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 |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,063
shares
|
$661,485
0.27% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,057
shares
|
$660,189
0.48% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,057
shares
|
$660,189
0.17% of portfolio
|
Q4 2024
Added 128.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
3,045
shares
|
$657,598
0.03% of portfolio
|
Q4 2024
Added 50.89%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,038
shares
|
$656,086
0.04% of portfolio
|
Q3 2022
Added 11.36%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,034
shares
|
$655,222
0.14% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,018
shares
|
$651,767
0.21% of portfolio
|
Q4 2024
Reduced 67.56%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
3,016
shares
|
$651,335
0.05% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,009
shares
|
$649,823
0.22% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
2,984
shares
|
$644,424
0.33% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,981
shares
|
$643,776
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,975
shares
|
$642,481
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
2,961
shares
|
$639,457
0.15% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,954
shares
|
$637,945
0.05% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,943
shares
|
$635,570
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,940
shares
|
$634,922
0.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
2,913
shares
|
$629,091
0.08% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,913
shares
|
$629,091
0.23% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,904
shares
|
$627,147
0.04% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,892
shares
|
$624,556
0.03% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
2,881
shares
|
$622,180
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,881
shares
|
$622,180
0.29% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,875
shares
|
$620,885
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,871
shares
|
$620,021
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
2,864
shares
|
$618,509
0.0% of portfolio
|
Q4 2024
Reduced 35.51%
|