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 1,416 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
417
shares
|
$91,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
416
shares
|
$91,183
0.02% of portfolio
|
Q1 2025
Added 106.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
400
shares
|
$87,676
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
396
shares
|
$86,799
0.02% of portfolio
|
Q3 2023
Reduced 32.42%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
394
shares
|
$86,360
0.08% of portfolio
|
Q1 2025
Reduced 84.52%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
392
shares
|
$85,922
0.02% of portfolio
|
Q4 2020
Added 26.45%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
390
shares
|
$85,484
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
387
shares
|
$84,826
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
385
shares
|
$84,388
0.0% of portfolio
|
Q1 2023
Reduced 74.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
377
shares
|
$82,634
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
375
shares
|
$82,196
0.03% of portfolio
|
Q1 2025
Added 37400.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
374
shares
|
$81,977
0.03% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
372
shares
|
$81,538
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
371
shares
|
$81,319
0.01% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
356
shares
|
$78,031
0.02% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
351
shares
|
$76,935
0.01% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
350
shares
|
$76,716
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
344
shares
|
$75,401
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
341
shares
|
$74,743
0.01% of portfolio
|
Q2 2025
Reduced 97.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
340
shares
|
$74,524
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
339
shares
|
$74,305
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
337
shares
|
$73,867
0.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
327
shares
|
$71,675
0.03% of portfolio
|
Q1 2025
Reduced 37.95%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
325
shares
|
$71,236
0.02% of portfolio
|
Q1 2025
Reduced 85.39%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
324
shares
|
$71,017
0.01% of portfolio
|
Q2 2024
Added 15.71%
|