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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
180
shares
|
$41,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
180
shares
|
$41,688
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
175
shares
|
$40,530
0.0% of portfolio
|
Q2 2023
Reduced 60.23%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
175
shares
|
$40,530
0.01% of portfolio
|
Q1 2020
Reduced 94.87%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
175
shares
|
$40,530
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
174
shares
|
$40,298
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
165
shares
|
$38,214
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
163
shares
|
$37,750
0.0% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
161
shares
|
$37,287
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
147
shares
|
$34,045
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
145
shares
|
$33,582
0.0% of portfolio
|
Q4 2023
Reduced 35.56%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
145
shares
|
$33,582
0.02% of portfolio
|
Q1 2023
Reduced 47.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
145
shares
|
$33,582
0.02% of portfolio
|
Q4 2018
Added 935.71%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
142
shares
|
$32,887
0.01% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
141
shares
|
$32,655
0.0% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
138
shares
|
$31,960
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
136
shares
|
$31,497
0.0% of portfolio
|
Q4 2024
Reduced 29.17%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
130
shares
|
$30,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
125
shares
|
$28,950
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
123
shares
|
$28,486
0.0% of portfolio
|
Q3 2024
Added 127.78%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
122
shares
|
$28,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
120
shares
|
$27,792
0.01% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
110
shares
|
$25,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
110
shares
|
$25,476
0.01% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
109
shares
|
$25,244
0.01% of portfolio
|
Q3 2024
Reduced 59.48%
|