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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
372
shares
|
$85,891
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
371
shares
|
$85,660
0.01% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
365
shares
|
$84,274
0.01% of portfolio
|
Q3 2025
Added 112.21%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
356
shares
|
$82,196
0.02% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
351
shares
|
$81,042
0.01% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
350
shares
|
$80,811
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
330
shares
|
$76,193
0.01% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
327
shares
|
$75,501
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
325
shares
|
$75,039
0.02% of portfolio
|
Q1 2025
Reduced 85.39%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
323
shares
|
$74,577
0.01% of portfolio
|
Q3 2019
Reduced 55.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
321
shares
|
$74,115
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
317
shares
|
$73,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$69,267
0.0% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
296
shares
|
$68,343
0.02% of portfolio
|
Q2 2025
Added 492.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
289
shares
|
$66,727
0.0% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
285
shares
|
$65,803
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
273
shares
|
$63,032
0.0% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
267
shares
|
$61,647
0.01% of portfolio
|
Q3 2025
Added 52.57%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
265
shares
|
$61,185
0.02% of portfolio
|
Q3 2025
Reduced 34.73%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
264
shares
|
$60,954
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
252
shares
|
$58,184
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$57,722
0.02% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
247
shares
|
$57,029
0.01% of portfolio
|
Q3 2025
New holding
|
|