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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
5,824
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
5,798
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2021
Added 85.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
5,765
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,758
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,749
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Added 67.46%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,701
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,680
shares
|
$1.31 Million
0.46% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,651
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
5,632
shares
|
$1.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,585
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2022
Reduced 5.74%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
5,556
shares
|
$1.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
5,554
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,523
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,475
shares
|
$1.26 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
5,455
shares
|
$1.26 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
5,427
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5,410
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,335
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,331
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,167
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,166
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|