SELECT SECTOR SPDR TR (XLK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
147
Reporting holders
$791.9M
Reported value
0.1%
Calls
0.2%
Puts
-2,542
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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | $114.0M | 582,566 | 3.28% | 19q | -5.1%-$6.2M |
| Galvin, Gaustad & Stein, LLC | $84.9M | 433,849 | 6.39% | 24q | -17.1%-$17.6M |
| KWMG, LLC | $60.3M | 308,224 | 4.35% | 32q | +1.6%+$955.5K |
| Farther Finance Advisors, LLC | $39.5M | 201,570 | 0.28% | 16q | -1.4%-$573.5K |
| Biltmore Wealth Management, LLC | $39.1M | 199,868 | 12.12% | 32q | -4.3%-$1.7M |
| TOMPKINS FINANCIAL CORP | $23.1M | 118,232 | 1.63% | 19q | -2.8%-$658.1K |
| Venture Visionary Partners LLC | $23.0M | 117,744 | 0.60% | 28q | +1.5%+$334.5K |
| ROCKLAND TRUST CO | $21.6M | 110,293 | 0.83% | 32q | -3.7%-$828.4K |
| Attessa Capital LLC | $19.1M | 97,444 | 8.18% | 8q | +5.7%+$1.0M |
| TOTH FINANCIAL ADVISORY CORP | $19.0M | 96,910 | 1.89% | 32q | +0.8%+$149.4K |
| Global Wealth Strategies & Associates | $17.6M | 90,045 | 3.23% | 16q | +18.0%+$2.7M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $17.0M | 86,878 | 0.20% | 32q | -0.5%-$92.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $15.6M | 79,440 | 3.58% | 2q | +7018.3%+$15.3M |
| Insight Wealth Strategies, LLC | $13.1M | 66,724 | 1.29% | 6q | -8.0%-$1.1M |
| Capital Planning LLC | $11.4M | 58,170 | 3.03% | 24q | -3.4%-$401.9K |
| Boltwood Capital Management | $11.0M | 55,992 | 2.47% | 32q | HELD |
| Trust Co | $10.5M | 53,874 | 0.92% | 32q | -11.7%-$1.4M |
| Aventus Investment Advisors, Inc. | $9.9M | 50,691 | 7.25% | 6q | -0.6%-$63.4K |
| Valeo Financial Advisors, LLC | $9.7M | 49,656 | 0.20% | 32q | +3.4%+$323.4K |
| TrueWealth Advisors, LLC | $9.6M | 48,961 | 2.15% | 24q | +920.2%+$8.6M |
| Legacy Private Trust Co. | $9.0M | 45,826 | 0.49% | 16q | -0.5%-$48.0K |
| Financial Enhancement Group LLC | $8.6M | 42,614 | 0.99% | 2q | +4.5%+$372.4K |
| Cadent Capital Advisors, LLC | $7.1M | 36,069 | 1.51% | 9q | +1.7%+$121.0K |
| Shulman DeMeo Asset Management LLC | $7.0M | 35,006 | 1.39% | 20q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $7.0M | 35,886 | 1.65% | 24q | -5.3%-$391.7K |
| Lake Hills Wealth Management, LLC | $7.0M | 35,774 | 3.22% | 3q | -26.5%-$2.5M |
| First Heartland Consultants, Inc. | $7.0M | 35,590 | 0.46% | 32q | HELD |
| Tactive Advisors, LLC | $7.0M | 35,580 | 1.67% | 11q | +53.5%+$2.4M |
| KFA Private Wealth Group, LLC | $6.8M | 34,582 | 1.59% | 28q | -1.9%-$131.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $6.4M | 32,893 | 0.46% | 32q | -1.0%-$63.0K |
