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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,399
shares
|
$311,990
0.03% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,388
shares
|
$309,537
0.13% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,387
shares
|
$309,314
0.02% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,383
shares
|
$308,422
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,383
shares
|
$308,422
0.06% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,383
shares
|
$308,422
0.14% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,379
shares
|
$307,530
0.04% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,378
shares
|
$307,307
0.01% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,377
shares
|
$307,084
0.08% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,369
shares
|
$305,300
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$304,631
0.02% of portfolio
|
Q4 2023
Reduced 5.2%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,366
shares
|
$304,631
0.03% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,366
shares
|
$304,631
0.04% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,366
shares
|
$304,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,364
shares
|
$304,185
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,358
shares
|
$302,847
0.03% of portfolio
|
Q3 2024
Reduced 28.11%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,351
shares
|
$301,286
0.06% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,346
shares
|
$300,171
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,339
shares
|
$298,610
0.07% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,337
shares
|
$298,164
0.12% of portfolio
|
Q3 2024
Reduced 97.39%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,337
shares
|
$298,164
0.08% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,325
shares
|
$295,488
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,320
shares
|
$294,373
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
1,319
shares
|
$294,150
0.19% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
1,316
shares
|
$293,481
0.06% of portfolio
|
Q1 2024
New holding
|