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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
7,231
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
7,225
shares
|
$1.72 Million
0.46% of portfolio
|
Q2 2025
Added 63.98%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,199
shares
|
$1.72 Million
0.39% of portfolio
|
Q2 2022
Reduced 9.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
7,153
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 103.79%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
7,138
shares
|
$1.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
7,134
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
7,124
shares
|
$1.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
7,090
shares
|
$1.69 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7,059
shares
|
$1.68 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,014
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
6,942
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
6,939
shares
|
$1.66 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,890
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,887
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,882
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,845
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,808
shares
|
$1.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
6,798
shares
|
$1.62 Million
1.9% of portfolio
|
Q2 2025
Added 27.6%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
6,794
shares
|
$1.62 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
6,781
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,766
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
6,715
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,708
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,705
shares
|
$1.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,692
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 8.21%
|