XLC institutional holders

State Street Communication Services Select Sector SPDR ETF · 1,207 reporting institutions · $22.4B reported value

Funds that can replace XLC · XLC return decomposition

Institutional holdings

Institutions reporting XLC, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$4.7B02026-06-30
Peakshares LLC$3.1B02026-06-30
Jpmorgan Chase & Co$1.3B02026-06-30
Morgan Stanley$826.3M23,1852026-06-30
Wells Fargo & Company/mn$674.9M02026-06-30
UBS Group AG$620.2M02026-06-30
Raymond James Financial Inc$545.9M02026-06-30
Squarepoint Ops LLC$519.8M02026-06-30
Envestnet Pmc$511.6M602026-06-30
Lpl Financial LLC$434.6M23,4582026-06-30
Focus Partners Wealth$421.1M1,0482026-06-30
Ameriprise Financial Inc$414M02026-06-30
Migdal Insurance & Financial Holdings Ltd.$365M02026-06-30
Barclays PLC$302.4M02026-06-30
Truist Financial Corp$297.8M02026-06-30
Meitav Investment House Ltd$258.8M02026-06-30
Nissay Asset Management Corp /japan$238.1M02026-06-30
Goldman Sachs Group Inc$237.4M02026-06-30
Westend Advisors, LLC$236M02026-06-30
Bnp Paribas Financial Markets$196.5M02026-06-30
Pgim Custom Harvest LLC$176.2M02026-06-30
Foundations Investment Advisors, LLC$171.7M3022026-06-30
Royal Bank of Canada$157M02026-06-30
Menora Mivtachim Holdings Ltd.$152.5M02026-06-30
Osaic Holdings, Inc.$145.1M02026-06-30
Charles Schwab Investment Management Inc$144.6M372026-06-30
J.safra Asset Management Corp$95M02026-06-30
Northern Trust Corp$93.1M02026-06-30
Agf Management Ltd$92.9M02026-06-30
Srb Corp$85.8M02026-06-30
Victory Capital Management Inc.$83.8M1062026-06-30
Seia$83.3M1412026-06-30
Capital Investment Advisors, LLC$78.2M592026-06-30
Horizon Investments, LLC$74.2M272026-06-30
Donaldson Capital Management, LLC$73.3M02026-06-30
Cetera Investment Advisers$73.1M10,3702026-06-30
Phoenix Financial Ltd.$73M02026-06-30
Cwm, LLC$70.9M6672026-03-31
Qube Research & Technologies Ltd$67.7M02026-06-30
D. E. Shaw & Co., LP$67.1M02026-06-30
Stifel Financial Corp$65.2M02026-06-30
Fisher Asset Management, LLC$64.3M2,9842026-06-30
Riverfront Investment Group, LLC$58.3M302026-06-30
Captrust Financial Advisors$55.6M9622026-06-30
Kcm Investment Advisors LLC$54.2M72026-06-30
Moss Adams Wealth Advisors LLC$54M212026-06-30
Natixis$52.9M02026-06-30
Caisse de Depot Et Placement Du Quebec$51.9M02026-06-30
Jane Street Group, LLC$51.7M02026-06-30
Baltimore-Washington Financial Advisors, Inc.$49.1M132026-06-30
Kingsview Wealth Management, LLC$47.8M1152026-06-30
Exchange Traded Concepts, LLC$47.6M02026-06-30
Hightower Advisors, LLC$47.1M1,0462026-06-30
Oppenheimer Asset Management$45.7M52026-06-30
Bank of Montreal /can$44.9M02026-06-30
Rockefeller Capital Management LP$44.2M3462026-06-30
Mercer Global Advisors Inc /adv$43.1M02026-06-30
Grimes & Co Wealth Management, LLC$41.8M382026-06-30
Assetmark, Inc$40.7M2202026-06-30
Susquehanna International Group, LLP$39.3M02026-06-30
