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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,231
shares
|
$476,987
0.04% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,226
shares
|
$475,918
0.26% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,223
shares
|
$475,277
0.1% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,222
shares
|
$475,063
0.04% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,212
shares
|
$472,925
0.01% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,202
shares
|
$470,787
0.02% of portfolio
|
Q4 2022
Reduced 9.9%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,200
shares
|
$470,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,191
shares
|
$468,435
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,188
shares
|
$467,794
0.09% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,187
shares
|
$467,580
0.0% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
2,184
shares
|
$466,939
0.21% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,178
shares
|
$465,656
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,174
shares
|
$464,801
0.21% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,145
shares
|
$458,601
0.01% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
2,143
shares
|
$458,173
0.11% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,117
shares
|
$452,614
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,116
shares
|
$452,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
2,098
shares
|
$448,552
0.38% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,093
shares
|
$447,483
0.24% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,085
shares
|
$445,773
0.01% of portfolio
|
Q1 2025
Reduced 72.41%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,077
shares
|
$444,062
0.39% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,073
shares
|
$443,207
0.02% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,071
shares
|
$442,779
0.34% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,071
shares
|
$442,779
0.34% of portfolio
|
Q1 2025
Reduced 90.34%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,062
shares
|
$440,855
0.08% of portfolio
|
Q3 2024
Reduced 15.46%
|