SELECT SECTOR SPDR TR (XLP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,203
Reporting holders
$14.7B
Reported value
19.4%
Held as options
-3
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 | $3.1B | 37,444 | 2.31% | 3q | +3.4%+$103.0M |
| BANK OF AMERICA CORP /DE/ | $1.5B | 18,350,213 | 0.10% | 31q | -25.7%-$527.7M |
| MORGAN STANLEY | $806.0M | 9,702,454 | 0.04% | 35q | -6.0%-$51.7M |
| Elliott Investment Management L.P. | $799.5M | options only | 3.53% | 4q | OPTIONS |
| JPMORGAN CHASE & CO | $793.9M | 9,410,198 | 0.04% | 31q | -2.5%-$20.6M |
| GOLDMAN SACHS GROUP INC | $701.1M | 8,139,947 | 0.06% | 31q | -7.3%-$55.4M |
| JANE STREET GROUP, LLC | $605.4M | 209,050 | 0.05% | 31q | +2537.2%+$582.4M |
| UBS Group AG | $593.0M | 5,648,440 | 0.08% | 31q | -0.7%-$4.1M |
| BARCLAYS PLC | $575.0M | 6,481,381 | 0.11% | 31q | +88.7%+$270.3M |
| CITIGROUP INC | $570.5M | 6,867,681 | 0.19% | 31q | +36.1%+$151.3M |
| BNP PARIBAS FINANCIAL MARKETS | $560.6M | 5,838,299 | 0.19% | 31q | +225.0%+$388.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $467.7M | 1,380,908 | 0.04% | 31q | -74.7%-$1.4B |
| CITADEL ADVISORS LLC | $318.0M | 923,281 | 0.04% | 31q | +5404.2%+$312.2M |
| LPL Financial LLC | $297.2M | 3,577,959 | 0.07% | 31q | -17.7%-$63.7M |
| WELLS FARGO & COMPANY/MN | $265.2M | 3,192,068 | 0.04% | 31q | -69.2%-$595.5M |
| ROYAL BANK OF CANADA | $261.8M | 1,226,022 | 0.04% | 31q | -53.3%-$299.0M |
| Caisse de depot et placement du Quebec | $236.2M | 2,842,914 | 0.34% | 7q | +58.9%+$87.6M |
| RAYMOND JAMES FINANCIAL INC | $155.4M | 1,871,261 | 0.04% | 7q | -62.4%-$258.4M |
| MENORA MIVTACHIM HOLDINGS LTD. | $148.2M | 1,784,297 | 0.58% | 14q | -55.5%-$185.0M |
| Point72 Asset Management, L.P. | $126.8M | 15,000 | 0.14% | 18q | HELD |
| NATIXIS | $112.7M | 1,356,669 | 0.45% | 15q | -33.0%-$55.6M |
| AMERIPRISE FINANCIAL INC | $112.6M | 1,296,049 | 0.02% | 31q | -79.7%-$442.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $101.7M | 1,224,063 | 0.01% | 13q | -2.8%-$2.9M |
| Sixth Street Partners Management Company, L.P. | $101.7M | 1,224,063 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $93.6M | 1,126,423 | 0.07% | 5q | +797.5%+$83.1M |
| OSAIC HOLDINGS, INC. | $84.6M | 1,018,079 | 0.10% | 26q | +14.5%+$10.7M |
| Fisher Asset Management, LLC | $82.6M | 994,393 | 0.02% | 31q | -5.0%-$4.3M |
| Saudi Central Bank | $82.1M | 963,581 | 1.08% | 5q | HELD |
| PGIM Custom Harvest LLC | $79.8M | 960,549 | 1.00% | 19q | +1.5%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $68.8M | 828,005 | 0.02% | 31q | -84.6%-$378.9M |
