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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,875
shares
|
$658,863
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,860
shares
|
$655,426
0.01% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,836
shares
|
$649,926
0.02% of portfolio
|
Q3 2024
Reduced 74.4%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,819
shares
|
$646,030
0.04% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,817
shares
|
$645,571
0.06% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,811
shares
|
$644,196
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,810
shares
|
$643,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,802
shares
|
$642,134
0.07% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
2,791
shares
|
$639,613
0.11% of portfolio
|
Q3 2023
Added 4.57%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,784
shares
|
$638,009
0.49% of portfolio
|
Q3 2024
Added 76.43%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,783
shares
|
$637,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,781
shares
|
$637,321
0.02% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,779
shares
|
$636,863
0.21% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
2,770
shares
|
$634,800
0.0% of portfolio
|
Q4 2020
Reduced 19.48%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,765
shares
|
$633,655
0.23% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,740
shares
|
$627,925
0.1% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
2,730
shares
|
$625,634
0.26% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,729
shares
|
$625,404
0.33% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$622,196
0.0% of portfolio
|
Q3 2024
Added 128.15%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
2,714
shares
|
$621,967
0.13% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,712
shares
|
$621,509
0.01% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,711
shares
|
$621,279
0.14% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,704
shares
|
$619,675
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$618,759
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,696
shares
|
$617,842
0.05% of portfolio
|
Q2 2024
Reduced 7.64%
|