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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,933
shares
|
$840,875
0.01% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
3,932
shares
|
$840,661
0.19% of portfolio
|
Q1 2025
Added 15.65%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,907
shares
|
$835,316
0.06% of portfolio
|
Q1 2025
Added 91.14%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
3,907
shares
|
$835,316
0.33% of portfolio
|
Q1 2025
Added 2.06%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,889
shares
|
$831,468
0.16% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
3,871
shares
|
$827,619
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,869
shares
|
$827,192
0.19% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,869
shares
|
$827,192
0.31% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,845
shares
|
$822,061
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
3,811
shares
|
$814,791
0.08% of portfolio
|
Q1 2025
Added 73.07%
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,727
shares
|
$796,832
0.24% of portfolio
|
Q1 2025
Reduced 44.47%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
3,726
shares
|
$796,618
0.0% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,725
shares
|
$796,405
0.16% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,724
shares
|
$796,191
0.28% of portfolio
|
Q1 2025
Added 0.27%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,715
shares
|
$794,267
0.05% of portfolio
|
Q3 2022
Reduced 63.2%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,658
shares
|
$782,080
0.18% of portfolio
|
Q1 2025
Added 435.58%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,657
shares
|
$781,866
0.02% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
3,611
shares
|
$772,031
0.24% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,595
shares
|
$768,611
0.05% of portfolio
|
Q4 2023
Added 52.01%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,570
shares
|
$763,266
0.03% of portfolio
|
Q1 2025
Added 23.44%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
3,557
shares
|
$760,486
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
3,539
shares
|
$756,638
0.71% of portfolio
|
Q1 2025
Added 7.96%
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,510
shares
|
$750,438
0.01% of portfolio
|
Q1 2025
Added 48.29%
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
3,489
shares
|
$745,948
0.03% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,477
shares
|
$743,382
0.03% of portfolio
|
Q1 2025
Added 1.13%
|