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 |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,487
shares
|
$317,920
0.01% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,486
shares
|
$317,706
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,482
shares
|
$316,851
0.32% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,480
shares
|
$316,424
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,479
shares
|
$316,210
0.04% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
1,479
shares
|
$316,210
0.13% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,477
shares
|
$315,782
0.08% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,476
shares
|
$315,568
0.16% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
1,475
shares
|
$315,355
0.04% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
1,472
shares
|
$314,713
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,469
shares
|
$314,072
0.04% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,467
shares
|
$313,644
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,466
shares
|
$313,430
0.2% of portfolio
|
Q1 2025
Reduced 59.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,462
shares
|
$312,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,438
shares
|
$307,444
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
1,433
shares
|
$306,375
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
1,432
shares
|
$306,161
0.22% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,431
shares
|
$305,947
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
1,431
shares
|
$305,947
0.28% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
1,428
shares
|
$305,306
0.23% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,419
shares
|
$303,382
0.06% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,415
shares
|
$302,527
0.15% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,414
shares
|
$302,313
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,403
shares
|
$299,961
0.02% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
1,400
shares
|
$299,320
0.08% of portfolio
|
Q1 2025
Added 50.38%
|