Purchases and Sales Made in Q1 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2024. 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 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$6.32K - $6.85K
|
37
$8.25K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
32+ 2.24% |
$5.47K - $5.92K
|
1.46K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
31+ 0.5% |
$5.3K - $5.74K
|
6.22K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
29+ 0.18% |
$4.96K - $5.37K
|
15.8K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
29+ 0.44% |
$4.96K - $5.37K
|
6.64K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 5.03% |
$4.61K - $5K
|
564
$126K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 11.25% |
$4.61K - $5K
|
267
$59.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 8.93% |
$4.44K - $4.81K
|
317
$70.7K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25+ 23.81% |
$4.27K - $4.63K
|
130
$29K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24+ 0.09% |
$4.1K - $4.44K
|
28.2K
$6.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
22+ 0.33% |
$3.76K - $4.07K
|
6.65K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 1.17% |
$3.76K - $4.07K
|
1.91K
$426K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 1.85% |
$3.76K - $4.07K
|
1.21K
$270K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 36.67% |
$3.76K - $4.07K
|
82
$18.3K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
21+ 0.04% |
$3.59K - $3.89K
|
53.8K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 1.63% |
$3.59K - $3.89K
|
1.31K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
21+ 1.78% |
$3.59K - $3.89K
|
1.2K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 1.47% |
$3.59K - $3.89K
|
1.45K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21+ 1.0% |
$3.59K - $3.89K
|
2.12K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 5.81% |
$3.42K - $3.7K
|
364
$81.2K
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
20+ 0.24% |
$3.42K - $3.7K
|
8.19K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20+ 1.96% |
$3.42K - $3.7K
|
1.04K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 8.23% |
$3.42K - $3.7K
|
263
$58.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19+ 0.71% |
$3.25K - $3.52K
|
2.69K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
19+ 47.5% |
$3.25K - $3.52K
|
59
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18+ 51.43% |
$3.08K - $3.33K
|
53
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
17+ 1.05% |
$2.91K - $3.15K
|
1.63K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16+ 0.64% |
$2.73K - $2.96K
|
2.52K
$561K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 27.12% |
$2.73K - $2.96K
|
75
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 3.35% |
$2.39K - $2.59K
|
432
$96.3K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.52% |
$2.05K - $2.22K
|
2.31K
$514K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12New |
$2.05K - $2.22K
|
12
$2.68K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12+ 0.4% |
$2.05K - $2.22K
|
3.01K
$672K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12+ 0.24% |
$2.05K - $2.22K
|
5.07K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.17% |
$1.88K - $2.04K
|
6.47K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.61% |
$1.88K - $2.04K
|
1.81K
$404K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
10+ 0.14% |
$1.71K - $1.85K
|
7.11K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10+ 0.18% |
$1.71K - $1.85K
|
5.69K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.26% |
$1.37K - $1.48K
|
3.09K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.72% |
$1.2K - $1.3K
|
264
$58.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 23.33% |
$1.2K - $1.3K
|
37
$8.25K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.2% |
$1.03K - $1.11K
|
3.03K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$855 - $925
|
4.66K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$855 - $925
|
2.17K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 0.15% |
$855 - $925
|
3.45K
$769K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.13% |
$855 - $925
|
3.89K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$855 - $925
|
3.62K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4+ 0.28% |
$684 - $740
|
1.44K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.08% |
$684 - $740
|
4.83K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$684 - $740
|
9.13K
$2.04M
|