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 1,298 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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$6,776
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,776
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
29
shares
|
$6,550
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$6,550
0.0% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
28
shares
|
$6,324
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
27
shares
|
$6,098
0.0% of portfolio
|
Q3 2020
Added 200.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
27
shares
|
$6,098
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$5,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
25
shares
|
$5,647
0.0% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
24
shares
|
$5,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$4,517
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
20
shares
|
$4,517
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
17
shares
|
$3,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
13
shares
|
$2,936
0.0% of portfolio
|
Q2 2022
Reduced 62.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13
shares
|
$2,936
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
12
shares
|
$2,710
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
12
shares
|
$2,710
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
12
shares
|
$2,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
11
shares
|
$2,484
0.0% of portfolio
|
Q3 2024
Reduced 68.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
10
shares
|
$2,258
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$2,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,807
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6
shares
|
$1,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$1,129
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5
shares
|
$1,129
0.0% of portfolio
|
Q1 2022
Reduced 16.67%
|