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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,593
shares
|
$344,024
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,593
shares
|
$344,024
0.02% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,591
shares
|
$343,592
0.02% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,591
shares
|
$343,592
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,588
shares
|
$342,944
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
1,577
shares
|
$340,568
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,574
shares
|
$339,921
0.06% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,556
shares
|
$336,033
0.03% of portfolio
|
Q3 2023
Reduced 5.12%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
1,555
shares
|
$335,817
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$334,090
0.06% of portfolio
|
Q2 2024
Reduced 66.61%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,538
shares
|
$332,146
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
1,534
shares
|
$331,282
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
1,531
shares
|
$330,634
0.16% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
1,525
shares
|
$329,339
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
1,519
shares
|
$328,043
0.26% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,519
shares
|
$328,043
0.09% of portfolio
|
Q4 2024
Added 34.54%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
1,518
shares
|
$327,827
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,513
shares
|
$326,747
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
1,505
shares
|
$325,019
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,504
shares
|
$324,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,493
shares
|
$322,428
0.02% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$321,996
0.04% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
1,488
shares
|
$321,348
0.15% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,486
shares
|
$320,916
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,484
shares
|
$320,484
0.01% of portfolio
|
Q4 2024
Added 7.69%
|