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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
4,368
shares
|
$974,107
0.07% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,362
shares
|
$972,769
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
4,355
shares
|
$971,208
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,350
shares
|
$970,093
0.07% of portfolio
|
Q3 2024
Reduced 57.05%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
4,329
shares
|
$965,410
0.56% of portfolio
|
Q4 2024
Added 306.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,286
shares
|
$955,820
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,272
shares
|
$952,698
0.13% of portfolio
|
Q3 2023
Added 1.45%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,271
shares
|
$952,475
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,265
shares
|
$951,137
0.02% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,239
shares
|
$945,339
0.08% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
4,180
shares
|
$932,181
0.38% of portfolio
|
Q3 2024
Added 164.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,142
shares
|
$923,707
0.08% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$923,038
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,119
shares
|
$918,578
0.04% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,117
shares
|
$918,132
0.01% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,105
shares
|
$915,456
0.02% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,101
shares
|
$914,564
0.03% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$914,341
0.0% of portfolio
|
Q3 2024
Reduced 77.67%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$914,341
0.47% of portfolio
|
Q1 2024
Reduced 53.35%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
4,100
shares
|
$914,341
0.53% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,034
shares
|
$899,622
0.5% of portfolio
|
Q3 2024
Added 29.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,030
shares
|
$898,730
0.31% of portfolio
|
Q1 2020
Added 2.15%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,007
shares
|
$893,601
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$892,040
0.01% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,975
shares
|
$886,464
0.22% of portfolio
|
Q3 2024
Added 2.19%
|