Institutional Ownership Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY). We have compiled data on the 1,506 institutions that hold shares in the stock, with a total of 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,478
shares
|
$4.04 Million
1.7% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
17,476
shares
|
$4.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,315
shares
|
$4 Million
0.16% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
17,294
shares
|
$3.99 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
17,292
shares
|
$3.99 Million
0.54% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
17,276
shares
|
$3.99 Million
1.58% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
17,207
shares
|
$3.97 Million
3.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
16,976
shares
|
$3.92 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,929
shares
|
$3.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,912
shares
|
$3.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
16,798
shares
|
$3.88 Million
0.25% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
16,728
shares
|
$3.86 Million
0.07% of portfolio
|
Q4 2025
Added 242.44%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
16,716
shares
|
$3.86 Million
0.31% of portfolio
|
Q4 2025
Reduced 17.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,714
shares
|
$3.86 Million
0.1% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,667
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
16,562
shares
|
$3.82 Million
1.47% of portfolio
|
Q4 2025
Added 86.43%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,552
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
16,439
shares
|
$3.8 Million
0.51% of portfolio
|
Q4 2025
Added 95.12%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
16,430
shares
|
$3.79 Million
1.54% of portfolio
|
Q4 2025
Added 109.49%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
16,292
shares
|
$3.76 Million
0.1% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,286
shares
|
$3.76 Million
1.47% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
16,247
shares
|
$3.75 Million
1.32% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
16,152
shares
|
$3.73 Million
0.28% of portfolio
|
Q4 2025
Added 354.09%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,140
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,013
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.23%
|
|