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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,126
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 90.92%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,095
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,045
shares
|
$1.29 Million
2.11% of portfolio
|
Q3 2022
Added 27.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
6,044
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,042
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
5,986
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
5,986
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,977
shares
|
$1.28 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
5,972
shares
|
$1.28 Million
0.49% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
5,962
shares
|
$1.27 Million
0.29% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,937
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,922
shares
|
$1.27 Million
0.1% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,898
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
5,821
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 1162.69%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
5,811
shares
|
$1.24 Million
0.21% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
5,798
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2021
Added 85.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
5,709
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,703
shares
|
$1.22 Million
0.38% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
5,651
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
5,612
shares
|
$1.2 Million
0.46% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,608
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,585
shares
|
$1.19 Million
0.67% of portfolio
|
Q3 2022
Reduced 5.74%
|