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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
39,166
shares
|
$8.37 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
39,152
shares
|
$8.37 Million
0.24% of portfolio
|
Q3 2022
Reduced 10.38%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38,693
shares
|
$8.27 Million
2.95% of portfolio
|
Q4 2022
Added 30.35%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
38,000
shares
|
$8.12 Million
1.24% of portfolio
|
Q4 2024
Reduced 36.67%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
37,406
shares
|
$8 Million
0.82% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
37,399
shares
|
$8 Million
0.89% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
36,835
shares
|
$7.88 Million
4.54% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
36,129
shares
|
$7.72 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
36,084
shares
|
$7.71 Million
1.03% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
35,965
shares
|
$7.69 Million
0.16% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
35,713
shares
|
$7.64 Million
0.96% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
35,682
shares
|
$7.63 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,586
shares
|
$7.61 Million
0.04% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
35,025
shares
|
$7.49 Million
0.09% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
34,956
shares
|
$7.47 Million
0.22% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
34,511
shares
|
$7.38 Million
0.77% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,963
shares
|
$7.26 Million
0.1% of portfolio
|
Q1 2025
Added 105.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
33,961
shares
|
$7.26 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
33,860
shares
|
$7.24 Million
2.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
33,728
shares
|
$7.21 Million
3.84% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
33,679
shares
|
$7.2 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
33,346
shares
|
$7.13 Million
0.92% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
33,191
shares
|
$7.1 Million
6.73% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
33,177
shares
|
$7.09 Million
0.09% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
32,782
shares
|
$7.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.44%
|