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 1,417 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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
5,348
shares
|
$1.17 Million
0.67% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,348
shares
|
$1.17 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,228
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,223
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,199
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
5,115
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,110
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
5,073
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,059
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
5,055
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.09 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,946
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,911
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
4,892
shares
|
$1.07 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
4,874
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,833
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
4,821
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,787
shares
|
$1.05 Million
0.25% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
4,779
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,776
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,775
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,766
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 66.0%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
4,755
shares
|
$1.04 Million
0.95% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,745
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.11%
|