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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,300
shares
|
$1.03 Million
0.24% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4,295
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 50.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,285
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,241
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
4,238
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,195
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
4,181
shares
|
$997,712
0.76% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
4,178
shares
|
$996,996
0.34% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
4,172
shares
|
$995,564
0.73% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$987,689
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
4,135
shares
|
$986,735
0.24% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,134
shares
|
$986,496
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,093
shares
|
$976,712
0.07% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,077
shares
|
$972,894
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
4,051
shares
|
$966,690
0.21% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,035
shares
|
$962,872
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
4,030
shares
|
$961,678
0.33% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,990
shares
|
$952,133
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,971
shares
|
$947,599
0.05% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,956
shares
|
$944,020
0.05% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,951
shares
|
$942,827
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,939
shares
|
$939,963
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,922
shares
|
$935,906
0.06% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
3,901
shares
|
$930,895
0.91% of portfolio
|
Q2 2025
Reduced 52.43%
|