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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,010
shares
|
$448,250
0.09% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$447,135
0.01% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$446,020
0.14% of portfolio
|
Q3 2021
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,996
shares
|
$445,127
0.27% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
1,995
shares
|
$444,904
0.01% of portfolio
|
Q3 2024
Reduced 27.69%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
1,993
shares
|
$444,458
0.04% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,980
shares
|
$441,559
0.03% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,974
shares
|
$440,221
0.09% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,971
shares
|
$439,552
0.12% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
1,967
shares
|
$438,660
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,943
shares
|
$433,308
0.02% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,939
shares
|
$432,416
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
1,928
shares
|
$429,963
0.28% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,923
shares
|
$428,848
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,922
shares
|
$428,625
0.02% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$427,287
0.14% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,909
shares
|
$425,726
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
1,900
shares
|
$423,719
0.06% of portfolio
|
Q4 2022
Reduced 92.05%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
1,893
shares
|
$422,157
0.04% of portfolio
|
Q1 2024
Added 11.81%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,891
shares
|
$421,711
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,887
shares
|
$420,819
0.39% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,886
shares
|
$420,596
0.05% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,870
shares
|
$417,028
0.21% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,870
shares
|
$417,028
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,870
shares
|
$417,028
0.03% of portfolio
|
Q4 2023
New holding
|