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 1,416 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,604
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
7,562
shares
|
$1.71 Million
0.54% of portfolio
|
Q1 2025
Added 52.52%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,534
shares
|
$1.7 Million
0.48% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
7,440
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,419
shares
|
$1.67 Million
0.3% of portfolio
|
Q2 2022
Added 5.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,404
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,399
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
7,395
shares
|
$1.67 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,387
shares
|
$1.67 Million
0.32% of portfolio
|
Q1 2025
Added 119.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,348
shares
|
$1.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 50.92%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,330
shares
|
$1.65 Million
0.17% of portfolio
|
Q1 2025
Added 49.23%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
7,285
shares
|
$1.64 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,248
shares
|
$1.63 Million
0.43% of portfolio
|
Q1 2024
Reduced 86.94%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,231
shares
|
$1.63 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,199
shares
|
$1.62 Million
0.39% of portfolio
|
Q2 2022
Reduced 9.65%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
7,141
shares
|
$1.61 Million
1.11% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
7,138
shares
|
$1.61 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
7,124
shares
|
$1.61 Million
0.28% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7,059
shares
|
$1.59 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
7,042
shares
|
$1.59 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,032
shares
|
$1.59 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,014
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
6,990
shares
|
$1.58 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,899
shares
|
$1.56 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,887
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Added 0.1%
|