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 1,504 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
50
shares
|
$11,544
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
48
shares
|
$11,082
0.0% of portfolio
|
Q4 2025
Reduced 99.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$11,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
48
shares
|
$11,082
0.0% of portfolio
|
Q2 2025
Reduced 99.71%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
48
shares
|
$11,082
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
46
shares
|
$10,620
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
46
shares
|
$10,620
0.0% of portfolio
|
Q3 2025
Reduced 65.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
42
shares
|
$9,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
42
shares
|
$9,697
0.0% of portfolio
|
Q1 2025
Added 82.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
40
shares
|
$9,235
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
39
shares
|
$9,004
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$9,004
0.04% of portfolio
|
Q3 2025
Added 95.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
38
shares
|
$8,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
37
shares
|
$8,542
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
34
shares
|
$7,850
0.0% of portfolio
|
Q1 2025
Reduced 61.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$7,850
0.0% of portfolio
|
Q3 2023
Reduced 54.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,619
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
33
shares
|
$7,619
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
31
shares
|
$7,157
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
31
shares
|
$7,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,695
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
29
shares
|
$6,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$6,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
28
shares
|
$6,464
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
27
shares
|
$6,234
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|