| J. Goldman & Co LP | $63.5M | 699,308 | 1.64% | 8q | +197.0%+$42.1M |
| MILLENNIUM MANAGEMENT LLC | $62.9M | 326,192 | 0.02% | 31q | -89.9%-$559.0M |
| Trust Asset Management LLC | $59.9M | 799,820 | 2.57% | 28q | +104.5%+$30.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $59.2M | 713,097 | 0.07% | 31q | +5.9%+$3.3M |
| Squarepoint Ops LLC | $56.6M | 200,096 | 0.06% | 14q | HELD |
| AGF MANAGEMENT LTD | $56.2M | 676,282 | 0.22% | 15q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $56.1M | 675,000 | 0.08% | 27q | -67.0%-$113.9M |
| CIBC WORLD MARKET INC. | $55.0M | 662,571 | 0.09% | 31q | -76.8%-$182.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $53.1M | 638,682 | 0.12% | 5q | +83278.9%+$53.0M |
| STATE STREET CORP | $51.6M | 621,446 | 0.00% | 21q | +70.6%+$21.4M |
| Advisory Alpha, LLC | $49.5M | 596,228 | 1.21% | 28q | +22.6%+$9.1M |
| EP Wealth Advisors, LLC | $46.3M | 557,172 | 0.18% | 19q | HELD |
| Cetera Investment Advisers | $45.7M | 550,035 | 0.04% | 31q | -17.1%-$9.4M |
| CAPITAL FUND MANAGEMENT S.A. | $45.5M | 507,086 | 0.20% | 12q | +79.2%+$20.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $45.0M | 541,396 | 0.03% | 30q | +117.7%+$24.3M |
| Gerber Kawasaki Wealth & Investment Management | $40.6M | 489,162 | 1.08% | 17q | +9.4%+$3.5M |
| SRB CORP | $40.6M | 488,831 | 2.18% | 7q | +720.4%+$35.7M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $39.9M | 479,845 | 0.17% | 22q | -60.8%-$61.7M |
| GREENWOOD GEARHART LLC | $39.6M | 476,688 | 1.84% | 11q | +2.8%+$1.1M |
| STIFEL FINANCIAL CORP | $39.0M | 469,379 | 0.03% | 31q | -21.1%-$10.4M |
| TUDOR INVESTMENT CORP ET AL | $38.8M | 331,920 | 0.05% | 9q | +217.4%+$26.6M |
| Phoenix Financial Ltd. | $37.5M | 450,976 | 0.26% | 10q | HELD |
| Conservest Capital Advisors, Inc. | $37.4M | 450,415 | 2.98% | 31q | -5.2%-$2.0M |
| MML INVESTORS SERVICES, LLC | $36.6M | 440,046 | 0.07% | 31q | +28.7%+$8.1M |
| Balyasny Asset Management L.P. | $36.1M | 23,275 | 0.05% | 20q | -95.9%-$850.4M |
| KCM INVESTMENT ADVISORS LLC | $35.2M | 424,290 | 1.05% | 31q | +4.0%+$1.4M |
| Weiss Asset Management LP | $34.5M | 415,000 | 0.36% | new | NEW |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $33.6M | 404,057 | 0.73% | 11q | +22.0%+$6.1M |
| Verition Fund Management LLC | $33.2M | options only | 0.08% | 3q | OPTIONS |
| HighTower Advisors, LLC | $30.4M | 365,944 | 0.03% | 31q | +0.8%+$230.7K |
| RENAISSANCE TECHNOLOGIES LLC | $29.7M | 357,200 | 0.04% | 5q | -28.6%-$11.9M |
