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 |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
5,723
shares
|
$1.28 Million
0.93% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
5,711
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 147.12%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,701
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
5,651
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2022
Reduced 82.69%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,605
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2021
Reduced 7.43%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,585
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2022
Reduced 5.74%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,582
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,565
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,523
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,479
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
5,464
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5,410
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,331
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
5,287
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
5,282
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
5,233
shares
|
$1.17 Million
0.91% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,228
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,167
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,166
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
5,110
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,101
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Added 88.72%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
5,081
shares
|
$1.13 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,957
shares
|
$1.11 Million
0.33% of portfolio
|
Q3 2022
Reduced 18.3%
|