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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,585
shares
|
$2.21 Million
0.87% of portfolio
|
Q2 2023
Added 47.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
9,578
shares
|
$2.21 Million
0.9% of portfolio
|
Q3 2025
Reduced 59.57%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
9,563
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2025
Added 34.05%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
9,544
shares
|
$2.2 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,505
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
9,443
shares
|
$2.18 Million
0.17% of portfolio
|
Q3 2025
Added 55.52%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,350
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
9,326
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
9,314
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,285
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
9,200
shares
|
$2.12 Million
0.87% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
9,173
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,165
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
9,156
shares
|
$2.11 Million
0.43% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Terra Nova Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
9,066
shares
|
$2.09 Million
1.49% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,041
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
9,000
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 95.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,953
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
8,897
shares
|
$2.05 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,886
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 38.0%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
8,884
shares
|
$2.05 Million
1.69% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
8,813
shares
|
$2.03 Million
0.14% of portfolio
|
Q4 2025
Added 115.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,771
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
8,674
shares
|
$2 Million
1.95% of portfolio
|
Q2 2025
Added 27.6%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,619
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.17%
|
|