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 1,299 institutions that hold shares in the stock, with a total of 76.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,345
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,076
shares
|
$4.24 Million
2.8% of portfolio
|
Q3 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
18,940
shares
|
$4.21 Million
0.31% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
18,887
shares
|
$4.2 Million
1.43% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
18,827
shares
|
$4.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
18,417
shares
|
$4.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 23.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
18,091
shares
|
$4.02 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
18,057
shares
|
$4.02 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
18,057
shares
|
$4.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,011
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,985
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,971
shares
|
$4 Million
0.25% of portfolio
|
Q3 2024
Reduced 51.27%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
17,819
shares
|
$3.96 Million
0.33% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
17,545
shares
|
$3.9 Million
0.06% of portfolio
|
Q3 2024
Added 166.44%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
17,449
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
17,431
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Added 56.98%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
17,067
shares
|
$3.8 Million
1.7% of portfolio
|
Q3 2024
Reduced 63.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
16,870
shares
|
$3.75 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
16,797
shares
|
$3.74 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,766
shares
|
$3.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
16,600
shares
|
$3.69 Million
1.17% of portfolio
|
Q3 2023
Reduced 1.19%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
16,547
shares
|
$3.68 Million
0.09% of portfolio
|
Q3 2024
Reduced 25.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
16,394
shares
|
$3.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
16,384
shares
|
$3.64 Million
0.2% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
16,363
shares
|
$3.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|