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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,142
shares
|
$894,506
0.08% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,141
shares
|
$894,290
0.02% of portfolio
|
Q4 2024
Reduced 81.92%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,140
shares
|
$894,074
0.41% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$893,858
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,138
shares
|
$893,642
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,085
shares
|
$882,196
0.01% of portfolio
|
Q4 2024
Added 340.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,046
shares
|
$873,774
0.02% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,041
shares
|
$872,694
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,035
shares
|
$871,398
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,030
shares
|
$870,318
0.32% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
4,023
shares
|
$868,807
0.83% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,008
shares
|
$865,567
0.03% of portfolio
|
Q4 2024
Added 116.65%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
3,985
shares
|
$860,600
0.25% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
3,963
shares
|
$855,849
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,943
shares
|
$851,530
0.01% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
3,939
shares
|
$850,666
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
3,915
shares
|
$845,483
0.41% of portfolio
|
Q4 2024
Added 93.81%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,889
shares
|
$839,868
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,869
shares
|
$835,549
0.19% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,869
shares
|
$835,549
0.35% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,863
shares
|
$834,253
0.13% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,853
shares
|
$832,093
0.04% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
3,846
shares
|
$830,582
0.28% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
3,828
shares
|
$826,694
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
3,750
shares
|
$809,850
0.32% of portfolio
|
Q4 2024
Reduced 49.32%
|