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 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-456- 5.23% |
$77.4K - $84.1K
|
8.26K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-458- 6.44% |
$77.8K - $84.5K
|
6.66K
$1.33M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-460- 22.47% |
$78.1K - $84.8K
|
1.59K
$317K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-471- 21.06% |
$80K - $86.9K
|
1.77K
$352K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-481- 7.1% |
$81.7K - $88.7K
|
6.29K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-481- 1.21% |
$81.7K - $88.7K
|
39.1K
$7.81M
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-495- 5.93% |
$84K - $91.3K
|
7.85K
$1.57M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-496- 21.58% |
$84.2K - $91.5K
|
1.8K
$360K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-507- 27.38% |
$86.1K - $93.5K
|
1.35K
$269K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-518- 4.78% |
$87.9K - $95.5K
|
10.3K
$2.06M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-519- 5.17% |
$88.1K - $95.7K
|
9.52K
$1.9M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-525- 0.62% |
$89.1K - $96.8K
|
84.7K
$16.9M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-565- 3.16% |
$95.9K - $104K
|
17.3K
$3.46M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-596- 5.56% |
$101K - $110K
|
10.1K
$2.02M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-596- 2.07% |
$101K - $110K
|
28.2K
$5.64M
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-605- 2.56% |
$103K - $112K
|
23K
$4.59M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-610- 1.61% |
$104K - $113K
|
37.3K
$7.44M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-613- 4.88% |
$104K - $113K
|
11.9K
$2.38M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-617- 1.45% |
$105K - $114K
|
42K
$8.38M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-618- 21.79% |
$105K - $114K
|
2.22K
$443K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-622- 81.63% |
$106K - $115K
|
140
$27.9K
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-631- 7.0% |
$107K - $116K
|
8.39K
$1.67M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-636- 2.82% |
$108K - $117K
|
21.9K
$4.38M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-648- 27.16% |
$110K - $120K
|
1.74K
$347K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-649- 15.22% |
$110K - $120K
|
3.62K
$722K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-650- 1.03% |
$110K - $120K
|
62.3K
$12.4M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-668- 5.71% |
$113K - $123K
|
11K
$2.2M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-674- 21.49% |
$114K - $124K
|
2.46K
$491K
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-700- 7.49% |
$119K - $129K
|
8.65K
$1.73M
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-715- 33.32% |
$121K - $132K
|
1.43K
$286K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-762- 30.06% |
$129K - $141K
|
1.77K
$354K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-763- 5.26% |
$130K - $141K
|
13.8K
$2.74M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-769- 91.11% |
$131K - $142K
|
75
$15K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-772- 4.73% |
$131K - $142K
|
15.5K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-778- 6.56% |
$132K - $144K
|
11.1K
$2.21M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-779- 2.88% |
$132K - $144K
|
26.2K
$5.24M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-779- 37.54% |
$132K - $144K
|
1.3K
$259K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-812- 3.53% |
$138K - $150K
|
22.2K
$4.43M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-820- 3.52% |
$139K - $151K
|
22.5K
$4.49M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-836- 27.34% |
$142K - $154K
|
2.22K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-840- 47.46% |
$143K - $155K
|
930
$186K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-841- 3.37% |
$143K - $155K
|
24.1K
$4.82M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-855- 17.48% |
$145K - $158K
|
4.04K
$806K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-861- 8.75% |
$146K - $159K
|
8.97K
$1.79M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-877- 5.32% |
$149K - $162K
|
15.6K
$3.12M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-877- 5.1% |
$149K - $162K
|
16.3K
$3.26M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-899- 61.66% |
$153K - $166K
|
559
$112K
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-908- 1.74% |
$154K - $167K
|
51.3K
$10.2M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-925- 45.34% |
$157K - $171K
|
1.12K
$223K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-934- 14.03% |
$159K - $172K
|
5.72K
$1.14M
|