SELECT SECTOR SPDR TR (XLK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,584
Reporting holders
$74.2B
Reported value
14.7%
Held as options
+247
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 | $5.1B | 26,581 | 3.77% | 3q | -35.1%-$2.7B |
| WELLS FARGO & COMPANY/MN | $4.7B | 24,424,085 | 0.75% | 31q | -47.6%-$4.2B |
| BANK OF AMERICA CORP /DE/ | $4.3B | 22,775,787 | 0.28% | 31q | -4.6%-$208.2M |
| JANE STREET GROUP, LLC | $3.8B | 17,149 | 0.32% | 31q | -95.8%-$87.8B |
| MORGAN STANLEY | $3.8B | 19,733,219 | 0.20% | 35q | +0.6%+$21.7M |
| LPL Financial LLC | $3.0B | 15,806,183 | 0.68% | 31q | +0.6%+$17.4M |
| Focus Partners Wealth | $2.4B | 12,703,573 | 2.48% | 11q | -2.1%-$52.8M |
| UBS Group AG | $2.4B | 11,901,128 | 0.31% | 31q | -2.6%-$65.4M |
| ENVESTNET ASSET MANAGEMENT INC | $2.1B | 10,915,182 | 0.49% | 31q | -7.3%-$162.6M |
| AMERIPRISE FINANCIAL INC | $1.9B | 9,775,181 | 0.38% | 31q | -49.2%-$1.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8B | 416,179 | 0.14% | 31q | +111.0%+$950.2M |
| JPMORGAN CHASE & CO | $1.7B | 9,144,511 | 0.09% | 31q | -3.3%-$57.6M |
| GOLDMAN SACHS GROUP INC | $1.7B | 8,664,198 | 0.15% | 31q | +4.9%+$77.7M |
| RAYMOND JAMES FINANCIAL INC | $1.6B | 8,528,109 | 0.44% | 7q | +7.6%+$115.4M |
| ROYAL BANK OF CANADA | $1.2B | 5,854,782 | 0.18% | 31q | -1.6%-$20.4M |
| Migdal Insurance & Financial Holdings Ltd. | $1.1B | 5,647,173 | 6.88% | 20q | +31.4%+$257.3M |
| CITADEL ADVISORS LLC | $1.0B | options only | 0.12% | 31q | OPTIONS |
| TRUIST FINANCIAL CORP | $935.0M | 4,907,844 | 1.12% | 31q | +4.0%+$35.7M |
| ADAPT Investment Managers SA | $762.1M | options only | 6.07% | 3q | OPTIONS |
| MILLENNIUM MANAGEMENT LLC | $749.2M | 11,470 | 0.27% | 31q | -98.4%-$46.0B |
| PGIM Custom Harvest LLC | $739.5M | 3,881,651 | 9.26% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $705.0M | 3,700,027 | 0.83% | 26q | -1.9%-$13.4M |
| BNP PARIBAS FINANCIAL MARKETS | $674.3M | 1,032,338 | 0.23% | 31q | -48.8%-$643.8M |
| WestEnd Advisors, LLC | $640.2M | 3,360,440 | 14.27% | 31q | +4.2%+$26.1M |
| NORTHERN TRUST CORP | $613.7M | 3,221,242 | 0.07% | 31q | +2.3%+$13.6M |
| BARCLAYS PLC | $517.3M | 1,566,942 | 0.10% | 31q | -24.7%-$169.4M |
| US BANCORP \DE\ | $511.0M | 2,682,109 | 0.56% | 31q | -2.6%-$13.6M |
| Corient Private Wealth LP | $484.4M | 2,542,389 | 0.31% | 15q | +74.3%+$206.5M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $464.4M | 2,437,529 | 1.96% | 16q | +22.2%+$84.5M |
| AGF MANAGEMENT LTD | $408.0M | 2,141,700 | 1.58% | 15q | -0.7%-$3.1M |
| Squarepoint Ops LLC | $384.2M | 140,570 | 0.42% | 13q | HELD |
| Rockefeller Capital Management L.P. | $364.1M | 1,911,305 | 0.56% | 30q | -3.8%-$14.5M |
| Cetera Investment Advisers | $351.0M | 1,842,269 | 0.32% | 31q | +0.8%+$2.9M |
| STIFEL FINANCIAL CORP | $348.0M | 1,826,572 | 0.29% | 31q | +5.8%+$19.0M |
| UNIVERSITY OF CHICAGO | $339.2M | 1,780,292 | 80.81% | 2q | +16.1%+$47.1M |
| EP Wealth Advisors, LLC | $323.4M | 1,697,667 | 1.24% | 12q | -1.0%-$3.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $309.6M | 1,624,800 | 0.19% | 30q | +113.8%+$164.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $307.1M | 1,611,687 | 0.39% | 31q | -4.8%-$15.3M |
