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 1,449 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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
37
shares
|
$6,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36
shares
|
$6,701
0.0% of portfolio
|
Q3 2023
Reduced 96.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
35
shares
|
$6,515
0.0% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$6,329
0.0% of portfolio
|
Q1 2025
Reduced 61.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$6,329
0.0% of portfolio
|
Q3 2023
Reduced 54.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$6,143
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
33
shares
|
$6,143
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
31
shares
|
$5,770
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
31
shares
|
$5,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
29
shares
|
$5,398
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$5,398
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
29
shares
|
$5,398
0.0% of portfolio
|
Q1 2025
Added 1350.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
28
shares
|
$5,212
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
27
shares
|
$5,026
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
27
shares
|
$5,026
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$4,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
25
shares
|
$4,654
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$4,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$4,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
23
shares
|
$4,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
23
shares
|
$4,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
22
shares
|
$4,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$3,723
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
20
shares
|
$3,723
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
20
shares
|
$3,723
0.0% of portfolio
|
Q4 2024
New holding
|