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 1,299 institutions that hold shares in the stock, with a total of 76.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
727
shares
|
$162,128
0.01% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
725
shares
|
$161,682
0.01% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
716
shares
|
$159,675
0.11% of portfolio
|
Q1 2023
Reduced 22.76%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$156,107
0.06% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
687
shares
|
$153,207
0.05% of portfolio
|
Q2 2024
Added 12.62%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
684
shares
|
$152,538
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
683
shares
|
$152,315
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
672
shares
|
$149,862
0.04% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
672
shares
|
$149,862
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
659
shares
|
$146,963
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
651
shares
|
$145,179
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
643
shares
|
$143,395
0.0% of portfolio
|
Q3 2024
Added 309.55%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
641
shares
|
$142,949
0.05% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
640
shares
|
$142,726
0.05% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
639
shares
|
$142,503
0.01% of portfolio
|
Q3 2024
Added 194.47%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
628
shares
|
$140,050
0.04% of portfolio
|
Q1 2022
Reduced 97.29%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
608
shares
|
$135,590
0.1% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
594
shares
|
$132,467
0.02% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
593
shares
|
$132,244
0.01% of portfolio
|
Q2 2024
Added 487.13%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
580
shares
|
$129,345
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
575
shares
|
$128,230
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
573
shares
|
$127,784
0.0% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
573
shares
|
$127,784
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
552
shares
|
$123,101
0.01% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
550
shares
|
$122,655
0.06% of portfolio
|
Q4 2023
New holding
|