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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
596
shares
|
$137,610
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
580
shares
|
$133,916
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
575
shares
|
$132,761
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
570
shares
|
$131,607
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
570
shares
|
$131,607
0.03% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
565
shares
|
$130,452
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
556
shares
|
$128,374
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
554
shares
|
$127,913
0.02% of portfolio
|
Q3 2025
Added 454.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
547
shares
|
$126,296
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
536
shares
|
$123,757
0.0% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
532
shares
|
$122,833
0.06% of portfolio
|
Q4 2025
Added 325.6%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
528
shares
|
$121,909
0.02% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
528
shares
|
$121,909
0.05% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
522
shares
|
$120,524
0.0% of portfolio
|
Q3 2025
Added 54.9%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
520
shares
|
$120,062
0.06% of portfolio
|
Q1 2025
Reduced 76.15%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
504
shares
|
$116,368
0.01% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
490
shares
|
$113,136
0.04% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
489
shares
|
$112,905
0.05% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
489
shares
|
$112,905
0.02% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
484
shares
|
$111,750
0.01% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
454
shares
|
$104,824
0.02% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
452
shares
|
$104,362
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
443
shares
|
$102,284
0.01% of portfolio
|
Q3 2025
Reduced 47.51%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
435
shares
|
$100,437
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
433
shares
|
$99,975
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|