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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,749
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Added 67.46%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,747
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,743
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,741
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 27.63%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,698
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,680
shares
|
$1.05 Million
0.46% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,651
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
5,632
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,585
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2022
Reduced 5.74%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
5,556
shares
|
$1.03 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,478
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
5,427
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,348
shares
|
$991,519
0.39% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,312
shares
|
$984,844
0.18% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
5,262
shares
|
$975,574
0.84% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
5,195
shares
|
$963,153
0.15% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$952,214
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
5,083
shares
|
$942,388
0.31% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,078
shares
|
$941,461
1.01% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$939,792
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,065
shares
|
$939,051
0.03% of portfolio
|
Q4 2024
Added 18.76%
|