# SELECT SECTOR SPDR TR (XLP)

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

- Reporting holders: 53
- Reported value: $111.6M
- 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 |
|---|---|---|---|---|
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $16.9M | 209,812 | 5.2% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $16.2M | 200,944 | 1.0% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $15.9M | 197,770 | 1.2% | 3 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $10.4M | 128,908 | 0.7% | 27 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $6.0M | 74,583 | 4.2% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $5.4M | 66,575 | 0.6% | 9 |
| [American National Bank of Texas](https://holderbook.com/funds/2086953-american-national-bank-of-texas/) | $5.0M | 61,887 | 4.6% | 5 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $4.7M | 58,646 | 0.1% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.5M | 55,899 | 0.5% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $3.5M | 43,336 | 0.3% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.1M | 26,436 | 0.0% | 15 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $2.1M | 26,108 | 0.6% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.1M | 25,518 | 0.1% | 19 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $2.0M | 24,206 | 0.5% | 19 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.3M | 16,280 | 0.3% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 14,927 | 0.0% | 20 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.2M | 15,348 | 0.1% | 32 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $1.2M | 14,684 | 1.0% | 1 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $1.1M | 14,113 | 0.8% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.1M | 13,500 | 0.0% | 32 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $675.9K | 8,386 | 0.4% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $589.2K | 7,310 | 0.0% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $559.2K | 6,938 | 0.0% | 18 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $533.5K | 6,620 | 0.0% | 27 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $532.1K | 6,565 | 0.1% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 53 | $111.6M |
| Q2 2026 | 1,259 | $18.5B |
| Q1 2026 | 1,261 | $21.1B |
| Q4 2025 | 1,221 | $19.4B |
| Q3 2025 | 1,169 | $19.9B |
| Q2 2025 | 1,209 | $15.4B |
| Q1 2025 | 1,207 | $15.8B |
| Q4 2024 | 1,205 | $15.4B |
| Q3 2024 | 1,161 | $17.5B |
| Q2 2024 | 1,085 | $15.1B |
| Q1 2024 | 1,092 | $16.6B |
| Q4 2023 | 1,126 | $16.4B |