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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
28
shares
|
$6,464
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
27
shares
|
$6,234
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$6,234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
25
shares
|
$5,772
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
25
shares
|
$5,772
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,541
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
24
shares
|
$5,541
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
24
shares
|
$5,541
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
20
shares
|
$4,617
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
20
shares
|
$4,617
0.0% of portfolio
|
Q2 2025
Added 1900.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
17
shares
|
$3,925
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17
shares
|
$3,925
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
15
shares
|
$3,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
14
shares
|
$3,232
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
14
shares
|
$3,232
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
13
shares
|
$3,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$3,001
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
13
shares
|
$3,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
12
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
12
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
12
shares
|
$2,770
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
12
shares
|
$2,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
12
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$2,308
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
10
shares
|
$2,308
0.0% of portfolio
|
Q4 2021
New holding
|
|