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 89.3 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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,665
shares
|
$384,431
0.27% of portfolio
|
Q3 2025
Added 26.14%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,662
shares
|
$383,739
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,658
shares
|
$382,815
0.09% of portfolio
|
Q2 2025
Reduced 28.23%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,648
shares
|
$380,506
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,645
shares
|
$379,814
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,641
shares
|
$378,890
0.14% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,633
shares
|
$377,043
0.23% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,629
shares
|
$376,119
0.03% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,629
shares
|
$376,119
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,625
shares
|
$375,196
0.04% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,624
shares
|
$374,965
0.06% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,617
shares
|
$373,349
0.05% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,614
shares
|
$372,656
0.07% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
1,611
shares
|
$371,963
0.03% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,608
shares
|
$371,271
0.03% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,604
shares
|
$370,347
0.02% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$369,424
0.13% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,598
shares
|
$368,962
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
1,596
shares
|
$368,500
0.41% of portfolio
|
Q3 2025
Reduced 79.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,591
shares
|
$367,345
0.02% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
1,584
shares
|
$365,729
0.32% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,579
shares
|
$364,575
0.06% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,574
shares
|
$363,420
0.06% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,565
shares
|
$361,342
0.04% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
1,564
shares
|
$361,111
0.04% of portfolio
|
Q3 2025
New holding
|
|