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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,101
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 88.72%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,098
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,078
shares
|
$1.17 Million
1.01% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,065
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,990
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,956
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
4,955
shares
|
$1.14 Million
0.49% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,942
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,929
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
4,926
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2024
Reduced 45.11%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
4,924
shares
|
$1.13 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
4,911
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,908
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,899
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
4,879
shares
|
$1.12 Million
0.69% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,817
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
4,804
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,752
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 56.83%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,741
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
4,727
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2024
New holding
|