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 |
---|---|---|---|---|---|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,265
shares
|
$851,421
0.02% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4,255
shares
|
$849,425
0.05% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,239
shares
|
$846,231
0.08% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
4,180
shares
|
$834,453
0.38% of portfolio
|
Q3 2024
Added 164.39%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
4,180
shares
|
$834,453
0.69% of portfolio
|
Q2 2024
Added 0.02%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
4,174
shares
|
$833,255
0.03% of portfolio
|
Q2 2024
Reduced 42.73%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,139
shares
|
$826,268
0.04% of portfolio
|
Q4 2022
Added 0.78%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,119
shares
|
$822,275
0.04% of portfolio
|
Q3 2024
Added 60.4%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,101
shares
|
$818,682
0.03% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
Independent Order Of Foresters
Toronto, A6 |
Jul 26, 2024 Q2 2024 |
4,100
shares
|
$818,483
0.46% of portfolio
|
Q1 2024
Reduced 53.35%
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Aug 08, 2024 Q2 2024 |
4,071
shares
|
$812,693
1.41% of portfolio
|
Q2 2023
Reduced 31.24%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
4,042
shares
|
$806,904
0.78% of portfolio
|
Q2 2024
New holding
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
4,035
shares
|
$805,507
0.01% of portfolio
|
Q2 2024
Reduced 17.48%
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
4,030
shares
|
$804,508
0.31% of portfolio
|
Q1 2020
Added 2.15%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
4,015
shares
|
$801,514
0.13% of portfolio
|
Q2 2024
Reduced 23.68%
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,007
shares
|
$799,917
0.46% of portfolio
|
Q3 2024
New holding
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
4,007
shares
|
$799,917
0.19% of portfolio
|
Q2 2023
Reduced 20.21%
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
4,000
shares
|
$798,520
0.5% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,975
shares
|
$793,529
0.22% of portfolio
|
Q3 2024
Added 2.19%
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
3,956
shares
|
$789,736
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,943
shares
|
$787,141
0.01% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
3,915
shares
|
$781,551
0.02% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
3,915
shares
|
$781,551
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,892
shares
|
$776,959
0.04% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
3,869
shares
|
$772,368
0.3% of portfolio
|
Q2 2023
Reduced 0.9%
|