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 1,499 institutions that hold shares in the stock, with a total of 88.7 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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
145
shares
|
$33,479
0.02% of portfolio
|
Q1 2023
Reduced 47.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
145
shares
|
$33,479
0.02% of portfolio
|
Q4 2018
Added 935.71%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
138
shares
|
$31,862
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
136
shares
|
$31,401
0.0% of portfolio
|
Q3 2025
Reduced 68.95%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
131
shares
|
$30,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
129
shares
|
$29,784
0.02% of portfolio
|
Q2 2025
Added 92.54%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
127
shares
|
$29,323
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
125
shares
|
$28,861
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
123
shares
|
$28,399
0.0% of portfolio
|
Q3 2024
Added 127.78%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
120
shares
|
$27,706
0.01% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
114
shares
|
$26,321
0.01% of portfolio
|
Q2 2025
Added 83.87%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
114
shares
|
$26,321
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
113
shares
|
$26,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
111
shares
|
$25,628
0.0% of portfolio
|
Q4 2025
Reduced 22.38%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
108
shares
|
$24,936
0.01% of portfolio
|
Q3 2025
Added 170.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
107
shares
|
$24,705
0.0% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
105
shares
|
$24,243
0.0% of portfolio
|
Q2 2022
Reduced 64.53%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
105
shares
|
$24,243
0.0% of portfolio
|
Q2 2022
Reduced 64.53%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
105
shares
|
$24,243
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
105
shares
|
$24,243
0.01% of portfolio
|
Q3 2025
Reduced 50.24%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
105
shares
|
$24,243
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
104
shares
|
$24,012
0.01% of portfolio
|
Q4 2023
Reduced 32.47%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
102
shares
|
$23,550
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
101
shares
|
$23,319
0.01% of portfolio
|
Q1 2023
Reduced 62.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
101
shares
|
$23,319
0.01% of portfolio
|
Q1 2023
Reduced 30.82%
|
|