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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
315+ 3.83% |
$53.5K - $58.1K
|
8.55K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
306+ 2.73% |
$51.9K - $56.4K
|
11.5K
$2.3M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
298+ 6.39% |
$50.6K - $55K
|
4.96K
$991K
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
287+ 14.58% |
$48.7K - $52.9K
|
2.26K
$450K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
287+ 2.81% |
$48.7K - $52.9K
|
10.5K
$2.09M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
274+ 8.51% |
$46.5K - $50.5K
|
3.49K
$697K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
269+ 71.35% |
$45.7K - $49.6K
|
646
$129K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
269New |
$45.7K - $49.6K
|
269
$53.7K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
259+ 13.55% |
$44K - $47.8K
|
2.17K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
248+ 5.59% |
$42.1K - $45.7K
|
4.68K
$934K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
232+ 0.47% |
$39.4K - $42.8K
|
49.2K
$9.83M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
224+ 7.77% |
$38K - $41.3K
|
3.11K
$620K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
214New |
$36.3K - $39.5K
|
214
$42.7K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
212+ 7.05% |
$36K - $39.1K
|
3.22K
$643K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
209+ 1.14% |
$35.5K - $38.6K
|
18.6K
$3.7M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
207+ 1.07% |
$35.1K - $38.2K
|
19.5K
$3.89M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
205+ 7.68% |
$34.8K - $37.8K
|
2.87K
$574K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 2.66% |
$34K - $36.9K
|
7.73K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
198+ 3.91% |
$33.6K - $36.5K
|
5.27K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
191+ 0.72% |
$32.4K - $35.2K
|
26.6K
$5.31M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
190+ 1583.33% |
$32.3K - $35K
|
202
$40.3K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
187+ 1.76% |
$31.7K - $34.5K
|
10.8K
$2.16M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
183+ 1.29% |
$31.1K - $33.8K
|
14.4K
$2.87M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
182+ 2.81% |
$30.9K - $33.6K
|
6.66K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
179+ 12.6% |
$30.4K - $33K
|
1.6K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
178+ 1.0% |
$30.2K - $32.8K
|
18.1K
$3.61M
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
176+ 3.11% |
$29.9K - $32.5K
|
5.84K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
170+ 9.88% |
$28.9K - $31.4K
|
1.89K
$377K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170New |
$28.9K - $31.4K
|
170
$33.9K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
169+ 0.73% |
$28.7K - $31.2K
|
23.2K
$4.63M
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
169+ 7.64% |
$28.7K - $31.2K
|
2.38K
$475K
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
168+ 2.89% |
$28.5K - $31K
|
5.99K
$1.19M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
166+ 9.1% |
$28.2K - $30.6K
|
1.99K
$397K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
164+ 200.0% |
$27.8K - $30.2K
|
246
$49.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
163New |
$27.7K - $30.1K
|
163
$32.5K
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
162+ 8.37% |
$27.5K - $29.9K
|
2.1K
$419K
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
155+ 6.16% |
$26.3K - $28.6K
|
2.67K
$533K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
155+ 4.99% |
$26.3K - $28.6K
|
3.26K
$652K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
147+ 10.77% |
$25K - $27.1K
|
1.51K
$302K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
143+ 1.36% |
$24.3K - $26.4K
|
10.7K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
140+ 10.39% |
$23.8K - $25.8K
|
1.49K
$297K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 2.63% |
$23.4K - $25.5K
|
5.38K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 10.95% |
$23.4K - $25.5K
|
1.4K
$279K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
137+ 1.18% |
$23.3K - $25.3K
|
11.7K
$2.34M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
137+ 1.05% |
$23.3K - $25.3K
|
13.2K
$2.64M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
134+ 15.02% |
$22.7K - $24.7K
|
1.03K
$205K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
133+ 2.62% |
$22.6K - $24.5K
|
5.2K
$1.04M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
131+ 8.27% |
$22.2K - $24.2K
|
1.72K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
130+ 3.85% |
$22.1K - $24K
|
3.5K
$700K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
129+ 5.39% |
$21.9K - $23.8K
|
2.52K
$503K
|