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 |
---|---|---|---|---|---|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,038
shares
|
$606,475
0.04% of portfolio
|
Q3 2022
Added 11.36%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
3,030
shares
|
$604,878
0.08% of portfolio
|
Q2 2024
New holding
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
3,013
shares
|
$601,485
0.06% of portfolio
|
Q1 2024
Added 0.4%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
3,007
shares
|
$600,287
0.03% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
2,982
shares
|
$595,296
0.04% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,981
shares
|
$595,097
0.07% of portfolio
|
Q2 2024
New holding
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
2,978
shares
|
$594,498
0.08% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
2,961
shares
|
$591,104
0.13% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
2,959
shares
|
$590,705
0.04% of portfolio
|
Q2 2024
New holding
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
2,955
shares
|
$589,906
0.05% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
2,949
shares
|
$588,708
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,943
shares
|
$587,511
0.18% of portfolio
|
Q3 2023
New holding
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,940
shares
|
$586,912
0.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
2,918
shares
|
$582,520
0.18% of portfolio
|
Q2 2024
New holding
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,909
shares
|
$580,723
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
2,897
shares
|
$578,328
0.01% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
2,895
shares
|
$577,928
0.04% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,875
shares
|
$573,936
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
2,874
shares
|
$573,736
0.01% of portfolio
|
Q2 2024
Added 7.68%
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,865
shares
|
$571,939
0.21% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,859
shares
|
$570,742
0.11% of portfolio
|
Q2 2024
Reduced 95.27%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
2,846
shares
|
$568,146
0.02% of portfolio
|
Q2 2024
Added 23.1%
|
|
Leuthold Group, LLC
|
Aug 12, 2024 Q2 2024 |
2,831
shares
|
$565,152
0.06% of portfolio
|
Q1 2024
Added 2.42%
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
2,819
shares
|
$562,756
0.29% of portfolio
|
Q3 2024
Added 120.92%
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
2,816
shares
|
$562,158
0.27% of portfolio
|
Q2 2024
Reduced 12.87%
|