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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,747
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,743
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,741
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 27.63%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,698
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,680
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,651
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
5,632
shares
|
$1.22 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,585
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2022
Reduced 5.74%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
5,556
shares
|
$1.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
5,554
shares
|
$1.2 Million
0.24% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,475
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
5,455
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
5,427
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,348
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
5,342
shares
|
$1.15 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,335
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,312
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,167
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,098
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
5,083
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,078
shares
|
$1.1 Million
1.01% of portfolio
|
Q4 2024
Reduced 11.27%
|