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 |
|---|---|---|---|---|---|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
10,921
shares
|
$2.44 Million
1.74% of portfolio
|
Q2 2023
Reduced 26.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,911
shares
|
$2.43 Million
0.23% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,908
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,887
shares
|
$2.43 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,879
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
10,869
shares
|
$2.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
10,839
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,817
shares
|
$2.41 Million
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
10,804
shares
|
$2.41 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,776
shares
|
$2.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
10,745
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$2.38 Million
0.14% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,633
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,549
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
10,482
shares
|
$2.34 Million
0.82% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
10,449
shares
|
$2.33 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
10,445
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,274
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,972
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,961
shares
|
$2.22 Million
0.17% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,921
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Added 107.64%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
9,805
shares
|
$2.19 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
9,739
shares
|
$2.17 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,730
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,585
shares
|
$2.14 Million
0.87% of portfolio
|
Q2 2023
Added 47.33%
|