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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
8,522
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,474
shares
|
$1.89 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,332
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2024
Added 139.01%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,238
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
8,231
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,154
shares
|
$1.82 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,125
shares
|
$1.81 Million
0.36% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,116
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.47%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
8,091
shares
|
$1.8 Million
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
8,088
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,946
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
7,891
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,873
shares
|
$1.76 Million
0.22% of portfolio
|
Q3 2024
Reduced 88.48%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
7,821
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
7,820
shares
|
$1.74 Million
0.46% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
7,796
shares
|
$1.74 Million
0.62% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
7,775
shares
|
$1.73 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,768
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
7,715
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
7,682
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
7,658
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,647
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,636
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,599
shares
|
$1.69 Million
1.4% of portfolio
|
Q3 2024
Reduced 8.61%
|