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 |
---|---|---|---|---|---|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
4,778
shares
|
$953,832
0.02% of portfolio
|
Q2 2024
Added 0.13%
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,768
shares
|
$951,835
0.21% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
4,761
shares
|
$950,438
0.12% of portfolio
|
Q1 2024
Added 1.28%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
4,752
shares
|
$948,641
0.07% of portfolio
|
Q2 2024
Added 7.15%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$938,061
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,689
shares
|
$936,065
0.17% of portfolio
|
Q2 2024
Added 64.7%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
4,681
shares
|
$934,468
0.06% of portfolio
|
Q2 2024
Added 5.59%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,654
shares
|
$929,078
0.08% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
4,600
shares
|
$918,298
0.05% of portfolio
|
Q2 2024
Added 35.1%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 09, 2024 Q2 2024 |
4,556
shares
|
$909,514
0.02% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
4,543
shares
|
$906,919
0.08% of portfolio
|
Q2 2024
Added 13.69%
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,503
shares
|
$898,933
0.19% of portfolio
|
Q3 2024
Reduced 40.43%
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,468
shares
|
$891,946
0.08% of portfolio
|
Q3 2024
Added 4.34%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$890,549
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
4,453
shares
|
$888,952
0.01% of portfolio
|
Q2 2024
Added 8.8%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
4,434
shares
|
$885,159
0.01% of portfolio
|
Q2 2024
Added 34.2%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
4,429
shares
|
$884,161
0.02% of portfolio
|
Q1 2024
Added 44.25%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
4,429
shares
|
$884,161
0.02% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$881,765
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
4,415
shares
|
$881,366
0.08% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
4,374
shares
|
$873,181
0.2% of portfolio
|
Q2 2024
New holding
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
4,368
shares
|
$871,983
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
4,348
shares
|
$867,991
0.01% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$852,819
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,271
shares
|
$852,619
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|