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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
78
shares
|
$16,676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
78
shares
|
$16,676
0.01% of portfolio
|
Q3 2023
Reduced 49.02%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
77
shares
|
$16,462
0.01% of portfolio
|
Q2 2022
Added 5.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$16,035
0.0% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
74
shares
|
$15,821
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
71
shares
|
$15,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
67
shares
|
$14,324
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
66
shares
|
$14,110
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$14,110
0.0% of portfolio
|
Q3 2024
Reduced 90.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
65
shares
|
$13,897
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
62
shares
|
$13,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$12,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
59
shares
|
$12,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
59
shares
|
$12,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
58
shares
|
$12,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
57
shares
|
$12,186
0.01% of portfolio
|
Q1 2025
Reduced 92.36%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
56
shares
|
$11,972
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
55
shares
|
$11,759
0.0% of portfolio
|
Q1 2025
Reduced 49.54%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
55
shares
|
$11,759
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
51
shares
|
$10,903
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
51
shares
|
$10,903
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
50
shares
|
$10,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
50
shares
|
$10,690
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
50
shares
|
$10,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$10,262
0.0% of portfolio
|
Q3 2024
New holding
|