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 |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
19,596
shares
|
$4.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,449
shares
|
$4.47 Million
2.92% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
19,442
shares
|
$4.47 Million
0.16% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,345
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
19,247
shares
|
$4.43 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
19,022
shares
|
$4.38 Million
0.14% of portfolio
|
Q4 2024
Added 724.89%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
18,940
shares
|
$4.36 Million
0.31% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
18,893
shares
|
$4.35 Million
1.65% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
18,486
shares
|
$4.25 Million
0.21% of portfolio
|
Q4 2024
Added 116.92%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
18,438
shares
|
$4.24 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
18,090
shares
|
$4.16 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,011
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
17,987
shares
|
$4.14 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,985
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,971
shares
|
$4.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 51.27%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
17,757
shares
|
$4.09 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,478
shares
|
$4.02 Million
1.7% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
17,449
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
17,431
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Added 56.98%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
17,323
shares
|
$3.99 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
17,149
shares
|
$3.95 Million
1.44% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
17,073
shares
|
$3.93 Million
1.03% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,000
shares
|
$3.91 Million
0.12% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
16,600
shares
|
$3.82 Million
1.36% of portfolio
|
Q3 2023
Reduced 1.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
16,541
shares
|
$3.81 Million
0.06% of portfolio
|
Q4 2024
Added 20.53%
|