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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
37,344
shares
|
$8.44 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
36,823
shares
|
$8.32 Million
0.27% of portfolio
|
Q3 2024
Added 67.06%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
36,690
shares
|
$8.29 Million
0.84% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
36,531
shares
|
$8.25 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
36,115
shares
|
$8.16 Million
0.8% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
35,863
shares
|
$8.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
34,724
shares
|
$7.84 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
34,551
shares
|
$7.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
34,280
shares
|
$7.74 Million
1.67% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
34,084
shares
|
$7.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
34,054
shares
|
$7.69 Million
4.79% of portfolio
|
Q3 2024
Reduced 76.7%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
34,004
shares
|
$7.68 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
33,993
shares
|
$7.68 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
|
$7.61 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
33,344
shares
|
$7.53 Million
0.11% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,340
shares
|
$7.53 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
33,191
shares
|
$7.5 Million
6.73% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
32,976
shares
|
$7.45 Million
0.93% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
32,891
shares
|
$7.43 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
32,596
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2022
Reduced 19.79%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
32,553
shares
|
$7.35 Million
0.46% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,856
shares
|
$7.2 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,606
shares
|
$7.14 Million
0.04% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,933
shares
|
$6.99 Million
1.73% of portfolio
|
Q1 2024
Reduced 34.74%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
30,920
shares
|
$6.98 Million
2.19% of portfolio
|
Q3 2024
Reduced 10.29%
|