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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.2KNew |
$747K - $883K
|
5.2K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.19K+ 31.03% |
$746K - $882K
|
21.9K
$4.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.19K+ 131.93% |
$745K - $881K
|
9.12K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.17KNew |
$742K - $878K
|
5.17K
$1.15M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.16K+ 2.26% |
$741K - $876K
|
234K
$51.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.11K+ 2.36% |
$733K - $868K
|
222K
$49.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.1K+ 187.05% |
$732K - $866K
|
7.82K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
5.02K+ 81.06% |
$721K - $853K
|
11.2K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.99K+ 9.06% |
$716K - $847K
|
60K
$13.3M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.97KNew |
$714K - $844K
|
4.97K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.88KNew |
$701K - $829K
|
4.88K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.88K+ 244.05% |
$701K - $829K
|
6.88K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.88K+ 94.73% |
$700K - $828K
|
10K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.84K+ 0.28% |
$695K - $822K
|
1.74M
$388M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.65K+ 36.83% |
$667K - $790K
|
17.3K
$3.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.51K+ 4.01% |
$647K - $766K
|
117K
$26M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.49KNew |
$645K - $763K
|
4.49K
$999K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.39KNew |
$630K - $746K
|
4.39K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.26KNew |
$612K - $724K
|
4.26K
$948K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.12K+ 12.74% |
$591K - $700K
|
36.4K
$8.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.09KNew |
$587K - $695K
|
4.09K
$910K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.75K+ 59.07% |
$538K - $636K
|
10.1K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.74K+ 13.7% |
$536K - $634K
|
31K
$6.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.72KNew |
$534K - $632K
|
3.72K
$828K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.68KNew |
$528K - $624K
|
3.68K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.61KNew |
$519K - $614K
|
3.61K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.5K+ 27.72% |
$502K - $594K
|
16.1K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.48K+ 45.79% |
$500K - $592K
|
11.1K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.37K+ 21.53% |
$484K - $573K
|
19K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.3K+ 161.72% |
$474K - $560K
|
5.34K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.28K+ 61.74% |
$471K - $557K
|
8.6K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.27K+ 137.1% |
$470K - $556K
|
5.66K
$1.26M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.22K+ 47.97% |
$462K - $546K
|
9.92K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.13KNew |
$449K - $532K
|
3.13K
$696K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.08K+ 47.33% |
$442K - $523K
|
9.59K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.07K+ 18.44% |
$441K - $522K
|
19.7K
$4.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.06KNew |
$439K - $520K
|
3.06K
$680K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.06K+ 22.15% |
$439K - $519K
|
16.9K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.93K+ 46.32% |
$420K - $497K
|
9.25K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.82KNew |
$404K - $478K
|
2.82K
$626K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.81KNew |
$404K - $478K
|
2.81K
$626K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.81KNew |
$403K - $477K
|
2.81K
$625K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.73KNew |
$392K - $464K
|
2.73K
$608K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.7K+ 1.36% |
$388K - $459K
|
202K
$44.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 6.17% |
$388K - $459K
|
46.5K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.64K+ 1.18% |
$379K - $448K
|
227K
$50.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.61K+ 61.58% |
$374K - $443K
|
6.84K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.59KNew |
$372K - $440K
|
2.59K
$576K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.56KNew |
$368K - $435K
|
2.56K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49K+ 4.15% |
$358K - $424K
|
62.6K
$13.9M
|