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 1,446 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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
101
shares
|
$18,802
0.01% of portfolio
|
Q1 2023
Reduced 30.82%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$18,616
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
99
shares
|
$18,429
0.01% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
99
shares
|
$18,429
0.01% of portfolio
|
Q1 2025
Added 65.0%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
98
shares
|
$18,243
0.01% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
97
shares
|
$18,057
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
95
shares
|
$17,685
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
94
shares
|
$17,499
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
90
shares
|
$16,754
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
89
shares
|
$16,568
0.0% of portfolio
|
Q4 2024
Reduced 97.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
87
shares
|
$16,195
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
87
shares
|
$16,195
0.0% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
86
shares
|
$16,009
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
81
shares
|
$15,078
0.0% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
80
shares
|
$14,892
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
78
shares
|
$14,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
78
shares
|
$14,520
0.01% of portfolio
|
Q3 2023
Reduced 49.02%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
77
shares
|
$14,334
0.01% of portfolio
|
Q3 2024
Reduced 62.62%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
77
shares
|
$14,334
0.01% of portfolio
|
Q2 2022
Added 5.48%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
77
shares
|
$14,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
76
shares
|
$14,148
0.0% of portfolio
|
Q4 2023
Reduced 85.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$13,962
0.0% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
74
shares
|
$13,775
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
71
shares
|
$13,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71
shares
|
$13,217
0.04% of portfolio
|
Q4 2024
Added 2.9%
|