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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,494
shares
|
$806,729
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
3,475
shares
|
$802,342
0.5% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,468
shares
|
$800,726
0.24% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,456
shares
|
$797,955
0.09% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,453
shares
|
$797,263
0.04% of portfolio
|
Q4 2025
Added 77.44%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,439
shares
|
$794,030
0.41% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,400
shares
|
$785,026
0.57% of portfolio
|
Q3 2025
Added 49.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,385
shares
|
$781,562
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,361
shares
|
$776,021
0.02% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,350
shares
|
$773,481
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,328
shares
|
$768,401
0.01% of portfolio
|
Q3 2025
Added 39.13%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
3,316
shares
|
$765,631
0.16% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,312
shares
|
$764,707
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,290
shares
|
$759,628
0.06% of portfolio
|
Q4 2025
Added 183.62%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,286
shares
|
$758,704
0.04% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,282
shares
|
$757,780
0.01% of portfolio
|
Q4 2025
Added 99.51%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
3,279
shares
|
$757,088
0.03% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
3,264
shares
|
$753,624
0.04% of portfolio
|
Q4 2025
Added 100.37%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
3,260
shares
|
$752,701
0.11% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
3,258
shares
|
$752,239
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
3,248
shares
|
$749,930
0.19% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
3,202
shares
|
$739,309
0.05% of portfolio
|
Q4 2025
Added 100.38%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
3,200
shares
|
$738,848
0.25% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$738,386
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
3,184
shares
|
$735,153
0.0% of portfolio
|
Q3 2025
Added 147.01%
|
|