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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,006
shares
|
$463,165
0.13% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
2,004
shares
|
$462,703
0.05% of portfolio
|
Q4 2025
Added 121.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,003
shares
|
$462,472
0.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$461,780
0.01% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$461,780
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,994
shares
|
$460,394
0.02% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
1,989
shares
|
$459,240
0.06% of portfolio
|
Q4 2025
Added 86.41%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,989
shares
|
$459,240
0.01% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
1,988
shares
|
$459,009
0.07% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
1,977
shares
|
$456,469
0.18% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
1,976
shares
|
$456,238
0.03% of portfolio
|
Q4 2025
Added 72.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,976
shares
|
$456,238
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,971
shares
|
$455,084
0.12% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Braun Stacey Associates Inc
|
Jan 20, 2026 Q4 2025 |
1,969
shares
|
$454,622
0.02% of portfolio
|
Q4 2025
Added 100.51%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,939
shares
|
$447,695
0.18% of portfolio
|
Q4 2025
Added 106.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,936
shares
|
$447,003
0.05% of portfolio
|
Q3 2025
Reduced 29.93%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,934
shares
|
$446,541
0.23% of portfolio
|
Q4 2025
Added 75.66%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
1,930
shares
|
$445,617
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
1,930
shares
|
$445,617
0.15% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
1,928
shares
|
$445,155
0.28% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,924
shares
|
$444,232
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
1,921
shares
|
$443,539
0.18% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,910
shares
|
$440,999
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,903
shares
|
$439,383
0.12% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
1,900
shares
|
$438,691
0.1% of portfolio
|
Q4 2022
Reduced 92.05%
|
|