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 1,375 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
66
shares
|
$14,888
0.0% of portfolio
|
Q4 2024
Reduced 88.48%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
66
shares
|
$14,888
0.0% of portfolio
|
Q2 2022
New holding
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
66
shares
|
$14,888
0.0% of portfolio
|
Q3 2024
Reduced 90.39%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
65
shares
|
$14,662
0.0% of portfolio
|
Q4 2024
Added 41.3%
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
64
shares
|
$14,437
0.0% of portfolio
|
Q4 2024
Reduced 81.45%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$13,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
60
shares
|
$13,534
0.0% of portfolio
|
Q2 2022
Added 61.67%
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
60
shares
|
$13,534
0.01% of portfolio
|
Q3 2024
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
60
shares
|
$13,534
0.01% of portfolio
|
Q3 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
58
shares
|
$13,083
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
56
shares
|
$12,632
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$11,504
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
51
shares
|
$11,504
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$11,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
50
shares
|
$11,279
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$10,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
47
shares
|
$10,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
46
shares
|
$10,376
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
46
shares
|
$10,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
44
shares
|
$9,925
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
43
shares
|
$9,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
41
shares
|
$9,248
0.0% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$9,023
0.01% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
39
shares
|
$8,797
0.01% of portfolio
|
Q3 2024
Added 116.67%
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
38
shares
|
$8,572
0.01% of portfolio
|
Q4 2024
New holding
|