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 |
|---|---|---|---|---|---|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
11,391
shares
|
$2.37 Million
0.87% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
11,362
shares
|
$2.37 Million
0.3% of portfolio
|
Q4 2024
Reduced 19.54%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
11,250
shares
|
$2.34 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
11,139
shares
|
$2.32 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
11,121
shares
|
$2.32 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.3 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
11,025
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
10,921
shares
|
$2.27 Million
1.95% of portfolio
|
Q2 2023
Reduced 26.21%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
10,887
shares
|
$2.27 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
10,804
shares
|
$2.25 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,761
shares
|
$2.24 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
10,714
shares
|
$2.23 Million
1.7% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,712
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
10,669
shares
|
$2.22 Million
1.86% of portfolio
|
Q4 2024
Added 109.98%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,625
shares
|
$2.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
10,589
shares
|
$2.21 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
10,563
shares
|
$2.2 Million
0.91% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
10,221
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
10,115
shares
|
$2.11 Million
1.47% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
10,085
shares
|
$2.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,003
shares
|
$2.08 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$2.08 Million
10.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
9,981
shares
|
$2.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,980
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.74%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
9,814
shares
|
$2.04 Million
0.64% of portfolio
|
Q4 2024
New holding
|