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 1,433 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,993
shares
|
$3.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
13,757
shares
|
$3.28 Million
0.35% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
13,705
shares
|
$3.27 Million
0.74% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,637
shares
|
$3.25 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
13,584
shares
|
$3.24 Million
1.86% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
13,443
shares
|
$3.21 Million
0.9% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
13,440
shares
|
$3.21 Million
2.59% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
13,399
shares
|
$3.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 51.21%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
13,362
shares
|
$3.19 Million
7.09% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
13,345
shares
|
$3.18 Million
0.21% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,324
shares
|
$3.18 Million
0.39% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,272
shares
|
$3.17 Million
0.2% of portfolio
|
Q4 2022
Added 335.15%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,217
shares
|
$3.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,183
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,132
shares
|
$3.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 56.92%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$3.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
12,958
shares
|
$3.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 63.39%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
12,935
shares
|
$3.09 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
12,919
shares
|
$3.08 Million
0.72% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
12,911
shares
|
$3.08 Million
0.21% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$3.07 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
12,800
shares
|
$3.05 Million
3.47% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,597
shares
|
$3.01 Million
0.07% of portfolio
|
Q2 2025
Added 197.87%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
12,537
shares
|
$2.99 Million
0.89% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
12,474
shares
|
$2.98 Million
0.32% of portfolio
|
Q2 2025
Reduced 29.9%
|