Who Owns SELECT SECTOR SPDR TR (XLY)? -- Institutional Holders (2026-06-30)

744 institutions reported holding $3.01B of SELECT SECTOR SPDR TR (XLY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITIGROUP INC ($371.0M), ENVESTNET ASSET MANAGEMENT INC ($327.5M), MEITAV INVESTMENT HOUSE LTD ($249.6M), TRUIST FINANCIAL CORP ($144.9M), Harel Insurance Investments & Financial Services Ltd. ($130.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CITIGROUP INC$371.0M3.2MAdded
2ENVESTNET ASSET MANAGEMENT INC$327.5M2.8MTrimmed
3MEITAV INVESTMENT HOUSE LTD$249.6M2.1MAdded
4TRUIST FINANCIAL CORP$144.9M1.2MAdded
5Harel Insurance Investments & Financial Services Ltd.$130.0M1.1MTrimmed
6WestEnd Advisors, LLC$120.3M1.0MAdded
7FACTORY MUTUAL INSURANCE CO$66.6M568,000Hold
8RiverFront Investment Group, LLC$57.2M487,601Added
9Fisher Asset Management, LLC$49.2M419,881Trimmed
10Ashton Thomas Private Wealth, LLC$47.3M402,951Added
11Trilogy Capital Inc.$39.4M336,087Trimmed
12Cambridge Investment Research Advisors, Inc.$34.2M291,616Added
13ARMSTRONG ADVISORY GROUP, INC$34.0M289,741Added
14BAR HARBOR WEALTH MANAGEMENT$33.3M284,042Trimmed
15GRIMES & Co WEALTH MANAGEMENT, LLC$32.3M275,382Added
16COMMONWEALTH EQUITY SERVICES, LLC$28.9M246,330Trimmed
17Krilogy Financial LLC$28.0M238,921Added
18IMZ Advisory Inc$25.0M213,105Added
19Biltmore Wealth Management, LLC$23.4M199,665Added
20OPPENHEIMER ASSET MANAGEMENT INC.$22.9M195,176Trimmed
21SPINNAKER TRUST$19.2M163,677Trimmed
22Concurrent Investment Advisors, LLC$17.0M144,651Added
23ASSETMARK, INC$16.9M144,488Added
24TCP Asset Management, LLC$15.9M135,997Added
25LIGHTHOUSE FINANCIAL SERVICES INC /ADV$15.6M131,700Added

Source: SEC Form 13F filings · as of 2026-06-30