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 1,276 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
101
shares
|
$20,162
0.01% of portfolio
|
Q1 2023
Reduced 30.82%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
100
shares
|
$19,963
0.01% of portfolio
|
Q3 2024
Reduced 84.96%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
97
shares
|
$19,364
0.01% of portfolio
|
Q2 2023
New holding
|
|
Tower View Investment Management & Research LLC
|
Jul 26, 2024 Q2 2024 |
97
shares
|
$19,364
0.01% of portfolio
|
Q4 2023
Added 1.04%
|
|
Investment Research & Advisory Group, Inc.
|
Jul 30, 2024 Q2 2024 |
94
shares
|
$18,765
0.01% of portfolio
|
Q4 2021
New holding
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
90
shares
|
$17,966
0.01% of portfolio
|
Q4 2021
New holding
|
|
Cypress Capital, LLC
|
Aug 22, 2024 Q2 2024 |
90
shares
|
$17,966
0.0% of portfolio
|
Q2 2024
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
87
shares
|
$17,367
0.0% of portfolio
|
Q4 2020
New holding
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
80
shares
|
$15,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
80
shares
|
$15,970
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
80
shares
|
$15,970
0.0% of portfolio
|
Q2 2023
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
78
shares
|
$15,571
0.0% of portfolio
|
Q4 2023
New holding
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
78
shares
|
$15,571
0.01% of portfolio
|
Q3 2023
Reduced 49.02%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
77
shares
|
$15,371
0.01% of portfolio
|
Q2 2022
Added 5.48%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
76
shares
|
$15,171
0.0% of portfolio
|
Q4 2023
Reduced 85.95%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
75
shares
|
$14,972
0.03% of portfolio
|
Q2 2024
Reduced 91.11%
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
74
shares
|
$14,772
0.0% of portfolio
|
Q3 2024
Reduced 94.37%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
74
shares
|
$14,772
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
71
shares
|
$14,173
0.0% of portfolio
|
Q3 2024
Added 136.67%
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
70
shares
|
$13,974
0.0% of portfolio
|
Q3 2024
Added 32.08%
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
67
shares
|
$13,375
0.01% of portfolio
|
Q2 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
67
shares
|
$13,375
0.01% of portfolio
|
Q4 2023
New holding
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
66
shares
|
$13,175
0.0% of portfolio
|
Q2 2022
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
60
shares
|
$11,977
0.01% of portfolio
|
Q4 2023
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
60
shares
|
$11,977
0.0% of portfolio
|
Q2 2022
Added 61.67%
|