XLB Institutional Ownership & Shareholders
MATERIALS SELECT SECTOR SPDR (XLB) is currently held by 913 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Peakshares Llc is currently the largest disclosed institutional shareholder of XLB tracked by InsiderSet, reporting ownership valued at approximately $1.12B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.16M, representing an estimated loss of -99.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed XLB value among the investors covered in this analysis. Major shareholders include Peakshares Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in MATERIALS SELECT SECTOR SPDR (XLB).
This page ranks the largest institutional XLB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
913
Total Reported Value
$7.65B
Largest Holder
Peakshares Llc
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peakshares Llc | 0.83% | 21,956 | $1,116,023,000 | $1,157,959 | -$1,114,865,041 | -99.90% | |
| Bank Of America Corp | 0.04% | 12,459,148 | $633,298,511 | $657,095,466 | +$23,796,955 | +3.76% | |
| Wells Fargo & Company/Mn | 0.07% | 7,440,238 | $378,187,297 | $392,398,152 | +$14,210,855 | +3.76% | |
| Morgan Stanley | 0.02% | 7,384,667 | $375,362,853 | $389,467,338 | +$14,104,485 | +3.76% | |
| Goldman Sachs Group Inc | 0.03% | 5,820,618 | $295,861,990 | $306,979,393 | +$11,117,403 | +3.76% | |
| Envestnet Asset Management Inc | 0.06% | 5,388,001 | $273,872,093 | $284,163,173 | +$10,291,080 | +3.76% | |
| Lpl Financial Llc | 0.04% | 3,799,286 | $193,117,720 | $200,374,344 | +$7,256,624 | +3.76% | |
| Raymond James Financial Inc | 0.05% | 3,743,706 | $190,292,544 | $197,443,054 | +$7,150,510 | +3.76% | |
| Menora Mivtachim Holdings Ltd. | 0.59% | 2,986,080 | $151,782,446 | $157,485,859 | +$5,703,413 | +3.76% | |
| Ubs Group Ag | 0.02% | 2,786,875 | $141,656,856 | $146,979,788 | +$5,322,932 | +3.76% | |
| Royal Bank Of Canada | 0.02% | 2,724,001 | $138,461,000 | $143,663,813 | +$5,202,813 | +3.76% | |
| Sumitomo Mitsui Financial Group, Inc. | 2.37% | 2,441,186 | $124,085,484 | $128,748,150 | +$4,662,666 | +3.76% | |
| Truist Financial Corp | 0.14% | 2,490,496 | $121,287,175 | $131,348,759 | +$10,061,584 | +8.30% | |
| Westend Advisors, Llc | 2.63% | 2,447,685 | $119,203,816 | $129,090,907 | +$9,887,091 | +8.29% | |
| Janney Montgomery Scott Llc | 0.23% | 2,328,091 | $118,337,000 | $122,783,519 | +$4,446,519 | +3.76% | |
| Citigroup Inc | 0.05% | 2,224,948 | $113,094,088 | $117,343,758 | +$4,249,670 | +3.76% | |
| Natixis | 0.53% | 2,205,212 | $112,090,926 | $116,302,881 | +$4,211,955 | +3.76% | |
| Main Management Etf Advisors, Llc | 3.29% | 2,135,161 | $108,530,000 | $112,608,391 | +$4,078,391 | +3.76% | |
| Commerce Bank | 0.46% | 2,065,807 | $105,004,969 | $108,950,661 | +$3,945,692 | +3.76% | |
| Ing Groep Nv | 0.51% | 2,034,061 | $103,391,321 | $107,276,377 | +$3,885,056 | +3.76% | |
| Cibc World Market Inc. | 0.16% | 1,832,098 | $93,125,541 | $96,624,849 | +$3,499,308 | +3.76% | |
| Ameriprise Financial Inc | 0.02% | 1,806,807 | $91,867,412 | $95,291,001 | +$3,423,589 | +3.73% | |
| Srb Corp | 4.73% | 1,729,580 | $87,914,551 | $91,218,049 | +$3,303,498 | +3.76% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.55% | 1,696,180 | $86,216,829 | $89,456,533 | +$3,239,704 | +3.76% | |
| D. E. Shaw & Co., Inc. | 0.05% | 1,689,170 | $85,860,511 | $89,086,826 | +$3,226,315 | +3.76% | |
| Bnp Paribas Financial Markets | 0.04% | 1,631,630 | $82,935,753 | $86,052,166 | +$3,116,413 | +3.76% | |
| Osaic Holdings, Inc. | 0.07% | 1,128,272 | $57,352,390 | $59,505,065 | +$2,152,675 | +3.75% | |
