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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,281
shares
|
$288,839
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
1,281
shares
|
$288,839
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
1,276
shares
|
$287,712
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,272
shares
|
$286,810
0.01% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,266
shares
|
$285,457
0.18% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,261
shares
|
$284,330
0.03% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
1,261
shares
|
$284,330
0.14% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,256
shares
|
$283,202
0.13% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,249
shares
|
$281,624
0.03% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
1,247
shares
|
$281,173
0.06% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,234
shares
|
$278,242
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,230
shares
|
$277,340
0.04% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,230
shares
|
$277,340
0.02% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
1,225
shares
|
$276,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,221
shares
|
$275,311
0.05% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,218
shares
|
$274,634
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,213
shares
|
$273,507
0.0% of portfolio
|
Q2 2024
Reduced 21.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,213
shares
|
$273,507
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,213
shares
|
$273,507
0.12% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,206
shares
|
$271,928
0.03% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$270,576
0.04% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,194
shares
|
$269,223
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
1,183
shares
|
$266,742
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,181
shares
|
$266,291
0.01% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
1,177
shares
|
$265,389
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|