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 |
---|---|---|---|---|---|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
31
shares
|
$6,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
31
shares
|
$6,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
29
shares
|
$5,789
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$5,789
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
28
shares
|
$5,589
0.0% of portfolio
|
Q2 2021
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
28
shares
|
$5,589
0.0% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
Eukles Asset Management
|
Aug 01, 2024 Q2 2024 |
27
shares
|
$5,390
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
27
shares
|
$5,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
25
shares
|
$4,990
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
25
shares
|
$4,990
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
24
shares
|
$4,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,992
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
20
shares
|
$3,992
0.0% of portfolio
|
Q4 2023
Reduced 84.0%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Aug 01, 2024 Q2 2024 |
20
shares
|
$3,992
0.0% of portfolio
|
Q3 2020
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
18
shares
|
$3,593
0.0% of portfolio
|
Q2 2024
Reduced 51.35%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
17
shares
|
$3,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
14
shares
|
$2,794
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
13
shares
|
$2,595
0.0% of portfolio
|
Q2 2022
Reduced 62.86%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,595
0.0% of portfolio
|
Q2 2023
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
12
shares
|
$2,395
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
12
shares
|
$2,395
0.0% of portfolio
|
Q2 2023
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
11
shares
|
$2,195
0.0% of portfolio
|
Q3 2024
Reduced 68.57%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
10
shares
|
$1,996
0.0% of portfolio
|
Q4 2021
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,597
0.0% of portfolio
|
Q4 2022
New holding
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
6
shares
|
$1,197
0.0% of portfolio
|
Q2 2024
New holding
|