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 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 28.33% |
$14.5K - $15.7K
|
215
$47.9K
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-85- 3.64% |
$14.5K - $15.7K
|
2.25K
$502K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-87- 1.21% |
$14.9K - $16.1K
|
7.08K
$1.58M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-88- 3.14% |
$15K - $16.3K
|
2.71K
$605K
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-88- 7.07% |
$15K - $16.3K
|
1.16K
$258K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92- 8.75% |
$15.7K - $17K
|
959
$214K
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-92- 0.65% |
$15.7K - $17K
|
14K
$3.13M
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-95- 2.39% |
$16.2K - $17.6K
|
3.88K
$865K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-97- 0.2% |
$16.6K - $17.9K
|
47.7K
$10.6M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-99- 0.53% |
$16.9K - $18.3K
|
18.4K
$4.11M
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-100- 4.45% |
$17.1K - $18.5K
|
2.15K
$479K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100- 6.29% |
$17.1K - $18.5K
|
1.49K
$333K
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 5.23% |
$17.1K - $18.5K
|
1.81K
$404K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-101- 7.61% |
$17.3K - $18.7K
|
1.23K
$274K
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-101- 4.7% |
$17.3K - $18.7K
|
2.05K
$457K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-105- 4.89% |
$17.9K - $19.4K
|
2.04K
$455K
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 6.7% |
$18.8K - $20.4K
|
1.53K
$342K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-111- 2.1% |
$19K - $20.5K
|
5.18K
$1.15M
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-111- 5.34% |
$19K - $20.5K
|
1.97K
$439K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111- 1.55% |
$19K - $20.5K
|
7.07K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-112- 2.01% |
$19.1K - $20.7K
|
5.45K
$1.22M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-115- 8.36% |
$19.7K - $21.3K
|
1.26K
$281K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-115- 20.91% |
$19.7K - $21.3K
|
435
$97K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-115- 4.91% |
$19.7K - $21.3K
|
2.23K
$496K
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-116- 1.14% |
$19.8K - $21.5K
|
10K
$2.23M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-119- 35.95% |
$20.3K - $22K
|
212
$47.3K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-121- 9.33% |
$20.7K - $22.4K
|
1.18K
$262K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-124- 15.33% |
$21.2K - $22.9K
|
685
$153K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-128- 3.6% |
$21.9K - $23.7K
|
3.43K
$765K
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-129- 0.95% |
$22K - $23.9K
|
13.4K
$3M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-135- 6.93% |
$23.1K - $25K
|
1.81K
$404K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-137- 3.9% |
$23.4K - $25.3K
|
3.38K
$753K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-138- 0.12% |
$23.6K - $25.5K
|
119K
$26.5M
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-142- 7.49% |
$24.3K - $26.3K
|
1.75K
$391K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-143- 19.35% |
$24.4K - $26.5K
|
596
$133K
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.75% |
$24.6K - $26.6K
|
8.1K
$1.81M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 32.22% |
$24.8K - $26.8K
|
305
$68K
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-145- 1.71% |
$24.8K - $26.8K
|
8.33K
$1.86M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-147- 6.33% |
$25.1K - $27.2K
|
2.18K
$485K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-149- 2.56% |
$25.5K - $27.6K
|
5.68K
$1.27M
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 26.09% |
$25.6K - $27.8K
|
425
$94.8K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.18% |
$25.6K - $27.8K
|
12.5K
$2.79M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-150- 1.39% |
$25.6K - $27.8K
|
10.7K
$2.38M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-152- 4.37% |
$26K - $28.1K
|
3.33K
$742K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-152- 9.95% |
$26K - $28.1K
|
1.38K
$307K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-152- 1.04% |
$26K - $28.1K
|
14.5K
$3.24M
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-157- 0.95% |
$26.8K - $29K
|
16.4K
$3.66M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 2.57% |
$28.2K - $30.5K
|
6.25K
$1.39M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-167- 8.33% |
$28.5K - $30.9K
|
1.84K
$410K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-171- 12.23% |
$29.2K - $31.6K
|
1.23K
$274K
|