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 1,336 institutions that hold shares in the stock, with a total of 76.6 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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,236
shares
|
$286,257
0.03% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,230
shares
|
$284,868
0.03% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,214
shares
|
$281,162
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,213
shares
|
$280,930
0.0% of portfolio
|
Q2 2024
Reduced 21.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,213
shares
|
$280,930
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,213
shares
|
$280,930
0.14% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$277,920
0.05% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,199
shares
|
$277,688
0.03% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,193
shares
|
$276,298
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
1,192
shares
|
$276,067
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,178
shares
|
$272,824
0.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,176
shares
|
$272,361
0.03% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,169
shares
|
$270,740
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
1,169
shares
|
$270,740
0.01% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,164
shares
|
$269,582
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,163
shares
|
$269,350
0.03% of portfolio
|
Q3 2024
Reduced 41.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,161
shares
|
$268,887
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$267,961
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$267,961
0.03% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,153
shares
|
$267,034
0.01% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,153
shares
|
$267,034
0.17% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
1,131
shares
|
$261,939
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,131
shares
|
$261,939
0.01% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,129
shares
|
$261,476
0.04% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,127
shares
|
$261,013
0.13% of portfolio
|
Q1 2023
Added 96.0%
|