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 |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
9,629
shares
|
$2.06 Million
0.37% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,610
shares
|
$2.05 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,585
shares
|
$2.05 Million
0.87% of portfolio
|
Q2 2023
Added 47.33%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
9,581
shares
|
$2.05 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
9,578
shares
|
$2.05 Million
0.17% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,565
shares
|
$2.04 Million
0.16% of portfolio
|
Q1 2025
Added 106.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,541
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,530
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
9,492
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
9,481
shares
|
$2.03 Million
1.59% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,420
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
9,335
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
9,257
shares
|
$1.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,215
shares
|
$1.97 Million
1.02% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
9,197
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,112
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,035
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.62%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
9,019
shares
|
$1.93 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
8,979
shares
|
$1.92 Million
0.92% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,963
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,953
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
8,847
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,743
shares
|
$1.87 Million
0.44% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
8,734
shares
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,697
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 68.47%
|