XLI — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLI? 91 Institutions Hold $245M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLI)? 91 institutions reported holding $244.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($42.7M), Biltmore Wealth Management, LLC ($36.9M), Armstrong Advisory Group, Inc ($27.2M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$42.7M	255,600	Added
2	Biltmore Wealth Management, LLC	$36.9M	221,126	Added
3	ARMSTRONG ADVISORY GROUP, INC	$27.2M	163,085	Added
4	Ayalon Insurance Comp Ltd.	$25.5M	152,736	Added
5	CoreCap Advisors, LLC	$11.6M	69,432	Added
6	Farther Finance Advisors, LLC	$9.8M	58,932	Added
7	Shira Ridge Wealth Management	$9.7M	58,284	Added
8	TOTH FINANCIAL ADVISORY CORP	$7.9M	47,583	Trimmed
9	Rye Brook Capital LLC	$7.9M	47,500	Added
10	Shelter Rock Management, LLC	$7.4M	43,839	Added
11	COLTON GROOME FINANCIAL ADVISORS, LLC	$5.3M	31,653	Added
12	CAMELOT TECHNOLOGY ADVISORS, INC.	$4.6M	27,788	Added
13	Galvin, Gaustad & Stein, LLC	$3.3M	19,577	Added
14	CX Institutional	$3.1M	18,534	Trimmed
15	Trust Co	$2.5M	14,842	Trimmed
16	Boltwood Capital Management	$2.3M	14,033	Added
17	ROCKLAND TRUST CO	$2.1M	12,749	Added
18	Gerald Baker Financial Group LLC	$2.0M	12,225	Added
19	Successful Portfolios LLC	$1.9M	11,143	Trimmed
20	SACKS & ASSOCIATES, LLC	$1.9M	11,265	Trimmed
21	City Center Advisors, LLC	$1.8M	10,643	Trimmed
22	NEVILLE RODIE & SHAW INC	$1.8M	10,500	Added
23	CONFLUENCE INVESTMENT MANAGEMENT LLC	$1.7M	10,280	Trimmed
24	MAGNOLIA CAPITAL MANAGEMENT LTD	$1.5M	9,090	Trimmed
25	CYPRESS ASSET MANAGEMENT INC/TX	$1.4M	8,358	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30