| Successful Portfolios LLC | $6.4M | 31,980 | 2.96% | 32q | -2.3%-$154.1K |
| Wedmont Private Capital | $5.8M | 29,204 | 0.14% | 19q | +19.4%+$939.7K |
| David J Yvars Group | $5.6M | 28,422 | 2.56% | 24q | HELD |
| Vilga Financial Planning LLC | $5.2M | 26,743 | 3.12% | 2q | +4.4%+$219.8K |
| Acropolis Investment Management, LLC | $5.1M | 26,306 | 0.21% | 32q | -51.8%-$5.5M |
| RVW Wealth, LLC | $4.9M | 25,195 | 0.32% | 16q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $4.9M | 25,026 | 0.55% | 8q | -22.7%-$1.4M |
| Kessler Investment Group, LLC | $4.5M | 22,833 | 2.16% | 3q | +99.7%+$2.2M |
| First Citizens Financial Corp | $4.4M | 22,287 | 1.83% | 12q | +4.0%+$169.3K |
| Heartwood Wealth Advisors LLC | $4.1M | 21,147 | 0.33% | 28q | HELD |
| Apella Capital, LLC | $4.1M | 20,164 | 0.05% | 12q | +3.2%+$125.3K |
| jvl associates llc | $3.7M | 18,971 | 1.07% | 36q | HELD |
| Box Hill Private Wealth LLC | $3.4M | 17,368 | 2.47% | 4q | +4.3%+$140.9K |
| Retireful, LLC | $3.2M | 16,139 | 2.72% | new | NEW |
| EASTERN BANK | $3.1M | 15,912 | 0.05% | 32q | -4.4%-$142.7K |
| ACIMA PRIVATE WEALTH, LLC | $3.1M | 15,602 | 0.89% | 32q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $2.8M | 14,372 | 1.99% | 4q | +9.6%+$246.4K |
| Kaizen Financial Strategies | $2.7M | 13,980 | 1.08% | 23q | -1.5%-$42.1K |
| CenterStar Asset Management, LLC | $2.7M | options only | 0.63% | new | OPTIONS |
| Bank of New Hampshire | $2.6M | 13,450 | 0.57% | 22q | HELD |
| Avidian Wealth Enterprises, LLC | $2.6M | 13,154 | 0.07% | 32q | -7.5%-$208.5K |
| YHB Investment Advisors, Inc. | $2.5M | 12,841 | 0.16% | 23q | +22.8%+$466.9K |
| Whitaker-Myers Wealth Managers, LTD. | $2.5M | 12,729 | 0.41% | 11q | -23.2%-$752.5K |
| Pathway Financial Advisors LLC | $2.2M | 11,177 | 0.24% | 31q | HELD |
| M.E. ALLISON & CO., INC. | $2.1M | 10,810 | 1.19% | 8q | HELD |
| MassMutual Private Wealth & Trust, FSB | $2.1M | 10,483 | 0.05% | 32q | HELD |
| GAMMA Investing LLC | $2.0M | 10,468 | 0.07% | 12q | +3.2%+$64.2K |
| Peoples Bank/KS | $2.0M | 9,977 | 1.90% | 13q | -3.9%-$79.3K |
| Sherry Group, Inc. | $1.8M | 9,277 | 1.70% | 4q | +1.1%+$20.6K |
| SAPIENT CAPITAL LLC | $1.5M | 7,770 | 0.02% | 12q | -48.3%-$1.4M |
| Kaydan Wealth Management, Inc. | $1.4M | 7,135 | 0.48% | 20q | -16.9%-$283.8K |
| Breakwater Capital Group | $1.4M | 7,035 | 0.16% | 16q | +2.2%+$29.2K |
| FIRST COMMUNITY TRUST NA | $1.4M | 7,020 | 0.46% | 13q | HELD |
| Dale Q Rice Investment Management Ltd | $1.3M | 6,507 | 0.69% | 8q | HELD |
