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 1,371 institutions that hold shares in the stock, with a total of 78 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
22,699
shares
|
$5.22 Million
2.86% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
22,432
shares
|
$5.16 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,374
shares
|
$5.15 Million
0.07% of portfolio
|
Q2 2024
Added 16.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,119
shares
|
$5.09 Million
0.21% of portfolio
|
Q3 2024
Added 78.19%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
22,096
shares
|
$5.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
22,058
shares
|
$5.08 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
22,025
shares
|
$5.07 Million
4.97% of portfolio
|
Q2 2024
Added 188.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,777
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.23%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
21,564
shares
|
$4.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
21,422
shares
|
$4.93 Million
0.33% of portfolio
|
Q4 2024
Added 877.73%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
21,359
shares
|
$4.91 Million
4.41% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
21,357
shares
|
$4.91 Million
2.5% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
21,273
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Added 55.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,254
shares
|
$4.89 Million
0.3% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,918
shares
|
$4.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 43.19%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,500
shares
|
$4.72 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,294
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
20,256
shares
|
$4.66 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
20,178
shares
|
$4.64 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
20,144
shares
|
$4.63 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
20,131
shares
|
$4.63 Million
1.28% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
20,063
shares
|
$4.62 Million
0.14% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
19,896
shares
|
$4.58 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,806
shares
|
$4.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
19,675
shares
|
$4.53 Million
0.58% of portfolio
|
Q3 2024
Added 7.18%
|