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 |
|---|---|---|---|---|---|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
10,921
shares
|
$2.02 Million
1.85% of portfolio
|
Q2 2023
Reduced 26.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,920
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
10,887
shares
|
$2.02 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
10,820
shares
|
$2.01 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
10,804
shares
|
$2 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,761
shares
|
$2 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
10,714
shares
|
$1.99 Million
1.7% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,712
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
10,642
shares
|
$1.97 Million
0.73% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,625
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
10,607
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
10,589
shares
|
$1.96 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
10,563
shares
|
$1.96 Million
0.91% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
10,200
shares
|
$1.89 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,140
shares
|
$1.88 Million
0.31% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
10,085
shares
|
$1.87 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
10,063
shares
|
$1.87 Million
0.92% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
10,047
shares
|
$1.86 Million
0.55% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,003
shares
|
$1.85 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$1.85 Million
10.46% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,980
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.74%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
9,927
shares
|
$1.84 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
9,772
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,714
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
9,692
shares
|
$1.8 Million
0.74% of portfolio
|
Q4 2024
Added 1.33%
|