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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,253
shares
|
$233,258
0.02% of portfolio
|
Q4 2024
Added 111.3%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
1,244
shares
|
$231,583
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
1,230
shares
|
$228,976
0.03% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,229
shares
|
$228,790
0.01% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,223
shares
|
$227,673
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,221
shares
|
$227,301
0.05% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,219
shares
|
$226,929
0.04% of portfolio
|
Q1 2025
Added 76.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,216
shares
|
$226,370
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,213
shares
|
$225,812
0.0% of portfolio
|
Q2 2024
Reduced 21.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,213
shares
|
$225,812
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,213
shares
|
$225,812
0.12% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,200
shares
|
$223,392
0.05% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
1,195
shares
|
$222,461
0.01% of portfolio
|
Q4 2024
Reduced 96.49%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
1,188
shares
|
$221,158
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,181
shares
|
$219,854
0.01% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,178
shares
|
$219,296
0.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
1,177
shares
|
$219,110
0.19% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
1,177
shares
|
$219,110
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,176
shares
|
$218,924
0.03% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
1,171
shares
|
$217,993
0.05% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,170
shares
|
$217,807
0.12% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,170
shares
|
$217,807
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
1,161
shares
|
$216,131
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,158
shares
|
$215,573
0.01% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
1,157
shares
|
$215,387
0.03% of portfolio
|
Q1 2024
Reduced 7.07%
|