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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
9,814
shares
|
$2.26 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
9,772
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,730
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,714
shares
|
$2.23 Million
0.13% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
9,692
shares
|
$2.23 Million
0.74% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,610
shares
|
$2.21 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,585
shares
|
$2.21 Million
0.87% of portfolio
|
Q2 2023
Added 47.33%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
9,569
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,518
shares
|
$2.19 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
9,508
shares
|
$2.19 Million
0.36% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
9,494
shares
|
$2.18 Million
0.39% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$2.14 Million
0.11% of portfolio
|
Q3 2024
Added 48.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
9,253
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
9,218
shares
|
$2.12 Million
1.12% of portfolio
|
Q4 2024
Reduced 28.88%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$2.12 Million
1.32% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,157
shares
|
$2.11 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
9,041
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,966
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
8,955
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,953
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
8,847
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,735
shares
|
$2.01 Million
0.3% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
8,723
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
8,633
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.91%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
8,603
shares
|
$1.98 Million
1.7% of portfolio
|
Q3 2024
New holding
|