| PNC Financial Services Group, Inc. | $301.1M | 1,580,320 | 0.15% | 31q | -1.0%-$3.2M |
| HighTower Advisors, LLC | $297.2M | 1,560,039 | 0.29% | 31q | -0.9%-$2.8M |
| STATE STREET CORP | $290.3M | 1,523,838 | 0.01% | 31q | +5.5%+$15.0M |
| TUDOR INVESTMENT CORP ET AL | $290.2M | 156,469 | 0.40% | 17q | +6363.0%+$285.7M |
| J.Safra Asset Management Corp | $264.4M | 1,387,848 | 12.18% | 23q | -1.2%-$3.1M |
| CAPTRUST FINANCIAL ADVISORS | $263.1M | 1,381,036 | 0.40% | 31q | +27.9%+$57.4M |
| KCM INVESTMENT ADVISORS LLC | $258.3M | 1,355,853 | 7.67% | 31q | +0.5%+$1.4M |
| CITIGROUP INC | $252.8M | 1,326,949 | 0.08% | 31q | +3.3%+$8.1M |
| Equitable Holdings, Inc. | $247.0M | 1,340,320 | 1.47% | 27q | -1.0%-$2.5M |
| RiverFront Investment Group, LLC | $241.9M | 1,269,940 | 3.20% | 31q | +0.9%+$2.2M |
| Advisory Alpha, LLC | $241.6M | 1,268,200 | 5.93% | 28q | +4.7%+$10.9M |
| BANK OF MONTREAL /CAN/ | $231.1M | 1,213,135 | 0.08% | 31q | +7.5%+$16.0M |
| SRB CORP | $228.7M | 1,200,431 | 12.30% | 6q | +40.7%+$66.1M |
| VICTORY CAPITAL MANAGEMENT INC | $228.3M | 1,198,241 | 0.13% | 17q | +5.8%+$12.4M |
| FIFTH THIRD BANCORP | $213.1M | 1,117,925 | 0.35% | 31q | -1.1%-$2.4M |
| MML INVESTORS SERVICES, LLC | $201.4M | 1,056,875 | 0.41% | 31q | -7.5%-$16.4M |
| CREDIT AGRICOLE S A | $192.3M | 59,311 | 0.39% | 19q | -46.0%-$163.6M |
| Private Advisor Group, LLC | $190.1M | 997,926 | 0.87% | 31q | -21.7%-$52.6M |
| Capital Investment Advisors, LLC | $188.4M | 988,787 | 2.48% | 31q | +1.3%+$2.4M |
| Phoenix Financial Ltd. | $188.3M | 988,272 | 1.29% | 20q | +5.7%+$10.1M |
| Walleye Trading LLC | $184.7M | 397,277 | 0.21% | 31q | +151.3%+$111.2M |
| BAR HARBOR WEALTH MANAGEMENT | $177.0M | 929,180 | 9.51% | 31q | HELD |
| Mariner, LLC | $176.4M | 926,406 | 0.19% | 31q | -11.5%-$22.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $176.3M | 925,282 | 3.81% | 28q | +27.9%+$38.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $171.7M | 925,838 | 0.12% | new | NEW |
| 71 West Capital Partners | $170.6M | 895,570 | 5.90% | 3q | +2.1%+$3.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $166.3M | 872,725 | 0.14% | new | NEW |
| Conservest Capital Advisors, Inc. | $166.2M | 872,595 | 13.22% | 31q | -3.7%-$6.4M |
| BlackRock, Inc. | $163.5M | 858,160 | 0.00% | 8q | +0.5%+$893.9K |
| Cerity Partners LLC | $162.0M | 850,475 | 0.20% | 27q | -3.5%-$5.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $152.4M | 800,000 | 0.21% | 2q | -50.0%-$152.4M |
| Saudi Central Bank | $149.6M | 851,762 | 1.96% | 5q | HELD |
| Jain Global LLC | $149.6M | options only | 0.59% | 6q | OPTIONS |
| SPINNAKER TRUST | $148.6M | 779,939 | 7.21% | 31q | -1.6%-$2.5M |
| Cavalier Investments, LLC | $144.1M | 231,176 | 5.98% | new | NEW |
| BANK OF NOVA SCOTIA | $136.3M | 715,360 | 0.21% | 31q | +1121.4%+$125.1M |
| Schonfeld Strategic Advisors LLC | $134.1M | options only | 0.48% | new | OPTIONS |
| Kestra Advisory Services, LLC | $134.0M | 703,129 | 0.43% | 24q | HELD |
| ASSETMARK, INC | $131.4M | 689,659 | 0.23% | 31q | HELD |
| Point72 Asset Management, L.P. | $127.9M | options only | 0.14% | 8q | OPTIONS |
| Integrated Wealth Concepts LLC | $126.8M | 665,634 | 0.62% | 30q | +34.0%+$32.2M |
| Gerber Kawasaki Wealth & Investment Management | $125.4M | 658,332 | 3.35% | 31q | -5.3%-$7.0M |
