Purchases and Sales Made in Q1 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.25K- 3.62% |
$204K - $263K
|
33.3K
$7.43M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$207K - $267K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.27K- 1.91% |
$208K - $268K
|
65.4K
$14.6M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 0.96% |
$209K - $269K
|
132K
$29.3M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.31KClosed |
$214K - $276K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.32K- 21.17% |
$216K - $278K
|
4.93K
$1.1M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.33KClosed |
$216K - $279K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.37KClosed |
$223K - $287K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.4K- 40.83% |
$228K - $294K
|
2.03K
$452K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.41K- 21.92% |
$229K - $296K
|
5.01K
$1.12M
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42KClosed |
$232K - $299K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.43KClosed |
$233K - $301K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.44K- 13.55% |
$235K - $303K
|
9.2K
$2.05M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.45K- 32.8% |
$236K - $304K
|
2.96K
$660K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.45KClosed |
$236K - $305K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-1.46KClosed |
$239K - $307K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 18.92% |
$239K - $308K
|
6.27K
$1.4M
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.47KClosed |
$239K - $308K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.49KClosed |
$243K - $313K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.51KClosed |
$247K - $318K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.51KClosed |
$247K - $318K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.52K- 37.59% |
$248K - $319K
|
2.52K
$562K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.54K- 58.41% |
$251K - $324K
|
1.1K
$244K
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.54KClosed |
$252K - $325K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.56K- 49.98% |
$254K - $327K
|
1.56K
$347K
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.56K- 13.67% |
$254K - $328K
|
9.84K
$2.2M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.57K- 1.13% |
$256K - $329K
|
137K
$30.7M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-1.57KClosed |
$256K - $330K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.6K- 34.87% |
$260K - $335K
|
2.98K
$664K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.6K- 2.56% |
$260K - $336K
|
60.8K
$13.6M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.65K- 56.9% |
$270K - $348K
|
1.25K
$279K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.68K- 9.44% |
$273K - $352K
|
16.1K
$3.58M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.68K- 35.09% |
$274K - $354K
|
3.11K
$694K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.68K- 23.91% |
$275K - $354K
|
5.36K
$1.19M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$275K - $355K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.69K- 38.79% |
$275K - $355K
|
2.66K
$594K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.69K- 25.03% |
$276K - $355K
|
5.06K
$1.13M
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 41.06% |
$277K - $358K
|
2.44K
$544K
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-1.73K- 58.85% |
$282K - $364K
|
1.21K
$270K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.74K- 1.99% |
$283K - $365K
|
85.6K
$19.1M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.77K- 35.43% |
$288K - $371K
|
3.22K
$717K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.78KClosed |
$291K - $375K
|
0
$0
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 53.13% |
$292K - $376K
|
1.58K
$352K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.8K- 15.0% |
$294K - $378K
|
10.2K
$2.27M
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.81K- 31.08% |
$296K - $381K
|
4.02K
$895K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.83K- 54.82% |
$299K - $385K
|
1.51K
$337K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.84K- 17.76% |
$301K - $388K
|
8.54K
$1.9M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.93KClosed |
$315K - $407K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.94KClosed |
$316K - $408K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.94K- 31.58% |
$317K - $408K
|
4.21K
$938K
|