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 1,300 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
12,113
shares
|
$2.7 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,087
shares
|
$2.7 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,082
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
12,070
shares
|
$2.69 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,039
shares
|
$2.68 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,998
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Added 65.42%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,901
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,874
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,840
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,776
shares
|
$2.63 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
11,704
shares
|
$2.61 Million
0.4% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
11,686
shares
|
$2.61 Million
0.98% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
11,646
shares
|
$2.6 Million
0.8% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
11,602
shares
|
$2.59 Million
0.76% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
11,521
shares
|
$2.57 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
11,412
shares
|
$2.54 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
11,391
shares
|
$2.54 Million
0.77% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
11,343
shares
|
$2.53 Million
1.22% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,322
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,192
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$2.48 Million
2.61% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
11,044
shares
|
$2.46 Million
0.32% of portfolio
|
Q1 2023
Added 2.99%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
11,034
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
11,015
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2024
Added 42.42%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,949
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.88%
|