XLU — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLU? 85 Institutions Hold $151M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLU)? 85 institutions reported holding $150.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Financial Bank - Trust Division ($16.6M), Biltmore Wealth Management, LLC ($13.3M), Lake Hills Wealth Management, LLC ($11.5M).

Rank	Institution	Value	Shares	Change
1	FIRST FINANCIAL BANK - TRUST DIVISION	$16.6M	420,335	Added
2	Biltmore Wealth Management, LLC	$13.3M	336,512	Added
3	Lake Hills Wealth Management, LLC	$11.5M	292,401	New
4	Ayalon Insurance Comp Ltd.	$10.7M	272,088	Added
5	Galvin, Gaustad & Stein, LLC	$10.6M	268,805	Trimmed
6	KWMG, LLC	$10.5M	266,672	Added
7	ARMSTRONG ADVISORY GROUP, INC	$7.5M	189,576	Added
8	Rye Brook Capital LLC	$6.5M	165,720	Added
9	Farther Finance Advisors, LLC	$6.2M	158,388	Added
10	TITLEIST ASSET MANAGEMENT, LLC	$6.0M	150,862	Added
11	TOTH FINANCIAL ADVISORY CORP	$5.4M	137,330	Trimmed
12	Legacy Private Trust Co.	$4.7M	119,936	Trimmed
13	Strategic Financial Group, LLC	$3.8M	96,072	Added
14	MFG WEALTH MANAGEMENT, INC.	$3.7M	94,462	Added
15	SACKS & ASSOCIATES, LLC	$2.5M	63,649	Trimmed
16	CX Institutional	$2.1M	52,806	Added
17	Venture Visionary Partners LLC	$1.8M	46,584	Added
18	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.8M	46,523	Trimmed
19	Apella Capital, LLC	$1.7M	40,651	Added
20	City Center Advisors, LLC	$1.5M	38,032	Added
21	CoreCap Advisors, LLC	$1.4M	34,565	Trimmed
22	Bullock Wealth Management Group	$1.3M	33,058	Added
23	STABLEFORD CAPITAL II LLC	$1.3M	32,860	Trimmed
24	Shulman DeMeo Asset Management LLC	$1.0M	25,320	Trimmed
25	Baron Financial Group, LLC	$951,569	24,127	Added

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