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 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.99K+ 18.3% |
$1.19M - $1.29M
|
45.2K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.83K+ 0.36% |
$1.17M - $1.26M
|
1.91M
$424M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 10.77% |
$1.16M - $1.25M
|
69.6K
$15.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.63KNew |
$1.13M - $1.23M
|
6.63K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.56K+ 8.46% |
$1.12M - $1.21M
|
84K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.17K+ 48.34% |
$1.05M - $1.14M
|
18.9K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6KNew |
$1.03M - $1.11M
|
6K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.7K+ 35.63% |
$974K - $1.05M
|
21.7K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.48KNew |
$937K - $1.01M
|
5.48K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.42K+ 170.32% |
$926K - $1M
|
8.6K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.36K+ 21.99% |
$917K - $992K
|
29.7K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.03K+ 17.8% |
$860K - $931K
|
33.3K
$7.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.99KNew |
$853K - $924K
|
4.99K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.66K+ 379.17% |
$796K - $862K
|
5.89K
$1.31M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.6KNew |
$787K - $852K
|
4.6K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.54KNew |
$776K - $840K
|
4.54K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.44K+ 0.33% |
$759K - $822K
|
1.36M
$302M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
4.33K+ 11.18% |
$739K - $801K
|
43K
$9.57M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.26K+ 1.91% |
$728K - $788K
|
227K
$50.5M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.26K+ 1.91% |
$728K - $788K
|
227K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.21KNew |
$719K - $779K
|
4.21K
$936K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$714K - $773K
|
4.18K
$929K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.13K+ 456.07% |
$706K - $765K
|
5.04K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.13K+ 16.19% |
$706K - $764K
|
29.6K
$6.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 49.51% |
$705K - $763K
|
12.5K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.04K+ 62.03% |
$691K - $748K
|
10.6K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.03KNew |
$688K - $745K
|
4.03K
$896K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4KNew |
$684K - $740K
|
4K
$890K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.99K+ 160.16% |
$682K - $738K
|
6.48K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.91KNew |
$668K - $723K
|
3.91K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.9K+ 28.68% |
$666K - $721K
|
17.5K
$3.89M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.89K+ 30.83% |
$664K - $719K
|
16.5K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.77K+ 18.08% |
$644K - $697K
|
24.6K
$5.47M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
3.61KNew |
$617K - $668K
|
3.61K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.59KNew |
$613K - $663K
|
3.59K
$797K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.51KNew |
$599K - $648K
|
3.51K
$779K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.48K+ 60.43% |
$595K - $644K
|
9.25K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.43K+ 15.58% |
$586K - $634K
|
25.4K
$5.66M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.42K+ 174.41% |
$585K - $633K
|
5.38K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.41KNew |
$582K - $630K
|
3.41K
$757K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.4KNew |
$581K - $629K
|
3.4K
$756K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.36K+ 72.33% |
$574K - $622K
|
8.01K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
3.29K+ 14.12% |
$563K - $609K
|
26.6K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.27K+ 2.46% |
$559K - $605K
|
136K
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.12KNew |
$534K - $578K
|
3.12K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.07KNew |
$525K - $568K
|
3.07K
$683K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.04KNew |
$519K - $562K
|
3.04K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.01KNew |
$514K - $557K
|
3.01K
$669K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.93K+ 29.55% |
$501K - $542K
|
12.9K
$2.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 11.69% |
$487K - $527K
|
27.2K
$6.06M
|