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 1,449 institutions that hold shares in the stock, with a total of 81.9 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,522
shares
|
$283,335
0.05% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
1,519
shares
|
$282,777
0.26% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,519
shares
|
$282,777
0.09% of portfolio
|
Q4 2024
Added 34.54%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
1,518
shares
|
$282,590
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,513
shares
|
$281,660
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
1,505
shares
|
$280,170
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Apr 14, 2025 Q4 2024 |
1,505
shares
|
$280,170
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,493
shares
|
$277,936
0.02% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$277,564
0.04% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
1,488
shares
|
$277,006
0.15% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,487
shares
|
$276,819
0.01% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,486
shares
|
$276,633
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,484
shares
|
$276,261
0.01% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
1,479
shares
|
$275,330
0.13% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,477
shares
|
$274,958
0.08% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
1,475
shares
|
$274,586
0.04% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
1,472
shares
|
$274,027
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,472
shares
|
$274,027
0.0% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
1,472
shares
|
$274,027
0.17% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,469
shares
|
$273,469
0.04% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,467
shares
|
$273,096
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,466
shares
|
$272,910
0.2% of portfolio
|
Q1 2025
Reduced 59.29%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,438
shares
|
$267,698
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,435
shares
|
$267,139
0.08% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,434
shares
|
$266,953
0.0% of portfolio
|
Q4 2024
Added 36.7%
|