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 1,497 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
127,955
shares
|
$29.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 40.9%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
119,125
shares
|
$27.5 Million
6.06% of portfolio
|
Q3 2025
Added 2178.6%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
109,335
shares
|
$25.2 Million
0.3% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
109,279
shares
|
$25.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
108,671
shares
|
$25.1 Million
0.11% of portfolio
|
Q2 2023
Reduced 98.68%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
108,651
shares
|
$25.1 Million
2.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
108,578
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
104,462
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
102,555
shares
|
$23.7 Million
9.42% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
101,752
shares
|
$23.5 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
97,182
shares
|
$22.4 Million
8.67% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
97,142
shares
|
$22.4 Million
0.96% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
96,034
shares
|
$22.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
94,594
shares
|
$21.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 28.69%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
94,236
shares
|
$21.8 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
91,769
shares
|
$21.2 Million
0.07% of portfolio
|
Q3 2025
Added 233.89%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
90,679
shares
|
$20.9 Million
4.91% of portfolio
|
Q3 2025
Added 9842.87%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
90,364
shares
|
$20.9 Million
1.52% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
90,085
shares
|
$20.8 Million
0.13% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
84,352
shares
|
$19.5 Million
3.88% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
83,736
shares
|
$19.3 Million
0.68% of portfolio
|
Q3 2025
Added 51.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
83,691
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
83,560
shares
|
$19.3 Million
1.61% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
81,813
shares
|
$18.9 Million
0.91% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
79,065
shares
|
$18.3 Million
1.73% of portfolio
|
Q3 2025
Added 2.51%
|
|