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 1,506 institutions that hold shares in the stock, with a total of 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Jan 23, 2026 Q4 2025 |
4,135
shares
|
$954,730
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,134
shares
|
$954,499
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
4,122
shares
|
$951,728
0.73% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,074
shares
|
$940,645
0.15% of portfolio
|
Q4 2025
Added 98.63%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
4,074
shares
|
$940,645
0.05% of portfolio
|
Q3 2025
Reduced 62.16%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
4,058
shares
|
$936,951
0.22% of portfolio
|
Q4 2025
Added 98.14%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,030
shares
|
$930,486
0.22% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,030
shares
|
$930,486
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,030
shares
|
$930,486
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
4,021
shares
|
$928,408
0.08% of portfolio
|
Q4 2025
Added 103.08%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
3,991
shares
|
$921,481
0.31% of portfolio
|
Q4 2025
Added 106.89%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
3,991
shares
|
$921,481
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,971
shares
|
$916,864
0.05% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
3,957
shares
|
$913,631
0.18% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,946
shares
|
$911,091
0.18% of portfolio
|
Q4 2025
Added 77.83%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
3,941
shares
|
$909,937
0.12% of portfolio
|
Q4 2025
Added 96.66%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
3,931
shares
|
$907,628
0.33% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,931
shares
|
$907,628
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
3,922
shares
|
$905,550
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,922
shares
|
$905,550
0.01% of portfolio
|
Q3 2025
Reduced 96.52%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
3,908
shares
|
$902,318
0.22% of portfolio
|
Q4 2025
Added 99.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
3,900
shares
|
$900,471
0.16% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,893
shares
|
$898,854
0.1% of portfolio
|
Q4 2025
Added 112.27%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,869
shares
|
$893,313
0.19% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,869
shares
|
$893,313
0.34% of portfolio
|
Q2 2023
Reduced 0.9%
|
|