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 1,424 institutions that hold shares in the stock, with a total of 80.4 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$5,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
25
shares
|
$5,677
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
25
shares
|
$5,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24
shares
|
$5,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
23
shares
|
$5,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
23
shares
|
$5,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
20
shares
|
$4,542
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
20
shares
|
$4,542
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
20
shares
|
$4,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
18
shares
|
$4,087
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
17
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
17
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
14
shares
|
$3,179
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
14
shares
|
$3,179
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,952
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
12
shares
|
$2,725
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
12
shares
|
$2,725
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
12
shares
|
$2,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
10
shares
|
$2,271
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
7
shares
|
$1,589
0.0% of portfolio
|
Q4 2024
Reduced 88.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5
shares
|
$1,135
0.0% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
5
shares
|
$1,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
4
shares
|
$908
0.0% of portfolio
|
Q4 2024
New holding
|