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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
10
shares
|
$2,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
8
shares
|
$1,847
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$1,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
6
shares
|
$1,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6
shares
|
$1,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6
shares
|
$1,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
5
shares
|
$1,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
4
shares
|
$923
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4
shares
|
$923
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$692
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
3
shares
|
$692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2
shares
|
$461
0.0% of portfolio
|
Q2 2024
Reduced 96.23%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$230
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|