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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,342
shares
|
$505,778
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,339
shares
|
$505,130
0.06% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
2,333
shares
|
$503,834
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,318
shares
|
$500,595
0.01% of portfolio
|
Q4 2024
Added 145.81%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,310
shares
|
$498,867
0.12% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,308
shares
|
$498,435
0.25% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,303
shares
|
$497,355
0.02% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
2,300
shares
|
$496,708
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,300
shares
|
$496,708
0.02% of portfolio
|
Q2 2022
Reduced 27.88%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,295
shares
|
$495,628
0.28% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,293
shares
|
$495,196
0.15% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
2,278
shares
|
$491,956
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,267
shares
|
$489,581
0.02% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,260
shares
|
$488,069
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,256
shares
|
$487,205
0.0% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,246
shares
|
$485,046
0.29% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,231
shares
|
$481,806
0.04% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,230
shares
|
$481,590
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
2,225
shares
|
$480,511
0.13% of portfolio
|
Q4 2022
Reduced 16.98%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,223
shares
|
$480,079
0.11% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,215
shares
|
$478,351
0.02% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,202
shares
|
$475,543
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,202
shares
|
$475,543
0.02% of portfolio
|
Q4 2022
Reduced 9.9%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,201
shares
|
$475,327
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
2,193
shares
|
$473,600
0.2% of portfolio
|
Q4 2024
Added 2.24%
|