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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
2,005
shares
|
$432,999
0.02% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,001
shares
|
$432,135
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
2,000
shares
|
$431,920
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$431,920
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,993
shares
|
$430,408
0.05% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,971
shares
|
$425,657
0.12% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,960
shares
|
$423,281
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
1,959
shares
|
$423,065
0.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,950
shares
|
$421,122
0.09% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,948
shares
|
$420,690
0.1% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,940
shares
|
$418,962
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
1,928
shares
|
$416,370
0.28% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,926
shares
|
$415,938
0.05% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,923
shares
|
$415,291
0.28% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,923
shares
|
$415,291
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,912
shares
|
$412,915
0.31% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,911
shares
|
$412,699
0.06% of portfolio
|
Q4 2024
Added 66.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
1,909
shares
|
$412,267
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,906
shares
|
$411,619
0.13% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
1,905
shares
|
$411,403
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,901
shares
|
$410,539
0.01% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
1,900
shares
|
$410,324
0.07% of portfolio
|
Q4 2022
Reduced 92.05%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
1,899
shares
|
$410,108
0.05% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
1,898
shares
|
$409,892
0.15% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
1,892
shares
|
$408,596
0.08% of portfolio
|
Q4 2024
Added 13.23%
|