SELECT SECTOR SPDR TR (XLY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,264
Reporting holders
$21.5B
Reported value
20.6%
Held as options
+26
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $4.6B | 39,616,579 | 0.30% | 31q | +1.6%+$75.2M |
| PeakShares LLC | $2.0B | 16,820 | 1.47% | 3q | +10.3%+$184.1M |
| JPMORGAN CHASE & CO | $1.5B | 13,178,491 | 0.09% | 31q | +1.7%+$26.2M |
| CITADEL ADVISORS LLC | $995.1M | options only | 0.11% | 31q | OPTIONS |
| MORGAN STANLEY | $953.1M | 8,126,991 | 0.05% | 35q | HELD |
| Elliott Investment Management L.P. | $832.7M | options only | 3.67% | 2q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $728.5M | 5,831,522 | 0.12% | 31q | -49.0%-$698.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $684.8M | 615,514 | 0.05% | 31q | +31.5%+$164.2M |
| MILLENNIUM MANAGEMENT LLC | $648.3M | 186,324 | 0.23% | 31q | -82.1%-$3.0B |
| UBS Group AG | $559.6M | 4,119,561 | 0.07% | 31q | -12.0%-$76.1M |
| JANE STREET GROUP, LLC | $487.4M | 75,012 | 0.04% | 31q | +1801.4%+$461.8M |
| GOLDMAN SACHS GROUP INC | $418.7M | 3,557,336 | 0.04% | 31q | +4.2%+$17.0M |
| Migdal Insurance & Financial Holdings Ltd. | $378.9M | 3,231,019 | 2.42% | 31q | +9.1%+$31.7M |
| CITIGROUP INC | $371.0M | 794,124 | 0.12% | 31q | +163.1%+$230.0M |
| RAYMOND JAMES FINANCIAL INC | $366.0M | 3,120,982 | 0.10% | 7q | +4.1%+$14.5M |
| Focus Partners Wealth | $354.5M | 3,022,702 | 0.36% | 11q | HELD |
| LPL Financial LLC | $328.4M | 2,800,487 | 0.07% | 31q | -8.5%-$30.4M |
| ENVESTNET ASSET MANAGEMENT INC | $327.5M | 2,792,320 | 0.08% | 31q | -20.9%-$86.4M |
| AMERIPRISE FINANCIAL INC | $298.2M | 2,542,249 | 0.06% | 31q | -49.8%-$295.9M |
| PGIM Custom Harvest LLC | $293.3M | 2,501,017 | 3.67% | 19q | +3.0%+$8.7M |
| BNP PARIBAS FINANCIAL MARKETS | $273.4M | 685,948 | 0.09% | 31q | +1771.7%+$258.8M |
| MEITAV INVESTMENT HOUSE LTD | $249.6M | 2,127,980 | 1.68% | 28q | +7.2%+$16.8M |
| MENORA MIVTACHIM HOLDINGS LTD. | $214.6M | 1,830,206 | 0.84% | 6q | +64.0%+$83.7M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $186.4M | 1,589,552 | 0.79% | new | NEW |
| ROYAL BANK OF CANADA | $153.1M | 1,305,668 | 0.02% | 31q | -5.1%-$8.1M |
| TRUIST FINANCIAL CORP | $144.9M | 1,235,864 | 0.17% | 31q | +3.8%+$5.3M |
| TWO SIGMA INVESTMENTS, LP | $130.0M | 1,108,300 | 0.09% | 4q | -37.6%-$78.2M |
| BARCLAYS PLC | $122.7M | 1,000,187 | 0.02% | 31q | -60.1%-$184.7M |
| WestEnd Advisors, LLC | $120.3M | 1,025,999 | 2.68% | 31q | +9.6%+$10.5M |