| Trek Financial, LLC | $124.9M | 655,384 | 6.20% | 30q | -6.3%-$8.5M |
| JONES FINANCIAL COMPANIES LLLP | $124.3M | 682,647 | 0.05% | 31q | +18.4%+$19.3M |
| Ashton Thomas Private Wealth, LLC | $121.2M | 636,291 | 2.53% | 28q | -12.7%-$17.7M |
| CoreCap Advisors, LLC | $117.0M | 613,988 | 3.45% | 18q | +7.2%+$7.8M |
| Creative Planning | $111.1M | 583,125 | 0.06% | 31q | +6.0%+$6.3M |
| Swan Global Investments, LLC | $106.8M | 560,690 | 3.16% | 31q | HELD |
| Parker Investment Management, LLC | $104.8M | 550,192 | 8.00% | 31q | -0.8%-$875.1K |
| Mirae Asset Global Investments Co., Ltd. | $104.8M | 550,019 | 0.15% | 31q | -25.2%-$35.4M |
| Sanctuary Advisors, LLC | $104.0M | 545,880 | 0.48% | 9q | +0.7%+$731.4K |
| Galvin, Gaustad & Stein, LLC | $99.8M | 523,647 | 7.36% | 23q | -1.7%-$1.7M |
| Evolution Wealth Advisors, LLC | $98.6M | 517,308 | 11.53% | 27q | +0.7%+$718.8K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $98.0M | 514,600 | 12.92% | 27q | HELD |
| TD Waterhouse Canada Inc. | $96.2M | 519,530 | 0.25% | 19q | +0.5%+$505.3K |
| Krilogy Financial LLC | $95.5M | 501,055 | 2.82% | 31q | -4.6%-$4.6M |
| IMZ Advisory Inc | $93.6M | 491,428 | 29.65% | 11q | -3.6%-$3.5M |
| Concurrent Investment Advisors, LLC | $91.4M | 479,793 | 0.78% | 11q | +17.1%+$13.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $91.0M | 477,804 | 0.21% | 11q | +108.2%+$47.3M |
| Quantinno Capital Management LP | $90.6M | 475,501 | 0.11% | 17q | +7.4%+$6.2M |
| HighPoint Advisor Group LLC | $89.2M | 468,127 | 3.14% | 3q | -0.8%-$674.8K |
| MAI Capital Management | $88.9M | 466,772 | 0.33% | 30q | +9.2%+$7.5M |
Showing the largest 100 of 2,674 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 | 2,584 | $74.2B | 332,925,024 | 296 | 741 | 822 | 14.7% |
| Q1 2026 | 2,337 | $54.9B | 364,313,628 | 114 | 709 | 800 | 11.4% |
| Q4 2025 | 2,402 | $54.4B | 326,944,674 | 145 | 2,009 | 57 | 13.6% |
| Q3 2025 | 2,211 | $53.2B | 163,940,599 | 154 | 643 | 684 | 13.3% |
| Q2 2025 | 2,124 | $47.1B | 159,928,068 | 184 | 637 | 694 | 13.9% |
| Q1 2025 | 2,039 | $36.9B | 153,927,181 | 112 | 630 | 751 | 13.8% |
| Q4 2024 | 2,099 | $44.7B | 161,322,370 | 106 | 640 | 585 | 16.1% |
| Q3 2024 | 1,919 | $42.6B | 155,794,061 | 103 | 602 | 636 | 17.5% |
| Q2 2024 | 1,889 | $42.3B | 157,944,483 | 111 | 593 | 610 | 15.7% |
| Q1 2024 | 1,835 | $41.0B | 178,180,340 | 119 | 604 | 631 | 9.6% |
| Q4 2023 | 1,785 | $38.3B | 170,122,875 | 163 | 554 | 526 | 14.5% |
| Q3 2023 | 1,555 | $29.0B | 150,912,967 | 78 | 479 | 547 | 14.6% |
| Q2 2023 | 1,554 | $29.6B | 149,213,620 | 160 | 466 | 538 | 12.5% |
| Q1 2023 | 1,415 | $24.6B | 145,953,209 | 134 | 386 | 546 | 11.2% |
| Q4 2022 | 1,277 | $20.6B | 145,354,818 | 91 | 356 | 467 | 13.0% |
| Q3 2022 | 1,460 | $23.9B | 172,559,727 | 75 | 469 | 510 | 14.0% |
| Q2 2022 | 1,499 | $24.3B | 172,625,546 | 79 | 470 | 567 | 9.5% |
| Q1 2022 | 1,583 | $30.5B | 166,982,095 | 86 | 454 | 635 | 13.3% |
| Q4 2021 | 1,641 | $38.6B | 174,926,455 | 136 | 515 | 466 | 21.4% |
| Q3 2021 | 1,434 | $30.5B | 164,059,611 | 103 | 477 | 414 | 19.7% |
| Q2 2021 | 1,395 | $27.4B | 155,550,434 | 105 | 436 | 471 | 16.0% |
| 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% |