SELECT SECTOR SPDR TR (XLP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
53
Reporting holders
$111.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,206
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 |
|---|---|---|---|---|---|
| Biltmore Wealth Management, LLC | $16.9M | 209,812 | 5.24% | 32q | +4.2%+$677.4K |
| ARMSTRONG ADVISORY GROUP, INC | $16.2M | 200,944 | 0.98% | 16q | +0.8%+$124.6K |
| Galvin, Gaustad & Stein, LLC | $15.9M | 197,770 | 1.20% | 3q | +0.9%+$143.2K |
| KWMG, LLC | $10.4M | 128,908 | 0.75% | 27q | +6.9%+$670.3K |
| SACKS & ASSOCIATES, LLC | $6.0M | 74,583 | 4.20% | 4q | -4.2%-$263.9K |
| Capital Advisors Wealth Management, LLC | $5.4M | 66,575 | 0.60% | 9q | HELD |
| American National Bank of Texas | $5.0M | 61,887 | 4.56% | 5q | +1.7%+$82.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.7M | 58,646 | 0.06% | 32q | -4.4%-$215.5K |
| TOTH FINANCIAL ADVISORY CORP | $4.5M | 55,899 | 0.45% | 32q | -0.9%-$41.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $3.5M | 43,336 | 0.25% | 17q | +3.2%+$108.2K |
| Farther Finance Advisors, LLC | $2.1M | 26,436 | 0.02% | 15q | -10.7%-$256.0K |
| ACIMA PRIVATE WEALTH, LLC | $2.1M | 26,108 | 0.61% | 32q | -0.7%-$14.2K |
| CoreCap Advisors, LLC | $2.1M | 25,518 | 0.06% | 19q | +14.5%+$260.9K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $2.0M | 24,206 | 0.46% | 19q | -3.0%-$61.2K |
| Boltwood Capital Management | $1.3M | 16,280 | 0.30% | 32q | +0.7%+$9.1K |
| Wedmont Private Capital | $1.2M | 14,927 | 0.03% | 20q | +4.2%+$50.4K |
| Trust Co | $1.2M | 15,348 | 0.11% | 32q | HELD |
| Miller Global Investments, LLC | $1.2M | 14,684 | 0.95% | new | NEW |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.1M | 14,113 | 0.76% | 12q | +5.9%+$63.4K |
| Valeo Financial Advisors, LLC | $1.1M | 13,500 | 0.02% | 32q | -1.3%-$14.4K |
| Gallagher Capital Advisors, LLC | $675.9K | 8,386 | 0.36% | 8q | +0.7%+$4.4K |
| Acropolis Investment Management, LLC | $589.2K | 7,310 | 0.02% | 32q | -50.4%-$598.1K |
| Bangor Savings Bank | $559.2K | 6,938 | 0.04% | 18q | -28.1%-$218.0K |
| Avidian Wealth Enterprises, LLC | $533.5K | 6,620 | 0.01% | 27q | HELD |
| Shulman DeMeo Asset Management LLC | $532.1K | 6,565 | 0.11% | 20q | -1.4%-$7.5K |
| First Citizens Financial Corp | $505.4K | 6,271 | 0.21% | 6q | +6.1%+$28.9K |
| Vilga Financial Planning LLC | $458.1K | 5,683 | 0.27% | 2q | +6.4%+$27.6K |
| ROCKLAND TRUST CO | $371.2K | 4,605 | 0.01% | 8q | -48.4%-$348.4K |
| Gerald Baker Financial Group LLC | $331.2K | 4,110 | 0.09% | 3q | +0.7%+$2.2K |
| M.E. ALLISON & CO., INC. | $329.0K | 4,082 | 0.18% | 8q | HELD |
| Peoples Bank/KS | $326.1K | 4,046 | 0.32% | 13q | HELD |
| YHB Investment Advisors, Inc. | $313.6K | 3,891 | 0.02% | 6q | HELD |
| Castle Rock Wealth Management, LLC | $304.5K | 3,723 | 0.06% | 12q | +0.9%+$2.8K |
| Montecito Bank & Trust | $263.2K | 3,265 | 0.04% | 31q | +2.8%+$7.3K |
| Sound Income Strategies, LLC | $249.3K | 2,989 | 0.01% | 10q | +2.0%+$5.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $229.3K | 2,845 | 0.01% | new | NEW |
