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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,350
shares
|
$773,481
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,328
shares
|
$768,401
0.01% of portfolio
|
Q3 2025
Added 39.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,312
shares
|
$764,707
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,286
shares
|
$758,704
0.04% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
3,279
shares
|
$757,088
0.03% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
3,260
shares
|
$752,701
0.11% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
3,248
shares
|
$749,930
0.19% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
3,208
shares
|
$740,695
0.76% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$738,386
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
3,188
shares
|
$736,077
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
3,184
shares
|
$735,153
0.0% of portfolio
|
Q3 2025
Added 147.01%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
3,178
shares
|
$733,768
0.23% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
3,177
shares
|
$733,537
0.07% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,175
shares
|
$733,075
0.15% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,150
shares
|
$727,303
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,147
shares
|
$726,610
0.04% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,139
shares
|
$724,763
0.13% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
3,138
shares
|
$724,532
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,129
shares
|
$722,454
0.04% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
3,121
shares
|
$720,607
0.3% of portfolio
|
Q4 2025
Added 95.55%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$716,913
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
3,101
shares
|
$715,989
0.07% of portfolio
|
Q4 2025
Added 89.43%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,094
shares
|
$714,373
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,089
shares
|
$713,219
0.18% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,086
shares
|
$712,526
0.02% of portfolio
|
Q3 2025
Reduced 24.31%
|
|