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 |
---|---|---|---|---|---|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
3,326
shares
|
$663,969
0.04% of portfolio
|
Q1 2024
Reduced 4.37%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
3,288
shares
|
$656,383
0.02% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
Signature Wealth Management Partners, LLC
|
Jul 15, 2024 Q2 2024 |
3,287
shares
|
$656,183
0.46% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
3,274
shares
|
$653,588
0.2% of portfolio
|
Q2 2024
Added 10.83%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Aug 02, 2024 Q2 2024 |
3,270
shares
|
$652,790
0.66% of portfolio
|
Q2 2024
Added 0.28%
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
3,264
shares
|
$651,592
0.03% of portfolio
|
Q2 2024
Added 4.99%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
3,220
shares
|
$642,808
0.2% of portfolio
|
Q2 2024
Added 7.05%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,213
shares
|
$641,411
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,198
shares
|
$638,416
0.01% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,188
shares
|
$636,420
0.05% of portfolio
|
Q4 2022
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,187
shares
|
$636,220
0.17% of portfolio
|
Q3 2024
Added 2.08%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Jul 31, 2024 Q2 2024 |
3,163
shares
|
$631,429
0.18% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,160
shares
|
$630,830
0.03% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
3,142
shares
|
$627,237
0.13% of portfolio
|
Q3 2024
Added 7.16%
|
|
Fenimore Asset Management Inc
|
Aug 14, 2024 Q2 2024 |
3,138
shares
|
$626,438
0.01% of portfolio
|
Q3 2023
New holding
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
3,123
shares
|
$623,444
0.15% of portfolio
|
Q1 2024
New holding
|
|
Mendel Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
3,106
shares
|
$620,050
0.37% of portfolio
|
Q2 2024
Added 7.77%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,105
shares
|
$619,851
0.14% of portfolio
|
Q1 2023
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,079
shares
|
$614,660
0.04% of portfolio
|
Q4 2022
Reduced 9.6%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,076
shares
|
$614,061
0.08% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,072
shares
|
$613,263
0.22% of portfolio
|
Q3 2023
New holding
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,070
shares
|
$612,864
0.13% of portfolio
|
Q1 2024
New holding
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
3,056
shares
|
$610,069
0.06% of portfolio
|
Q2 2024
Reduced 89.73%
|
|
Campbell Wealth Management
|
Aug 07, 2024 Q2 2024 |
3,042
shares
|
$607,274
0.18% of portfolio
|
Q2 2024
Added 27.01%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
3,040
shares
|
$606,875
0.03% of portfolio
|
Q4 2023
Reduced 8.71%
|