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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$780,758
0.0% of portfolio
|
Q3 2024
Added 66.63%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
3,467
shares
|
$773,175
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,460
shares
|
$771,614
0.12% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,456
shares
|
$770,722
0.09% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
3,433
shares
|
$765,593
0.05% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,412
shares
|
$760,910
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,401
shares
|
$758,457
0.03% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,388
shares
|
$755,557
0.03% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,362
shares
|
$749,759
0.64% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
3,350
shares
|
$747,083
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,326
shares
|
$741,731
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,287
shares
|
$733,033
0.48% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
3,264
shares
|
$727,904
0.03% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
3,244
shares
|
$723,444
0.3% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,214
shares
|
$716,754
0.02% of portfolio
|
Q3 2024
Reduced 48.19%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,213
shares
|
$716,531
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,205
shares
|
$714,747
0.04% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$713,632
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$713,185
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,188
shares
|
$710,955
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,187
shares
|
$710,732
0.17% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,167
shares
|
$706,272
0.16% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,165
shares
|
$705,826
0.01% of portfolio
|
Q3 2024
Added 61.81%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,163
shares
|
$705,380
0.21% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,160
shares
|
$704,711
0.03% of portfolio
|
Q3 2024
Reduced 15.03%
|