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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,981
shares
|
$688,283
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,980
shares
|
$688,052
0.18% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,979
shares
|
$687,821
0.2% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,972
shares
|
$686,205
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,959
shares
|
$683,203
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,954
shares
|
$682,049
0.05% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,952
shares
|
$681,587
0.24% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
2,949
shares
|
$680,894
0.07% of portfolio
|
Q4 2025
Added 99.93%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
2,948
shares
|
$680,663
0.1% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
2,948
shares
|
$680,663
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
2,944
shares
|
$679,740
0.3% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,943
shares
|
$679,509
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
2,942
shares
|
$679,278
0.02% of portfolio
|
Q4 2025
Added 90.91%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
2,942
shares
|
$679,278
0.32% of portfolio
|
Q4 2025
Added 174.7%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,940
shares
|
$678,816
0.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,934
shares
|
$677,431
0.03% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,924
shares
|
$675,122
0.05% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,913
shares
|
$672,582
0.23% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,910
shares
|
$671,889
0.33% of portfolio
|
Q4 2025
Added 1355.0%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,906
shares
|
$670,966
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,896
shares
|
$668,657
0.05% of portfolio
|
Q2 2025
Reduced 51.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
2,894
shares
|
$668,195
0.03% of portfolio
|
Q4 2025
Added 108.65%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
2,880
shares
|
$664,963
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,875
shares
|
$663,808
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
2,868
shares
|
$662,192
0.19% of portfolio
|
Q3 2025
Reduced 4.97%
|
|