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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
5,431
shares
|
$1.3 Million
1.54% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
5,409
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.58%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
5,339
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 128.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,325
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.08%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
5,228
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 88.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,213
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,199
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,171
shares
|
$1.23 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
5,115
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,110
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
5,073
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,059
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,996
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,946
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,940
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,911
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,886
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,873
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 24.72%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
4,864
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,859
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.6%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Added 0.59%
|