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 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
219+ 10.21% |
$31.4K - $37.2K
|
2.37K
$526K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
216+ 0.64% |
$31K - $36.7K
|
34.1K
$7.59M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
213+ 9.53% |
$30.6K - $36.2K
|
2.45K
$545K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
206+ 1.35% |
$29.6K - $35K
|
15.4K
$3.43M
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
190+ 1.44% |
$27.3K - $32.3K
|
13.4K
$2.97M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
186+ 2.08% |
$26.7K - $31.6K
|
9.15K
$2.03M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
186+ 2.08% |
$26.7K - $31.6K
|
9.15K
$2.03M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
186+ 4.77% |
$26.7K - $31.6K
|
4.09K
$909K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$26K - $30.7K
|
181
$40.3K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
180+ 19.89% |
$25.8K - $30.6K
|
1.09K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
179+ 1.91% |
$25.7K - $30.4K
|
9.57K
$2.13M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
176+ 9.36% |
$25.3K - $29.9K
|
2.06K
$457K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
175+ 5.82% |
$25.1K - $29.7K
|
3.18K
$708K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
175+ 5.49% |
$25.1K - $29.7K
|
3.36K
$748K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
170+ 18.66% |
$24.4K - $28.9K
|
1.08K
$240K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
161+ 9.13% |
$23.1K - $27.3K
|
1.93K
$428K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
160+ 10.96% |
$23K - $27.2K
|
1.62K
$360K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
156+ 0.8% |
$22.4K - $26.5K
|
19.6K
$4.35M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140New |
$20.1K - $23.8K
|
140
$31.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
133New |
$19.1K - $22.6K
|
133
$29.6K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
129+ 0.12% |
$18.5K - $21.9K
|
109K
$24.2M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
129+ 4.24% |
$18.5K - $21.9K
|
3.17K
$706K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
129+ 0.92% |
$18.5K - $21.9K
|
14.2K
$3.16M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
127+ 2.1% |
$18.2K - $21.6K
|
6.18K
$1.37M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
126+ 0.15% |
$18.1K - $21.4K
|
86.3K
$19.2M
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
126+ 0.99% |
$18.1K - $21.4K
|
12.9K
$2.86M
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
122New |
$17.5K - $20.7K
|
122
$27.1K
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
119+ 0.91% |
$17.1K - $20.2K
|
13.2K
$2.93M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
117+ 5.98% |
$16.8K - $19.9K
|
2.07K
$461K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
115+ 1.9% |
$16.5K - $19.5K
|
6.16K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
112+ 4.89% |
$16.1K - $19K
|
2.4K
$534K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 34.39% |
$15.5K - $18.3K
|
422
$93.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$15.5K - $18.3K
|
108
$24K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 38.89% |
$15.1K - $17.8K
|
375
$83.4K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
101+ 0.83% |
$14.5K - $17.2K
|
12.3K
$2.74M
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
101+ 6.91% |
$14.5K - $17.2K
|
1.56K
$347K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
97New |
$13.9K - $16.5K
|
97
$21.6K
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
97+ 2.18% |
$13.9K - $16.5K
|
4.54K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
94+ 4.0% |
$13.5K - $16K
|
2.44K
$543K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
92+ 5.56% |
$13.2K - $15.6K
|
1.75K
$388K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
90+ 2.66% |
$12.9K - $15.3K
|
3.48K
$773K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
88New |
$12.6K - $14.9K
|
88
$19.6K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
88+ 5.96% |
$12.6K - $14.9K
|
1.57K
$348K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
88+ 44.0% |
$12.6K - $14.9K
|
288
$64K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
85+ 4.12% |
$12.2K - $14.4K
|
2.15K
$478K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
80+ 4.83% |
$11.5K - $13.6K
|
1.74K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$11.5K - $13.6K
|
80
$17.8K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
78+ 80.41% |
$11.2K - $13.2K
|
175
$38.9K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 4.34% |
$11.2K - $13.2K
|
1.88K
$417K
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 1.69% |
$10.8K - $12.7K
|
4.51K
$1M
|