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 1,412 institutions that hold shares in the stock, with a total of 83.3 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
13,276
shares
|
$2.84 Million
0.21% of portfolio
|
Q1 2025
Reduced 38.03%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,272
shares
|
$2.84 Million
0.2% of portfolio
|
Q4 2022
Added 335.15%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,217
shares
|
$2.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
13,162
shares
|
$2.81 Million
0.45% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$2.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
13,026
shares
|
$2.78 Million
1.93% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
12,974
shares
|
$2.77 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
12,925
shares
|
$2.76 Million
0.2% of portfolio
|
Q1 2025
Added 181.53%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
12,861
shares
|
$2.75 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$2.75 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
12,720
shares
|
$2.72 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
12,678
shares
|
$2.71 Million
0.67% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,513
shares
|
$2.68 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,506
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
12,468
shares
|
$2.67 Million
0.12% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,454
shares
|
$2.66 Million
1.22% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
12,285
shares
|
$2.63 Million
0.67% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
12,284
shares
|
$2.63 Million
0.74% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
12,100
shares
|
$2.59 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,943
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
11,886
shares
|
$2.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
11,885
shares
|
$2.54 Million
0.98% of portfolio
|
Q1 2025
Reduced 56.64%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
11,699
shares
|
$2.5 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
11,577
shares
|
$2.48 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
11,500
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Added 177.71%
|