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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,696
shares
|
$601,234
0.05% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,685
shares
|
$598,781
0.05% of portfolio
|
Q3 2024
Added 84.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,676
shares
|
$596,774
0.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,672
shares
|
$595,882
0.05% of portfolio
|
Q3 2024
Added 7996.97%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
2,654
shares
|
$591,868
0.05% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,601
shares
|
$580,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,590
shares
|
$577,595
0.06% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,572
shares
|
$573,581
0.01% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,571
shares
|
$573,358
0.05% of portfolio
|
Q4 2023
Reduced 53.27%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,564
shares
|
$571,797
0.08% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,564
shares
|
$571,797
0.28% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
2,564
shares
|
$571,797
0.12% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,555
shares
|
$569,790
0.1% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,533
shares
|
$564,884
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$562,654
0.04% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,498
shares
|
$557,078
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,495
shares
|
$556,409
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$551,949
0.02% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,453
shares
|
$547,043
0.04% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,450
shares
|
$546,374
0.05% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,449
shares
|
$546,151
0.03% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,444
shares
|
$545,036
0.12% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,435
shares
|
$543,029
0.18% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$535,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
2,375
shares
|
$529,648
0.12% of portfolio
|
Q2 2024
Added 30.14%
|