DOSSIER · 13F Holders · Q2 2026
XLUI

SELECT SECTOR SPDR TR

7 institutions still hold SELECT SECTOR SPDR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y753·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$726K
visible holders
Holders
7
filers reporting
Concentration
58.78%
Capital Investment Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported XLUI in Q2 2026. Capital Investment Advisory Services, LLC leads at 58.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital Investment Advisory Services, LLC
CIK 0001659203
$427K17K0.03%Q2 2026
02
OLD MISSION CAPITAL LLC
CIK 0001455915
$256K10K0.00%Q2 2026
03
CWM, LLC
CIK 0001535847
$33K1K0.00%Q1 2026
04
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$6K2500.00%Q1 2026
05
Allworth Financial LP
CIK 0001555170
$2K1000.00%Q2 2026
06
Investors Portfolio Services LLC
CIK 0002073833
$2K750.00%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3310.00%Q2 2026