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 |
---|---|---|---|---|---|
Prosperitas Financial LLC
Valencia, CA |
Aug 05, 2024 Q2 2024 |
40,338
shares
|
$8.05 Million
2.51% of portfolio
|
Q2 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
39,166
shares
|
$7.82 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
39,152
shares
|
$7.82 Million
0.24% of portfolio
|
Q3 2022
Reduced 10.38%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 09, 2024 Q2 2024 |
39,111
shares
|
$7.81 Million
2.36% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
38,838
shares
|
$7.75 Million
0.15% of portfolio
|
Q2 2024
Reduced 11.23%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38,693
shares
|
$7.72 Million
2.95% of portfolio
|
Q4 2022
Added 30.35%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
38,183
shares
|
$7.62 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,676
shares
|
$7.52 Million
0.05% of portfolio
|
Q2 2024
Added 126.61%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
36,879
shares
|
$7.36 Million
0.48% of portfolio
|
Q2 2024
Reduced 56.1%
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
36,819
shares
|
$7.35 Million
1.83% of portfolio
|
Q2 2024
Added 5.42%
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
36,578
shares
|
$7.3 Million
0.46% of portfolio
|
Q2 2024
Added 1.7%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
36,196
shares
|
$7.23 Million
0.08% of portfolio
|
Q2 2024
Added 8.66%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
35,863
shares
|
$7.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
35,859
shares
|
$7.16 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
35,338
shares
|
$7.05 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
34,862
shares
|
$6.96 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
34,724
shares
|
$6.93 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
34,468
shares
|
$6.88 Million
2.37% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
34,280
shares
|
$6.84 Million
1.67% of portfolio
|
Q3 2024
Added 0.42%
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
33,993
shares
|
$6.79 Million
0.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
33,679
shares
|
$6.72 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
33,191
shares
|
$6.63 Million
6.73% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 23, 2024 Q2 2024 |
33,042
shares
|
$6.6 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
33,023
shares
|
$6.59 Million
0.2% of portfolio
|
Q2 2024
Added 7.62%
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
32,976
shares
|
$6.58 Million
0.93% of portfolio
|
Q3 2024
Added 1.91%
|