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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
5,339
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 128.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,244
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,239
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.46%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
5,224
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,171
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,163
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
5,147
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2025
Added 38.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,128
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,115
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
5,105
shares
|
$1.18 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
5,078
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 76.63%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,007
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,000
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,996
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,985
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
4,954
shares
|
$1.14 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,927
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,912
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,886
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,885
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
4,824
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2025
Reduced 47.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
4,802
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2025
Added 0.31%
|
|