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 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
217+ 135.63% |
$37.1K - $40.1K
|
377
$83.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
210+ 9.65% |
$35.9K - $38.9K
|
2.39K
$531K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
208+ 1.66% |
$35.5K - $38.5K
|
12.8K
$2.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
208+ 8.23% |
$35.5K - $38.5K
|
2.74K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
202+ 5.42% |
$34.5K - $37.4K
|
3.93K
$873K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
200+ 11.81% |
$34.2K - $37K
|
1.89K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
198New |
$33.8K - $36.6K
|
198
$44K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
194+ 16.43% |
$33.2K - $35.9K
|
1.38K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
188+ 723.08% |
$32.1K - $34.8K
|
214
$47.6K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
180+ 1.97% |
$30.8K - $33.3K
|
9.31K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
179+ 0.14% |
$30.6K - $33.1K
|
131K
$29.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
178+ 19.63% |
$30.4K - $32.9K
|
1.09K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
177+ 242.47% |
$30.2K - $32.7K
|
250
$55.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
175+ 5.67% |
$29.9K - $32.4K
|
3.26K
$725K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
174+ 14.32% |
$29.7K - $32.2K
|
1.39K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
170+ 1.35% |
$29.1K - $31.5K
|
12.8K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
167+ 1.48% |
$28.5K - $30.9K
|
11.5K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
165+ 3.67% |
$28.2K - $30.5K
|
4.67K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
163+ 2.22% |
$27.9K - $30.2K
|
7.51K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
160+ 26.58% |
$27.3K - $29.6K
|
762
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 10.98% |
$26.1K - $28.3K
|
1.55K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
152+ 1.18% |
$26K - $28.1K
|
13.1K
$2.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
150+ 5.82% |
$25.6K - $27.8K
|
2.73K
$607K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
145+ 5.03% |
$24.8K - $26.8K
|
3.03K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
144+ 124.14% |
$24.6K - $26.6K
|
260
$57.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
142+ 8.0% |
$24.3K - $26.3K
|
1.92K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.94% |
$23.9K - $25.9K
|
15K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 4.19% |
$23.4K - $25.3K
|
3.41K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
137+ 4.99% |
$23.4K - $25.3K
|
2.88K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
133New |
$22.7K - $24.6K
|
133
$29.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
133+ 4.94% |
$22.7K - $24.6K
|
2.83K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
126+ 3.88% |
$21.5K - $23.3K
|
3.37K
$750K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
124+ 4.01% |
$21.2K - $22.9K
|
3.22K
$716K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
123+ 3.55% |
$21K - $22.8K
|
3.59K
$797K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
122+ 8.83% |
$20.8K - $22.6K
|
1.5K
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
120+ 51.06% |
$20.5K - $22.2K
|
355
$78.9K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
114+ 2.45% |
$19.5K - $21.1K
|
4.77K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
113+ 2.28% |
$19.3K - $20.9K
|
5.07K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
108+ 3.59% |
$18.5K - $20K
|
3.12K
$693K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$17.3K - $18.7K
|
101
$22.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 2.31% |
$17.1K - $18.5K
|
4.44K
$986K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
100+ 0.43% |
$17.1K - $18.5K
|
23.6K
$5.25M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 47.62% |
$17.1K - $18.5K
|
310
$68.9K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
99+ 1.86% |
$16.9K - $18.3K
|
5.41K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
98+ 4.64% |
$16.7K - $18.1K
|
2.21K
$492K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
96+ 0.5% |
$16.4K - $17.8K
|
19.5K
$4.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
95+ 1.62% |
$16.2K - $17.6K
|
5.94K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
88+ 1.94% |
$15K - $16.3K
|
4.62K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
87+ 1.19% |
$14.9K - $16.1K
|
7.43K
$1.65M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
87+ 18.55% |
$14.9K - $16.1K
|
556
$124K
|