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 |
---|---|---|---|---|---|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
2,791
shares
|
$557,167
0.11% of portfolio
|
Q3 2023
Added 4.57%
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,779
shares
|
$554,771
0.22% of portfolio
|
Q2 2024
Added 3.42%
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,770
shares
|
$552,975
0.04% of portfolio
|
Q4 2020
Reduced 19.48%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
2,770
shares
|
$552,975
0.01% of portfolio
|
Q2 2024
Reduced 36.92%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
2,759
shares
|
$550,779
0.02% of portfolio
|
Q2 2024
Added 0.22%
|
|
Meridian Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
2,740
shares
|
$546,986
0.1% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jul 29, 2024 Q2 2024 |
2,724
shares
|
$543,792
0.26% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,706
shares
|
$540,198
0.05% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
2,703
shares
|
$539,599
0.02% of portfolio
|
Q2 2024
New holding
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Jul 31, 2024 Q2 2024 |
2,700
shares
|
$539,001
0.35% of portfolio
|
Q1 2024
New holding
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,696
shares
|
$538,202
0.05% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
2,695
shares
|
$538,002
0.06% of portfolio
|
Q2 2024
Reduced 29.0%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,682
shares
|
$535,407
0.07% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
2,670
shares
|
$533,012
0.14% of portfolio
|
Q2 2024
Added 6.16%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
2,667
shares
|
$532,413
0.01% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
Joseph P. Lucia & Associates, LLC
|
Jul 24, 2024 Q2 2024 |
2,654
shares
|
$529,818
0.29% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Nadler Financial Group, Inc.
|
Jul 22, 2024 Q2 2024 |
2,648
shares
|
$528,620
0.06% of portfolio
|
Q4 2022
New holding
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,641
shares
|
$527,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
2,617
shares
|
$522,431
0.15% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
2,575
shares
|
$514,047
0.05% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Aug 08, 2024 Q2 2024 |
2,575
shares
|
$514,047
0.44% of portfolio
|
Q2 2024
New holding
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,571
shares
|
$513,248
0.05% of portfolio
|
Q4 2023
Reduced 53.27%
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,564
shares
|
$511,851
0.08% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
2,561
shares
|
$511,252
0.04% of portfolio
|
Q2 2024
Added 41.1%
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,555
shares
|
$510,054
0.1% of portfolio
|
Q2 2024
Reduced 6.38%
|