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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,677
shares
|
$373,987
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,676
shares
|
$373,764
0.0% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,671
shares
|
$372,649
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,662
shares
|
$370,642
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,649
shares
|
$367,743
0.0% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
1,644
shares
|
$366,628
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,641
shares
|
$365,959
0.13% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,634
shares
|
$364,398
0.14% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,621
shares
|
$361,499
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,616
shares
|
$360,384
0.02% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,612
shares
|
$359,492
0.02% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,602
shares
|
$357,262
0.01% of portfolio
|
Q3 2024
Reduced 96.22%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,591
shares
|
$354,808
0.02% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,590
shares
|
$354,585
0.07% of portfolio
|
Q3 2024
Added 146.13%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,585
shares
|
$353,470
0.03% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,574
shares
|
$351,017
0.06% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,556
shares
|
$347,003
0.03% of portfolio
|
Q3 2023
Reduced 5.12%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,555
shares
|
$346,780
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,547
shares
|
$344,996
0.05% of portfolio
|
Q2 2024
Reduced 66.61%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,544
shares
|
$344,327
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
1,542
shares
|
$343,881
0.07% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,538
shares
|
$342,989
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,521
shares
|
$339,198
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,517
shares
|
$338,306
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,516
shares
|
$338,083
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|