Richard Bernstein Advisors LLC$37.2M02026-03-31
State Street Corp$35.5M02026-06-30
Gerber Kawasaki Wealth & Investment Management$35.3M392026-06-30
Advisory Alpha, LLC$35M662026-06-30
Blackrock, Inc.$34.3M02026-06-30
Affinity Wealth Management LLC$32.8M72026-06-30
Fifth Third Bancorp$32.7M02026-06-30
Ae Wealth Management LLC$31.8M4712026-06-30
Van Eck Associates Corp.$30.2M02026-06-30
Citigroup Inc$29.8M02026-06-30
Sanctuary Advisors, LLC$28.5M4012026-06-30
Private Advisor Group, LLC$28.1M9272026-06-30
Anfield Capital Management, LLC$28M02026-03-31
Full Sail Capital, LLC$26.7M02025-09-30
Asset Advisors Investment Management, LLC$26M52026-06-30
Galvin, Gaustad & Stein, LLC$25.6M82026-06-30
Imz Advisory Inc.$24.9M42026-06-30
Comprehensive Wealth Management, LLC$24.6M62026-06-30
Krilogy$24.1M642026-06-30
MML Investors Services, LLC$24M5,1202026-06-30
Impact Partnership Wealth, LLC$24M922026-06-30
New York Life Investment Management LLC$23.9M892026-06-30
Mivtachim the Workers Social Insurance Fund Ltd. (under Special Management)$23.7M02026-06-30
Evolution Wealth Advisors, LLC$23M82026-06-30
Balyasny Asset Management LP$23M02026-06-30
Itau Unibanco Holding S.A.$22.4M02026-06-30
D. Scott Neal, Inc.$21.9M02025-09-30
Newedge Advisors$21.4M6012026-06-30
Tcv Trust & Wealth Management, Inc.$21.1M02026-06-30
Theory Financial LLC$21.1M32026-06-30
Swan Global Investments, LLC$21M192026-06-30
Cerity Partners LLC$20.6M7772026-06-30
Commonwealth Equity Services, LLC$20.3M2,8632026-06-30
Capula Management Ltd$20.3M02026-06-30
Point72 Asset Management, LP$20.2M02026-06-30
Concurrent Investment Advisors, LLC$19.9M3492026-06-30
Ashton Thomas Private Wealth, LLC$19.8M962026-06-30
Stillwater Capital Advisors, LLC$18.9M02026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$18.8M02026-06-30
Miller Investment Management, LP$18.4M62026-06-30
Bellwether Advisors, LLC$18.3M82026-06-30
Jones Financial Companies LLLP$18M02026-06-30
Trek Financial, LLC$17.6M632026-06-30
Ep Wealth Advisors, LLC$17.4M3382026-06-30
Highpoint Advisor Group LLC$17.3M1142026-06-30
PNC Financial Services Group, Inc.$17.2M02026-06-30
Peak Retirement Planning, Inc.$16.7M142026-06-30
Clarity Financial LLC$16.5M142026-06-30
Davenport & Co LLC$16.4M3392026-06-30
Wbh Advisory Inc$16.3M112026-06-30
Jupiter Topco LLC$16.1M02026-06-30
Horizon Wealth Management$16.1M62026-06-30
Innealta Capital, LLC$15.9M32026-06-30
Millennium Management LLC$15.9M02026-06-30
First Interstate Bank$15.8M02026-06-30
Petredis Investment Advisors LLC$15.7M72026-06-30
Spire Wealth Management$15.4M32026-06-30
Imc-Chicago, LLC$14.2M02026-06-30
Diversified Enterprises, LLC$14.1M292026-06-30
Sih Partners, LLLP$14M02026-06-30
&partners$14M5552026-06-30
Mai Capital Management$13.7M3082026-06-30
United Capital Financial Advisors, LLC$13.1M1662026-06-30
Pinnacle Associates, Ltd.$12.9M332026-06-30
