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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
8,534
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2023
Added 59.84%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,532
shares
|
$1.84 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,439
shares
|
$1.82 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,425
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,410
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,389
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,241
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
8,230
shares
|
$1.78 Million
0.76% of portfolio
|
Q4 2024
Added 114.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,210
shares
|
$1.77 Million
0.2% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,162
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,131
shares
|
$1.76 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,125
shares
|
$1.75 Million
0.36% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,116
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.47%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
7,925
shares
|
$1.71 Million
0.9% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,891
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,878
shares
|
$1.7 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
7,828
shares
|
$1.69 Million
0.82% of portfolio
|
Q4 2024
Added 177.69%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
7,696
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,677
shares
|
$1.66 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
7,647
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
7,615
shares
|
$1.64 Million
0.27% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
7,558
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
7,542
shares
|
$1.63 Million
0.72% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,531
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 57.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
7,520
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.2%
|