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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
4,378
shares
|
$936,016
0.06% of portfolio
|
Q1 2025
Reduced 63.53%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
4,368
shares
|
$933,878
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,345
shares
|
$928,961
0.05% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,318
shares
|
$923,188
0.05% of portfolio
|
Q1 2025
Reduced 73.83%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,291
shares
|
$917,415
0.04% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
4,289
shares
|
$916,988
0.69% of portfolio
|
Q1 2025
Added 684.1%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$913,353
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,259
shares
|
$910,574
0.38% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,251
shares
|
$908,863
0.04% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,229
shares
|
$904,160
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,218
shares
|
$901,808
0.05% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
4,188
shares
|
$895,394
0.0% of portfolio
|
Q1 2025
Reduced 79.78%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
4,172
shares
|
$891,973
0.73% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,172
shares
|
$891,973
0.07% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
4,163
shares
|
$890,049
0.07% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$884,918
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
4,138
shares
|
$884,704
0.34% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,134
shares
|
$883,849
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,131
shares
|
$883,207
0.03% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
4,076
shares
|
$871,448
0.77% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
4,035
shares
|
$862,683
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
4,030
shares
|
$861,614
0.3% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
3,985
shares
|
$851,993
0.23% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,943
shares
|
$843,013
0.01% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,939
shares
|
$842,158
0.89% of portfolio
|
Q4 2024
New holding
|