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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,315
shares
|
$715,907
0.2% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
3,306
shares
|
$713,963
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,288
shares
|
$710,076
0.03% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
3,278
shares
|
$707,916
0.72% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,264
shares
|
$704,893
0.03% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$691,072
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
3,200
shares
|
$691,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$690,640
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,193
shares
|
$689,560
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
3,191
shares
|
$689,128
0.19% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,188
shares
|
$688,480
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
3,180
shares
|
$686,752
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,160
shares
|
$682,433
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$680,274
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,144
shares
|
$678,978
0.04% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,142
shares
|
$678,546
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
3,138
shares
|
$677,682
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,123
shares
|
$674,443
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,112
shares
|
$672,067
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$670,555
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,088
shares
|
$666,884
0.18% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,084
shares
|
$666,020
0.11% of portfolio
|
Q4 2024
Added 109.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,079
shares
|
$664,940
0.04% of portfolio
|
Q4 2022
Reduced 9.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,072
shares
|
$663,429
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,071
shares
|
$663,213
0.06% of portfolio
|
Q4 2024
Added 8.9%
|