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 1,499 institutions that hold shares in the stock, with a total of 88.7 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,571
shares
|
$593,618
0.05% of portfolio
|
Q4 2023
Reduced 53.27%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
2,562
shares
|
$591,540
0.15% of portfolio
|
Q4 2025
Added 100.47%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
2,547
shares
|
$588,076
0.01% of portfolio
|
Q4 2025
Added 139.83%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
2,522
shares
|
$582,304
0.11% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,508
shares
|
$579,072
0.0% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,481
shares
|
$572,838
0.01% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,444
shares
|
$564,295
0.12% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$563,833
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,432
shares
|
$561,524
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,424
shares
|
$559,677
0.02% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,416
shares
|
$557,830
0.02% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
2,408
shares
|
$555,983
0.51% of portfolio
|
Q3 2025
Added 141.52%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
2,388
shares
|
$551,365
0.26% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,373
shares
|
$547,901
0.04% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,366
shares
|
$546,285
0.02% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,336
shares
|
$539,359
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,329
shares
|
$537,742
0.0% of portfolio
|
Q3 2025
Added 43.5%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
2,320
shares
|
$535,664
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,319
shares
|
$535,433
0.14% of portfolio
|
Q3 2025
Added 43.15%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,305
shares
|
$532,201
0.09% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
2,300
shares
|
$531,047
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,300
shares
|
$531,047
0.02% of portfolio
|
Q2 2022
Reduced 27.88%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
2,287
shares
|
$528,045
0.39% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,278
shares
|
$525,967
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,276
shares
|
$525,505
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|