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 1,506 institutions that hold shares in the stock, with a total of 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,144
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2025
Added 3350.15%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,142
shares
|
$2.57 Million
0.71% of portfolio
|
Q4 2025
Added 87.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,100
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,081
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.55 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$2.55 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
11,015
shares
|
$2.54 Million
0.23% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$2.54 Million
0.36% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
10,921
shares
|
$2.52 Million
2.01% of portfolio
|
Q2 2023
Reduced 26.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
10,912
shares
|
$2.52 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
10,899
shares
|
$2.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,873
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
10,804
shares
|
$2.49 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,745
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
10,642
shares
|
$2.46 Million
0.04% of portfolio
|
Q4 2025
Added 93.67%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
10,637
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
10,587
shares
|
$2.44 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
10,498
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 83.97%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
10,405
shares
|
$2.4 Million
2.0% of portfolio
|
Q3 2025
Reduced 22.58%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
10,401
shares
|
$2.4 Million
0.29% of portfolio
|
Q4 2025
Added 90.95%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,368
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,261
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Added 128162.5%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 26, 2026 Q4 2025 |
10,170
shares
|
$2.35 Million
0.41% of portfolio
|
Q4 2025
Added 136.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,091
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
10,073
shares
|
$2.33 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.14%
|
|