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 |
---|---|---|---|---|---|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
137
shares
|
$32,692
0.03% of portfolio
|
Q2 2025
Reduced 56.65%
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
134
shares
|
$31,976
0.0% of portfolio
|
Q1 2025
Added 191.3%
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
131
shares
|
$31,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
130
shares
|
$31,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
129
shares
|
$30,783
0.02% of portfolio
|
Q2 2025
Added 92.54%
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
125
shares
|
$29,828
0.01% of portfolio
|
Q3 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
123
shares
|
$29,351
0.0% of portfolio
|
Q3 2024
Added 127.78%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
120
shares
|
$28,635
0.01% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
119
shares
|
$28,396
0.01% of portfolio
|
Q2 2025
Reduced 43.6%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
116
shares
|
$27,681
0.0% of portfolio
|
Q2 2025
Added 75.76%
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
114
shares
|
$27,203
0.01% of portfolio
|
Q2 2025
Added 83.87%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
113
shares
|
$26,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
110
shares
|
$26,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
109
shares
|
$26,010
0.0% of portfolio
|
Q3 2024
Reduced 59.48%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
107
shares
|
$25,533
0.0% of portfolio
|
Q2 2025
Added 5.94%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
105
shares
|
$25,056
0.0% of portfolio
|
Q2 2022
Reduced 64.53%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
105
shares
|
$25,056
0.0% of portfolio
|
Q2 2022
Reduced 64.53%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
105
shares
|
$25,056
0.01% of portfolio
|
Q4 2023
New holding
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
104
shares
|
$24,817
0.01% of portfolio
|
Q4 2023
Reduced 32.47%
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
102
shares
|
$24,340
0.01% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
102
shares
|
$24,340
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
101
shares
|
$24,101
0.01% of portfolio
|
Q1 2023
Reduced 62.45%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
101
shares
|
$24,101
0.01% of portfolio
|
Q1 2023
Reduced 30.82%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$23,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
99
shares
|
$23,624
0.01% of portfolio
|
Q1 2025
Added 65.0%
|