Venture Visionary Partners LLC$12.9M312026-06-30
Foguth Wealth Management, Llc.$12.9M512026-06-30
US Bancorp$12.9M02026-06-30
Spinnaker Trust$12.8M02026-06-30
Cmh Wealth Management LLC$12.8M62026-06-30
Vickerman Investment Advisors, Inc.$12.6M52026-06-30
Integrated Wealth Concepts LLC$12.5M4802026-06-30
Prosperity - An Eisneramper Company$12.4M652026-06-30
Rfg Advisory, LLC$12.1M1912026-06-30
Corecap Advisors, LLC$12M1182026-06-30
Winton Group Ltd$11.9M02026-06-30
Kestra Advisory Services, LLC$11.8M1,4792026-06-30
Point72 Europe (london) LLP$11.8M02025-09-30
Steward Partners Investment Advisory, LLC$11.6M4812026-06-30
Vestmark Advisory Solutions, Inc.$11.6M82026-06-30
Allspring Global Investments Holdings, LLC$11.4M02026-06-30
Baird Financial Group, Inc.$11.3M02026-06-30
Equitable Holdings, Inc.$10.9M02026-06-30
O'Shaughnessy Asset Management, LLC$10.9M582026-06-30
Bar Harbor Wealth Management$10.8M02026-06-30
Comerica Bank$10.8M02025-12-31
Advisornet Wealth Partners$10.8M582026-06-30
Cwa Asset Management Group, LLC$10.8M492026-06-30
Conservest Capital Advisors Inc$10.7M72026-06-30
Corient Private Wealth LP$10.6M6742026-06-30
Mariner, LLC$10.6M02026-06-30
Sava Penzisko Drushtvo A.D. Skopje$10.3M02026-06-30
Simon Quick Advisors, LLC$9.9M402026-06-30
Benjamin Edwards Inc$9.8M02026-06-30
Signal Advisors Wealth, LLC$9.8M452026-06-30
Martin & Co Inc /tn$9.6M62026-06-30
Carnegie Investment Counsel$9.5M372026-06-30
McCollum Christoferson Group LLC$9.4M32026-06-30
Biltmore Wealth Management, LLC$9.4M32026-06-30
3edge Asset Management, LP$9.4M152026-06-30
Alliancebernstein LP$9.2M5172026-06-30
Robertson Stephens Wealth Management, LLC$9.2M722026-06-30
Long Run Wealth Advisors, LLC$9.2M02025-12-31
Dakota Wealth Management$9M02026-06-30
Keen Wealth Advisors$8.9M222026-06-30
Compass Financial Management LLC$8.9M462026-06-30
Gotham Asset Management, LLC$8.8M52026-06-30
Schmidt P J Investment Management Inc$8.8M02026-06-30
Fmr LLC$8.5M02026-06-30
Aqr Capital Management LLC$8.4M12026-06-30
Trilogy Capital, Inc.$8.4M722026-06-30
Harbour Trust & Investment Management Co$8.3M02026-06-30
Atlas Capital Advisors Inc.$8.3M82026-06-30
Cullen Capital Management, LLC$8.2M02026-06-30
Old National Bancorp /in$8.1M02026-06-30
Guerra Advisors Inc$8.1M172025-09-30
Global Retirement Partners LLC$8.1M4912026-06-30
Brookstone Capital Management$8M3372026-06-30
Sbi Okasan Asset Management Co.ltd.$7.9M02026-06-30
Atria Investments, Inc$7.9M62026-06-30
Premier Path Wealth Partners, LLC$7.8M72026-06-30
Keystone Global Partners, LLC$7.7M22026-06-30
Creative Planning$7.6M1,1712026-06-30
Quantinno Capital Management LP$7.6M02026-06-30
Orange Investment Advisors, Inc.$7.6M82026-06-30
Private Wealth Advisors, LLC$7.5M22026-06-30
Founders Financial Securities LLC$7.3M1172026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$7.3M02026-06-30
Foronjy Financial$7.3M42026-06-30
