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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
181
shares
|
$41,791
0.02% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
180
shares
|
$41,560
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
180
shares
|
$41,560
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
180
shares
|
$41,560
0.0% of portfolio
|
Q3 2025
Added 210.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
178
shares
|
$41,098
0.0% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
175
shares
|
$40,405
0.01% of portfolio
|
Q2 2025
Reduced 85.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
171
shares
|
$39,482
0.09% of portfolio
|
Q3 2025
Added 131.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
167
shares
|
$38,558
0.0% of portfolio
|
Q3 2025
Added 43.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
166
shares
|
$38,327
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
165
shares
|
$38,096
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
165
shares
|
$38,096
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
161
shares
|
$37,173
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
160
shares
|
$36,942
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
155
shares
|
$35,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
154
shares
|
$35,557
0.01% of portfolio
|
Q4 2025
Reduced 99.83%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
150
shares
|
$34,633
0.02% of portfolio
|
Q1 2025
Reduced 82.12%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
147
shares
|
$33,940
0.01% of portfolio
|
Q4 2024
Reduced 59.62%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
145
shares
|
$33,479
0.02% of portfolio
|
Q1 2023
Reduced 47.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
145
shares
|
$33,479
0.02% of portfolio
|
Q4 2018
Added 935.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
134
shares
|
$30,939
0.01% of portfolio
|
Q4 2025
Added 3.88%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
131
shares
|
$30,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
130
shares
|
$30,015
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
127
shares
|
$29,323
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
123
shares
|
$28,399
0.0% of portfolio
|
Q3 2024
Added 127.78%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
122
shares
|
$28,168
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|