SELECT SECTOR SPDR TR (XLUI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
5
Reporting holders
$687.0K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | $426.6K | 17,245 | 0.03% | new | NEW |
| OLD MISSION CAPITAL LLC | $256.0K | 10,348 | 0.00% | new | NEW |
| Allworth Financial LP | $2.5K | 100 | 0.00% | new | NEW |
| Investors Portfolio Services LLC | $1.9K | 75 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $33 | 1 | 0.00% | 2q | -50.0% |
| PIN OAK INVESTMENT ADVISORS INC | $14 | 550 | 0.01% | 3q | +120.0% |
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 | 5 | $687.0K | 27,769 | 4 | 0 | 1 | 0.0% |
| Q1 2026 | 5 | $298.9M | 593,752 | 5 | 0 | 0 | 90.9% |
| Q4 2025 | 4 | $755.9K | 24,459 | 4 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $4.8M | 55,214 | 1 | 0 | 0 | 0.0% |