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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,865
shares
|
$638,923
0.21% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,862
shares
|
$638,254
0.02% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,860
shares
|
$637,808
0.01% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,859
shares
|
$637,585
0.11% of portfolio
|
Q2 2024
Reduced 95.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,836
shares
|
$632,456
0.02% of portfolio
|
Q3 2024
Reduced 74.4%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,820
shares
|
$628,888
0.05% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,819
shares
|
$628,665
0.04% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
2,819
shares
|
$628,665
0.29% of portfolio
|
Q3 2024
Added 120.92%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,817
shares
|
$628,219
0.05% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
2,791
shares
|
$622,420
0.11% of portfolio
|
Q3 2023
Added 4.57%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,784
shares
|
$620,859
0.49% of portfolio
|
Q3 2024
Added 76.43%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,783
shares
|
$620,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,779
shares
|
$619,744
0.22% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,771
shares
|
$617,960
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,770
shares
|
$617,737
0.04% of portfolio
|
Q4 2020
Reduced 19.48%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
2,765
shares
|
$616,622
0.05% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,742
shares
|
$611,493
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,740
shares
|
$611,047
0.1% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
2,730
shares
|
$608,817
0.26% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,729
shares
|
$608,594
0.33% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,726
shares
|
$607,925
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$605,472
0.0% of portfolio
|
Q3 2024
Added 128.15%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,712
shares
|
$604,803
0.01% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,711
shares
|
$604,580
0.14% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$602,127
0.36% of portfolio
|
Q1 2024
New holding
|