# SELECT SECTOR SPDR TR (XLK)

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

- Reporting holders: 147
- Reported value: $791.9M
- Held through calls: 0.1%
- Held through puts: 0.2%

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 |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $114.0M | 582,566 | 3.3% | 19 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $84.9M | 433,849 | 6.4% | 24 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $60.3M | 308,224 | 4.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $39.5M | 201,570 | 0.3% | 16 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $39.1M | 199,868 | 12.1% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $23.1M | 118,232 | 1.6% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $23.0M | 117,744 | 0.6% | 28 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $21.6M | 110,293 | 0.8% | 32 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $19.1M | 97,444 | 8.2% | 8 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $19.0M | 96,910 | 1.9% | 32 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $17.6M | 90,045 | 3.2% | 16 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $17.0M | 86,878 | 0.2% | 32 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $15.6M | 79,440 | 3.6% | 2 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $13.1M | 66,724 | 1.3% | 6 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $11.4M | 58,170 | 3.0% | 24 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $11.0M | 55,992 | 2.5% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $10.5M | 53,874 | 0.9% | 32 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $9.9M | 50,691 | 7.3% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $9.7M | 49,656 | 0.2% | 32 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $9.6M | 48,961 | 2.2% | 24 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $9.0M | 45,826 | 0.5% | 16 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $8.6M | 42,614 | 1.0% | 2 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $7.1M | 36,069 | 1.5% | 9 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $7.0M | 35,006 | 1.4% | 20 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $7.0M | 35,886 | 1.6% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 147 | $791.9M |
| Q2 2026 | 2,689 | $86.4B |
| Q1 2026 | 2,426 | $57.4B |
| Q4 2025 | 2,500 | $58.2B |
| Q3 2025 | 2,303 | $57.1B |
| Q2 2025 | 2,232 | $51.1B |
| Q1 2025 | 2,148 | $39.4B |
| Q4 2024 | 2,216 | $47.4B |
| Q3 2024 | 2,044 | $45.1B |
| Q2 2024 | 2,028 | $45.1B |
| Q1 2024 | 1,975 | $43.4B |
| Q4 2023 | 1,924 | $41.0B |