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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,153
shares
|
$214,642
0.01% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,153
shares
|
$214,642
0.17% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,151
shares
|
$214,270
0.03% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,141
shares
|
$212,408
0.01% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
1,140
shares
|
$212,222
0.06% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
1,136
shares
|
$211,477
0.09% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,135
shares
|
$211,291
0.02% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,131
shares
|
$210,546
0.01% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
1,131
shares
|
$210,546
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,127
shares
|
$209,802
0.15% of portfolio
|
Q1 2023
Added 96.0%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,123
shares
|
$209,057
0.0% of portfolio
|
Q4 2024
Reduced 33.15%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
1,123
shares
|
$209,057
0.11% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,117
shares
|
$207,940
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,105
shares
|
$205,706
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
1,100
shares
|
$204,776
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$204,776
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,098
shares
|
$204,403
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,091
shares
|
$203,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,090
shares
|
$202,914
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
1,090
shares
|
$202,914
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
1,090
shares
|
$202,914
0.17% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,088
shares
|
$202,542
0.02% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,084
shares
|
$201,797
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
1,082
shares
|
$201,425
0.06% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,079
shares
|
$200,866
0.06% of portfolio
|
Q4 2024
Reduced 6.74%
|