| CIBC WORLD MARKET INC. | $117.9M | 1,005,682 | 0.19% | 31q | -46.6%-$103.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $88.8M | 756,989 | 0.06% | 30q | +98.1%+$44.0M |
| OSAIC HOLDINGS, INC. | $76.8M | 654,279 | 0.09% | 26q | +7.1%+$5.1M |
| Gerber Kawasaki Wealth & Investment Management | $75.5M | 644,178 | 2.02% | 31q | +11.3%+$7.7M |
| NORTHERN TRUST CORP | $70.7M | 602,984 | 0.01% | 31q | +2.2%+$1.5M |
| AGF MANAGEMENT LTD | $67.1M | 571,904 | 0.26% | 15q | HELD |
| FACTORY MUTUAL INSURANCE CO | $66.6M | 568,000 | 0.63% | 21q | HELD |
| Cetera Investment Advisers | $63.4M | 540,985 | 0.06% | 31q | -8.9%-$6.2M |
| KCM INVESTMENT ADVISORS LLC | $61.8M | 526,859 | 1.84% | 31q | +6.2%+$3.6M |
| US BANCORP \DE\ | $61.8M | 526,823 | 0.07% | 31q | -1.0%-$648.7K |
| STIFEL FINANCIAL CORP | $60.6M | 516,912 | 0.05% | 31q | -20.2%-$15.3M |
| Rockefeller Capital Management L.P. | $59.2M | 504,529 | 0.09% | 30q | -4.5%-$2.8M |
| RiverFront Investment Group, LLC | $57.2M | 487,601 | 0.76% | 31q | HELD |
| Brevan Howard Capital Management LP | $56.6M | 482,681 | 0.42% | 2q | +109.0%+$29.5M |
| Point72 Asset Management, L.P. | $56.0M | 249,996 | 0.06% | 14q | HELD |
| HighTower Advisors, LLC | $55.8M | 476,099 | 0.05% | 31q | -2.7%-$1.5M |
| Fisher Asset Management, LLC | $49.2M | 419,881 | 0.01% | 31q | -4.1%-$2.1M |
| TUDOR INVESTMENT CORP ET AL | $49.0M | 187,223 | 0.07% | 7q | -27.1%-$18.2M |
| EP Wealth Advisors, LLC | $48.1M | 409,731 | 0.18% | 28q | +3.3%+$1.5M |
| Squarepoint Ops LLC | $47.8M | 52,874 | 0.05% | 14q | -86.8%-$314.4M |
| Advisory Alpha, LLC | $47.7M | 406,747 | 1.17% | 24q | +1.5%+$726.2K |
| Ashton Thomas Private Wealth, LLC | $47.3M | 402,951 | 0.99% | 27q | +450.7%+$38.7M |
| NATIXIS | $47.1M | 401,677 | 0.19% | 14q | -53.5%-$54.2M |
| STATE STREET CORP | $43.6M | 371,556 | 0.00% | 7q | +2908.8%+$42.1M |
| VICTORY CAPITAL MANAGEMENT INC | $42.6M | 363,540 | 0.02% | 17q | +12.8%+$4.8M |
| CREDIT AGRICOLE S A | $40.3M | 23,655 | 0.08% | 17q | +75.0%+$17.3M |
| Allianz Asset Management GmbH | $39.5M | options only | 0.04% | 2q | OPTIONS |
| Trilogy Capital Inc. | $39.4M | 336,087 | 1.53% | 5q | -7.3%-$3.1M |
| Corient Private Wealth LP | $35.8M | 305,528 | 0.02% | 15q | +94.3%+$17.4M |
| BlackRock, Inc. | $34.6M | 294,815 | 0.00% | 8q | -67.3%-$71.2M |
| ARMSTRONG ADVISORY GROUP, INC | $34.0M | 289,741 | 2.07% | 15q | +1.2%+$388.8K |
| BAR HARBOR WEALTH MANAGEMENT | $33.3M | 284,042 | 1.79% | 31q | HELD |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $32.3M | 275,382 | 0.70% | 13q | +228.4%+$22.5M |
