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 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-752- 6.33% |
$129K - $139K
|
11.1K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-773- 3.32% |
$132K - $143K
|
22.5K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-775- 20.88% |
$132K - $143K
|
2.94K
$655K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-808- 24.88% |
$138K - $149K
|
2.44K
$544K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-814- 3.28% |
$139K - $151K
|
24K
$5.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-817- 3.17% |
$140K - $151K
|
25K
$5.57M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-817- 11.13% |
$140K - $151K
|
6.52K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-819- 10.1% |
$140K - $152K
|
7.29K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-819- 21.04% |
$140K - $152K
|
3.07K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-839- 19.87% |
$143K - $155K
|
3.38K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-840- 7.19% |
$144K - $155K
|
10.8K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-843- 3.49% |
$144K - $156K
|
23.3K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-845- 9.7% |
$144K - $156K
|
7.87K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-882- 2.26% |
$151K - $163K
|
38.2K
$8.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-898- 26.47% |
$153K - $166K
|
2.5K
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-906- 8.14% |
$155K - $168K
|
10.2K
$2.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-923- 3.43% |
$158K - $171K
|
26K
$5.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-927- 14.83% |
$158K - $172K
|
5.33K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-928- 7.6% |
$159K - $172K
|
11.3K
$2.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-939- 3.93% |
$160K - $174K
|
23K
$5.12M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.01K- 16.9% |
$172K - $187K
|
4.96K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.04K- 36.45% |
$178K - $193K
|
1.82K
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 27.9% |
$179K - $194K
|
2.71K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.17K- 45.49% |
$200K - $217K
|
1.4K
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.19K- 23.91% |
$204K - $221K
|
3.8K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.21K- 6.68% |
$206K - $224K
|
16.9K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.22K- 5.63% |
$209K - $226K
|
20.5K
$4.57M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.23K- 1.74% |
$211K - $228K
|
69.7K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 9.0% |
$211K - $229K
|
12.5K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 3.29% |
$220K - $238K
|
37.9K
$8.45M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 38.18% |
$223K - $241K
|
2.11K
$471K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.36K- 15.16% |
$232K - $251K
|
7.59K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.41K- 7.56% |
$240K - $260K
|
17.2K
$3.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 10.88% |
$244K - $264K
|
11.7K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.45K- 65.91% |
$248K - $268K
|
750
$167K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.45K- 3.66% |
$248K - $269K
|
38.2K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.53K- 86.47% |
$262K - $284K
|
240
$53.5K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.56K- 46.13% |
$266K - $288K
|
1.82K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 14.56% |
$272K - $295K
|
9.35K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.63K- 12.03% |
$278K - $301K
|
11.9K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.65K- 5.42% |
$282K - $305K
|
28.8K
$6.43M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.68K- 4.88% |
$286K - $310K
|
32.6K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.75K- 7.54% |
$300K - $325K
|
21.5K
$4.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.77K- 28.57% |
$302K - $327K
|
4.42K
$985K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.81K- 12.17% |
$309K - $335K
|
13.1K
$2.91M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.81K- 17.86% |
$310K - $336K
|
8.34K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.82K- 11.37% |
$311K - $337K
|
14.2K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.96K- 55.82% |
$334K - $362K
|
1.55K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05K- 57.26% |
$350K - $379K
|
1.53K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.07K- 25.82% |
$354K - $383K
|
5.95K
$1.33M
|