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 |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,027
shares
|
$229,031
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,017
shares
|
$226,801
0.01% of portfolio
|
Q3 2024
Reduced 70.88%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,005
shares
|
$224,125
0.01% of portfolio
|
Q1 2024
Added 905.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$223,010
0.02% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$223,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$223,010
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
998
shares
|
$222,563
0.03% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
976
shares
|
$217,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
955
shares
|
$212,974
0.0% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
945
shares
|
$210,744
0.03% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
943
shares
|
$210,298
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
929
shares
|
$207,176
0.0% of portfolio
|
Q3 2024
Reduced 43.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
928
shares
|
$206,953
0.0% of portfolio
|
Q3 2024
Reduced 47.66%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
913
shares
|
$203,608
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
913
shares
|
$203,608
0.14% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
907
shares
|
$202,270
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
885
shares
|
$197,363
0.09% of portfolio
|
Q4 2023
Added 7.27%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
875
shares
|
$195,133
0.04% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
869
shares
|
$193,795
0.14% of portfolio
|
Q2 2024
Added 213.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
860
shares
|
$191,788
0.06% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
840
shares
|
$187,328
0.05% of portfolio
|
Q3 2024
Added 35.7%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
810
shares
|
$180,638
0.06% of portfolio
|
Q2 2024
Added 161.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
808
shares
|
$180,192
0.0% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
768
shares
|
$171,271
0.01% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
736
shares
|
$164,135
0.0% of portfolio
|
Q2 2024
Added 10.51%
|