# SELECT SECTOR SPDR TR (XLY)

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

- Reporting holders: 66
- Reported value: $141.8M
- 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 |
|---|---|---|---|---|
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $31.9M | 293,353 | 1.9% | 16 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $22.5M | 206,389 | 7.0% | 32 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $13.3M | 122,449 | 2.9% | 6 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $8.4M | 76,830 | 2.0% | 19 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.9M | 53,937 | 0.6% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $5.5M | 50,880 | 0.0% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $5.3M | 48,803 | 0.4% | 24 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $4.2M | 38,710 | 1.8% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.3M | 30,142 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.2M | 29,595 | 0.1% | 19 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $3.2M | 29,574 | 0.9% | 36 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.8M | 26,008 | 0.6% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 24,047 | 0.0% | 16 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.6M | 23,633 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.3M | 21,480 | 0.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.8M | 16,372 | 0.0% | 26 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $1.5M | 14,175 | 1.0% | 12 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.5M | 13,438 | 0.6% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.4M | 12,997 | 0.2% | 31 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.3M | 12,396 | 0.1% | 32 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $1.3M | 11,988 | 0.6% | 2 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.3M | 11,743 | 0.1% | 28 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.2M | 10,852 | 0.0% | 12 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.0M | 9,297 | 0.0% | 15 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $1.0M | 9,252 | 0.6% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 66 | $141.8M |
| Q2 2026 | 1,326 | $25.9B |
| Q1 2026 | 1,296 | $21.1B |
| Q4 2025 | 1,370 | $22.8B |
| Q3 2025 | 1,289 | $26.1B |
| Q2 2025 | 1,256 | $22.7B |
| Q1 2025 | 1,235 | $20.4B |
| Q4 2024 | 1,307 | $23.5B |
| Q3 2024 | 1,156 | $20.9B |
| Q2 2024 | 1,132 | $18.7B |
| Q1 2024 | 1,145 | $21.3B |
| Q4 2023 | 1,159 | $19.8B |