XLY — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLY? 75 Institutions Hold $149M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLY)? 75 institutions reported holding $148.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Armstrong Advisory Group, Inc ($31.9M), Biltmore Wealth Management, LLC ($22.5M), Cadent Capital Advisors, LLC ($13.3M).

Rank	Institution	Value	Shares	Change
1	ARMSTRONG ADVISORY GROUP, INC	$31.9M	293,353	Added
2	Biltmore Wealth Management, LLC	$22.5M	206,389	Added
3	Cadent Capital Advisors, LLC	$13.3M	122,449	Trimmed
4	COLTON GROOME FINANCIAL ADVISORS, LLC	$8.4M	76,830	Added
5	TOTH FINANCIAL ADVISORY CORP	$5.9M	53,937	Trimmed
6	CONGRESS ASSET MANAGEMENT CO	$5.5M	50,880	New
7	Galvin, Gaustad & Stein, LLC	$5.3M	48,803	Added
8	Attessa Capital LLC	$4.2M	38,710	Added
9	NEVILLE RODIE & SHAW INC	$3.3M	30,680	Trimmed
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.3M	30,142	Trimmed
11	CoreCap Advisors, LLC	$3.2M	29,595	Trimmed
12	jvl associates llc	$3.2M	29,574	Hold
13	Boltwood Capital Management	$2.8M	26,008	Added
14	Farther Finance Advisors, LLC	$2.6M	24,047	Trimmed
15	Trust Co	$2.6M	23,633	Trimmed
16	Valeo Financial Advisors, LLC	$2.3M	21,480	Added
17	MAGNOLIA CAPITAL MANAGEMENT LTD	$2.2M	19,910	Trimmed
18	Avidian Wealth Enterprises, LLC	$1.8M	16,372	Added
19	CAMELOT TECHNOLOGY ADVISORS, INC.	$1.5M	14,175	Added
20	Bullock Wealth Management Group	$1.5M	13,438	Added
21	Montecito Bank & Trust	$1.4M	12,997	Trimmed
22	Bangor Savings Bank	$1.3M	12,396	Added
23	Kessler Investment Group, LLC	$1.3M	11,988	Added
24	Heartwood Wealth Advisors LLC	$1.3M	11,743	Added
25	SAPIENT CAPITAL LLC	$1.2M	10,852	Added

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