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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,583
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,532
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
5,531
shares
|
$1.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,478
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
5,478
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
5,410
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2025
Added 38.19%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
5,394
shares
|
$1.15 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
5,348
shares
|
$1.14 Million
0.67% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,348
shares
|
$1.14 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
5,262
shares
|
$1.13 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,228
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,223
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
5,195
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,164
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
5,160
shares
|
$1.1 Million
0.93% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
5,073
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
5,055
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,911
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
4,900
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
4,892
shares
|
$1.05 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
4,874
shares
|
$1.04 Million
0.59% of portfolio
|
Q1 2025
Added 1.73%
|