Purchases and Sales Made in Q2 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-187- 1.07% |
$26.8K - $31.8K
|
17.3K
$3.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-187- 41.19% |
$26.8K - $31.8K
|
267
$59.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-190- 2.41% |
$27.3K - $32.3K
|
7.68K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-198- 4.08% |
$28.4K - $33.6K
|
4.66K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-198- 20.14% |
$28.4K - $33.6K
|
785
$175K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-201- 37.22% |
$28.9K - $34.1K
|
339
$75.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-205- 0.83% |
$29.4K - $34.8K
|
24.5K
$5.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-205- 8.98% |
$29.4K - $34.8K
|
2.08K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-207- 0.93% |
$29.7K - $35.2K
|
22K
$4.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-207- 4.85% |
$29.7K - $35.2K
|
4.07K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 5.73% |
$30.9K - $36.5K
|
3.54K
$789K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-215- 16.1% |
$30.9K - $36.5K
|
1.12K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-218- 10.89% |
$31.3K - $37K
|
1.78K
$398K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-218- 8.46% |
$31.3K - $37K
|
2.36K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226- 6.14% |
$32.4K - $38.4K
|
3.46K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-229- 2.12% |
$32.9K - $38.9K
|
10.6K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-232- 4.44% |
$33.3K - $39.4K
|
4.99K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-235- 12.71% |
$33.7K - $39.9K
|
1.61K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 0.32% |
$34K - $40.2K
|
74.4K
$16.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-240- 6.3% |
$34.4K - $40.8K
|
3.57K
$796K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-240- 3.63% |
$34.4K - $40.8K
|
6.38K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-256- 3.65% |
$36.7K - $43.5K
|
6.76K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-257- 3.27% |
$36.9K - $43.6K
|
7.61K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-263- 11.21% |
$37.8K - $44.7K
|
2.08K
$465K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-265- 60.23% |
$38K - $45K
|
175
$39K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-276- 0.81% |
$39.6K - $46.9K
|
33.9K
$7.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-277- 7.57% |
$39.8K - $47K
|
3.38K
$754K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-290- 2.73% |
$41.6K - $49.2K
|
10.3K
$2.31M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-301- 1.16% |
$43.2K - $51.1K
|
25.7K
$5.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-306- 1.27% |
$43.9K - $52K
|
23.7K
$5.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-308- 0.98% |
$44.2K - $52.3K
|
31K
$6.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-325- 8.32% |
$46.7K - $55.2K
|
3.58K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-325- 21.26% |
$46.7K - $55.2K
|
1.2K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-328- 3.85% |
$47.1K - $55.7K
|
8.2K
$1.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-328- 3.12% |
$47.1K - $55.7K
|
10.2K
$2.27M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-338- 3.95% |
$48.5K - $57.4K
|
8.21K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-352- 17.25% |
$50.5K - $59.8K
|
1.69K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-355- 1.78% |
$51K - $60.3K
|
19.6K
$4.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-355- 0.27% |
$51K - $60.3K
|
131K
$29.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-363- 6.29% |
$52.1K - $61.6K
|
5.41K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-365- 16.18% |
$52.4K - $62K
|
1.89K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-367- 5.98% |
$52.7K - $62.3K
|
5.77K
$1.29M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-368- 1.69% |
$52.8K - $62.5K
|
21.3K
$4.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-370- 2.65% |
$53.1K - $62.8K
|
13.6K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-384- 3.03% |
$55.1K - $65.2K
|
12.3K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 5.04% |
$55.4K - $65.5K
|
7.27K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-399- 8.72% |
$57.3K - $67.8K
|
4.18K
$932K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 11.64% |
$57.4K - $67.9K
|
3.04K
$677K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-400- 1.35% |
$57.4K - $67.9K
|
29.3K
$6.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-404- 20.44% |
$58K - $68.6K
|
1.57K
$351K
|