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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
596
shares
|
$128,712
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
594
shares
|
$128,280
0.02% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
584
shares
|
$126,120
0.01% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
580
shares
|
$125,256
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
575
shares
|
$124,177
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
573
shares
|
$123,745
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
570
shares
|
$123,097
0.03% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
564
shares
|
$121,801
0.05% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
550
shares
|
$118,778
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
547
shares
|
$118,130
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
547
shares
|
$118,130
0.1% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
533
shares
|
$115,106
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
533
shares
|
$115,106
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
529
shares
|
$114,242
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
529
shares
|
$114,242
0.08% of portfolio
|
Q4 2024
Reduced 93.58%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
527
shares
|
$113,810
0.05% of portfolio
|
Q4 2024
Added 61.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
504
shares
|
$108,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$107,980
0.02% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
487
shares
|
$105,172
0.05% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
484
shares
|
$104,524
0.04% of portfolio
|
Q4 2022
Reduced 17.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
481
shares
|
$103,876
0.02% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
473
shares
|
$102,149
0.08% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
461
shares
|
$99,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
453
shares
|
$97,829
0.02% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
448
shares
|
$96,750
0.02% of portfolio
|
Q3 2024
Reduced 2.4%
|