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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,199
shares
|
$267,388
0.03% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,199
shares
|
$267,388
0.03% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,196
shares
|
$266,719
0.02% of portfolio
|
Q3 2024
Reduced 34.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
1,192
shares
|
$265,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,191
shares
|
$265,604
0.01% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$263,820
0.09% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
1,180
shares
|
$263,151
0.16% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,169
shares
|
$260,698
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,164
shares
|
$259,583
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,163
shares
|
$259,360
0.03% of portfolio
|
Q3 2024
Reduced 41.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,161
shares
|
$258,914
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$258,022
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$258,022
0.03% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,155
shares
|
$257,576
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
1,146
shares
|
$255,569
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
1,131
shares
|
$252,224
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,131
shares
|
$252,224
0.01% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,129
shares
|
$251,778
0.04% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,127
shares
|
$251,332
0.13% of portfolio
|
Q1 2023
Added 96.0%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,117
shares
|
$249,102
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,116
shares
|
$248,879
0.02% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,115
shares
|
$248,656
0.02% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,114
shares
|
$248,433
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
1,100
shares
|
$245,311
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$245,311
0.0% of portfolio
|
Q1 2024
New holding
|