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 |
---|---|---|---|---|---|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
12
shares
|
$2,565
0.0% of portfolio
|
Q2 2023
New holding
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
12
shares
|
$2,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
12
shares
|
$2,565
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
10
shares
|
$2,138
0.0% of portfolio
|
Q4 2021
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
10
shares
|
$2,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
10
shares
|
$2,138
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,710
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
5
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
4
shares
|
$855
0.0% of portfolio
|
Q4 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$641
0.0% of portfolio
|
Q2 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2
shares
|
$427
0.0% of portfolio
|
Q2 2024
Reduced 96.23%
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2025
Reduced 95.45%
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|