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 |
---|---|---|---|---|---|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
6,319
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,305
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
6,303
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Added 4.22%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
6,244
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,216
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 51.43%
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,187
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2025
Reduced 48.54%
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,174
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
6,138
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,137
shares
|
$1.14 Million
0.28% of portfolio
|
Q4 2024
Added 6.45%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
6,124
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Added 0.91%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,045
shares
|
$1.12 Million
2.11% of portfolio
|
Q3 2022
Added 27.61%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,042
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 87.99%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,042
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
6,036
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 9.29%
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,034
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
5,986
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,986
shares
|
$1.11 Million
0.15% of portfolio
|
Q2 2024
Added 2.89%
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,977
shares
|
$1.11 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
|
$1.11 Million
0.49% of portfolio
|
Q1 2025
Added 9.08%
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
5,962
shares
|
$1.11 Million
0.29% of portfolio
|
Q1 2025
Added 9.29%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,933
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 14.85%
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,893
shares
|
$1.09 Million
0.2% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,871
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 12.3%
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
5,811
shares
|
$1.08 Million
0.21% of portfolio
|
Q1 2025
Added 4.63%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
5,798
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2021
Added 85.65%
|