Adams Diversified Equity Fund, Inc.$7.2M02026-06-30
Brevan Howard Capital Management LP$7.2M02026-06-30
Waverly Advisors, LLC$7.1M2312026-06-30
Aventura Private Wealth, LLC$7.1M32026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$7.1M02026-06-30
Iht Wealth Management LLC$6.9M1592026-06-30
Axxcess Wealth Management, LLC$6.8M382026-06-30
Chemung Canal Trust Co$6.7M02026-06-30
Elevation Point Wealth Partners, LLC$6.7M562026-06-30
Pathstone Holdings, LLC$6.6M02026-06-30
Prestige Wealth Management Group LLC$6.5M62026-06-30
Marshall Wace, LLP$6.5M02026-06-30
Group One Trading LLC$6.5M02026-06-30
Sharper & Granite LLC$6.5M42026-06-30
Client First Capital LLC$6.5M12026-06-30
Alphacore Capital LLC$6.3M692026-06-30
Merit Financial Group, LLC$6.2M2952026-06-30
Jmac Enterprises LLC$6.2M32026-06-30
HSBC Holdings PLC$6.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$6.1M1,0262026-06-30
Independent Financial Group, LLC$6.1M4812026-06-30
Colton Groome Financial Advisors, LLC$5.9M92026-06-30
Citadel Advisors LLC$5.9M02026-06-30
Darwin Wealth Management, LLC$5.8M122026-06-30
Bonfire Financial, LLC$5.8M42026-06-30
Ciovacco Capital Management$5.8M12026-06-30
Coastal Bridge Advisors, LLC$5.8M392026-06-30
Jump Financial, LLC$5.7M02026-06-30
Aafmaa Wealth Management & Trust LLC$5.5M02026-06-30
Roundview Capital, LLC$5.5M52026-06-30
Trust Co of Oklahoma$5.4M02026-06-30
Farther Finance Advisors, LLC$5.4M3342026-06-30
Talon Private Wealth, LLC$5.4M02026-03-31
High Note Wealth, LLC$5.4M42026-06-30
Ferguson Wellman Capital Management, Inc$5.3M272026-06-30
Toth Financial Advisory Corp$5.2M102026-06-30
Bakeravenue$5.2M352026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$5.1M12026-06-30
Banque Transatlantique SA$5M02026-06-30
First Trust Advisors LP$5M6072026-06-30
Great Valley Advisor Group, LLC$4.9M2052026-06-30
TD Waterhouse Canada Inc.$4.9M02026-06-30
Cooksen Wealth, LLC$4.9M32026-06-30
Compass Wealth Management, Llc/ga$4.9M22026-06-30
Alliance Private Wealth, LLC$4.8M72026-06-30
Advisory Services Network$4.7M2532026-06-30
First Merchants Corp$4.7M02026-06-30
Wealthcare Investment Partners LLC$4.7M62026-06-30
Insigneo Advisory Services, LLC$4.6M2252026-06-30
Sequoia Financial Group, LLC$4.6M2582026-06-30
5th Street Advisors, LLC$4.6M42026-06-30
Dai-Ichi Life Holdings, Inc.$4.6M02025-09-30
Encompass More Asset Management$4.5M862026-06-30
Gladstone Institutional Advisory LLC$4.5M1082026-06-30
Friedenthal Financial, LLC$4.5M42026-06-30
Terra Nova Asset Management LLC$4.4M22026-06-30
Lido Advisors, LLC$4.4M3202026-06-30
Alphastar Capital Management, LLC$4.4M1572026-06-30
Transatlantique Private Wealth LLC$4.4M112025-12-31
Oppenheimer & Co. Inc.$4.4M1,1662026-06-30
Principal Securities, Inc.$4.3M1,4632026-06-30
Northwestern Mutual Wealth Management Co$4.3M02026-06-30

The 250 largest of 1,207 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30