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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
396
shares
|
$88,062
0.02% of portfolio
|
Q3 2023
Reduced 32.42%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
393
shares
|
$87,395
0.06% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
392
shares
|
$87,172
0.02% of portfolio
|
Q4 2020
Added 26.45%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
390
shares
|
$86,728
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
387
shares
|
$86,061
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
385
shares
|
$85,616
0.0% of portfolio
|
Q1 2023
Reduced 74.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
377
shares
|
$83,837
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
375
shares
|
$83,392
0.01% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
372
shares
|
$82,725
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
371
shares
|
$82,502
0.01% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
364
shares
|
$80,946
0.02% of portfolio
|
Q3 2022
Reduced 23.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
360
shares
|
$80,056
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
345
shares
|
$76,721
0.02% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
342
shares
|
$76,053
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
342
shares
|
$76,053
0.0% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
342
shares
|
$76,053
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
327
shares
|
$72,718
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
324
shares
|
$72,051
0.01% of portfolio
|
Q2 2024
Added 15.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
323
shares
|
$71,828
0.01% of portfolio
|
Q3 2019
Reduced 55.45%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
322
shares
|
$71,606
0.02% of portfolio
|
Q2 2024
Reduced 29.39%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
317
shares
|
$70,494
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
317
shares
|
$70,494
0.0% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
313
shares
|
$69,604
0.01% of portfolio
|
Q2 2022
Reduced 52.21%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
302
shares
|
$67,158
0.01% of portfolio
|
Q3 2018
Reduced 22.76%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
300
shares
|
$66,714
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|