| Pgim Custom Harvest Llc | 0.69% | 1,086,212 | $55,212,156 | $57,286,821 | +$2,074,665 | +3.76% | |
| Factory Mutual Insurance Co | 0.41% | 943,000 | $45,924,100 | $49,733,820 | +$3,809,720 | +8.30% | |
| Ep Wealth Advisors, Llc | 0.17% | 899,433 | $45,718,163 | $47,436,096 | +$1,717,933 | +3.76% | |
| Barclays Plc | 0.01% | 890,954 | $45,287,194 | $46,988,914 | +$1,701,720 | +3.76% | |
| Two Sigma Investments, Lp | 0.03% | 885,247 | $44,997,105 | $46,687,927 | +$1,690,822 | +3.76% | |
| Cetera Investment Advisers | 0.04% | 830,608 | $42,219,809 | $43,806,266 | +$1,586,457 | +3.76% | |
| Victory Capital Management Inc | 0.02% | 805,903 | $40,964,050 | $42,503,324 | +$1,539,274 | +3.76% | |
| Millennium Management Llc | 0.03% | 770,130 | $39,145,708 | $40,616,656 | +$1,470,948 | +3.76% | |
| Stifel Financial Corp | 0.03% | 738,913 | $37,559,238 | $38,970,272 | +$1,411,034 | +3.76% | |
| Hrt Financial Lp | 0.06% | 687,637 | $34,952,000 | $36,265,975 | +$1,313,975 | +3.76% | |
| Bank Of Montreal | 0.01% | 602,714 | $30,635,949 | $31,787,136 | +$1,151,187 | +3.76% | |
| Sns Financial Group, Llc | 0.50% | 511,605 | $26,004,882 | $26,982,048 | +$977,166 | +3.76% | |
| Focus Partners Wealth | 0.03% | 487,048 | $24,756,690 | $25,686,912 | +$930,222 | +3.76% | |
| Caption Management, Llc | 0.87% | 485,000 | $24,652,550 | $25,578,900 | +$926,350 | +3.76% | |
| Cwm, Llc | 0.06% | 486,684 | $24,319,622 | $25,667,714 | +$1,348,092 | +5.54% | |
| Riverfront Investment Group, Llc | 0.31% | 465,998 | $23,686,722 | $24,576,735 | +$890,013 | +3.76% | |
| Pnc Financial Services Group, Inc. | 0.01% | 452,169 | $22,983,752 | $23,847,393 | +$863,641 | +3.76% | |
| Jain Global Llc | 0.26% | 440,430 | $22,387,057 | $23,228,278 | +$841,221 | +3.76% | |
| Vestor Capital, Llc | 1.39% | 31,457 | $22,125,000 | $1,659,042 | -$20,465,958 | -92.50% | |
| Northern Trust Corp | 0.00% | 435,005 | $22,111,304 | $22,942,164 | +$830,860 | +3.76% | |
| Advisory Alpha, Llc | 0.52% | 415,988 | $21,145,158 | $21,939,207 | +$794,049 | +3.76% | |
| Jpmorgan Chase & Co | 0.00% | 407,911 | $20,664,828 | $21,513,226 | +$848,398 | +4.11% | |
| Jefferies Financial Group Inc. | 0.19% | 400,400 | $20,352,332 | $21,117,096 | +$764,764 | +3.76% |
Frequently asked questions about XLB
Who are the largest institutional holders of XLB?
The largest institutional holders of XLB reported in the latest SEC Form 13F filings include Peakshares Llc, Bank Of America Corp, Wells Fargo & Company/Mn, Morgan Stanley, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported XLB position.
What is XLB institutional ownership?
This page tracks XLB positions reported by institutional investment managers through SEC Form 13F. MATERIALS SELECT SECTOR SPDR (XLB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLB?
InsiderSet currently tracks 913 institutional managers reporting XLB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLB shareholders.
How much XLB stock do institutions own?
Institutional investment managers disclosed approximately $7.65B in XLB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLB institutional ownership last updated?
The latest XLB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLB position after the reporting date.
Are institutions buying or selling XLB?
Institutional buying and selling can be analyzed by comparing XLB positions across consecutive 13F reporting periods. InsiderSet's XLB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLB ownership changes.
How has XLB institutional ownership changed over time?
InsiderSet tracks XLB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.