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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
387
shares
|
$89,354
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
377
shares
|
$87,045
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
374
shares
|
$86,352
0.02% of portfolio
|
Q4 2025
Added 90.82%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
372
shares
|
$85,891
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
364
shares
|
$84,043
0.0% of portfolio
|
Q4 2025
Added 25.95%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
362
shares
|
$83,582
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
350
shares
|
$80,811
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
330
shares
|
$76,193
0.01% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
327
shares
|
$75,501
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
321
shares
|
$74,115
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
296
shares
|
$68,343
0.02% of portfolio
|
Q2 2025
Added 492.0%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
285
shares
|
$65,803
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
280
shares
|
$64,649
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
276
shares
|
$63,725
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
276
shares
|
$63,725
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
272
shares
|
$62,802
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
267
shares
|
$61,647
0.01% of portfolio
|
Q3 2025
Added 52.57%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
265
shares
|
$61,185
0.02% of portfolio
|
Q3 2025
Reduced 34.73%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
260
shares
|
$60,031
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
252
shares
|
$58,184
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
251
shares
|
$57,953
0.02% of portfolio
|
Q4 2025
Added 100.8%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
247
shares
|
$57,029
0.01% of portfolio
|
Q3 2025
New holding
|
|