Purchases and Sales Made in Q1 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-198- 5.83% |
$25.4K - $30.9K
|
3.2K
$721K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-198- 3.94% |
$25.4K - $30.9K
|
4.83K
$1.09M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-200- 5.0% |
$25.7K - $31.2K
|
3.8K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-207- 10.81% |
$26.6K - $32.3K
|
1.71K
$385K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 22.76% |
$27.1K - $32.9K
|
716
$162K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 26.67% |
$29.3K - $35.6K
|
627
$141K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-230- 0.63% |
$29.5K - $35.9K
|
36.3K
$8.19M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-230- 3.25% |
$29.5K - $35.9K
|
6.85K
$1.55M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-231- 1.06% |
$29.7K - $36.1K
|
21.6K
$4.87M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-237- 7.77% |
$30.4K - $37K
|
2.81K
$635K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-238- 1.43% |
$30.6K - $37.2K
|
16.4K
$3.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-239- 2.72% |
$30.7K - $37.3K
|
8.55K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-241- 7.89% |
$30.9K - $37.6K
|
2.82K
$635K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-242- 10.12% |
$31.1K - $37.8K
|
2.15K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-252- 12.88% |
$32.4K - $39.4K
|
1.71K
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-257- 5.46% |
$33K - $40.1K
|
4.45K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-257- 1.66% |
$33K - $40.1K
|
15.2K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-258- 0.09% |
$33.1K - $40.3K
|
289K
$65.1M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-260- 7.33% |
$33.4K - $40.6K
|
3.29K
$742K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-261- 6.22% |
$33.5K - $40.8K
|
3.93K
$887K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 5.08% |
$34.8K - $42.3K
|
5.07K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-272- 40.3% |
$34.9K - $42.5K
|
403
$90.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-272- 6.92% |
$34.9K - $42.5K
|
3.66K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-275- 20.06% |
$35.3K - $42.9K
|
1.1K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-275- 3.94% |
$35.3K - $42.9K
|
6.71K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-288- 4.5% |
$37K - $45K
|
6.11K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-290- 2.53% |
$37.2K - $45.3K
|
11.2K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-298- 11.33% |
$38.3K - $46.5K
|
2.33K
$526K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-300- 4.3% |
$38.5K - $46.8K
|
6.67K
$1.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 3.77% |
$38.5K - $46.8K
|
7.66K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-304- 10.14% |
$39K - $47.5K
|
2.7K
$608K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-310- 3.35% |
$39.8K - $48.4K
|
8.93K
$2.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-310- 9.84% |
$39.8K - $48.4K
|
2.84K
$641K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-312- 12.14% |
$40.1K - $48.7K
|
2.26K
$509K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-319- 9.42% |
$41K - $49.8K
|
3.07K
$692K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-331- 1.05% |
$42.5K - $51.7K
|
31.3K
$7.06M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-336- 6.35% |
$43.1K - $52.5K
|
4.96K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-339- 1.79% |
$43.5K - $52.9K
|
18.6K
$4.2M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-349- 20.68% |
$44.8K - $54.5K
|
1.34K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-355- 1.53% |
$45.6K - $55.4K
|
22.8K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-358Closed |
$46K - $55.9K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 25.12% |
$46.2K - $56.2K
|
1.07K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-371- 7.17% |
$47.6K - $57.9K
|
4.8K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-373- 1.37% |
$47.9K - $58.2K
|
26.8K
$6.04M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-375- 6.26% |
$48.1K - $58.6K
|
5.61K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-379- 12.81% |
$48.7K - $59.2K
|
2.58K
$582K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-388- 0.29% |
$49.8K - $60.6K
|
131K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-397- 2.52% |
$51K - $62K
|
15.4K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-406- 38.34% |
$52.1K - $63.4K
|
653
$147K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-419- 6.86% |
$53.8K - $65.4K
|
5.69K
$1.28M
|