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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,564
shares
|
$985,641
0.03% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,518
shares
|
$975,707
0.1% of portfolio
|
Q4 2024
Reduced 21.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,510
shares
|
$973,979
0.05% of portfolio
|
Q4 2024
Reduced 58.15%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,498
shares
|
$971,388
0.23% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,494
shares
|
$970,524
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,477
shares
|
$966,852
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$963,397
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,429
shares
|
$956,486
0.01% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$953,895
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,387
shares
|
$947,416
0.01% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
4,368
shares
|
$943,313
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
4,329
shares
|
$934,890
0.56% of portfolio
|
Q4 2024
Added 306.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,316
shares
|
$932,083
0.21% of portfolio
|
Q4 2024
Added 179.9%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
4,285
shares
|
$925,388
0.51% of portfolio
|
Q4 2024
Reduced 87.42%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$922,581
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4,262
shares
|
$920,421
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,259
shares
|
$919,773
0.08% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
4,247
shares
|
$917,182
0.89% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
4,244
shares
|
$916,534
0.42% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,229
shares
|
$913,294
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
4,200
shares
|
$907,032
0.59% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
4,171
shares
|
$900,769
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
4,169
shares
|
$900,337
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,163
shares
|
$899,041
0.08% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
4,162
shares
|
$898,825
0.48% of portfolio
|
Q4 2024
New holding
|