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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
1,091
shares
|
$251,900
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
1,090
shares
|
$251,670
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,090
shares
|
$251,670
0.15% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,088
shares
|
$251,208
0.02% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
1,085
shares
|
$250,515
0.08% of portfolio
|
Q3 2025
Reduced 92.54%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,074
shares
|
$247,975
0.0% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,074
shares
|
$247,975
0.09% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
1,062
shares
|
$245,205
0.01% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,060
shares
|
$244,743
0.11% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,060
shares
|
$244,743
0.01% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
1,054
shares
|
$243,358
0.0% of portfolio
|
Q3 2025
Reduced 75.51%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,052
shares
|
$242,896
0.01% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,043
shares
|
$240,818
0.02% of portfolio
|
Q3 2022
Added 92.08%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,041
shares
|
$240,356
0.01% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
1,040
shares
|
$240,125
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,025
shares
|
$236,662
0.01% of portfolio
|
Q4 2025
Added 445.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,025
shares
|
$236,662
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
1,020
shares
|
$235,507
0.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,014
shares
|
$234,122
0.04% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,012
shares
|
$233,660
0.0% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,009
shares
|
$232,968
0.07% of portfolio
|
Q3 2025
Added 105.08%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
1,008
shares
|
$232,737
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,008
shares
|
$232,737
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,002
shares
|
$231,351
0.0% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$230,890
0.02% of portfolio
|
Q2 2023
Reduced 3.1%
|
|