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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
2,674
shares
|
$617,399
0.17% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,668
shares
|
$616,014
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
2,642
shares
|
$610,011
0.51% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,613
shares
|
$603,315
0.04% of portfolio
|
Q3 2025
Reduced 78.87%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,605
shares
|
$601,468
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,602
shares
|
$600,775
0.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,600
shares
|
$600,314
0.09% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,585
shares
|
$596,850
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
2,578
shares
|
$595,234
0.13% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,574
shares
|
$594,310
0.04% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,571
shares
|
$593,618
0.05% of portfolio
|
Q4 2023
Reduced 53.27%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
2,562
shares
|
$591,540
0.15% of portfolio
|
Q4 2025
Added 100.47%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
2,547
shares
|
$588,076
0.01% of portfolio
|
Q4 2025
Added 139.83%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
2,522
shares
|
$582,304
0.11% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,508
shares
|
$579,072
0.0% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,481
shares
|
$572,838
0.01% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
2,450
shares
|
$565,680
0.38% of portfolio
|
Q4 2025
Added 107.63%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,444
shares
|
$564,295
0.12% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$563,833
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,432
shares
|
$561,524
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,424
shares
|
$559,677
0.02% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,416
shares
|
$557,830
0.02% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
2,388
shares
|
$551,365
0.26% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,366
shares
|
$546,285
0.02% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,336
shares
|
$539,359
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|