| Bangor Savings Bank | $1.3M | 6,483 | 0.10% | 31q | +1.9%+$23.9K |
| Sound Income Strategies, LLC | $1.3M | 6,393 | 0.06% | 17q | -2.9%-$37.4K |
| PRIVATE CLIENT SERVICES, LLC | $1.2M | 5,920 | 0.31% | 12q | +3.8%+$42.7K |
| Emergent Wealth Advisors, LLC | $1.1M | 5,867 | 0.60% | 4q | -79.5%-$4.4M |
| Wealth Group Ltd | $1.1M | 5,666 | 0.21% | 6q | +7.4%+$78.3K |
| City Center Advisors, LLC | $1.1M | 5,781 | 0.87% | 2q | +4.0%+$43.7K |
| Integrated Financial Solutions, Inc. | $1.1M | 5,722 | 0.57% | 6q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.1M | 5,566 | 0.07% | 16q | +11.3%+$110.2K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.0M | 5,342 | 0.70% | 12q | -0.9%-$9.6K |
| Investment Partners Asset Management, Inc. | $1.0M | 5,231 | 0.55% | 12q | HELD |
| Byrne Asset Management LLC | $1.0M | 5,076 | 0.56% | 20q | -0.8%-$7.7K |
| Nautilus Advisors LLC | $982.9K | 5,021 | 0.59% | 3q | -8.5%-$91.8K |
| Gradient Investments LLC | $925.1K | 4,726 | 0.01% | 5q | +6.0%+$52.1K |
| Taylor & Morgan Wealth Management, LLC | $888.3K | 4,538 | 0.43% | 20q | -2.2%-$20.2K |
| Balefire, LLC | $882.7K | 4,509 | 0.14% | 7q | -7.0%-$66.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $845.4K | 4,319 | 0.22% | 11q | +3.0%+$24.7K |
| VALLEY WEALTH MANAGERS, INC. | $802.0K | 4,097 | 0.05% | 32q | +27.3%+$171.9K |
| Grove Bank & Trust | $734.5K | 3,752 | 0.07% | 16q | HELD |
| Private Capital Advisors, Inc. | $709.8K | 3,626 | 0.06% | 32q | HELD |
| Roan Capital Partners | $682.4K | 3,486 | 0.50% | 3q | HELD |
| Buska Wealth Management, LLC | $680.4K | 3,476 | 0.23% | 11q | -12.1%-$93.8K |
| Decker Wealth Management LLC | $679.3K | 3,470 | 0.14% | 4q | HELD |
| Mirador Capital Partners LP | $669.9K | 3,422 | 0.08% | 13q | -11.5%-$87.1K |
| Trinity Financial Advisors LLC | $667.9K | 3,412 | 0.17% | 10q | HELD |
| Ridgewood Investments LLC | $651.8K | 3,330 | 0.24% | 9q | -22.2%-$185.5K |
| CHAPIN DAVIS, INC. | $649.9K | 3,320 | 0.12% | 11q | +7.1%+$42.9K |
| Stonebridge Financial Group, LLC | $635.6K | 3,247 | 0.05% | 8q | -97.9%-$29.6M |
| Williams & Novak Wealth Management, LLC | $620.5K | 3,170 | 0.37% | 12q | -25.0%-$206.9K |
| Castle Rock Wealth Management, LLC | $617.0K | 3,054 | 0.12% | 11q | +2.7%+$16.0K |
| Everhart Financial Group, Inc. | $584.5K | 2,986 | 0.04% | 12q | +6.8%+$37.4K |
| RTD Financial Advisors, Inc. | $560.2K | 2,862 | 0.06% | 16q | -4.7%-$27.6K |
| Green Ridge Wealth Planning LLC | $547.3K | 2,796 | 0.22% | 4q | -10.2%-$62.1K |
