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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$740,946
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
3,105
shares
|
$740,946
0.07% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,092
shares
|
$737,843
0.12% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,091
shares
|
$737,605
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,079
shares
|
$734,741
0.04% of portfolio
|
Q4 2022
Reduced 9.6%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,073
shares
|
$733,309
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,072
shares
|
$733,071
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,071
shares
|
$732,832
0.06% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,055
shares
|
$729,014
0.14% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,038
shares
|
$724,957
0.04% of portfolio
|
Q3 2022
Added 11.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,020
shares
|
$720,662
0.01% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,018
shares
|
$720,185
0.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
3,015
shares
|
$719,469
0.06% of portfolio
|
Q1 2025
Added 348.66%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,005
shares
|
$717,083
0.18% of portfolio
|
Q1 2025
Reduced 41.06%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,981
shares
|
$711,356
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
2,976
shares
|
$710,162
0.2% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,954
shares
|
$704,913
0.05% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
2,947
shares
|
$703,242
0.02% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,946
shares
|
$703,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,943
shares
|
$702,288
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,942
shares
|
$702,049
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,940
shares
|
$701,572
0.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
2,917
shares
|
$696,083
0.49% of portfolio
|
Q2 2025
Reduced 40.37%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,913
shares
|
$695,129
0.23% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,902
shares
|
$692,504
0.2% of portfolio
|
Q2 2025
Added 1.75%
|