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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,956
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,929
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,915
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,908
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,839
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,817
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
4,804
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.94%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,768
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,752
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Added 56.83%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,741
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,699
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2024
Added 96.04%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,654
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
4,599
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Reduced 48.85%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,588
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,556
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,503
shares
|
$1 Million
0.19% of portfolio
|
Q3 2024
Reduced 40.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,498
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,468
shares
|
$996,408
0.08% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,461
shares
|
$994,847
0.45% of portfolio
|
Q2 2023
Added 6.49%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
4,441
shares
|
$990,387
0.0% of portfolio
|
Q3 2024
Reduced 94.45%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,433
shares
|
$988,603
0.05% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,422
shares
|
$986,150
0.06% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,417
shares
|
$985,035
0.09% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
4,395
shares
|
$980,128
0.39% of portfolio
|
Q3 2024
Reduced 15.48%
|