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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,085
shares
|
$497,543
0.01% of portfolio
|
Q1 2025
Reduced 72.41%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,084
shares
|
$497,304
0.16% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,078
shares
|
$495,873
0.14% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
2,068
shares
|
$493,486
0.11% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,052
shares
|
$489,668
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,051
shares
|
$489,430
0.07% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
2,035
shares
|
$485,612
0.28% of portfolio
|
Q1 2025
Added 122.16%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,030
shares
|
$484,418
0.06% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
2,028
shares
|
$483,941
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,021
shares
|
$482,271
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,014
shares
|
$480,600
0.05% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$477,260
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,989
shares
|
$474,635
0.01% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,989
shares
|
$474,635
0.02% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
1,980
shares
|
$472,487
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,974
shares
|
$471,055
0.06% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
1,974
shares
|
$471,055
0.18% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,971
shares
|
$470,339
0.12% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,971
shares
|
$470,339
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,968
shares
|
$469,623
0.05% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,956
shares
|
$466,760
0.09% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
1,955
shares
|
$466,521
0.07% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,950
shares
|
$465,328
0.08% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,945
shares
|
$464,135
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
1,928
shares
|
$460,078
0.28% of portfolio
|
Q3 2022
Reduced 0.21%
|