XLC Institutional Ownership & Shareholders
COMM SERV SELECT SECTOR SPDR (XLC) is currently held by 1,154 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.91B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLC tracked by InsiderSet, reporting ownership valued at approximately $4.74B 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 $4.42B, representing an estimated loss of -6.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed XLC value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Peakshares Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in COMM SERV SELECT SECTOR SPDR (XLC).
This page ranks the largest institutional XLC 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
1,154
Total Reported Value
$22.91B
Largest Holder
Bank Of America Corp
Largest Position
$4.74B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.31% | 44,248,852 | $4,740,379,497 | $4,420,460,315 | -$319,919,182 | -6.75% | |
| Peakshares Llc | 2.31% | 29,024 | $3,109,341,000 | $2,899,498 | -$3,106,441,502 | -99.91% | |
| Jpmorgan Chase & Co | 0.07% | 11,603,642 | $1,251,801,080 | $1,159,203,836 | -$92,597,244 | -7.40% | |
| Morgan Stanley | 0.04% | 7,712,820 | $826,274,650 | $770,510,718 | -$55,763,932 | -6.75% | |
| Wells Fargo & Company/Mn | 0.12% | 6,299,359 | $674,850,349 | $629,305,964 | -$45,544,385 | -6.75% | |
| Ubs Group Ag | 0.10% | 5,789,466 | $620,225,493 | $578,367,653 | -$41,857,840 | -6.75% | |
| Raymond James Financial Inc | 0.15% | 5,095,329 | $545,862,536 | $509,023,367 | -$36,839,169 | -6.75% | |
| Squarepoint Ops Llc | 1.01% | 4,852,366 | $519,833,970 | $484,751,363 | -$35,082,607 | -6.75% | |
| Envestnet Asset Management Inc | 0.12% | 4,775,328 | $511,580,851 | $477,055,267 | -$34,525,584 | -6.75% | |
| Lpl Financial Llc | 0.10% | 4,056,559 | $434,579,227 | $405,250,244 | -$29,328,983 | -6.75% | |
| Focus Partners Wealth | 0.43% | 3,930,797 | $421,106,336 | $392,686,620 | -$28,419,716 | -6.75% | |
| Ameriprise Financial Inc | 0.08% | 3,863,974 | $414,001,127 | $386,011,003 | -$27,990,124 | -6.76% | |
| Truist Financial Corp | 0.47% | 3,544,806 | $393,367,176 | $354,126,119 | -$39,241,057 | -9.98% | |
| Migdal Insurance & Financial Holdings Ltd. | 2.34% | 3,407,164 | $365,009,479 | $340,375,684 | -$24,633,795 | -6.75% | |
| Westend Advisors, Llc | 7.73% | 3,160,758 | $350,752,089 | $315,759,724 | -$34,992,365 | -9.98% | |
| Janney Montgomery Scott Llc | 0.64% | 3,098,831 | $331,978,000 | $309,573,217 | -$22,404,783 | -6.75% | |
| Barclays Plc | 0.10% | 2,823,156 | $302,444,703 | $282,033,284 | -$20,411,419 | -6.75% | |
| Nissay Asset Management Corp /Japan | 1.01% | 2,222,268 | $238,071,571 | $222,004,573 | -$16,066,998 | -6.75% | |
| Goldman Sachs Group Inc | 0.02% | 2,216,190 | $237,420,395 | $221,397,381 | -$16,023,014 | -6.75% | |
| Bnp Paribas Financial Markets | 0.10% | 1,834,456 | $196,525,271 | $183,262,154 | -$13,263,117 | -6.75% | |
| Pgim Custom Harvest Llc | 2.21% | 1,644,665 | $176,193,031 | $164,302,034 | -$11,890,998 | -6.75% | |
| Foundations Investment Advisors, Llc | 1.77% | 1,602,607 | $171,687,299 | $160,100,439 | -$11,586,860 | -6.75% | |
| Royal Bank Of Canada | 0.03% | 1,465,615 | $157,012,000 | $146,414,939 | -$10,597,062 | -6.75% | |
| Menora Mivtachim Holdings Ltd. | 0.60% | 1,423,825 | $152,534,372 | $142,240,118 | -$10,294,255 | -6.75% | |
| Osaic Holdings, Inc. | 0.17% | 1,354,417 | $145,108,688 | $135,306,258 | -$9,802,430 | -6.76% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,350,002 | $144,625,696 | $134,865,200 | -$9,760,496 | -6.75% | |
| J.Safra Asset Management Corp | 4.37% | 886,360 | $94,955,740 | $88,547,364 | -$6,408,376 | -6.75% | |
| Northern Trust Corp | 0.01% | 868,865 | $93,081,508 | $86,799,614 | -$6,281,895 | -6.75% | |
