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 |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
1,776
shares
|
$410,060
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
1,762
shares
|
$406,828
0.11% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,756
shares
|
$405,442
0.47% of portfolio
|
Q3 2023
Reduced 27.02%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
1,754
shares
|
$404,981
0.03% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
1,749
shares
|
$403,826
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,747
shares
|
$403,364
0.01% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
1,747
shares
|
$403,364
0.08% of portfolio
|
Q4 2025
Added 18.52%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
1,738
shares
|
$401,286
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
1,737
shares
|
$401,055
0.52% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
1,729
shares
|
$399,208
0.01% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,725
shares
|
$398,285
0.17% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
1,717
shares
|
$396,438
0.08% of portfolio
|
Q4 2025
Added 100.35%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,708
shares
|
$394,360
0.1% of portfolio
|
Q1 2023
Reduced 10.81%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,699
shares
|
$392,282
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
1,694
shares
|
$391,127
0.01% of portfolio
|
Q4 2025
Added 95.39%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
1,693
shares
|
$390,896
0.16% of portfolio
|
Q3 2025
Reduced 66.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
1,692
shares
|
$390,665
0.04% of portfolio
|
Q4 2025
Added 74.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,683
shares
|
$388,587
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,678
shares
|
$387,433
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
1,676
shares
|
$386,971
0.01% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,668
shares
|
$385,124
0.09% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,662
shares
|
$383,739
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,648
shares
|
$380,506
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,641
shares
|
$378,890
0.14% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,633
shares
|
$377,043
0.23% of portfolio
|
Q2 2025
Reduced 14.59%
|
|