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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,209
shares
|
$3.16 Million
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,204
shares
|
$3.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,176
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
14,122
shares
|
$3.14 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,789
shares
|
$3.07 Million
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
13,755
shares
|
$3.06 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,724
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
13,674
shares
|
$3.04 Million
0.74% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
13,509
shares
|
$3 Million
0.68% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
13,370
shares
|
$2.97 Million
1.77% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
13,362
shares
|
$2.97 Million
7.09% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
13,321
shares
|
$2.96 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,307
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,279
shares
|
$2.95 Million
0.29% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,275
shares
|
$2.95 Million
0.1% of portfolio
|
Q3 2024
Added 131.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,272
shares
|
$2.95 Million
0.2% of portfolio
|
Q4 2022
Added 335.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,184
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,158
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
13,110
shares
|
$2.92 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,091
shares
|
$2.91 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,091
shares
|
$2.91 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
12,962
shares
|
$2.88 Million
1.42% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,850
shares
|
$2.86 Million
1.26% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
12,804
shares
|
$2.85 Million
2.26% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,454
shares
|
$2.77 Million
1.22% of portfolio
|
Q4 2023
Reduced 7.56%
|