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 1,420 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,304
shares
|
$285,823
0.18% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,304
shares
|
$285,823
0.17% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,300
shares
|
$284,947
0.18% of portfolio
|
Q1 2024
Added 1282.98%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
1,300
shares
|
$284,947
0.22% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,296
shares
|
$284,070
0.02% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,295
shares
|
$283,851
0.08% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
1,295
shares
|
$283,851
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
1,290
shares
|
$282,755
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,281
shares
|
$280,782
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
1,281
shares
|
$280,782
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
1,276
shares
|
$279,686
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,272
shares
|
$278,809
0.01% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,266
shares
|
$277,494
0.18% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,261
shares
|
$276,398
0.03% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
1,261
shares
|
$276,398
0.14% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
1,256
shares
|
$275,302
0.14% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
1,247
shares
|
$273,329
0.06% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,240
shares
|
$271,795
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,234
shares
|
$270,480
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,230
shares
|
$269,603
0.04% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,230
shares
|
$269,603
0.02% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
1,225
shares
|
$268,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,221
shares
|
$267,630
0.05% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,218
shares
|
$266,973
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,213
shares
|
$265,877
0.0% of portfolio
|
Q2 2024
Reduced 21.39%
|