SELECT SECTOR SPDR TR (XLY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
66
Reporting holders
$141.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,260
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 |
|---|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | $31.9M | 293,353 | 1.92% | 16q | +1.2%+$393.1K |
| Biltmore Wealth Management, LLC | $22.5M | 206,389 | 6.96% | 32q | +3.4%+$731.8K |
| Cadent Capital Advisors, LLC | $13.3M | 122,449 | 2.86% | 6q | -4.8%-$678.6K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $8.4M | 76,830 | 1.96% | 19q | +7.2%+$558.2K |
| TOTH FINANCIAL ADVISORY CORP | $5.9M | 53,937 | 0.59% | 32q | -1.5%-$87.3K |
| CONGRESS ASSET MANAGEMENT CO | $5.5M | 50,880 | 0.04% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $5.3M | 48,803 | 0.40% | 24q | +14.3%+$664.0K |
| Attessa Capital LLC | $4.2M | 38,710 | 1.81% | 8q | +6.1%+$242.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.3M | 30,142 | 0.04% | 32q | -10.9%-$399.4K |
| CoreCap Advisors, LLC | $3.2M | 29,595 | 0.09% | 19q | -29.7%-$1.4M |
| jvl associates llc | $3.2M | 29,574 | 0.93% | 36q | HELD |
| Boltwood Capital Management | $2.8M | 26,008 | 0.64% | 32q | +0.7%+$20.5K |
| Farther Finance Advisors, LLC | $2.6M | 24,047 | 0.02% | 16q | -6.1%-$171.0K |
| Trust Co | $2.6M | 23,633 | 0.22% | 32q | -0.5%-$13.0K |
| Valeo Financial Advisors, LLC | $2.3M | 21,480 | 0.05% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $1.8M | 16,372 | 0.05% | 26q | HELD |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.5M | 14,175 | 1.03% | 12q | +2.7%+$40.5K |
| Bullock Wealth Management Group | $1.5M | 13,438 | 0.61% | 11q | +2.1%+$29.5K |
| Montecito Bank & Trust | $1.4M | 12,997 | 0.21% | 31q | HELD |
| Bangor Savings Bank | $1.3M | 12,396 | 0.10% | 32q | +6.0%+$76.5K |
| Kessler Investment Group, LLC | $1.3M | 11,988 | 0.63% | 2q | +173.0%+$826.7K |
| Heartwood Wealth Advisors LLC | $1.3M | 11,743 | 0.10% | 28q | +255.2%+$918.3K |
| SAPIENT CAPITAL LLC | $1.2M | 10,852 | 0.02% | 12q | -48.5%-$1.1M |
| ROCKLAND TRUST CO | $1.0M | 9,297 | 0.04% | 15q | -58.7%-$1.4M |
| Vilga Financial Planning LLC | $1.0M | 9,252 | 0.60% | 2q | +2.4%+$23.3K |
| Legacy Private Trust Co. | $960.2K | 8,822 | 0.05% | 16q | +30.9%+$226.9K |
| First Citizens Financial Corp | $842.6K | 7,742 | 0.35% | 6q | +2.6%+$21.3K |
| Venture Visionary Partners LLC | $816.1K | 7,498 | 0.02% | 11q | +1.2%+$9.5K |
| YHB Investment Advisors, Inc. | $725.6K | 6,667 | 0.05% | new | NEW |
| City Center Advisors, LLC | $713.7K | 6,557 | 0.55% | 2q | -44.0%-$559.7K |
| Fenimore Asset Management Inc | $683.1K | 6,276 | 0.01% | 32q | HELD |
| M.E. ALLISON & CO., INC. | $630.6K | 5,794 | 0.35% | 8q | HELD |
| Wedmont Private Capital | $551.9K | 4,940 | 0.01% | 15q | +17.1%+$80.7K |
| KWMG, LLC | $451.3K | 4,146 | 0.03% | 8q | -2.4%-$11.1K |
| HF Advisory Group, LLC | $442.0K | 4,061 | 0.13% | 10q | +12.4%+$48.7K |
| Wealth Enhancement Trust Services, Inc. | $424.0K | 3,896 | 0.05% | 4q | -56.8%-$557.9K |
| EASTERN BANK | $401.5K | 3,689 | 0.01% | 9q | -2.7%-$11.2K |
| Graves Light Lenhart Wealth, Inc. | $302.0K | 2,775 | 0.03% | 15q | -5.9%-$18.9K |
| GAMMA Investing LLC | $269.2K | 2,473 | 0.01% | 12q | +4.1%+$10.7K |
| Olistico Wealth, LLC | $263.7K | 2,423 | 0.11% | 16q | +1.0%+$2.6K |
| Byrne Asset Management LLC | $255.7K | 2,350 | 0.14% | 20q | -0.6%-$1.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $250.2K | 2,298 | 0.02% | 6q | -24.6%-$81.6K |
| Gradient Investments LLC | $239.6K | 2,201 | 0.00% | 7q | +16.1%+$33.2K |
