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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
31
shares
|
$6,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$6,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
30
shares
|
$6,414
0.0% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
29
shares
|
$6,200
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,200
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
29
shares
|
$6,200
0.0% of portfolio
|
Q1 2025
Added 1350.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
28
shares
|
$5,986
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
27
shares
|
$5,772
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
27
shares
|
$5,772
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
25
shares
|
$5,345
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
25
shares
|
$5,345
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$5,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$4,276
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
20
shares
|
$4,276
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
19
shares
|
$4,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
18
shares
|
$3,848
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$3,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$3,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
14
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
14
shares
|
$2,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,779
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
13
shares
|
$2,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
12
shares
|
$2,565
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
12
shares
|
$2,565
0.0% of portfolio
|
Q1 2025
Added 140.0%
|