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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
31+ 0.21% |
$3.98K - $4.84K
|
15.1K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28+ 5.6% |
$3.59K - $4.37K
|
528
$97.9K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
28+ 0.93% |
$3.59K - $4.37K
|
3.04K
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.37% |
$3.21K - $3.9K
|
6.84K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
24+ 1.06% |
$3.08K - $3.75K
|
2.28K
$423K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
23New |
$2.95K - $3.59K
|
23
$4.26K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
20+ 0.22% |
$2.57K - $3.12K
|
9.16K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 1.67% |
$2.18K - $2.65K
|
1.03K
$191K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$1.93K - $2.34K
|
7.87K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
13+ 0.43% |
$1.67K - $2.03K
|
3.01K
$558K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 0.98% |
$1.54K - $1.87K
|
1.24K
$230K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 0.32% |
$1.54K - $1.87K
|
3.8K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12+ 0.99% |
$1.54K - $1.87K
|
1.23K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
11+ 0.32% |
$1.41K - $1.72K
|
3.48K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.3% |
$1.41K - $1.72K
|
3.73K
$691K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.56% |
$1.28K - $1.56K
|
1.8K
$333K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
10+ 1.59% |
$1.28K - $1.56K
|
640
$119K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.45% |
$1.28K - $1.56K
|
2.23K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9+ 0.51% |
$1.16K - $1.41K
|
1.76K
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 2.17% |
$1.16K - $1.41K
|
423
$78.4K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$899 - $1.09K
|
7
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6New |
$770 - $937
|
6
$1.11K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.38% |
$770 - $937
|
1.59K
$295K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6+ 0.92% |
$770 - $937
|
656
$122K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
6+ 0.46% |
$770 - $937
|
1.3K
$242K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
5+ 0.18% |
$642 - $781
|
2.78K
$516K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5+ 1.04% |
$642 - $781
|
487
$90.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4New |
$514 - $625
|
4
$742
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.3% |
$514 - $625
|
1.34K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 100.0% |
$514 - $625
|
8
$1.48K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.33% |
$385 - $468
|
902
$167K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$128 - $156
|
2.25K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$128 - $156
|
9.05K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.39% |
$128 - $156
|
73
$13.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.45% |
$128 - $156
|
223
$41.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$128 - $156
|
6.08K
$1.13M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 0.91% |
$128 - $156
|
109
$20.2K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.07% |
$128 - $156
|
1.49K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.11% |
$128 - $156
|
900
$167K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.1% |
$128 - $156
|
1K
$186K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 2.27% |
$128 - $156
|
43
$7.97K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 0.39% |
$514 - $625
|
1.02K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5- 12.82% |
$642 - $781
|
34
$6.3K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5- 0.04% |
$642 - $781
|
13.6K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.59% |
$770 - $937
|
85
$15.8K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.35% |
$1.03K - $1.25K
|
2.31K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8- 80.0% |
$1.03K - $1.25K
|
2
$371
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 4.62% |
$1.16K - $1.41K
|
186
$34.5K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 0.62% |
$1.28K - $1.56K
|
1.59K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-11- 0.84% |
$1.41K - $1.72K
|
1.3K
$242K
|