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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,305
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
6,303
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,245
shares
|
$1.35 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,216
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 51.43%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,210
shares
|
$1.34 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,174
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,151
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,137
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
6,124
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
6,106
shares
|
$1.32 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,045
shares
|
$1.31 Million
2.11% of portfolio
|
Q3 2022
Added 27.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,042
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 87.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
6,036
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,034
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
6,023
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,992
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,986
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
5,985
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,933
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,893
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,871
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
5,824
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
5,798
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2021
Added 85.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,749
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Added 67.46%
|