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 |
|---|---|---|---|---|---|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
11,391
shares
|
$2.62 Million
0.77% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
11,362
shares
|
$2.61 Million
0.3% of portfolio
|
Q4 2024
Reduced 19.54%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,322
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
11,250
shares
|
$2.59 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
11,139
shares
|
$2.56 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
11,121
shares
|
$2.56 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$2.55 Million
2.61% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.54 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
11,034
shares
|
$2.54 Million
0.23% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
10,921
shares
|
$2.51 Million
1.95% of portfolio
|
Q2 2023
Reduced 26.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,908
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,887
shares
|
$2.5 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
10,887
shares
|
$2.5 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
10,804
shares
|
$2.49 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,761
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
10,669
shares
|
$2.45 Million
1.86% of portfolio
|
Q4 2024
Added 109.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$2.45 Million
0.14% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,633
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,625
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
10,563
shares
|
$2.43 Million
0.91% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,549
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
10,449
shares
|
$2.4 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
10,115
shares
|
$2.33 Million
1.47% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
10,085
shares
|
$2.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,003
shares
|
$2.3 Million
0.38% of portfolio
|
Q4 2024
New holding
|