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 1,511 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
5,580
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
5,565
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2025
Added 88.07%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
5,540
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
5,530
shares
|
$1.28 Million
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
5,512
shares
|
$1.27 Million
0.3% of portfolio
|
Q4 2025
Added 100.22%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
5,482
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2025
Added 92.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 27, 2026 Q4 2025 |
5,471
shares
|
$1.26 Million
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
5,454
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 23, 2026 Q4 2025 |
5,454
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2025
Added 101.11%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,437
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Reduced 60.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,437
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,430
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 93.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
5,425
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2025
Added 96.56%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 28, 2026 Q4 2025 |
5,422
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2025
Added 97.59%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
5,390
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2025
Added 133.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
5,347
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,244
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,239
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.46%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
5,224
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
5,187
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2025
Added 93.98%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,171
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,163
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.96%
|
|