| Merit Financial Group, LLC | $30.1M | 256,642 | 0.09% | 18q | +185.6%+$19.6M |
| Trek Financial, LLC | $29.9M | 254,539 | 1.48% | 30q | -5.7%-$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.9M | 246,330 | 0.04% | 31q | -12.2%-$4.0M |
| MML INVESTORS SERVICES, LLC | $28.5M | 242,768 | 0.06% | 31q | -35.1%-$15.4M |
| Krilogy Financial LLC | $28.0M | 238,921 | 0.83% | 31q | +2.8%+$750.0K |
| Sanctuary Advisors, LLC | $27.8M | 237,197 | 0.13% | 9q | +4.3%+$1.1M |
| CAPITAL FUND MANAGEMENT S.A. | $26.6M | options only | 0.12% | 24q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $25.7M | 219,157 | 0.01% | 31q | +2.2%+$545.0K |
| FMR LLC | $25.5M | 217,260 | 0.00% | 31q | +4.3%+$1.0M |
| IMZ Advisory Inc | $25.0M | 213,105 | 7.91% | 11q | +4.9%+$1.2M |
| Volterra Technologies LP | $24.5M | 6,360 | 3.52% | 4q | -76.4%-$79.0M |
| SAMLYN CAPITAL, LLC | $24.4M | 208,261 | 0.40% | 3q | +15.9%+$3.3M |
| Swan Global Investments, LLC | $23.9M | 203,454 | 0.70% | 31q | HELD |
| Cerity Partners LLC | $23.4M | 199,906 | 0.03% | 19q | -9.7%-$2.5M |
| Biltmore Wealth Management, LLC | $23.4M | 199,665 | 7.31% | 31q | +2.9%+$657.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $22.9M | 195,176 | 0.24% | 31q | -11.2%-$2.9M |
| Balyasny Asset Management L.P. | $22.8M | 64,353 | 0.03% | 23q | +4.6%+$1.0M |
| FIFTH THIRD BANCORP | $22.5M | 191,798 | 0.04% | 31q | -3.4%-$781.7K |
| Bellwether Advisors, LLC | $22.5M | 191,679 | 3.33% | 13q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $21.5M | 188,037 | 0.01% | 23q | +12.4%+$2.4M |
| Pathstone Holdings, LLC | $21.2M | 180,906 | 0.06% | 11q | +4.6%+$937.9K |
| PNC Financial Services Group, Inc. | $21.2M | 180,837 | 0.01% | 31q | -1.2%-$263.9K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $21.2M | 180,728 | 0.87% | 13q | HELD |
| VAN ECK ASSOCIATES CORP | $21.2M | 180,400 | 0.01% | 4q | +74.4%+$9.0M |
| MARTIN & CO INC /TN/ | $20.8M | 177,601 | 3.25% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $19.9M | 169,768 | 0.03% | 31q | +282.2%+$14.7M |
| SPINNAKER TRUST | $19.2M | 163,677 | 0.93% | 31q | -16.4%-$3.8M |
| Salomon & Ludwin, LLC | $18.4M | 155,065 | 1.51% | 31q | -1.3%-$243.0K |
| RENAISSANCE TECHNOLOGIES LLC | $18.2M | 155,536 | 0.03% | 3q | -70.7%-$44.0M |
| SRB CORP | $18.1M | 154,540 | 0.97% | 7q | HELD |
| Kingsview Wealth Management, LLC | $17.5M | 148,820 | 0.21% | 38q | +1.9%+$326.3K |
| Capula Management Ltd | $17.4M | 148,233 | 0.06% | new | NEW |
| HighPoint Advisor Group LLC | $17.3M | 147,108 | 0.61% | 3q | +2.2%+$370.3K |
