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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$1.08 Million
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,633
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,591
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,510
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 58.15%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,503
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 40.43%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,498
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,498
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,494
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,477
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$1.02 Million
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
4,441
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.45%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,433
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,429
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,422
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
4,368
shares
|
$1 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,362
shares
|
$999,639
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,350
shares
|
$996,889
0.07% of portfolio
|
Q3 2024
Reduced 57.05%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
4,329
shares
|
$992,076
0.56% of portfolio
|
Q4 2024
Added 306.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,316
shares
|
$989,097
0.21% of portfolio
|
Q4 2024
Added 179.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,286
shares
|
$982,222
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$979,014
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4,262
shares
|
$976,722
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
4,247
shares
|
$973,284
0.89% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
4,244
shares
|
$972,597
0.42% of portfolio
|
Q4 2024
Added 1.53%
|