DOSSIER · 13F Holders · Q3 2026
XLUI

SELECT SECTOR SPDR TR

9 institutions still hold SELECT SECTOR SPDR TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y753·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
9
filers reporting
Concentration
97.42%
Foguth Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported XLUI in Q3 2026. Foguth Wealth Management, LLC. leads at 97.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Foguth Wealth Management, LLC.
CIK 0002016322
$29M1.3M2.94%Q3 2026
02
Capital Investment Advisory Services, LLC
CIK 0001659203
$427K17K0.03%Q2 2026
03
OLD MISSION CAPITAL LLC
CIK 0001455915
$256K10K0.00%Q2 2026
04
Farther Finance Advisors, LLC
CIK 0001992825
$43K2K0.00%Q3 2026
05
CWM, LLC
CIK 0001535847
$33K1K0.00%Q1 2026
06
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$6K2500.00%Q1 2026
07
Allworth Financial LP
CIK 0001555170
$2K1000.00%Q2 2026
08
Investors Portfolio Services LLC
CIK 0002073833
$2K750.00%Q2 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3310.00%Q2 2026