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 1,499 institutions that hold shares in the stock, with a total of 88.7 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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,935
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,933
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
5,909
shares
|
$1.36 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,904
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,891
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,883
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
5,863
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 82.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,833
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 48.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,817
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
5,798
shares
|
$1.34 Million
0.42% of portfolio
|
Q1 2021
Added 85.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
5,668
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,656
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
5,580
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
5,540
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
5,536
shares
|
$1.28 Million
1.61% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
5,495
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,437
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Reduced 60.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,437
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,430
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 93.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,376
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 9.79%
|
|