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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,247
shares
|
$536,201
0.14% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
2,245
shares
|
$535,724
0.37% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,231
shares
|
$532,383
0.04% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,226
shares
|
$531,190
0.09% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,224
shares
|
$530,713
0.05% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,223
shares
|
$530,474
0.28% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,223
shares
|
$530,474
0.1% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,218
shares
|
$529,281
0.02% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,206
shares
|
$526,417
0.26% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,202
shares
|
$525,463
0.02% of portfolio
|
Q4 2022
Reduced 9.9%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,197
shares
|
$524,270
0.03% of portfolio
|
Q2 2025
Reduced 29.58%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
2,194
shares
|
$523,554
0.37% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,192
shares
|
$523,076
0.01% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,191
shares
|
$522,838
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,181
shares
|
$520,452
0.03% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
2,181
shares
|
$520,452
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,180
shares
|
$520,213
0.02% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,174
shares
|
$518,781
0.21% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,173
shares
|
$518,542
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
2,158
shares
|
$514,963
0.08% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
2,153
shares
|
$513,770
0.05% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,142
shares
|
$511,145
0.03% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,130
shares
|
$508,281
0.02% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,117
shares
|
$505,179
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,088
shares
|
$498,259
0.01% of portfolio
|
Q2 2025
Added 9.15%
|