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 1,498 institutions that hold shares in the stock, with a total of 88.4 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
17,207
shares
|
$3.97 Million
3.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
17,057
shares
|
$3.94 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
16,976
shares
|
$3.92 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
16,962
shares
|
$3.92 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,929
shares
|
$3.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,912
shares
|
$3.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,867
shares
|
$3.89 Million
0.58% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,714
shares
|
$3.86 Million
0.1% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,667
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
16,563
shares
|
$3.82 Million
0.07% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,552
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
16,292
shares
|
$3.76 Million
0.1% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,286
shares
|
$3.76 Million
1.47% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
16,247
shares
|
$3.75 Million
1.32% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,140
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,066
shares
|
$3.71 Million
0.64% of portfolio
|
Q3 2025
Added 4611.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,013
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
15,807
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
15,686
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2025
Added 108.23%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
15,656
shares
|
$3.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
15,481
shares
|
$3.57 Million
0.2% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,411
shares
|
$3.56 Million
0.21% of portfolio
|
Q3 2025
Added 601.46%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
15,360
shares
|
$3.55 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
15,336
shares
|
$3.54 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
15,040
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2025
Added 64.39%
|
|