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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
900
shares
|
$207,801
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
899
shares
|
$207,570
0.05% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
898
shares
|
$207,339
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
895
shares
|
$206,646
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
891
shares
|
$205,722
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
889
shares
|
$205,261
0.01% of portfolio
|
Q3 2025
Added 127.95%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
887
shares
|
$204,799
0.04% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
885
shares
|
$204,337
0.0% of portfolio
|
Q2 2025
Reduced 93.88%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
883
shares
|
$203,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
883
shares
|
$203,875
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
882
shares
|
$203,644
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
881
shares
|
$203,414
0.06% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
880
shares
|
$203,183
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
878
shares
|
$202,721
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
877
shares
|
$202,490
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
868
shares
|
$200,412
0.02% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
867
shares
|
$200,181
0.01% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
865
shares
|
$199,719
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
862
shares
|
$199,027
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
861
shares
|
$198,796
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
860
shares
|
$198,565
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
860
shares
|
$198,565
0.06% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
857
shares
|
$197,872
0.09% of portfolio
|
Q3 2025
New holding
|
|