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 89.3 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,546
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
14,251
shares
|
$3.29 Million
3.21% of portfolio
|
Q4 2025
Added 97.08%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,209
shares
|
$3.28 Million
0.39% of portfolio
|
Q4 2022
Reduced 11.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,209
shares
|
$3.28 Million
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
14,126
shares
|
$3.26 Million
2.22% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,020
shares
|
$3.24 Million
0.4% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
14,000
shares
|
$3.23 Million
1.2% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
13,998
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
13,798
shares
|
$3.19 Million
0.52% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
13,705
shares
|
$3.16 Million
2.44% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
13,584
shares
|
$3.14 Million
1.75% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
13,551
shares
|
$3.13 Million
2.18% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
13,482
shares
|
$3.11 Million
1.08% of portfolio
|
Q4 2025
Added 108.25%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
13,362
shares
|
$3.09 Million
7.09% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,272
shares
|
$3.06 Million
0.2% of portfolio
|
Q4 2022
Added 335.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,196
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
13,174
shares
|
$3.04 Million
0.76% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
13,153
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,132
shares
|
$3.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 56.92%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$3.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
13,000
shares
|
$3 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
12,941
shares
|
$2.99 Million
0.75% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
12,910
shares
|
$2.98 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$2.97 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
12,816
shares
|
$2.96 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.96%
|
|