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
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 12.89% |
$14.9K - $16.1K
|
762
$169K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
86+ 1.39% |
$14.7K - $15.9K
|
6.26K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
83+ 1.52% |
$14.2K - $15.4K
|
5.54K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
81+ 9.54% |
$13.8K - $15K
|
930
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 7.19% |
$13.7K - $14.8K
|
1.19K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
79+ 0.09% |
$13.5K - $14.6K
|
85.2K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
77+ 6.58% |
$13.2K - $14.2K
|
1.25K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
77+ 1.14% |
$13.2K - $14.2K
|
6.81K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 6.2% |
$13K - $14.1K
|
1.3K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 1.19% |
$12.8K - $13.9K
|
6.38K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
75+ 6.0% |
$12.8K - $13.9K
|
1.33K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
74+ 0.34% |
$12.6K - $13.7K
|
21.8K
$4.85M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
74+ 5.43% |
$12.6K - $13.7K
|
1.44K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
73+ 20.51% |
$12.5K - $13.5K
|
429
$95.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
70+ 3.45% |
$12K - $13K
|
2.1K
$467K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
69+ 2.41% |
$11.8K - $12.8K
|
2.93K
$651K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
68+ 57.14% |
$11.6K - $12.6K
|
187
$41.6K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
68+ 5.53% |
$11.6K - $12.6K
|
1.3K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
67+ 2.42% |
$11.5K - $12.4K
|
2.83K
$630K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 125.0% |
$11.1K - $12K
|
117
$26K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
65+ 3.02% |
$11.1K - $12K
|
2.22K
$493K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
64+ 3.48% |
$10.9K - $11.8K
|
1.9K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 1.28% |
$10.3K - $11.1K
|
4.76K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
60+ 3.29% |
$10.3K - $11.1K
|
1.89K
$419K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
60+ 27.65% |
$10.3K - $11.1K
|
277
$61.6K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
60+ 3.29% |
$10.3K - $11.1K
|
1.89K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
60+ 3.02% |
$10.3K - $11.1K
|
2.05K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
59+ 3.22% |
$10.1K - $10.9K
|
1.89K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58New |
$9.91K - $10.7K
|
58
$12.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 11.42% |
$9.74K - $10.5K
|
556
$124K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 0.19% |
$9.74K - $10.5K
|
30.7K
$6.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
54+ 216.0% |
$9.23K - $9.99K
|
79
$17.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
53+ 0.71% |
$9.06K - $9.81K
|
7.5K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
52+ 0.02% |
$8.89K - $9.62K
|
219K
$48.6M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
52+ 0.5% |
$8.89K - $9.62K
|
10.5K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.55K - $9.25K
|
50
$11.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.2K - $8.88K
|
48
$10.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
48+ 5.93% |
$8.2K - $8.88K
|
858
$191K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
48+ 7.0% |
$8.2K - $8.88K
|
734
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
48+ 3.58% |
$8.2K - $8.88K
|
1.39K
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
47+ 27.49% |
$8.03K - $8.7K
|
218
$48.5K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
46+ 0.96% |
$7.86K - $8.51K
|
4.84K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
45+ 0.68% |
$7.69K - $8.33K
|
6.65K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45+ 2.0% |
$7.69K - $8.33K
|
2.3K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 2.21% |
$7.52K - $8.14K
|
2.04K
$453K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
44New |
$7.52K - $8.14K
|
44
$9.78K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
42+ 4.61% |
$7.18K - $7.77K
|
954
$212K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.1% |
$6.84K - $7.4K
|
38.2K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39+ 0.49% |
$6.67K - $7.22K
|
7.92K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
37+ 2.09% |
$6.32K - $6.85K
|
1.81K
$403K
|