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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$3.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,091
shares
|
$3.01 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$2.96 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
12,810
shares
|
$2.95 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,752
shares
|
$2.93 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
12,565
shares
|
$2.89 Million
2.55% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,454
shares
|
$2.87 Million
1.22% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
12,250
shares
|
$2.82 Million
0.05% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
12,195
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,082
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
12,070
shares
|
$2.78 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,022
shares
|
$2.77 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,998
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2024
Added 65.42%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
11,956
shares
|
$2.75 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,908
shares
|
$2.74 Million
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
11,905
shares
|
$2.74 Million
0.87% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,874
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
11,847
shares
|
$2.73 Million
1.5% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,840
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
11,828
shares
|
$2.72 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,823
shares
|
$2.72 Million
0.44% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
11,815
shares
|
$2.72 Million
0.26% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,676
shares
|
$2.69 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
11,675
shares
|
$2.69 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,410
shares
|
$2.63 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.22%
|