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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
7,471
shares
|
$1.39 Million
0.6% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
7,460
shares
|
$1.38 Million
1.69% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
7,452
shares
|
$1.38 Million
0.85% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
7,448
shares
|
$1.38 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,419
shares
|
$1.38 Million
0.3% of portfolio
|
Q2 2022
Added 5.46%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
7,395
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,330
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,313
shares
|
$1.36 Million
0.23% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,248
shares
|
$1.34 Million
0.43% of portfolio
|
Q1 2024
Reduced 86.94%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,246
shares
|
$1.34 Million
0.51% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,231
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
7,221
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
7,216
shares
|
$1.34 Million
0.38% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,199
shares
|
$1.33 Million
0.39% of portfolio
|
Q2 2022
Reduced 9.65%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,176
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,157
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Added 625.86%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
7,146
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,138
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,137
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,130
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
7,130
shares
|
$1.32 Million
1.15% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
7,105
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7,059
shares
|
$1.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
6,908
shares
|
$1.28 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
6,905
shares
|
$1.28 Million
0.4% of portfolio
|
Q4 2024
Added 4.62%
|