| Agf Management Ltd | 0.36% | 867,312 | $92,915,135 | $86,644,469 | -$6,270,666 | -6.75% | |
| Capital Investment Advisors, Llc | 1.17% | 804,339 | $89,257,518 | $80,353,466 | -$8,904,052 | -9.98% | |
| Signature Estate & Investment Advisors Llc | 1.57% | 803,885 | $89,207,120 | $80,308,112 | -$8,899,009 | -9.98% | |
| Srb Corp | 4.61% | 800,774 | $85,786,919 | $79,997,323 | -$5,789,596 | -6.75% | |
| Victory Capital Management Inc | 0.05% | 782,282 | $83,805,931 | $78,149,972 | -$5,655,959 | -6.75% | |
| Clal Insurance Enterprises Holdings Ltd | 0.36% | 742,100 | $79,501,000 | $74,135,790 | -$5,365,210 | -6.75% | |
| Meitav Investment House Ltd | 0.49% | 681,584 | $75,635,376 | $68,090,242 | -$7,545,134 | -9.98% | |
| Horizon Investments, Llc | 0.81% | 692,697 | $74,208,630 | $69,200,430 | -$5,008,200 | -6.75% | |
| Donaldson Capital Management, Llc | 2.10% | 684,191 | $73,297,409 | $68,350,681 | -$4,946,728 | -6.75% | |
| Cetera Investment Advisers | 0.07% | 682,235 | $73,087,865 | $68,155,277 | -$4,932,589 | -6.75% | |
| Phoenix Financial Ltd. | 0.50% | 681,182 | $72,975,028 | $68,050,082 | -$4,924,946 | -6.75% | |
| Cwm, Llc | 0.19% | 639,439 | $70,888,219 | $63,879,956 | -$7,008,263 | -9.89% | |
| Qube Research & Technologies Ltd | 0.08% | 632,315 | $67,739,906 | $63,168,269 | -$4,571,638 | -6.75% | |
| D. E. Shaw & Co., Inc. | 0.04% | 626,578 | $67,125,301 | $62,595,142 | -$4,530,159 | -6.75% | |
| Stifel Financial Corp | 0.05% | 608,503 | $65,190,023 | $60,789,450 | -$4,400,573 | -6.75% | |
| Fisher Asset Management, Llc | 0.02% | 600,313 | $64,311,646 | $59,971,269 | -$4,340,377 | -6.75% | |
| Provida Pension Fund Administrator | 0.99% | 530,855 | $58,850,585 | $53,032,415 | -$5,818,171 | -9.89% | |
| Riverfront Investment Group, Llc | 0.77% | 543,743 | $58,251,205 | $54,319,926 | -$3,931,279 | -6.75% | |
| Captrust Financial Advisors | 0.09% | 519,179 | $55,619,638 | $51,865,982 | -$3,753,656 | -6.75% | |
| Kcm Investment Advisors Llc | 1.64% | 497,976 | $55,260,391 | $49,747,802 | -$5,512,589 | -9.98% | |
| Assetmark, Inc | 0.09% | 495,655 | $55,002,875 | $49,515,935 | -$5,486,941 | -9.98% | |
| Moss Adams Wealth Advisors Llc | 3.51% | 484,767 | $53,794,509 | $48,428,223 | -$5,366,286 | -9.98% |
Frequently asked questions about XLC
Who are the largest institutional holders of XLC?
The largest institutional holders of XLC reported in the latest SEC Form 13F filings include Bank Of America Corp, Peakshares Llc, Jpmorgan Chase & Co, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported XLC position.
What is XLC institutional ownership?
This page tracks XLC positions reported by institutional investment managers through SEC Form 13F. COMM SERV SELECT SECTOR SPDR (XLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLC?
InsiderSet currently tracks 1,154 institutional managers reporting XLC 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 XLC shareholders.
How much XLC stock do institutions own?
Institutional investment managers disclosed approximately $22.91B in XLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLC institutional ownership last updated?
The latest XLC 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 XLC 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 XLC position after the reporting date.
Are institutions buying or selling XLC?
Institutional buying and selling can be analyzed by comparing XLC positions across consecutive 13F reporting periods. InsiderSet's XLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLC ownership changes.
How has XLC institutional ownership changed over time?
InsiderSet tracks XLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.