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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
85,054
shares
|
$19.6 Million
1.53% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
84,352
shares
|
$19.5 Million
3.88% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
83,691
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
83,560
shares
|
$19.3 Million
1.61% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
81,813
shares
|
$18.9 Million
0.91% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
80,316
shares
|
$18.5 Million
0.36% of portfolio
|
Q4 2025
Added 103.64%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
79,065
shares
|
$18.3 Million
1.73% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Srb Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
77,270
shares
|
$17.8 Million
1.06% of portfolio
|
Q1 2025
Added 336.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
76,750
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 63.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
76,138
shares
|
$17.6 Million
0.11% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
76,113
shares
|
$17.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
75,097
shares
|
$17.3 Million
3.04% of portfolio
|
Q4 2025
Added 98.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
74,751
shares
|
$17.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
73,965
shares
|
$17.1 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
71,629
shares
|
$16.5 Million
1.33% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
71,137
shares
|
$16.4 Million
4.78% of portfolio
|
Q4 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
70,791
shares
|
$16.3 Million
0.08% of portfolio
|
Q3 2025
Added 75.84%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
69,472
shares
|
$16 Million
3.46% of portfolio
|
Q4 2025
Added 104.52%
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
69,145
shares
|
$16 Million
1.45% of portfolio
|
Q4 2025
Added 121.01%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
68,848
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2025
Reduced 24.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
68,823
shares
|
$15.9 Million
0.53% of portfolio
|
Q4 2025
New holding
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
68,144
shares
|
$15.7 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
67,998
shares
|
$15.7 Million
0.03% of portfolio
|
Q4 2025
Added 95.53%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
67,929
shares
|
$15.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
64,220
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2025
Added 17.44%
|
|