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 1,394 institutions that hold shares in the stock, with a total of 79 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
16,541
shares
|
$3.73 Million
0.06% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,498
shares
|
$3.72 Million
0.18% of portfolio
|
Q4 2024
Added 23.98%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,471
shares
|
$3.72 Million
0.9% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
16,394
shares
|
$3.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
16,384
shares
|
$3.7 Million
0.2% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,338
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,331
shares
|
$3.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
16,323
shares
|
$3.68 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,286
shares
|
$3.67 Million
1.47% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,221
shares
|
$3.66 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
16,134
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
16,117
shares
|
$3.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
15,979
shares
|
$3.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,900
shares
|
$3.59 Million
0.89% of portfolio
|
Q3 2024
Added 38.74%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
15,887
shares
|
$3.58 Million
2.86% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,682
shares
|
$3.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
15,574
shares
|
$3.51 Million
0.87% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,496
shares
|
$3.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
15,339
shares
|
$3.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
15,327
shares
|
$3.46 Million
1.27% of portfolio
|
Q1 2024
Reduced 27.42%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
15,296
shares
|
$3.45 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,197
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
14,991
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
14,981
shares
|
$3.38 Million
0.5% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
14,956
shares
|
$3.37 Million
1.77% of portfolio
|
Q3 2024
Added 3.99%
|