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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,913
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
7,843
shares
|
$1.81 Million
0.85% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
7,798
shares
|
$1.8 Million
0.73% of portfolio
|
Q3 2025
Added 485.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,773
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
7,673
shares
|
$1.77 Million
1.65% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
7,659
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
7,653
shares
|
$1.77 Million
0.54% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,652
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,625
shares
|
$1.76 Million
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,594
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
7,542
shares
|
$1.74 Million
0.88% of portfolio
|
Q4 2025
Added 100.16%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
7,537
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,522
shares
|
$1.74 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
7,510
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,423
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,419
shares
|
$1.71 Million
0.3% of portfolio
|
Q2 2022
Added 5.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,413
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
7,411
shares
|
$1.71 Million
1.11% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
7,383
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
7,277
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,248
shares
|
$1.67 Million
0.43% of portfolio
|
Q1 2024
Reduced 86.94%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,231
shares
|
$1.67 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
7,225
shares
|
$1.67 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
7,222
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,199
shares
|
$1.66 Million
0.39% of portfolio
|
Q2 2022
Reduced 9.65%
|
|