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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,401
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 61.5%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,368
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
4,363
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,341
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 31.35%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,333
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,302
shares
|
$993,288
0.07% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
4,302
shares
|
$993,288
0.2% of portfolio
|
Q4 2025
Added 76.67%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
4,300
shares
|
$992,826
0.2% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$986,362
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,261
shares
|
$983,822
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
4,222
shares
|
$974,817
0.77% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
4,210
shares
|
$972,046
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
4,185
shares
|
$966,274
0.35% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
4,171
shares
|
$963,042
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,149
shares
|
$957,962
0.06% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$955,653
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
4,135
shares
|
$954,730
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
4,135
shares
|
$954,730
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,134
shares
|
$954,499
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
4,122
shares
|
$951,728
0.73% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
4,074
shares
|
$940,645
0.05% of portfolio
|
Q3 2025
Reduced 62.16%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
4,061
shares
|
$937,644
0.71% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
4,058
shares
|
$936,951
0.22% of portfolio
|
Q4 2025
Added 98.14%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,030
shares
|
$930,486
0.22% of portfolio
|
Q1 2020
Added 2.15%
|
|