Purchases and Sales Made in Q2 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 0.37% |
$1.19K - $1.29K
|
1.91K
$354K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-7- 0.24% |
$1.19K - $1.29K
|
2.94K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-9- 1.3% |
$1.53K - $1.66K
|
685
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.29% |
$1.7K - $1.84K
|
3.42K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11- 0.47% |
$1.87K - $2.03K
|
2.32K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.28% |
$1.87K - $2.03K
|
3.92K
$726K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.3% |
$1.87K - $2.03K
|
3.65K
$676K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-11- 0.61% |
$1.87K - $2.03K
|
1.8K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.91% |
$2.04K - $2.21K
|
1.3K
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.08% |
$2.21K - $2.4K
|
15.4K
$2.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13- 1.09% |
$2.21K - $2.4K
|
1.18K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-14- 1.02% |
$2.38K - $2.58K
|
1.36K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.27% |
$2.55K - $2.77K
|
5.52K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 1.83% |
$2.89K - $3.14K
|
913
$169K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 51.35% |
$3.23K - $3.5K
|
18
$3.34K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-19- 0.23% |
$3.23K - $3.5K
|
8.32K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 37.25% |
$3.23K - $3.5K
|
32
$5.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-20- 1.03% |
$3.4K - $3.69K
|
1.92K
$357K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-22- 1.01% |
$3.73K - $4.06K
|
2.16K
$400K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-22- 0.59% |
$3.73K - $4.06K
|
3.7K
$686K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 26.83% |
$3.73K - $4.06K
|
60
$11.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-23- 1.04% |
$3.9K - $4.24K
|
2.19K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-24- 0.43% |
$4.07K - $4.43K
|
5.6K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.04% |
$4.24K - $4.61K
|
1.2K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25- 19.23% |
$4.24K - $4.61K
|
105
$19.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-25- 1.38% |
$4.24K - $4.61K
|
1.79K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 8.2% |
$4.41K - $4.8K
|
291
$54K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-27- 12.39% |
$4.58K - $4.98K
|
191
$35.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 2.24% |
$4.58K - $4.98K
|
1.18K
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-27- 1.43% |
$4.58K - $4.98K
|
1.86K
$344K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-27- 1.43% |
$4.58K - $4.98K
|
1.86K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-28- 47.46% |
$4.75K - $5.16K
|
31
$5.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-29- 2.38% |
$4.92K - $5.35K
|
1.19K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 7.0% |
$4.92K - $5.35K
|
385
$71.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 0.46% |
$4.92K - $5.35K
|
6.26K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 1.06% |
$4.92K - $5.35K
|
2.71K
$502K
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-30- 1.04% |
$5.09K - $5.53K
|
2.86K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-30- 2.3% |
$5.09K - $5.53K
|
1.28K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-36- 0.7% |
$6.11K - $6.64K
|
5.14K
$953K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-36- 0.5% |
$6.11K - $6.64K
|
7.21K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-36- 2.77% |
$6.11K - $6.64K
|
1.26K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.1% |
$6.79K - $7.38K
|
38.2K
$7.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-41- 1.37% |
$6.96K - $7.56K
|
2.96K
$548K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-41- 10.62% |
$6.96K - $7.56K
|
345
$64K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-41- 6.03% |
$6.96K - $7.56K
|
639
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-43- 0.74% |
$7.3K - $7.93K
|
5.76K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-44- 2.89% |
$7.47K - $8.12K
|
1.48K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-45- 0.28% |
$7.64K - $8.3K
|
15.8K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-46- 27.71% |
$7.81K - $8.48K
|
120
$22.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.83% |
$7.98K - $8.67K
|
2.52K
$468K
|