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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,779
shares
|
$424,522
0.16% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,769
shares
|
$422,136
0.1% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,767
shares
|
$421,659
0.15% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
1,757
shares
|
$419,272
0.05% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,756
shares
|
$419,034
0.47% of portfolio
|
Q3 2023
Reduced 27.02%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,754
shares
|
$418,557
0.03% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
1,753
shares
|
$418,318
0.31% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,747
shares
|
$416,886
0.01% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,742
shares
|
$415,693
0.0% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,724
shares
|
$411,398
0.17% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,722
shares
|
$410,920
0.02% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$409,727
0.01% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,708
shares
|
$407,580
0.09% of portfolio
|
Q1 2023
Reduced 10.81%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,699
shares
|
$405,432
0.07% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
1,688
shares
|
$402,807
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,683
shares
|
$401,614
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
1,676
shares
|
$399,943
0.0% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,662
shares
|
$396,603
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,658
shares
|
$395,648
0.08% of portfolio
|
Q2 2025
Reduced 28.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,657
shares
|
$395,409
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,648
shares
|
$393,262
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
1,643
shares
|
$392,069
0.14% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,641
shares
|
$391,591
0.14% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,640
shares
|
$391,353
0.2% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,638
shares
|
$390,875
0.04% of portfolio
|
Q4 2024
Reduced 6.35%
|