| Legacy Private Trust Co. | $222.5K | 2,761 | 0.01% | 4q | HELD |
| Friday Financial | $200.8K | 2,500 | 0.04% | 8q | HELD |
| Bullock Wealth Management Group | $167.4K | 2,084 | 0.07% | 11q | -0.9%-$1.5K |
| Byrne Asset Management LLC | $106.8K | 1,329 | 0.06% | 20q | HELD |
| MassMutual Private Wealth & Trust, FSB | $81.2K | 1,007 | 0.00% | 32q | -9.0%-$8.1K |
| Bank of New Hampshire | $62.5K | 775 | 0.01% | 22q | -43.6%-$48.4K |
| VALLEY WEALTH MANAGERS, INC. | $57.0K | 707 | 0.00% | 18q | +109.8%+$29.8K |
| Davis Capital Management | $37.9K | 470 | 0.02% | 13q | HELD |
| Aventus Investment Advisors, Inc. | $36.8K | 457 | 0.03% | 6q | HELD |
| GAMMA Investing LLC | $32.1K | 398 | 0.00% | 10q | +37.7%+$8.8K |
| Pacifica Partners Inc. | $27.7K | 345 | 0.01% | 28q | HELD |
| Versant Capital Management, Inc | $14.1K | 175 | 0.00% | 10q | HELD |
| EASTERN BANK | $12.1K | 150 | 0.00% | 3q | -50.2%-$12.2K |
| Wealth Enhancement Trust Services, Inc. | $10.9K | 135 | 0.00% | 2q | -85.7%-$65.4K |
| GK Wealth Management LLC | $10.7K | 133 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $6.9K | 85 | 0.00% | 8q | HELD |
| Ayalon Insurance Comp Ltd. | $6.5K | 81,250 | 0.54% | 32q | +563.3%+$5.6K |
| Olistico Wealth, LLC | $3.9K | 49 | 0.00% | 4q | +40.0%+$1.1K |
| CX Institutional | $3.9K | 48,301 | 0.11% | 25q | +5.0% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $1.4K | 17,995 | 1.03% | 28q | -19.6% |
| Polaris Financial Partners | $13 | 155 | 0.01% | new | FIRST |
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 | 53 | $111.6M | 1,384,369 | 3 | 20 | 16 | 0.0% |
| Q2 2026 | 1,259 | $18.5B | 185,190,901 | 114 | 393 | 422 | 16.7% |
| Q1 2026 | 1,261 | $21.1B | 188,196,561 | 146 | 350 | 448 | 27.0% |
| Q4 2025 | 1,221 | $19.4B | 205,088,286 | 110 | 425 | 373 | 18.0% |
| Q3 2025 | 1,169 | $19.9B | 205,803,045 | 83 | 355 | 434 | 19.1% |
| Q2 2025 | 1,209 | $15.4B | 171,374,003 | 98 | 404 | 412 | 10.0% |
| Q1 2025 | 1,207 | $15.8B | 169,907,009 | 112 | 379 | 425 | 12.0% |
| Q4 2024 | 1,205 | $15.4B | 172,186,534 | 89 | 376 | 395 | 12.4% |
| Q3 2024 | 1,161 | $17.5B | 178,456,099 | 140 | 386 | 350 | 15.5% |
| Q2 2024 | 1,085 | $15.1B | 176,798,038 | 81 | 333 | 414 | 10.4% |
| Q1 2024 | 1,092 | $16.6B | 198,224,994 | 81 | 323 | 427 | 8.6% |
| Q4 2023 | 1,126 | $16.4B | 199,888,725 | 122 | 309 | 423 | 12.1% |
| Q3 2023 | 1,054 | $15.2B | 204,601,859 | 75 | 331 | 412 | 6.9% |
| Q2 2023 | 1,083 | $15.1B | 190,383,994 | 97 | 384 | 367 | 6.4% |
| Q1 2023 | 1,074 | $15.7B | 194,924,186 | 92 | 316 | 428 | 7.4% |
| Q4 2022 | 1,119 | $17.8B | 209,686,474 | 139 | 421 | 287 | 12.3% |
| 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 | 1,043 | $11.9B | 138,682,083 | 137 | 379 | 277 | 11.6% |
| Q4 2021 | 989 | $12.4B | 128,555,249 | 116 | 315 | 286 | 20.3% |
| Q3 2021 | 857 | $10.2B | 129,512,591 | 78 | 281 | 256 | 12.5% |
| Q2 2021 | 840 | $9.5B | 122,891,876 | 66 | 305 | 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% |