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 1,420 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 $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$3,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$3,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
14
shares
|
$3,068
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
14
shares
|
$3,068
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
14
shares
|
$3,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,849
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
13
shares
|
$2,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
12
shares
|
$2,630
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
12
shares
|
$2,630
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
12
shares
|
$2,630
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
12
shares
|
$2,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
12
shares
|
$2,630
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
10
shares
|
$2,191
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
10
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
9
shares
|
$1,972
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,753
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
5
shares
|
$1,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$657
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2
shares
|
$438
0.0% of portfolio
|
Q2 2025
Reduced 99.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2
shares
|
$438
0.0% of portfolio
|
Q2 2024
Reduced 96.23%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$219
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$219
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$219
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$219
0.0% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1
shares
|
$219
0.0% of portfolio
|
Q1 2025
Reduced 95.45%
|