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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
3,956
shares
|
$882,227
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,952
shares
|
$881,335
0.07% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,943
shares
|
$879,328
0.01% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
3,915
shares
|
$873,084
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,906
shares
|
$871,077
0.27% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,892
shares
|
$867,954
0.04% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,888
shares
|
$867,062
0.06% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,869
shares
|
$862,825
0.31% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,863
shares
|
$861,487
0.11% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,855
shares
|
$859,703
0.02% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
3,844
shares
|
$857,250
0.35% of portfolio
|
Q3 2024
Reduced 43.83%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,844
shares
|
$857,250
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,835
shares
|
$855,243
0.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3,745
shares
|
$835,172
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,715
shares
|
$828,482
0.05% of portfolio
|
Q3 2022
Reduced 63.2%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
3,707
shares
|
$826,698
0.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,660
shares
|
$816,216
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
3,649
shares
|
$813,763
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,602
shares
|
$803,282
0.03% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
3,601
shares
|
$803,059
0.56% of portfolio
|
Q4 2024
Added 150.77%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,595
shares
|
$801,720
0.05% of portfolio
|
Q4 2023
Added 52.01%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,563
shares
|
$794,584
0.05% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
3,557
shares
|
$793,246
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
3,550
shares
|
$791,685
0.0% of portfolio
|
Q3 2024
Reduced 88.47%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,537
shares
|
$788,786
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|