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 1,416 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,427
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,388
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
6,304
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,300
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
6,300
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,253
shares
|
$1.41 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,248
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$1.4 Million
0.18% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,184
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
6,180
shares
|
$1.39 Million
0.16% of portfolio
|
Q1 2025
Reduced 65.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,174
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,139
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
6,138
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,130
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,126
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 90.92%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,095
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,094
shares
|
$1.37 Million
0.48% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,045
shares
|
$1.36 Million
2.11% of portfolio
|
Q3 2022
Added 27.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
6,044
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,023
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.51%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,006
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
5,989
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
5,986
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
5,962
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 9.29%
|