| FINANCIAL MANAGEMENT NETWORK INC | $523.3K | 2,619 | 0.08% | 6q | +2.3%+$12.0K |
| Intelligence Driven Advisers, LLC | $493.3K | 2,520 | 0.09% | 12q | -1.9%-$9.8K |
| Cooper Financial Group | $471.7K | 2,410 | 0.04% | 13q | +0.8%+$3.9K |
| Graves Light Lenhart Wealth, Inc. | $461.6K | 2,358 | 0.04% | 15q | HELD |
Showing the largest 100 of 153 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 147 | $791.9M | 4,027,285 | 7 | 38 | 49 | 0.3% |
| Q2 2026 | 2,689 | $86.4B | 391,637,396 | 311 | 771 | 848 | 13.8% |
| Q1 2026 | 2,426 | $57.4B | 382,765,937 | 117 | 737 | 823 | 10.9% |
| Q4 2025 | 2,500 | $58.2B | 351,959,985 | 152 | 2,085 | 63 | 12.7% |
| Q3 2025 | 2,303 | $57.1B | 177,459,216 | 159 | 672 | 714 | 12.4% |
| Q2 2025 | 2,232 | $51.1B | 175,893,722 | 192 | 674 | 730 | 12.8% |
| Q1 2025 | 2,148 | $39.4B | 166,324,210 | 121 | 664 | 786 | 12.9% |
| Q4 2024 | 2,216 | $47.4B | 172,824,401 | 110 | 672 | 618 | 15.2% |
| Q3 2024 | 2,044 | $45.1B | 166,876,150 | 110 | 634 | 675 | 16.6% |
| Q2 2024 | 2,028 | $45.1B | 170,831,546 | 124 | 640 | 643 | 14.7% |
| Q1 2024 | 1,975 | $43.4B | 189,458,139 | 133 | 651 | 673 | 9.0% |
| Q4 2023 | 1,924 | $41.0B | 183,782,766 | 174 | 602 | 563 | 13.6% |
| Q3 2023 | 1,701 | $31.5B | 165,628,711 | 86 | 520 | 594 | 13.4% |
| Q2 2023 | 1,716 | $31.8B | 161,872,058 | 177 | 512 | 594 | 11.7% |
| Q1 2023 | 1,589 | $27.5B | 162,066,833 | 156 | 426 | 606 | 11.6% |
| Q4 2022 | 1,530 | $25.7B | 181,197,376 | 108 | 435 | 558 | 12.4% |
| Q3 2022 | 1,460 | $23.9B | 172,559,727 | 75 | 469 | 510 | 14.0% |
| Q2 2022 | 1,499 | $24.3B | 172,625,546 | 79 | 469 | 568 | 9.5% |
| Q1 2022 | 1,584 | $455.2B | 2,838,899,095 | 86 | 455 | 635 | 0.9% |
| Q4 2021 | 1,641 | $38.6B | 174,926,455 | 136 | 514 | 467 | 21.4% |
| Q3 2021 | 1,435 | $407.1B | 2,686,017,611 | 103 | 478 | 414 | 1.5% |
| Q2 2021 | 1,396 | $348.6B | 2,331,028,434 | 105 | 437 | 471 | 1.3% |
| Q1 2021 | 1,363 | $25.1B | 158,105,528 | 82 | 403 | 535 | 16.2% |
| Q4 2020 | 1,377 | $26.6B | 156,848,797 | 122 | 415 | 437 | 23.3% |
| Q3 2020 | 1,239 | $22.1B | 155,378,984 | 104 | 335 | 520 | 18.5% |
| Q2 2020 | 1,198 | $19.2B | 160,177,985 | 147 | 412 | 381 | 13.9% |
| Q1 2020 | 1,114 | $13.9B | 150,872,841 | 107 | 357 | 440 | 12.5% |
| Q4 2019 | 1,128 | $17.7B | 160,215,641 | 107 | 310 | 339 | 17.1% |
| Q3 2019 | 962 | $14.6B | 156,954,643 | 65 | 288 | 350 | 13.3% |
| Q2 2019 | 963 | $14.6B | 157,160,186 | 83 | 298 | 345 | 15.9% |
| Q1 2019 | 957 | $14.0B | 163,528,753 | 110 | 253 | 355 | 14.2% |
| Q4 2018 | 916 | $11.2B | 159,781,941 | 7 | 15 | 16 | 11.9% |