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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
49,432
shares
|
$11.4 Million
0.21% of portfolio
|
Q4 2025
Added 99.15%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
48,938
shares
|
$11.3 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
48,219
shares
|
$11.1 Million
4.21% of portfolio
|
Q4 2025
Added 102.85%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
47,039
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
46,781
shares
|
$10.8 Million
0.13% of portfolio
|
Q4 2025
Added 102.52%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
46,688
shares
|
$10.8 Million
0.87% of portfolio
|
Q4 2025
Added 105.46%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
45,939
shares
|
$10.6 Million
3.1% of portfolio
|
Q3 2025
Added 33.54%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
45,799
shares
|
$10.6 Million
2.41% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
45,776
shares
|
$10.6 Million
1.41% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
45,439
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.78%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
45,157
shares
|
$10.4 Million
2.78% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
43,774
shares
|
$10.1 Million
0.34% of portfolio
|
Q4 2025
Added 62.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
42,434
shares
|
$9.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
41,890
shares
|
$9.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 97.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
41,673
shares
|
$9.62 Million
0.16% of portfolio
|
Q4 2025
Reduced 50.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
40,970
shares
|
$9.46 Million
0.27% of portfolio
|
Q4 2025
Added 116.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
40,486
shares
|
$9.35 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
40,406
shares
|
$9.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
40,283
shares
|
$9.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
40,160
shares
|
$9.27 Million
2.18% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
39,704
shares
|
$9.17 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
39,629
shares
|
$9.15 Million
4.94% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,253
shares
|
$9.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
39,166
shares
|
$9.04 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
39,152
shares
|
$9.04 Million
0.24% of portfolio
|
Q3 2022
Reduced 10.38%
|
|