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 1,500 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
25,197
shares
|
$5.82 Million
4.27% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
25,133
shares
|
$5.8 Million
1.48% of portfolio
|
Q4 2025
Added 100.81%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
24,983
shares
|
$5.77 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
24,858
shares
|
$5.74 Million
0.56% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
24,830
shares
|
$5.73 Million
0.29% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
24,821
shares
|
$5.73 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
24,772
shares
|
$5.72 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,629
shares
|
$5.69 Million
0.36% of portfolio
|
Q3 2025
Added 232.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,598
shares
|
$5.68 Million
0.04% of portfolio
|
Q3 2025
Added 44.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
24,544
shares
|
$5.67 Million
0.0% of portfolio
|
Q3 2025
Added 217.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
24,060
shares
|
$5.56 Million
0.68% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
24,007
shares
|
$5.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
24,000
shares
|
$5.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
23,955
shares
|
$5.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
23,904
shares
|
$5.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 61.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,870
shares
|
$5.51 Million
0.14% of portfolio
|
Q2 2020
Added 15.58%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
23,771
shares
|
$5.49 Million
4.25% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
23,521
shares
|
$5.43 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
23,497
shares
|
$5.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
23,423
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
23,249
shares
|
$5.37 Million
0.85% of portfolio
|
Q3 2023
Added 14.8%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
23,113
shares
|
$5.34 Million
2.42% of portfolio
|
Q4 2025
Added 101.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,100
shares
|
$5.33 Million
0.07% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
23,060
shares
|
$5.32 Million
1.35% of portfolio
|
Q3 2025
Added 219.17%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
22,806
shares
|
$5.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|