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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,473
shares
|
$828,761
0.03% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,456
shares
|
$824,705
0.09% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,441
shares
|
$821,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
3,439
shares
|
$820,648
0.39% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,430
shares
|
$818,500
0.04% of portfolio
|
Q2 2025
Reduced 20.57%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,387
shares
|
$808,239
0.04% of portfolio
|
Q2 2025
Reduced 49.74%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
3,354
shares
|
$800,365
0.83% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
3,352
shares
|
$799,887
0.03% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
3,341
shares
|
$797,262
0.07% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,339
shares
|
$796,785
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,305
shares
|
$788,672
0.03% of portfolio
|
Q1 2025
Reduced 26.72%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,302
shares
|
$787,956
0.06% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3,287
shares
|
$784,376
0.02% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
3,237
shares
|
$772,445
0.04% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,237
shares
|
$772,445
0.0% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
3,220
shares
|
$768,388
0.4% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,214
shares
|
$766,956
0.17% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$763,616
0.73% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$763,138
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,188
shares
|
$760,752
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,187
shares
|
$760,513
0.05% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,175
shares
|
$757,650
0.08% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
3,172
shares
|
$756,934
0.14% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,150
shares
|
$751,684
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
3,138
shares
|
$748,820
0.01% of portfolio
|
Q3 2023
New holding
|