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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$8,113
0.0% of portfolio
|
Q1 2025
Reduced 61.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$8,113
0.0% of portfolio
|
Q3 2023
Reduced 54.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,874
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$7,874
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
33
shares
|
$7,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
31
shares
|
$7,397
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
31
shares
|
$7,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,920
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
29
shares
|
$6,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
29
shares
|
$6,920
0.0% of portfolio
|
Q1 2025
Added 1350.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
28
shares
|
$6,681
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
27
shares
|
$6,443
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
27
shares
|
$6,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
25
shares
|
$5,965
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$5,965
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,727
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
24
shares
|
$5,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23
shares
|
$5,488
0.0% of portfolio
|
Q2 2025
Reduced 86.78%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
22
shares
|
$5,249
0.0% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20
shares
|
$4,772
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
20
shares
|
$4,772
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
20
shares
|
$4,772
0.0% of portfolio
|
Q2 2025
Added 1900.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
20
shares
|
$4,772
0.0% of portfolio
|
Q2 2025
Reduced 56.52%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
18
shares
|
$4,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
18
shares
|
$4,295
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|