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 1,276 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
7,080
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
7,038
shares
|
$1.4 Million
1.04% of portfolio
|
Q3 2024
Added 6.14%
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
7,037
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
6,993
shares
|
$1.4 Million
0.71% of portfolio
|
Q3 2024
Added 2.0%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
6,949
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2024
Added 0.89%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
6,891
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 17.55%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
6,848
shares
|
$1.37 Million
0.44% of portfolio
|
Q3 2024
Added 2.5%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Aug 27, 2024 Q2 2024 |
6,844
shares
|
$1.37 Million
0.67% of portfolio
|
Q2 2024
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
6,812
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
6,713
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
6,674
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2024
Added 1.15%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
6,660
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,657
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
6,655
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
6,649
shares
|
$1.33 Million
0.62% of portfolio
|
Q2 2024
Added 0.09%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
6,611
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2024
Reduced 14.73%
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
6,609
shares
|
$1.32 Million
0.57% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,571
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
6,558
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Kanawha Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
6,451
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
6,429
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
6,375
shares
|
$1.27 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,317
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
6,294
shares
|
$1.26 Million
0.55% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
6,278
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.95%
|