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 |
---|---|---|---|---|---|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,366
shares
|
$272,694
0.04% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,364
shares
|
$272,295
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
1,352
shares
|
$269,899
0.1% of portfolio
|
Q2 2024
Added 0.22%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
1,345
shares
|
$268,502
0.05% of portfolio
|
Q2 2024
Reduced 27.38%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
1,339
shares
|
$267,304
0.08% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
1,339
shares
|
$267,304
0.05% of portfolio
|
Q2 2024
Added 50.11%
|
|
Seelaus Asset Management LLC
|
Aug 13, 2024 Q2 2024 |
1,325
shares
|
$264,509
0.26% of portfolio
|
Q1 2024
Added 6.0%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
1,325
shares
|
$264,509
0.01% of portfolio
|
Q4 2023
New holding
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 12, 2024 Q2 2024 |
1,316
shares
|
$262,713
0.06% of portfolio
|
Q1 2024
New holding
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
1,315
shares
|
$262,513
0.06% of portfolio
|
Q2 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,314
shares
|
$262,313
0.02% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 01, 2024 Q2 2024 |
1,306
shares
|
$260,716
0.19% of portfolio
|
Q2 2024
Added 0.15%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,304
shares
|
$260,317
0.18% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
1,302
shares
|
$259,918
0.14% of portfolio
|
Q1 2024
Added 6.2%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
1,301
shares
|
$259,718
0.13% of portfolio
|
Q2 2024
Added 3.58%
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
1,300
shares
|
$259,519
0.18% of portfolio
|
Q1 2024
Added 1282.98%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,298
shares
|
$259,119
0.03% of portfolio
|
Q1 2024
Added 5.53%
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,295
shares
|
$258,520
0.08% of portfolio
|
Q3 2024
Added 4.44%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
1,281
shares
|
$255,726
0.06% of portfolio
|
Q2 2023
New holding
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,281
shares
|
$255,726
0.02% of portfolio
|
Q4 2020
New holding
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
1,281
shares
|
$255,726
0.03% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,277
shares
|
$254,927
0.03% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
1,277
shares
|
$254,927
0.14% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
1,273
shares
|
$254,128
0.05% of portfolio
|
Q2 2024
New holding
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
1,269
shares
|
$253,330
0.16% of portfolio
|
Q2 2024
Reduced 0.39%
|