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 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.22KNew |
$175K - $208K
|
1.22K
$272K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 37.08% |
$175K - $207K
|
4.51K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.21KNew |
$173K - $205K
|
1.21K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.2KNew |
$173K - $204K
|
1.2K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 11.64% |
$172K - $204K
|
11.5K
$2.56M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.19K+ 5.49% |
$170K - $201K
|
22.8K
$5.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.18KNew |
$169K - $200K
|
1.18K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1.16K+ 25.89% |
$167K - $197K
|
5.65K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 10.8% |
$166K - $196K
|
11.9K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15KNew |
$165K - $195K
|
1.15K
$255K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.14K+ 4.39% |
$164K - $194K
|
27.1K
$6.03M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.12K+ 1.92% |
$161K - $191K
|
59.6K
$13.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.12K+ 23.71% |
$160K - $190K
|
5.82K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
1.12K+ 44.16% |
$160K - $189K
|
3.64K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 3.95% |
$158K - $187K
|
29.1K
$6.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 8.72% |
$157K - $186K
|
13.6K
$3.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.07K+ 3.79% |
$154K - $182K
|
29.3K
$6.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 3.95% |
$154K - $182K
|
28.2K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.05KNew |
$150K - $178K
|
1.05K
$233K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.04K+ 12.16% |
$149K - $176K
|
9.59K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.04K+ 1.77% |
$149K - $176K
|
59.6K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.02K+ 4.22% |
$147K - $174K
|
25.3K
$5.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
999+ 13.77% |
$143K - $170K
|
8.25K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
994+ 6.6% |
$143K - $169K
|
16K
$3.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
970+ 217.0% |
$139K - $165K
|
1.42K
$315K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
963+ 54.04% |
$138K - $164K
|
2.75K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
952+ 11.28% |
$137K - $162K
|
9.39K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
927+ 7.73% |
$133K - $157K
|
12.9K
$2.87M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
927+ 1.47% |
$133K - $157K
|
64.2K
$14.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
923+ 0.74% |
$132K - $157K
|
125K
$27.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
902+ 36.15% |
$129K - $153K
|
3.4K
$755K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
885+ 10.5% |
$127K - $150K
|
9.32K
$2.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 202.76% |
$126K - $149K
|
1.31K
$292K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
808+ 16.19% |
$116K - $137K
|
5.8K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
771+ 27.62% |
$111K - $131K
|
3.56K
$792K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
766+ 14.19% |
$110K - $130K
|
6.16K
$1.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
753+ 15.76% |
$108K - $128K
|
5.53K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
747+ 4.02% |
$107K - $127K
|
19.3K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
726+ 41.06% |
$104K - $123K
|
2.49K
$555K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
692+ 2.14% |
$99.3K - $118K
|
33K
$7.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
682+ 1.93% |
$97.9K - $116K
|
36.1K
$8.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
674+ 8.68% |
$96.7K - $114K
|
8.44K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
654+ 12.53% |
$93.9K - $111K
|
5.87K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
651+ 10.97% |
$93.4K - $111K
|
6.59K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
648+ 0.76% |
$93K - $110K
|
86.3K
$19.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
626+ 29.16% |
$89.9K - $106K
|
2.77K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
617+ 11.74% |
$88.6K - $105K
|
5.87K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
600+ 18.75% |
$86.1K - $102K
|
3.8K
$845K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
584+ 3.8% |
$83.8K - $99.2K
|
16K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
577+ 43.09% |
$82.8K - $98K
|
1.92K
$426K
|