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 1,452 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
12,285
shares
|
$2.28 Million
0.67% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
12,284
shares
|
$2.28 Million
0.74% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
12,112
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
12,105
shares
|
$2.24 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
12,004
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2024
Added 110.56%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,969
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
11,962
shares
|
$2.22 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,908
shares
|
$2.21 Million
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
11,885
shares
|
$2.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 56.64%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,823
shares
|
$2.19 Million
0.44% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,752
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
11,699
shares
|
$2.17 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,676
shares
|
$2.16 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
11,675
shares
|
$2.16 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
11,627
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,615
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
11,577
shares
|
$2.15 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
11,418
shares
|
$2.12 Million
1.29% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,410
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
11,250
shares
|
$2.09 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
11,139
shares
|
$2.07 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
11,121
shares
|
$2.06 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
10,990
shares
|
$2.04 Million
0.95% of portfolio
|
Q1 2025
Added 40.39%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
10,970
shares
|
$2.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.45%
|