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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
9,583
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
9,565
shares
|
$2.13 Million
0.69% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,501
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
9,469
shares
|
$2.11 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
9,352
shares
|
$2.09 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2024
Added 48.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
9,253
shares
|
$2.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$2.05 Million
1.32% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,157
shares
|
$2.04 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
9,064
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 90.49%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,059
shares
|
$2.02 Million
0.19% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,046
shares
|
$2.02 Million
0.11% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
8,974
shares
|
$2 Million
0.69% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,966
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,960
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
8,955
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,953
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
8,850
shares
|
$1.97 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
8,847
shares
|
$1.97 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
8,723
shares
|
$1.95 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
8,695
shares
|
$1.94 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
8,633
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.91%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
8,603
shares
|
$1.92 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
8,538
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
8,534
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2023
Added 59.84%
|