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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
4,022
shares
|
$928,639
0.13% of portfolio
|
Q4 2025
Added 100.5%
|
|
|
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%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,866
shares
|
$892,620
0.16% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,846
shares
|
$888,002
0.03% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,837
shares
|
$885,924
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,836
shares
|
$885,694
0.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
3,827
shares
|
$883,616
0.08% of portfolio
|
Q3 2025
Reduced 79.27%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,778
shares
|
$872,302
0.04% of portfolio
|
Q4 2025
Added 102.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,768
shares
|
$869,993
0.01% of portfolio
|
Q4 2025
Added 151.03%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
3,758
shares
|
$867,684
0.12% of portfolio
|
Q4 2025
Added 100.32%
|
|