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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
5,425
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2025
Added 96.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
5,390
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2025
Added 133.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
5,347
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
5,339
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 128.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,244
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,239
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.46%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
5,224
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
5,187
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2025
Added 93.98%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,171
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,163
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
5,147
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2025
Added 38.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,128
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,115
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
5,112
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2025
Added 60.91%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
5,105
shares
|
$1.18 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
5,078
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 76.63%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
5,029
shares
|
$1.16 Million
0.46% of portfolio
|
Q4 2025
Added 108.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,007
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,000
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,996
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,985
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
4,954
shares
|
$1.14 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|