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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
80
shares
|
$17,276
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
78
shares
|
$16,844
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
78
shares
|
$16,844
0.01% of portfolio
|
Q3 2023
Reduced 49.02%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
77
shares
|
$16,628
0.01% of portfolio
|
Q3 2024
Reduced 62.62%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
77
shares
|
$16,628
0.01% of portfolio
|
Q2 2022
Added 5.48%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
77
shares
|
$16,628
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
76
shares
|
$16,412
0.0% of portfolio
|
Q4 2023
Reduced 85.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$16,197
0.0% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
74
shares
|
$15,981
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
71
shares
|
$15,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71
shares
|
$15,333
0.04% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
67
shares
|
$14,469
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
66
shares
|
$14,253
0.0% of portfolio
|
Q4 2024
Reduced 88.48%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
66
shares
|
$14,253
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
66
shares
|
$14,253
0.0% of portfolio
|
Q3 2024
Reduced 90.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
65
shares
|
$14,037
0.0% of portfolio
|
Q4 2024
Added 41.3%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
64
shares
|
$13,821
0.0% of portfolio
|
Q4 2024
Reduced 81.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
60
shares
|
$12,957
0.0% of portfolio
|
Q2 2022
Added 61.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
58
shares
|
$12,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
56
shares
|
$12,093
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
56
shares
|
$12,093
0.01% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$11,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
51
shares
|
$11,013
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$10,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
50
shares
|
$10,798
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|