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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
2,551
shares
|
$509,256
0.02% of portfolio
|
Q2 2024
Added 81.82%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
2,533
shares
|
$505,662
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,524
shares
|
$503,866
0.02% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,498
shares
|
$498,675
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 12, 2024 Q2 2024 |
2,493
shares
|
$497,677
0.09% of portfolio
|
Q2 2024
Reduced 37.52%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,449
shares
|
$488,893
0.03% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
2,444
shares
|
$487,895
0.12% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,435
shares
|
$486,099
0.18% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,385
shares
|
$476,117
0.05% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
2,380
shares
|
$475,119
0.13% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
2,375
shares
|
$474,121
0.12% of portfolio
|
Q2 2024
Added 30.14%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,373
shares
|
$473,721
0.24% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
2,357
shares
|
$470,527
0.05% of portfolio
|
Q4 2023
Reduced 7.75%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,355
shares
|
$470,128
0.12% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,337
shares
|
$466,535
0.05% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
2,333
shares
|
$465,736
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
2,324
shares
|
$463,940
0.04% of portfolio
|
Q2 2024
Reduced 59.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
2,324
shares
|
$463,940
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 22, 2024 Q2 2024 |
2,311
shares
|
$461,344
0.0% of portfolio
|
Q1 2024
Reduced 19.59%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,310
shares
|
$461,145
0.11% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,306
shares
|
$460,346
0.02% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,300
shares
|
$459,149
0.02% of portfolio
|
Q2 2022
Reduced 27.88%
|
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
2,293
shares
|
$457,751
0.08% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
2,283
shares
|
$455,755
0.04% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
2,282
shares
|
$455,555
0.15% of portfolio
|
Q2 2024
New holding
|