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 1,454 institutions that hold shares in the stock, with a total of 82.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,847
shares
|
$2.88 Million
0.26% of portfolio
|
Q4 2024
Reduced 42.97%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
13,771
shares
|
$2.87 Million
1.94% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
13,755
shares
|
$2.86 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,745
shares
|
$2.86 Million
0.82% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,516
shares
|
$2.81 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
13,423
shares
|
$2.8 Million
0.06% of portfolio
|
Q4 2024
Added 9419.86%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
13,409
shares
|
$2.79 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,371
shares
|
$2.78 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
13,370
shares
|
$2.78 Million
1.83% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,364
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
13,362
shares
|
$2.78 Million
7.09% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,313
shares
|
$2.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
13,313
shares
|
$2.77 Million
0.11% of portfolio
|
Q4 2024
Added 160.99%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
13,274
shares
|
$2.76 Million
0.17% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,272
shares
|
$2.76 Million
0.2% of portfolio
|
Q4 2022
Added 335.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$2.73 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,052
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.85%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
12,956
shares
|
$2.7 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
12,851
shares
|
$2.68 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$2.68 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
12,810
shares
|
$2.67 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,752
shares
|
$2.66 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,585
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
12,565
shares
|
$2.62 Million
2.55% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,454
shares
|
$2.59 Million
1.22% of portfolio
|
Q4 2023
Reduced 7.56%
|