| MIRAE ASSET SECURITIES (USA) INC. | $29.1M | 350,000 | 0.81% | 9q | HELD |
| CREDIT AGRICOLE S A | $28.9M | 23,455 | 0.06% | 17q | -54.9%-$35.2M |
| GTS SECURITIES LLC | $25.9M | 311,932 | 0.55% | new | NEW |
| Capula Management Ltd | $25.7M | 292,619 | 0.09% | 3q | +1492.5%+$24.1M |
| Qube Research & Technologies Ltd | $25.1M | 282,634 | 0.02% | 5q | +193.1%+$16.5M |
| TRUIST FINANCIAL CORP | $24.2M | 291,678 | 0.03% | 27q | -90.4%-$228.5M |
| Centiva Capital, LP | $24.2M | 11,000 | 0.21% | 2q | -45.0%-$19.8M |
| Banco BTG Pactual S.A. | $23.7M | 285,500 | 2.00% | 2q | -19.3%-$5.7M |
| Rockefeller Capital Management L.P. | $22.8M | 274,538 | 0.03% | 30q | +8.9%+$1.9M |
| MOORE CAPITAL MANAGEMENT, LP | $22.3M | 268,923 | 0.33% | 6q | +114.9%+$11.9M |
| Rockport Wealth LLC | $20.8M | 250,746 | 3.50% | 10q | +96.5%+$10.2M |
| Integrated Wealth Concepts LLC | $20.5M | 247,387 | 0.10% | 28q | +35.7%+$5.4M |
| Trilogy Capital Inc. | $20.0M | 240,444 | 0.78% | 15q | -10.9%-$2.5M |
| Cavalier Investments, LLC | $19.7M | 27,150 | 0.82% | 2q | -0.8%-$156.7K |
| Krilogy Financial LLC | $19.4M | 233,343 | 0.57% | 31q | HELD |
| Valence8 US LP | $19.2M | 231,632 | 6.40% | 15q | +79.0%+$8.5M |
| Private Advisor Group, LLC | $19.1M | 230,260 | 0.09% | 31q | +31.7%+$4.6M |
| Passaic Partners LLC | $19.0M | 228,904 | 1.40% | 8q | +9.1%+$1.6M |
| RiverFront Investment Group, LLC | $18.7M | 224,600 | 0.25% | 31q | +0.6%+$110.2K |
| Kingsview Wealth Management, LLC | $18.6M | 223,771 | 0.23% | 38q | +2.7%+$493.6K |
| Steward Partners Investment Advisory, LLC | $17.4M | 209,556 | 0.09% | 31q | +15.2%+$2.3M |
| NewEdge Advisors, LLC | $17.0M | 205,226 | 0.05% | 30q | +28.5%+$3.8M |
| Baird Financial Group, Inc. | $17.0M | 204,802 | 0.02% | 31q | +4.1%+$664.1K |
| Clarity Financial LLC | $17.0M | 204,768 | 1.45% | 13q | +27.3%+$3.6M |
| BANK OF MONTREAL /CAN/ | $16.8M | 202,755 | 0.01% | 31q | -10.1%-$1.9M |
| Biltmore Wealth Management, LLC | $16.7M | 201,408 | 5.22% | 31q | +3.6%+$578.8K |
| Caption Management, LLC | $16.6M | options only | 0.08% | 2q | OPTIONS |
| ExodusPoint Capital Management, LP | $16.6M | options only | 0.11% | new | OPTIONS |
| Jain Global LLC | $16.6M | options only | 0.07% | 2q | OPTIONS |
| ARMSTRONG ADVISORY GROUP, INC | $16.6M | 199,398 | 1.01% | 15q | +2.1%+$338.7K |
| Galvin, Gaustad & Stein, LLC | $16.3M | 195,993 | 1.20% | 2q | -19.5%-$3.9M |
| MATAURO, LLC | $16.2M | 194,984 | 2.14% | 7q | +20.2%+$2.7M |
| US BANCORP \DE\ | $15.7M | 189,499 | 0.02% | 31q | -14.2%-$2.6M |
| Corient Private Wealth LP | $15.4M | 184,864 | 0.01% | 15q | +88.5%+$7.2M |
