M |
| Rockefeller Capital Management L.P. | $88.5M | 477,535 | 0.14% | 30q | -2.2%-$2.0M |
| NORTHERN TRUST CORP | $85.3M | 460,313 | 0.01% | 31q | +13.7%+$10.3M |
| TUDOR INVESTMENT CORP ET AL | $83.3M | 6,963 | 0.12% | 5q | -89.7%-$724.3M |
| RiverFront Investment Group, LLC | $82.1M | 443,464 | 1.09% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $82.0M | 442,809 | 0.10% | 31q | +5.5%+$4.3M |
| Allianz Asset Management GmbH | $81.0M | 236,650 | 0.07% | 10q | HELD |
| PEAK6 LLC | $75.5M | options only | 0.16% | 7q | OPTIONS |
| BlackRock, Inc. | $73.6M | 397,278 | 0.00% | 8q | -29.4%-$30.7M |
| TRUIST FINANCIAL CORP | $71.5M | 386,211 | 0.09% | 27q | +9.2%+$6.0M |
| Balyasny Asset Management L.P. | $71.5M | 10,590 | 0.09% | new | NEW |
| Private Advisor Group, LLC | $68.7M | 370,646 | 0.31% | 31q | -1.6%-$1.1M |
| HighTower Advisors, LLC | $66.6M | 359,618 | 0.06% | 31q | HELD |
| TD Asset Management Inc | $65.3M | 352,600 | 0.06% | 2q | HELD |
| NATIXIS | $65.0M | 351,091 | 0.26% | 15q | HELD |
| J.Safra Asset Management Corp | $62.2M | 335,937 | 2.87% | 13q | +2.4%+$1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $62.2M | 335,833 | 1.35% | 8q | +105.7%+$32.0M |
| FACTORY MUTUAL INSURANCE CO | $61.6M | 332,380 | 0.58% | 14q | -25.0%-$20.5M |
| PNC Financial Services Group, Inc. | $61.5M | 332,059 | 0.03% | 31q | +9.5%+$5.4M |
| SRB CORP | $57.5M | 310,583 | 3.09% | 7q | +823.8%+$51.3M |
| Advisory Alpha, LLC | $57.5M | 310,256 | 1.41% | 28q | -10.3%-$6.6M |
| Itau Unibanco Holding S.A. | $55.4M | 299,159 | 1.05% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $51.0M | 281,240 | 0.02% | 23q | +13.5%+$6.1M |
| FRANKLIN RESOURCES INC | $50.0M | 270,040 | 0.01% | 25q | -28.8%-$20.2M |
| FIL Ltd | $49.5M | 267,259 | 0.04% | 31q | +22.0%+$8.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $48.9M | 263,992 | 2.01% | 25q | -27.2%-$18.3M |
| KCM INVESTMENT ADVISORS LLC | $48.9M | 263,844 | 1.45% | 31q | -3.6%-$1.8M |
| GREENWOOD GEARHART LLC | $48.3M | 260,568 | 2.25% | 11q | +3.1%+$1.4M |
| Cerity Partners LLC | $46.5M | 251,043 | 0.06% | 22q | -2.0%-$961.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | $45.6M | options only | 0.60% | 2q | OPTIONS |
| FIFTH THIRD BANCORP | $45.0M | 243,147 | 0.07% | 31q | -1.7%-$773.0K |
| Horizon Wealth Management, LLC | $42.6M | 230,058 | 5.43% | 11q | +99.2%+$21.2M |
| Corient Private Wealth LP | $41.9M | 226,292 | 0.03% | 15q | +98.7%+$20.8M |
| AlphaStar Capital Management, LLC | $40.0M | 215,982 | 2.54% | 6q | +1083.7%+$36.6M |
| Biltmore Wealth Management, LLC | $39.6M | 213,900 | 12.37% | 31q | HELD |
| Trek Financial, LLC | $39.6M | 213,832 | 1.97% | 30q | +150.7%+$23.8M |
| Foundations Investment Advisors, LLC | $39.3M | 212,312 | 0.40% | 23q | +6.4%+$2.4M |
| MKP Capital Management, L.L.C. | $38.4M | 207,500 | 1.04% | new | NEW |
| New Harbor Financial Group, LLC | $37.7M | 203,706 | 5.96% | 8q | +3.5%+$1.3M |
