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 |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,475
shares
|
$318,541
0.04% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,472
shares
|
$317,893
0.0% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
1,472
shares
|
$317,893
0.17% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
1,469
shares
|
$317,245
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
1,463
shares
|
$315,949
0.08% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,438
shares
|
$310,550
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,435
shares
|
$309,902
0.08% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,434
shares
|
$309,686
0.0% of portfolio
|
Q4 2024
Added 36.7%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,432
shares
|
$309,254
0.08% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
1,431
shares
|
$309,038
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,431
shares
|
$309,038
0.32% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,419
shares
|
$306,447
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,416
shares
|
$305,799
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,415
shares
|
$305,583
0.16% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,412
shares
|
$304,935
0.03% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,403
shares
|
$302,991
0.0% of portfolio
|
Q4 2024
Added 46.91%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
1,398
shares
|
$301,912
0.04% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,389
shares
|
$299,968
0.15% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,388
shares
|
$299,752
0.14% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,383
shares
|
$298,672
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
1,383
shares
|
$298,672
0.07% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,381
shares
|
$298,240
0.06% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,379
shares
|
$297,808
0.04% of portfolio
|
Q4 2024
Reduced 48.47%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
1,379
shares
|
$297,808
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
1,371
shares
|
$296,081
0.26% of portfolio
|
Q4 2024
New holding
|