| J.W. COLE ADVISORS, INC. | $15.4M | 184,785 | 0.26% | 19q | +3.4%+$504.6K |
| JONES FINANCIAL COMPANIES LLLP | $15.2M | 179,687 | 0.01% | 23q | +17.7%+$2.3M |
| NORTHERN TRUST CORP | $14.9M | 179,615 | 0.00% | 31q | -7.4%-$1.2M |
| Cerity Partners LLC | $14.9M | 179,419 | 0.02% | 29q | -0.8%-$119.2K |
| Twin Tree Management, LP | $14.9M | 37,732 | 0.28% | 12q | HELD |
Showing the largest 100 of 1,254 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 | 1,203 | $14.7B | 142,399,534 | 112 | 375 | 403 | 19.4% |
| Q1 2026 | 1,206 | $20.7B | 182,980,979 | 142 | 333 | 431 | 27.6% |
| Q4 2025 | 1,162 | $19.0B | 199,913,774 | 109 | 405 | 357 | 18.3% |
| Q3 2025 | 1,106 | $19.2B | 196,152,011 | 79 | 340 | 409 | 19.9% |
| Q2 2025 | 1,141 | $14.7B | 162,567,855 | 95 | 388 | 383 | 10.5% |
| Q1 2025 | 1,134 | $14.6B | 154,739,490 | 103 | 354 | 406 | 13.1% |
| Q4 2024 | 1,136 | $14.7B | 163,035,616 | 84 | 354 | 375 | 13.0% |
| Q3 2024 | 1,088 | $16.3B | 163,861,322 | 134 | 360 | 327 | 16.6% |
| Q2 2024 | 1,007 | $14.2B | 165,377,978 | 72 | 310 | 387 | 11.0% |
| Q1 2024 | 1,014 | $15.8B | 188,877,879 | 75 | 300 | 399 | 8.8% |
| Q4 2023 | 1,036 | $14.6B | 174,592,587 | 117 | 285 | 386 | 13.6% |
| Q3 2023 | 956 | $13.3B | 178,550,862 | 65 | 304 | 375 | 7.7% |
| Q2 2023 | 976 | $13.7B | 171,362,161 | 91 | 342 | 341 | 7.0% |
| Q1 2023 | 949 | $13.7B | 171,623,443 | 85 | 280 | 378 | 7.3% |
| Q4 2022 | 926 | $14.3B | 167,546,257 | 124 | 350 | 237 | 12.9% |
| Q3 2022 | 1,037 | $13.9B | 182,028,585 | 91 | 424 | 268 | 12.5% |
| Q2 2022 | 1,058 | $15.7B | 168,523,278 | 124 | 398 | 309 | 22.5% |
| Q1 2022 | 1,042 | $11.8B | 138,286,083 | 137 | 378 | 277 | 11.6% |
| Q4 2021 | 989 | $12.4B | 128,555,249 | 116 | 315 | 285 | 20.3% |
| Q3 2021 | 856 | $10.2B | 129,116,591 | 78 | 281 | 256 | 12.6% |
| Q2 2021 | 839 | $9.4B | 122,495,876 | 66 | 304 | 276 | 9.2% |
| Q1 2021 | 850 | $9.9B | 124,310,910 | 85 | 231 | 354 | 14.2% |
| Q4 2020 | 867 | $11.3B | 147,786,148 | 88 | 251 | 291 | 11.7% |
| Q3 2020 | 793 | $10.5B | 143,762,786 | 77 | 243 | 278 | 12.2% |
| Q2 2020 | 773 | $9.1B | 137,500,251 | 104 | 230 | 283 | 11.0% |
| Q1 2020 | 758 | $9.4B | 151,651,119 | 99 | 227 | 277 | 12.3% |
| Q4 2019 | 784 | $13.1B | 150,300,061 | 86 | 203 | 253 | 27.4% |
| Q3 2019 | 697 | $11.8B | 169,679,372 | 78 | 247 | 211 | 11.8% |
| Q2 2019 | 679 | $10.7B | 162,965,517 | 92 | 218 | 233 | 11.8% |
| Q1 2019 | 662 | $9.5B | 149,020,405 | 82 | 197 | 243 | 12.3% |
| Q4 2018 | 664 | $8.4B | 145,078,302 | 12 | 9 | 11 | 12.2% |