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 88.1 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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
40
shares
|
$9,235
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
39
shares
|
$9,004
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$9,004
0.04% of portfolio
|
Q3 2025
Added 95.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
38
shares
|
$8,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
37
shares
|
$8,542
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
35
shares
|
$8,081
0.0% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
34
shares
|
$7,850
0.0% of portfolio
|
Q1 2025
Reduced 61.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$7,850
0.0% of portfolio
|
Q3 2023
Reduced 54.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,619
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
33
shares
|
$7,619
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
33
shares
|
$7,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
31
shares
|
$7,157
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
31
shares
|
$7,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
31
shares
|
$7,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,695
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
29
shares
|
$6,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$6,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
28
shares
|
$6,464
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
27
shares
|
$6,234
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$6,234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
25
shares
|
$5,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
25
shares
|
$5,772
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
25
shares
|
$5,772
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,541
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
24
shares
|
$5,541
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|