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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
91
shares
|
$20,236
0.0% of portfolio
|
Q3 2024
Added 71.7%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
90
shares
|
$20,014
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
87
shares
|
$19,347
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
87
shares
|
$19,347
0.0% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
80
shares
|
$17,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
80
shares
|
$17,790
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$17,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
78
shares
|
$17,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
78
shares
|
$17,345
0.01% of portfolio
|
Q3 2023
Reduced 49.02%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$17,123
0.01% of portfolio
|
Q3 2024
Reduced 62.62%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
77
shares
|
$17,123
0.01% of portfolio
|
Q2 2022
Added 5.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
76
shares
|
$16,900
0.0% of portfolio
|
Q4 2023
Reduced 85.95%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
74
shares
|
$16,456
0.0% of portfolio
|
Q3 2024
Reduced 94.37%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
74
shares
|
$16,456
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$16,456
0.0% of portfolio
|
Q3 2024
Reduced 56.47%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
71
shares
|
$15,788
0.0% of portfolio
|
Q3 2024
Added 136.67%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
70
shares
|
$15,566
0.0% of portfolio
|
Q3 2024
Added 32.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
69
shares
|
$15,344
0.03% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
67
shares
|
$14,899
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
66
shares
|
$14,677
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$14,677
0.0% of portfolio
|
Q3 2024
Reduced 90.39%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
64
shares
|
$14,232
0.0% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$13,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
60
shares
|
$13,342
0.0% of portfolio
|
Q2 2022
Added 61.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
60
shares
|
$13,342
0.01% of portfolio
|
Q3 2024
New holding
|