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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
12,433
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2025
Added 61.72%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
12,389
shares
|
$2.86 Million
0.84% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,315
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
12,309
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,259
shares
|
$2.83 Million
0.9% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
12,143
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2025
Added 106.41%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,023
shares
|
$2.78 Million
0.99% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
11,926
shares
|
$2.75 Million
2.19% of portfolio
|
Q4 2025
Added 90.72%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,906
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,878
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
11,858
shares
|
$2.74 Million
1.02% of portfolio
|
Q4 2025
Added 51.12%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
11,751
shares
|
$2.71 Million
0.12% of portfolio
|
Q4 2025
Added 96.7%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
11,710
shares
|
$2.7 Million
1.04% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,416
shares
|
$2.64 Million
0.87% of portfolio
|
Q3 2025
Added 271.49%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,410
shares
|
$2.63 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,274
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,245
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
11,220
shares
|
$2.59 Million
1.42% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,144
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2025
Added 3350.15%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,142
shares
|
$2.57 Million
0.71% of portfolio
|
Q4 2025
Added 87.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,100
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,081
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.55 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$2.55 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
11,015
shares
|
$2.54 Million
0.23% of portfolio
|
Q3 2025
Added 16.77%
|
|