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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,065
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,990
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,958
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.07 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
4,955
shares
|
$1.07 Million
0.49% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,942
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
4,926
shares
|
$1.06 Million
0.36% of portfolio
|
Q4 2024
Reduced 45.11%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
4,924
shares
|
$1.06 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
4,912
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
4,911
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,899
shares
|
$1.06 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
4,897
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 64.94%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
4,879
shares
|
$1.05 Million
0.69% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
4,861
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,855
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,791
shares
|
$1.03 Million
0.66% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
4,774
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,741
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
4,727
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,721
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,633
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,618
shares
|
$997,303
0.04% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,591
shares
|
$991,472
0.08% of portfolio
|
Q4 2024
Added 18.08%
|