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 89.2 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,758
shares
|
$867,684
0.66% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,728
shares
|
$860,757
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,715
shares
|
$857,756
0.05% of portfolio
|
Q3 2022
Reduced 63.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,663
shares
|
$845,750
0.18% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,640
shares
|
$840,439
0.88% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,634
shares
|
$839,054
0.24% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
3,624
shares
|
$836,745
0.08% of portfolio
|
Q4 2025
Added 96.64%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,595
shares
|
$830,049
0.05% of portfolio
|
Q4 2023
Added 52.01%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
3,559
shares
|
$821,737
0.71% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,557
shares
|
$821,275
0.07% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,554
shares
|
$820,583
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
3,552
shares
|
$820,121
0.06% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,546
shares
|
$818,735
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,543
shares
|
$818,043
0.17% of portfolio
|
Q4 2025
Added 81.97%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,524
shares
|
$813,656
0.28% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,494
shares
|
$806,729
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
3,475
shares
|
$802,342
0.5% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,468
shares
|
$800,726
0.24% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,456
shares
|
$797,955
0.09% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,439
shares
|
$794,030
0.41% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,400
shares
|
$785,026
0.57% of portfolio
|
Q3 2025
Added 49.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,385
shares
|
$781,562
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,361
shares
|
$776,021
0.02% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,359
shares
|
$775,559
0.04% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,350
shares
|
$773,481
0.44% of portfolio
|
Q3 2025
New holding
|
|