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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,943
shares
|
$448,716
0.02% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,940
shares
|
$448,023
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,939
shares
|
$447,792
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
1,928
shares
|
$445,252
0.28% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,926
shares
|
$444,790
0.05% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,923
shares
|
$444,097
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$442,481
0.14% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,911
shares
|
$441,326
0.06% of portfolio
|
Q4 2024
Added 66.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,909
shares
|
$440,864
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,901
shares
|
$439,016
0.01% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
1,900
shares
|
$438,786
0.06% of portfolio
|
Q4 2022
Reduced 92.05%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
1,892
shares
|
$436,938
0.08% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,887
shares
|
$435,783
0.39% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,886
shares
|
$435,552
0.05% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,870
shares
|
$431,857
0.21% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,870
shares
|
$431,857
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
1,870
shares
|
$431,857
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
1,867
shares
|
$431,164
0.29% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,866
shares
|
$430,934
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,860
shares
|
$429,548
0.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,854
shares
|
$428,162
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,852
shares
|
$427,700
0.01% of portfolio
|
Q4 2022
Added 10.11%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
1,843
shares
|
$425,622
0.04% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,842
shares
|
$425,391
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,831
shares
|
$422,851
0.09% of portfolio
|
Q3 2024
New holding
|