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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.16% |
$513 - $555
|
1.92K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.21% |
$513 - $555
|
1.46K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.19% |
$513 - $555
|
1.58K
$352K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$513 - $555
|
1.54K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.05% |
$342 - $370
|
3.99K
$890K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.04% |
$342 - $370
|
4.48K
$998K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.16% |
$342 - $370
|
1.26K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.15% |
$342 - $370
|
1.38K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.12% |
$342 - $370
|
1.62K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.03% |
$342 - $370
|
6.18K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.05% |
$171 - $185
|
1.84K
$410K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.62% |
$171 - $185
|
163
$36.4K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1+ 0.07% |
$171 - $185
|
1.53K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.25% |
$171 - $185
|
409
$91.2K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.46% |
$171 - $185
|
219
$48.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$171 - $185
|
421
$93.9K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$171 - $185
|
341
$76K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.02% |
$171 - $185
|
6.07K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.6% |
$171 - $185
|
166
$37K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- 0.01% |
$171 - $185
|
9.16K
$2.04M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.53% |
$513 - $555
|
567
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-3- 0.23% |
$513 - $555
|
1.32K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4- 0.33% |
$684 - $740
|
1.2K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 80.0% |
$684 - $740
|
1
$223
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4- 0.61% |
$684 - $740
|
650
$145K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4- 0.31% |
$684 - $740
|
1.27K
$284K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.22% |
$1.03K - $1.11K
|
2.72K
$606K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6- 0.22% |
$1.03K - $1.11K
|
2.76K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-6- 0.19% |
$1.03K - $1.11K
|
3.23K
$721K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$1.2K - $1.3K
|
4.34K
$968K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.23% |
$1.2K - $1.3K
|
3.07K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 1.25% |
$1.2K - $1.3K
|
552
$123K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.71% |
$1.37K - $1.48K
|
1.11K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-8- 0.61% |
$1.37K - $1.48K
|
1.3K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.19% |
$1.71K - $1.85K
|
5.26K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-10- 0.49% |
$1.71K - $1.85K
|
2.03K
$452K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-11- 0.8% |
$1.88K - $2.04K
|
1.37K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-11- 0.65% |
$1.88K - $2.04K
|
1.68K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-13- 0.02% |
$2.22K - $2.41K
|
53K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13- 0.94% |
$2.22K - $2.41K
|
1.37K
$304K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-14- 0.36% |
$2.39K - $2.59K
|
3.88K
$865K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.06% |
$2.39K - $2.59K
|
22.6K
$5.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-14- 0.42% |
$2.39K - $2.59K
|
3.34K
$744K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.14% |
$2.39K - $2.59K
|
10.2K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-19- 0.52% |
$3.25K - $3.52K
|
3.62K
$806K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-19- 1.7% |
$3.25K - $3.52K
|
1.1K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-20- 0.3% |
$3.42K - $3.7K
|
6.6K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.82% |
$3.42K - $3.7K
|
2.41K
$537K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-21- 4.73% |
$3.59K - $3.89K
|
423
$94.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 3.51% |
$3.76K - $4.07K
|
605
$135K
|