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 |
---|---|---|---|---|---|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
6,269
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
Fifth Lane Capital, LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,137
shares
|
$1.23 Million
1.66% of portfolio
|
Q2 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
6,127
shares
|
$1.22 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Grassi Investment Management
|
Jul 09, 2024 Q2 2024 |
6,094
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
6,069
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,045
shares
|
$1.21 Million
2.11% of portfolio
|
Q3 2022
Added 27.61%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Jul 23, 2024 Q2 2024 |
6,024
shares
|
$1.2 Million
0.43% of portfolio
|
Q2 2024
Added 0.03%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
6,022
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
6,018
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2024
Added 0.25%
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
5,986
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2024
Added 2.89%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,965
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 66.39%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
5,959
shares
|
$1.19 Million
0.28% of portfolio
|
Q2 2024
Added 11.86%
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
5,870
shares
|
$1.17 Million
0.55% of portfolio
|
Q3 2024
Added 2.59%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,860
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Added 15.04%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
5,826
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
5,798
shares
|
$1.16 Million
0.32% of portfolio
|
Q1 2021
Added 85.65%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,788
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
Added 1.05%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
5,763
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
5,748
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2024
Reduced 38.45%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
5,744
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2024
Reduced 57.75%
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
5,723
shares
|
$1.14 Million
0.93% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,658
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2024
Reduced 23.82%
|
|
First Business Financial Services, Inc.
|
Aug 02, 2024 Q2 2024 |
5,651
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
5,599
shares
|
$1.12 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.43%
|