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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
12,403
shares
|
$2.58 Million
0.28% of portfolio
|
Q4 2024
Added 129.26%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,370
shares
|
$2.58 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,369
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
12,250
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
12,112
shares
|
$2.52 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
12,105
shares
|
$2.52 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
12,070
shares
|
$2.51 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,022
shares
|
$2.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
12,004
shares
|
$2.5 Million
0.18% of portfolio
|
Q4 2024
Added 110.56%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,969
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
11,962
shares
|
$2.49 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
11,956
shares
|
$2.49 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,908
shares
|
$2.48 Million
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
11,905
shares
|
$2.48 Million
0.87% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,871
shares
|
$2.47 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
11,847
shares
|
$2.47 Million
1.5% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
11,828
shares
|
$2.46 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,823
shares
|
$2.46 Million
0.44% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
11,815
shares
|
$2.46 Million
0.26% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,752
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,676
shares
|
$2.43 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
11,675
shares
|
$2.43 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
11,627
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,615
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,410
shares
|
$2.38 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.22%
|