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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$392,720
0.01% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,756
shares
|
$391,605
0.47% of portfolio
|
Q3 2023
Reduced 27.02%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
1,753
shares
|
$390,936
0.18% of portfolio
|
Q1 2024
Reduced 7.49%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
1,751
shares
|
$390,490
0.05% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
1,750
shares
|
$390,267
0.04% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,747
shares
|
$389,598
0.01% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,747
shares
|
$389,598
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,744
shares
|
$388,929
0.15% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,744
shares
|
$388,929
0.08% of portfolio
|
Q3 2024
Added 29.96%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,741
shares
|
$388,260
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,739
shares
|
$387,814
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,725
shares
|
$384,692
0.04% of portfolio
|
Q3 2024
Reduced 78.99%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
1,719
shares
|
$383,354
0.26% of portfolio
|
Q3 2024
Added 45.55%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
1,716
shares
|
$382,685
0.08% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,715
shares
|
$382,462
0.27% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
1,711
shares
|
$381,570
0.04% of portfolio
|
Q2 2024
Added 25.72%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,710
shares
|
$381,347
0.03% of portfolio
|
Q4 2023
Added 26.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,709
shares
|
$381,124
0.09% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,708
shares
|
$380,901
0.13% of portfolio
|
Q1 2023
Reduced 10.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$380,678
0.02% of portfolio
|
Q3 2024
Added 35.37%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,702
shares
|
$379,563
0.03% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,690
shares
|
$376,886
0.21% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
1,688
shares
|
$376,440
0.02% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,681
shares
|
$374,879
0.04% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$374,656
0.0% of portfolio
|
Q3 2024
Reduced 21.27%
|