| Peak Retirement Planning, Inc. | $17.2M | 146,239 | 2.72% | 5q | +4532.2%+$16.8M |
| WBH ADVISORY INC | $17.0M | 144,694 | 1.14% | 30q | -5.6%-$1.0M |
| Concurrent Investment Advisors, LLC | $17.0M | 144,651 | 0.14% | 11q | +25.2%+$3.4M |
| ASSETMARK, INC | $16.9M | 144,488 | 0.03% | 31q | +6.4%+$1.0M |
| NOVARE CAPITAL MANAGEMENT LLC | $16.2M | 138,450 | 1.15% | 5q | -2.0%-$325.7K |
Showing the largest 100 of 1,318 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 | 1,264 | $21.5B | 145,399,283 | 117 | 385 | 393 | 20.6% |
| Q1 2026 | 1,238 | $20.3B | 157,662,056 | 82 | 351 | 439 | 15.4% |
| Q4 2025 | 1,306 | $21.2B | 148,980,529 | 113 | 1,074 | 44 | 16.0% |
| Q3 2025 | 1,224 | $24.5B | 84,715,726 | 117 | 343 | 375 | 17.1% |
| Q2 2025 | 1,183 | $21.1B | 79,399,351 | 123 | 320 | 427 | 18.1% |
| Q1 2025 | 1,158 | $19.3B | 74,965,753 | 85 | 318 | 451 | 23.2% |
| Q4 2024 | 1,224 | $22.3B | 73,910,597 | 135 | 378 | 330 | 25.6% |
| Q3 2024 | 1,075 | $19.6B | 72,825,914 | 82 | 311 | 374 | 25.7% |
| Q2 2024 | 1,051 | $17.9B | 79,465,598 | 77 | 272 | 379 | 19.1% |
| Q1 2024 | 1,060 | $20.3B | 86,414,847 | 79 | 337 | 347 | 21.6% |
| Q4 2023 | 1,069 | $18.7B | 80,238,352 | 117 | 297 | 347 | 23.3% |
| Q3 2023 | 966 | $15.4B | 74,911,305 | 92 | 284 | 314 | 21.5% |
| Q2 2023 | 944 | $16.6B | 74,088,509 | 111 | 283 | 280 | 24.3% |
| Q1 2023 | 869 | $13.2B | 68,158,839 | 100 | 257 | 305 | 23.9% |
| Q4 2022 | 797 | $9.5B | 62,461,862 | 91 | 237 | 257 | 16.5% |
| Q3 2022 | 951 | $13.3B | 77,873,880 | 78 | 250 | 368 | 16.8% |
| Q2 2022 | 951 | $12.8B | 82,130,230 | 74 | 263 | 385 | 11.9% |
| Q1 2022 | 1,037 | $20.0B | 79,032,328 | 75 | 277 | 423 | 26.8% |
| Q4 2021 | 1,128 | $22.3B | 84,500,844 | 136 | 365 | 282 | 22.6% |
| Q3 2021 | 959 | $17.0B | 77,469,838 | 65 | 335 | 274 | 18.5% |
| Q2 2021 | 969 | $16.6B | 78,885,870 | 91 | 346 | 293 | 14.9% |
| Q1 2021 | 945 | $15.9B | 81,924,721 | 83 | 337 | 299 | 13.5% |
| Q4 2020 | 963 | $17.4B | 84,676,323 | 116 | 307 | 267 | 22.0% |
| Q3 2020 | 825 | $13.9B | 77,583,115 | 88 | 258 | 305 | 17.8% |
| Q2 2020 | 782 | $11.0B | 74,463,879 | 119 | 241 | 257 | 13.7% |
| Q1 2020 | 734 | $8.3B | 73,043,868 | 68 | 185 | 332 | 13.5% |
| Q4 2019 | 820 | $13.8B | 83,523,471 | 80 | 237 | 242 | 23.5% |
| Q3 2019 | 736 | $11.6B | 82,646,387 | 70 | 227 | 259 | 13.9% |
| Q2 2019 | 716 | $11.6B | 83,765,148 | 73 | 207 | 258 | 13.8% |
| Q1 2019 | 716 | $10.1B | 82,791,072 | 94 | 184 | 267 | 7.2% |
| Q4 2018 | 692 | $9.3B | 85,470,422 | 6 | 13 | 7 | 8.9% |