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 |
---|---|---|---|---|---|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,787
shares
|
$1.14 Million
0.25% of portfolio
|
Q2 2025
Added 3.03%
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,772
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,745
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
4,744
shares
|
$1.13 Million
0.91% of portfolio
|
Q2 2025
Added 128.41%
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,724
shares
|
$1.13 Million
0.3% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
4,724
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,702
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$1.12 Million
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,690
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 46.61%
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
4,686
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Added 1.94%
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
4,664
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Added 38.64%
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,648
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,613
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
4,584
shares
|
$1.09 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
4,564
shares
|
$1.09 Million
0.79% of portfolio
|
Q2 2025
Added 6.41%
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
4,550
shares
|
$1.09 Million
0.62% of portfolio
|
Q2 2025
Added 3.41%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
4,442
shares
|
$1.06 Million
0.56% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,418
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
4,368
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,356
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 54.46%
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,349
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Added 40.29%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,307
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 3.24%
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,303
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.26%
|