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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,276
shares
|
$525,619
0.27% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,266
shares
|
$523,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,263
shares
|
$522,617
0.05% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,260
shares
|
$521,924
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,256
shares
|
$521,000
0.0% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,231
shares
|
$515,227
0.04% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,230
shares
|
$514,996
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
2,225
shares
|
$513,841
0.13% of portfolio
|
Q4 2022
Reduced 16.98%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,223
shares
|
$513,379
0.11% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,213
shares
|
$511,070
0.04% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,202
shares
|
$508,529
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,202
shares
|
$508,529
0.02% of portfolio
|
Q4 2022
Reduced 9.9%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$508,068
0.08% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
2,193
shares
|
$506,451
0.2% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,191
shares
|
$505,989
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
2,191
shares
|
$505,989
0.04% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,180
shares
|
$503,449
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
2,175
shares
|
$502,294
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,174
shares
|
$502,063
0.21% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
2,158
shares
|
$498,368
0.13% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,153
shares
|
$497,213
0.01% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,149
shares
|
$496,290
0.01% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,123
shares
|
$490,285
0.08% of portfolio
|
Q2 2024
Added 20.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,117
shares
|
$488,899
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
2,113
shares
|
$487,976
0.05% of portfolio
|
Q4 2024
New holding
|