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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,251
shares
|
$958,515
0.04% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,229
shares
|
$953,554
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,218
shares
|
$951,074
0.05% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,195
shares
|
$945,888
0.08% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
4,188
shares
|
$944,310
0.0% of portfolio
|
Q1 2025
Reduced 79.78%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
4,172
shares
|
$940,702
0.73% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,172
shares
|
$940,702
0.07% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$933,261
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
4,138
shares
|
$933,036
0.34% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
4,135
shares
|
$932,359
0.24% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,134
shares
|
$932,134
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,131
shares
|
$931,457
0.03% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,093
shares
|
$922,889
0.07% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
4,076
shares
|
$919,056
0.77% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
4,035
shares
|
$909,811
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
4,030
shares
|
$908,684
0.33% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,990
shares
|
$899,665
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,943
shares
|
$889,067
0.01% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,939
shares
|
$888,165
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,939
shares
|
$888,165
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,933
shares
|
$886,812
0.01% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
3,932
shares
|
$886,587
0.19% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,907
shares
|
$880,950
0.06% of portfolio
|
Q1 2025
Added 91.14%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
3,907
shares
|
$880,950
0.33% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,889
shares
|
$876,891
0.16% of portfolio
|
Q1 2025
Reduced 9.89%
|