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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
8,534
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2023
Added 59.84%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,439
shares
|
$1.94 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,425
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,410
shares
|
$1.93 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,389
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,241
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,238
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
8,230
shares
|
$1.89 Million
0.76% of portfolio
|
Q4 2024
Added 114.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,210
shares
|
$1.89 Million
0.2% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,162
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,131
shares
|
$1.87 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,125
shares
|
$1.87 Million
0.36% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,116
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.47%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
8,091
shares
|
$1.86 Million
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
7,925
shares
|
$1.82 Million
0.9% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,891
shares
|
$1.82 Million
0.09% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,878
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
7,828
shares
|
$1.8 Million
0.82% of portfolio
|
Q4 2024
Added 177.69%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
7,796
shares
|
$1.79 Million
0.62% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,768
shares
|
$1.79 Million
0.34% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
7,696
shares
|
$1.77 Million
0.62% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,677
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
7,658
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,647
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.56%
|