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 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22- 0.12% |
$3.76K - $4.07K
|
18.2K
$4.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-24- 0.18% |
$4.1K - $4.44K
|
13.3K
$2.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-26- 5.39% |
$4.44K - $4.81K
|
456
$102K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-26- 1.61% |
$4.44K - $4.81K
|
1.58K
$353K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-27- 0.72% |
$4.61K - $5K
|
3.72K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-28- 1.43% |
$4.79K - $5.18K
|
1.93K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-28- 0.24% |
$4.79K - $5.18K
|
11.9K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 6.33% |
$4.79K - $5.18K
|
414
$92.3K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 1.18% |
$5.13K - $5.55K
|
2.51K
$559K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-30- 0.19% |
$5.13K - $5.55K
|
15.4K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-30- 0.4% |
$5.13K - $5.55K
|
7.53K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-32- 20.0% |
$5.47K - $5.92K
|
128
$28.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 2.9% |
$5.64K - $6.11K
|
1.1K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-33- 2.68% |
$5.64K - $6.11K
|
1.2K
$268K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-34- 1.13% |
$5.81K - $6.29K
|
2.98K
$665K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37- 2.34% |
$6.32K - $6.85K
|
1.55K
$345K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-38- 0.25% |
$6.49K - $7.03K
|
15.4K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-39- 3.13% |
$6.67K - $7.22K
|
1.21K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-40- 0.51% |
$6.84K - $7.4K
|
7.78K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-40- 1.74% |
$6.84K - $7.4K
|
2.26K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-41- 1.78% |
$7.01K - $7.59K
|
2.26K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-46- 2.3% |
$7.86K - $8.51K
|
1.95K
$436K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-46- 2.23% |
$7.86K - $8.51K
|
2.02K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-47- 2.11% |
$8.03K - $8.7K
|
2.18K
$486K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-48- 1.92% |
$8.2K - $8.88K
|
2.45K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-48- 3.44% |
$8.2K - $8.88K
|
1.35K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48- 50.0% |
$8.2K - $8.88K
|
48
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.83% |
$8.55K - $9.25K
|
6K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50- 1.49% |
$8.55K - $9.25K
|
3.3K
$737K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52- 1.34% |
$8.89K - $9.62K
|
3.83K
$854K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-56- 0.43% |
$9.57K - $10.4K
|
13.1K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-57- 2.56% |
$9.74K - $10.5K
|
2.17K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-58- 1.01% |
$9.91K - $10.7K
|
5.66K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-60- 3.0% |
$10.3K - $11.1K
|
1.94K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-60- 9.23% |
$10.3K - $11.1K
|
590
$132K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-62- 48.06% |
$10.6K - $11.5K
|
67
$14.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 4.78% |
$10.6K - $11.5K
|
1.24K
$276K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-64- 0.88% |
$10.9K - $11.8K
|
7.25K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-64- 0.24% |
$10.9K - $11.8K
|
27K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-65- 0.34% |
$11.1K - $12K
|
19.3K
$4.3M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-67- 3.95% |
$11.5K - $12.4K
|
1.63K
$363K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-69- 0.6% |
$11.8K - $12.8K
|
11.5K
$2.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-70- 3.42% |
$12K - $13K
|
1.98K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 3.91% |
$12K - $13K
|
1.72K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 37.84% |
$12K - $13K
|
115
$25.6K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-75- 1.51% |
$12.8K - $13.9K
|
4.89K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-76- 11.08% |
$13K - $14.1K
|
610
$136K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-80- 5.0% |
$13.7K - $14.8K
|
1.52K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-84- 3.07% |
$14.4K - $15.5K
|
2.65K
$591K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 6.55% |
$14.5K - $15.7K
|
1.21K
$271K
|