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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
2,423
shares
|
$518,037
0.32% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,372
shares
|
$507,133
0.13% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,357
shares
|
$503,926
0.02% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,355
shares
|
$503,499
0.12% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,345
shares
|
$501,361
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,343
shares
|
$500,933
0.02% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
2,339
shares
|
$500,078
0.04% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,338
shares
|
$499,864
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
2,330
shares
|
$498,154
0.02% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
2,330
shares
|
$498,154
0.02% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,310
shares
|
$493,878
0.11% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,302
shares
|
$492,167
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
2,300
shares
|
$491,740
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,300
shares
|
$491,740
0.02% of portfolio
|
Q2 2022
Reduced 27.88%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
2,288
shares
|
$489,174
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,282
shares
|
$487,891
0.12% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
2,282
shares
|
$487,891
0.05% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,279
shares
|
$487,250
0.02% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,278
shares
|
$487,036
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,276
shares
|
$486,608
0.08% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
2,260
shares
|
$483,188
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,258
shares
|
$482,760
0.01% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,256
shares
|
$482,332
0.0% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
2,246
shares
|
$480,194
0.34% of portfolio
|
Q1 2025
Added 47.86%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,232
shares
|
$477,201
0.07% of portfolio
|
Q1 2025
Reduced 93.92%
|