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 1,417 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
9,492
shares
|
$2.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
9,481
shares
|
$2.08 Million
1.59% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,420
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
9,335
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
9,257
shares
|
$2.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,246
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,215
shares
|
$2.02 Million
1.02% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
9,120
shares
|
$2 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,112
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,035
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.62%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
9,019
shares
|
$1.98 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,963
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,953
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
8,943
shares
|
$1.96 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
8,847
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,743
shares
|
$1.92 Million
0.44% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
8,734
shares
|
$1.91 Million
0.18% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,697
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 68.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,673
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 90.15%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
8,652
shares
|
$1.9 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,641
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,586
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
8,568
shares
|
$1.88 Million
0.96% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
8,550
shares
|
$1.87 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
8,546
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.91%
|