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 1,417 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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,233
0.0% of portfolio
|
Q2 2022
Reduced 95.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
33
shares
|
$7,233
0.0% of portfolio
|
Q4 2024
Reduced 98.76%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
33
shares
|
$7,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
31
shares
|
$6,794
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
31
shares
|
$6,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
31
shares
|
$6,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$6,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
30
shares
|
$6,575
0.0% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,356
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
29
shares
|
$6,356
0.0% of portfolio
|
Q1 2025
Added 1350.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
28
shares
|
$6,137
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
27
shares
|
$5,918
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
27
shares
|
$5,918
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
25
shares
|
$5,479
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
25
shares
|
$5,479
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$5,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20
shares
|
$4,383
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
20
shares
|
$4,383
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
19
shares
|
$4,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
18
shares
|
$3,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
18
shares
|
$3,945
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$3,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$3,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
14
shares
|
$3,068
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|