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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,708
shares
|
$394,445
0.01% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$394,214
0.02% of portfolio
|
Q3 2024
Added 35.37%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,702
shares
|
$393,059
0.03% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,699
shares
|
$392,367
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,681
shares
|
$388,210
0.17% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,681
shares
|
$388,210
0.04% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,681
shares
|
$388,210
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$387,979
0.0% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,677
shares
|
$387,286
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,677
shares
|
$387,286
0.01% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,662
shares
|
$383,822
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,649
shares
|
$380,820
0.0% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,641
shares
|
$378,972
0.13% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,641
shares
|
$378,972
0.21% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,634
shares
|
$377,355
0.14% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,629
shares
|
$376,201
0.01% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,622
shares
|
$374,584
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,621
shares
|
$374,353
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,621
shares
|
$374,353
0.02% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,616
shares
|
$373,199
0.02% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,602
shares
|
$369,965
0.01% of portfolio
|
Q3 2024
Reduced 96.22%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,593
shares
|
$367,887
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,593
shares
|
$367,887
0.02% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,591
shares
|
$367,425
0.02% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,588
shares
|
$366,732
0.03% of portfolio
|
Q4 2024
Added 0.19%
|