# SELECT SECTOR SPDR TR (XLU)

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

- Reporting holders: 73
- Reported value: $131.2M
- Held through calls: 0.0%
- Held through puts: 0.1%

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 |
|---|---|---|---|---|
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $16.6M | 420,335 | 1.2% | 32 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $13.3M | 336,512 | 4.1% | 32 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $11.5M | 292,401 | 5.3% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $10.6M | 268,805 | 0.8% | 3 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $10.5M | 266,672 | 0.8% | 27 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $7.5M | 189,576 | 0.5% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.2M | 158,388 | 0.0% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $6.0M | 150,862 | 0.4% | 3 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.4M | 137,330 | 0.5% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.7M | 119,936 | 0.3% | 17 |
| [Strategic Financial Group, LLC](https://holderbook.com/funds/2131286-strategic-financial-group-llc/) | $3.8M | 96,072 | 3.7% | 3 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $3.7M | 94,462 | 2.7% | 8 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $2.5M | 63,649 | 1.8% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.8M | 46,584 | 0.0% | 16 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.8M | 46,523 | 0.4% | 17 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.7M | 36,651 | 0.0% | 3 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.5M | 38,032 | 1.1% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.4M | 34,565 | 0.0% | 19 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.3M | 33,058 | 0.5% | 11 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.3M | 32,860 | 0.4% | 12 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $1.0M | 25,320 | 0.2% | 20 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $951.6K | 24,127 | 0.5% | 4 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $935.8K | 23,726 | 0.4% | 12 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $933.2K | 23,661 | 0.1% | 9 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $905.9K | 22,969 | 0.1% | 31 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 73 | $131.2M |
| Q2 2026 | 1,612 | $32.3B |
| Q1 2026 | 1,623 | $30.5B |
| Q4 2025 | 1,560 | $26.7B |
| Q3 2025 | 1,457 | $28.4B |
| Q2 2025 | 1,425 | $23.0B |
| Q1 2025 | 1,387 | $21.9B |
| Q4 2024 | 1,388 | $24.3B |
| Q3 2024 | 1,331 | $27.4B |
| Q2 2024 | 1,226 | $31.6B |
| Q1 2024 | 1,126 | $25.5B |
| Q4 2023 | 1,167 | $31.5B |