| Squarepoint Ops LLC | $37.5M | 75,397 | 0.04% | 14q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $37.2M | 200,680 | 1.72% | 13q | +3.1%+$1.1M |
| Rokos Capital Management LLP | $37.0M | options only | 0.14% | new | OPTIONS |
| SummitTX Capital, L.P. | $35.8M | 193,167 | 0.92% | new | NEW |
| Cavalier Investments, LLC | $35.7M | 42,489 | 1.48% | 2q | HELD |
| US BANCORP \DE\ | $34.8M | 187,772 | 0.04% | 31q | -0.7%-$241.2K |
| Point72 Asset Management, L.P. | $34.3M | options only | 0.04% | 14q | OPTIONS |
| SCOTIA CAPITAL INC. | $33.1M | 178,962 | 0.12% | 31q | +439.3%+$27.0M |
| FMR LLC | $31.1M | 167,937 | 0.00% | 31q | +4.7%+$1.4M |
| Equitable Holdings, Inc. | $30.7M | 165,640 | 0.18% | 27q | +22.4%+$5.6M |
| Stonebridge Financial Group, LLC | $30.4M | 164,145 | 2.31% | 7q | +3528.3%+$29.6M |
Showing the largest 100 of 1,666 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 | 1,603 | $34.0B | 148,443,843 | 177 | 553 | 435 | 19.5% |
| Q1 2026 | 1,512 | $31.7B | 152,840,828 | 150 | 478 | 469 | 22.2% |
| Q4 2025 | 1,448 | $32.5B | 135,289,695 | 117 | 492 | 408 | 35.5% |
| Q3 2025 | 1,364 | $32.8B | 142,381,725 | 116 | 440 | 401 | 33.0% |
| Q2 2025 | 1,331 | $27.4B | 127,877,022 | 135 | 377 | 459 | 31.1% |
| Q1 2025 | 1,295 | $26.6B | 128,307,082 | 96 | 402 | 463 | 36.8% |
| Q4 2024 | 1,306 | $26.0B | 134,435,864 | 102 | 428 | 367 | 31.7% |
| Q3 2024 | 1,204 | $25.2B | 128,946,661 | 110 | 368 | 398 | 30.7% |
| Q2 2024 | 1,162 | $23.6B | 146,404,178 | 111 | 369 | 360 | 25.0% |
| Q1 2024 | 1,149 | $25.0B | 156,100,658 | 124 | 373 | 357 | 21.7% |
| Q4 2023 | 1,114 | $20.8B | 132,988,785 | 116 | 330 | 352 | 27.0% |
| Q3 2023 | 1,014 | $17.5B | 124,139,020 | 86 | 338 | 321 | 28.3% |
| Q2 2023 | 1,007 | $21.3B | 126,768,649 | 112 | 277 | 353 | 36.3% |
| Q1 2023 | 959 | $19.7B | 129,940,123 | 98 | 292 | 331 | 33.7% |
| Q4 2022 | 882 | $15.1B | 104,671,578 | 143 | 241 | 256 | 32.2% |
| Q3 2022 | 941 | $11.1B | 114,448,415 | 53 | 250 | 350 | 14.2% |
| Q2 2022 | 986 | $12.7B | 124,920,291 | 59 | 267 | 393 | 14.0% |
| Q1 2022 | 1,089 | $16.0B | 133,056,339 | 78 | 320 | 395 | 14.4% |
| Q4 2021 | 1,132 | $18.1B | 139,056,546 | 103 | 368 | 302 | 18.9% |
| Q3 2021 | 1,013 | $17.9B | 148,170,605 | 79 | 363 | 304 | 19.0% |
| Q2 2021 | 1,022 | $18.8B | 155,819,885 | 123 | 403 | 268 | 15.0% |
| Q1 2021 | 973 | $17.9B | 160,572,234 | 144 | 388 | 238 | 11.7% |
| Q4 2020 | 911 | $14.7B | 147,655,261 | 157 | 336 | 207 | 11.1% |
| Q3 2020 | 764 | $12.5B | 137,368,174 | 111 | 257 | 202 | 15.3% |
| Q2 2020 | 706 | $10.5B | 126,658,164 | 111 | 211 | 247 | 16.8% |
| Q1 2020 | 694 | $7.3B | 105,218,580 | 87 | 170 | 302 | 14.7% |
| Q4 2019 | 779 | $9.8B | 99,988,509 | 110 | 225 | 216 | 17.4% |
| Q3 2019 | 679 | $9.9B | 112,982,960 | 64 | 167 | 264 | 11.5% |
| Q2 2019 | 687 | $10.8B | 116,592,167 | 64 | 169 | 281 | 16.7% |
| Q1 2019 | 707 | $11.0B | 125,488,405 | 109 | 185 | 251 | 14.6% |
| Q4 2018 | 678 | $9.9B | 131,262,808 | 9 | 6 | 7 | 14.7% |