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 1,452 institutions that hold shares in the stock, with a total of 82 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 |
|---|---|---|---|---|---|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
42,129
shares
|
$7.81 Million
3.09% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
41,333
shares
|
$7.66 Million
1.12% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
40,938
shares
|
$7.59 Million
2.2% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
40,826
shares
|
$7.57 Million
1.11% of portfolio
|
Q4 2024
Added 1096.54%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
40,645
shares
|
$7.54 Million
1.53% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
39,852
shares
|
$7.39 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
39,761
shares
|
$7.37 Million
0.95% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
39,166
shares
|
$7.26 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
|
$7.26 Million
0.24% of portfolio
|
Q3 2022
Reduced 10.38%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
38,917
shares
|
$7.22 Million
2.45% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38,693
shares
|
$7.17 Million
2.95% of portfolio
|
Q4 2022
Added 30.35%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
38,000
shares
|
$7.05 Million
1.4% of portfolio
|
Q4 2024
Reduced 36.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,870
shares
|
$7.02 Million
0.1% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
37,708
shares
|
$6.99 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
37,561
shares
|
$6.96 Million
0.09% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
37,189
shares
|
$6.89 Million
0.95% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
36,832
shares
|
$6.83 Million
0.1% of portfolio
|
Q4 2024
Added 85.96%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
36,697
shares
|
$6.8 Million
1.29% of portfolio
|
Q4 2024
Added 1331.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
36,660
shares
|
$6.8 Million
0.22% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
36,444
shares
|
$6.76 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
36,330
shares
|
$6.74 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
36,238
shares
|
$6.72 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
36,129
shares
|
$6.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
35,853
shares
|
$6.65 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
35,100
shares
|
$6.51 Million
0.31% of portfolio
|
Q4 2024
New holding
|