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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
2,700
shares
|
$577,260
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,696
shares
|
$576,404
0.05% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,696
shares
|
$576,404
0.29% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,683
shares
|
$573,625
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
2,637
shares
|
$563,790
0.01% of portfolio
|
Q1 2025
Reduced 96.79%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,622
shares
|
$560,583
0.51% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
2,620
shares
|
$560,156
0.2% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,602
shares
|
$556,307
0.09% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,600
shares
|
$555,880
0.1% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,571
shares
|
$549,679
0.05% of portfolio
|
Q4 2023
Reduced 53.27%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,567
shares
|
$548,824
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
2,544
shares
|
$543,907
0.11% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,539
shares
|
$542,838
0.05% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
2,522
shares
|
$539,203
0.09% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
2,520
shares
|
$538,776
0.14% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,513
shares
|
$537,279
0.01% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
2,475
shares
|
$529,155
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
2,473
shares
|
$528,727
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
2,454
shares
|
$524,665
0.34% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
2,452
shares
|
$524,237
0.05% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,450
shares
|
$523,810
0.02% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
2,449
shares
|
$523,596
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,444
shares
|
$522,527
0.12% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,442
shares
|
$522,099
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,434
shares
|
$520,389
0.04% of portfolio
|
Q4 2024
Added 12.69%
|