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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,412
shares
|
$769,337
0.01% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
3,410
shares
|
$768,886
0.65% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
3,341
shares
|
$753,328
0.07% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,339
shares
|
$752,877
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
3,322
shares
|
$749,044
0.08% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,305
shares
|
$745,211
0.03% of portfolio
|
Q1 2025
Reduced 26.72%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,294
shares
|
$742,731
0.18% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,288
shares
|
$741,378
0.03% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,263
shares
|
$735,741
0.05% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,255
shares
|
$733,937
0.01% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,254
shares
|
$733,711
0.23% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
3,239
shares
|
$730,329
0.51% of portfolio
|
Q1 2025
Added 68.43%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
3,237
shares
|
$729,878
0.04% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,214
shares
|
$724,692
0.17% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
3,200
shares
|
$721,536
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$721,536
0.73% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$721,085
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,188
shares
|
$718,830
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,150
shares
|
$710,262
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
3,138
shares
|
$707,556
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,120
shares
|
$703,497
0.04% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$700,115
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
3,105
shares
|
$700,115
0.07% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,094
shares
|
$697,635
0.01% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,094
shares
|
$697,635
0.17% of portfolio
|
Q1 2025
Added 0.19%
|