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 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
948
shares
|
$218,883
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
945
shares
|
$218,191
0.03% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
944
shares
|
$217,960
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
937
shares
|
$216,343
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
929
shares
|
$214,496
0.01% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
928
shares
|
$214,265
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
922
shares
|
$212,880
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
922
shares
|
$212,880
0.04% of portfolio
|
Q3 2025
Added 41.85%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
920
shares
|
$212,418
0.1% of portfolio
|
Q3 2025
Added 801.96%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
919
shares
|
$212,187
0.01% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
919
shares
|
$212,187
0.02% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
919
shares
|
$212,187
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
916
shares
|
$211,495
0.01% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
915
shares
|
$211,264
0.03% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
913
shares
|
$210,802
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
910
shares
|
$210,109
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
910
shares
|
$210,109
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
908
shares
|
$209,648
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
908
shares
|
$209,648
0.07% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
907
shares
|
$209,417
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
903
shares
|
$208,493
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
902
shares
|
$208,262
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
901
shares
|
$208,031
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
901
shares
|
$208,031
0.02% of portfolio
|
Q4 2019
Added 10.43%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
900
shares
|
$207,801
0.1% of portfolio
|
Q3 2025
New holding
|
|