| AMERICAN NATIONAL BANK & TRUST | $236.1K | 2,169 | 0.02% | 32q | HELD |
| Kaizen Financial Strategies | $233.9K | 2,149 | 0.09% | 8q | HELD |
| Roan Capital Partners | $217.8K | 2,001 | 0.16% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $214.1K | 1,916 | 0.04% | 6q | +0.9%+$2.0K |
| Acropolis Investment Management, LLC | $206.8K | 1,900 | 0.01% | 5q | -55.3%-$255.9K |
| VALLEY WEALTH MANAGERS, INC. | $206.7K | 1,899 | 0.01% | 32q | +12.6%+$23.1K |
| Shulman DeMeo Asset Management LLC | $201.1K | 1,821 | 0.04% | 2q | HELD |
| Davis Capital Management | $133.9K | 1,230 | 0.08% | 13q | HELD |
| MassMutual Private Wealth & Trust, FSB | $79.6K | 731 | 0.00% | 32q | HELD |
| GoalVest Advisory LLC | $68.4K | 628 | 0.01% | 8q | HELD |
| Pacifica Partners Inc. | $57.9K | 532 | 0.02% | 13q | HELD |
| Aventus Investment Advisors, Inc. | $57.5K | 528 | 0.04% | 6q | HELD |
| FIRST COMMUNITY TRUST NA | $50.1K | 460 | 0.02% | 20q | HELD |
| Investors Research Corp | $44.8K | 412 | 0.01% | 22q | HELD |
| Horrell Capital Management, Inc. | $32.0K | 294 | 0.02% | 24q | HELD |
| Roxbury Financial LLC | $30.2K | 278 | 0.02% | 8q | HELD |
| Versant Capital Management, Inc | $23.7K | 218 | 0.00% | 10q | HELD |
| STEPH & CO | $22.6K | 208 | 0.01% | 28q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $19.8K | 182 | 0.01% | 12q | +0.6% |
| ELEVATION WEALTH PARTNERS, LLC | $15.2K | 140 | 0.00% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $12.1K | 111 | 0.00% | 30q | HELD |
| NEVILLE RODIE & SHAW INC | $3.3K | 30,680 | 0.23% | 32q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $2.2K | 19,910 | 1.53% | 28q | -8.4% |
| GILPIN WEALTH MANAGEMENT, LLC | $1.5K | 14 | 0.00% | 4q | HELD |
| Go Invest LLC | $1.2K | 11 | 0.00% | 4q | HELD |
| Ayalon Insurance Comp Ltd. | $831 | 7,635 | 0.07% | 32q | HELD |
| CX Institutional | $418 | 3,841 | 0.01% | 27q | +30.3% |
| Polaris Financial Partners | $136 | 1,249 | 0.06% | 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 | 66 | $141.8M | 1,302,780 | 2 | 23 | 16 | 0.0% |
| Q2 2026 | 1,326 | $25.9B | 174,311,921 | 122 | 405 | 412 | 21.0% |
| Q1 2026 | 1,296 | $21.1B | 164,400,972 | 87 | 362 | 457 | 14.9% |
| Q4 2025 | 1,370 | $22.8B | 161,812,769 | 115 | 1,128 | 50 | 14.8% |
| Q3 2025 | 1,289 | $26.1B | 91,607,122 | 123 | 362 | 396 | 16.0% |
| Q2 2025 | 1,256 | $22.7B | 87,138,169 | 129 | 338 | 456 | 16.7% |
| Q1 2025 | 1,235 | $20.4B | 80,357,643 | 91 | 344 | 475 | 22.0% |
| Q4 2024 | 1,307 | $23.5B | 79,382,104 | 144 | 403 | 353 | 24.3% |
| Q3 2024 | 1,156 | $20.9B | 79,382,423 | 89 | 330 | 399 | 24.0% |
| Q2 2024 | 1,132 | $18.7B | 83,955,828 | 82 | 290 | 407 | 18.3% |
| Q1 2024 | 1,145 | $21.3B | 91,765,164 | 88 | 360 | 366 | 20.6% |
| Q4 2023 | 1,159 | $19.8B | 86,072,927 | 125 | 323 | 372 | 22.1% |
| Q3 2023 | 1,061 | $16.6B | 82,262,510 | 99 | 312 | 341 | 20.0% |
| Q2 2023 | 1,048 | $18.1B | 80,433,857 | 119 | 315 | 312 | 22.3% |
| Q1 2023 | 978 | $14.9B | 74,791,689 | 106 | 291 | 343 | 25.0% |
| Q4 2022 | 970 | $12.1B | 78,085,299 | 101 | 294 | 310 | 16.4% |
| Q3 2022 | 951 | $13.3B | 77,873,880 | 78 | 250 | 368 | 16.8% |
| Q2 2022 | 951 | $12.8B | 82,130,230 | 74 | 262 | 386 | 11.9% |
| Q1 2022 | 1,038 | $195.1B | 1,025,491,328 | 75 | 278 | 423 | 2.7% |
| Q4 2021 | 1,128 | $22.3B | 84,500,844 | 136 | 365 | 283 | 22.6% |
| Q3 2021 | 960 | $226.5B | 1,244,565,838 | 65 | 336 | 274 | 1.4% |
| Q2 2021 | 970 | $199.0B | 1,100,694,870 | 91 | 347 | 293 | 1.2% |
| 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% |