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 1,341 institutions that hold shares in the stock, with a total of 76.7 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,213
shares
|
$742,010
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$739,008
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$738,546
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,193
shares
|
$737,391
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,188
shares
|
$736,236
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,165
shares
|
$730,925
0.01% of portfolio
|
Q3 2024
Added 61.81%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,163
shares
|
$730,463
0.21% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$727,461
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,144
shares
|
$726,075
0.04% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,142
shares
|
$725,613
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
3,138
shares
|
$724,689
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,123
shares
|
$721,225
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
3,122
shares
|
$720,994
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$717,068
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,088
shares
|
$713,142
0.18% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,084
shares
|
$712,218
0.11% of portfolio
|
Q4 2024
Added 109.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,079
shares
|
$711,064
0.04% of portfolio
|
Q4 2022
Reduced 9.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,072
shares
|
$709,447
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,071
shares
|
$709,216
0.06% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,063
shares
|
$707,369
0.27% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,057
shares
|
$705,983
0.48% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,057
shares
|
$705,983
0.17% of portfolio
|
Q4 2024
Added 128.65%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,038
shares
|
$701,595
0.04% of portfolio
|
Q3 2022
Added 11.36%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,034
shares
|
$700,671
0.14% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,009
shares
|
$694,898
0.22% of portfolio
|
Q4 2024
Added 0.17%
|