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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,833
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
4,821
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
4,779
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,776
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,775
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,766
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 66.0%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
4,755
shares
|
$1.02 Million
0.95% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
4,735
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$1 Million
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
4,646
shares
|
$993,314
0.25% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
4,629
shares
|
$989,680
0.04% of portfolio
|
Q1 2025
Added 92.07%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,623
shares
|
$988,397
0.09% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
4,599
shares
|
$983,266
0.74% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
4,597
shares
|
$982,838
0.45% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,584
shares
|
$980,059
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
4,540
shares
|
$970,652
0.04% of portfolio
|
Q1 2025
Added 236.55%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,494
shares
|
$960,817
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
4,479
shares
|
$957,610
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
4,464
shares
|
$954,403
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$953,761
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,459
shares
|
$953,334
0.11% of portfolio
|
Q1 2025
Added 120.52%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
4,456
shares
|
$952,692
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$944,354
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,406
shares
|
$942,002
0.26% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
4,400
shares
|
$940,720
0.58% of portfolio
|
Q1 2025
Added 4.76%
|