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 |
---|---|---|---|---|---|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,863
shares
|
$771,170
0.11% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
3,848
shares
|
$768,176
0.1% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3,745
shares
|
$747,614
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,715
shares
|
$741,625
0.05% of portfolio
|
Q3 2022
Reduced 63.2%
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
3,707
shares
|
$740,028
0.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
3,645
shares
|
$727,651
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
3,638
shares
|
$726,253
0.07% of portfolio
|
Q2 2024
Reduced 92.38%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
3,616
shares
|
$721,862
0.06% of portfolio
|
Q2 2024
Reduced 15.22%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,595
shares
|
$717,669
0.05% of portfolio
|
Q4 2023
Added 52.01%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
3,587
shares
|
$716,072
0.03% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,563
shares
|
$711,281
0.05% of portfolio
|
Q3 2024
Added 11.83%
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
3,557
shares
|
$710,083
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
3,522
shares
|
$703,096
0.01% of portfolio
|
Q2 2024
New holding
|
|
Burford Brothers, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,504
shares
|
$699,503
0.37% of portfolio
|
Q2 2024
Added 3.85%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
3,493
shares
|
$697,307
0.02% of portfolio
|
Q2 2024
Added 8.51%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
3,460
shares
|
$690,719
0.03% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,456
shares
|
$689,921
0.09% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
3,455
shares
|
$689,721
0.31% of portfolio
|
Q2 2024
New holding
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
3,433
shares
|
$685,329
0.05% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
3,422
shares
|
$683,133
0.28% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
3,405
shares
|
$679,740
0.01% of portfolio
|
Q2 2024
Added 15.93%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,401
shares
|
$678,941
0.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 09, 2024 Q2 2024 |
3,396
shares
|
$677,943
0.17% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
3,375
shares
|
$673,751
0.01% of portfolio
|
Q2 2024
New holding
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
3,350
shares
|
$668,760
0.39% of portfolio
|
Q2 2022
New holding
|