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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36
shares
|
$8,120
0.0% of portfolio
|
Q3 2023
Reduced 96.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
35
shares
|
$7,895
0.0% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$7,669
0.0% of portfolio
|
Q3 2023
Reduced 54.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,444
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
33
shares
|
$7,444
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
31
shares
|
$6,992
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
31
shares
|
$6,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,767
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
29
shares
|
$6,541
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,541
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
28
shares
|
$6,316
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
27
shares
|
$6,090
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
27
shares
|
$6,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$5,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$5,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
25
shares
|
$5,639
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
25
shares
|
$5,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,413
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
23
shares
|
$5,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
20
shares
|
$4,511
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
20
shares
|
$4,511
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
17
shares
|
$3,834
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
17
shares
|
$3,834
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$3,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,932
0.0% of portfolio
|
Q2 2023
New holding
|