Purchases and Sales Made in Q3 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
758+ 2.52% |
$106K - $131K
|
30.9K
$6.87M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
738+ 11.01% |
$103K - $128K
|
7.44K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
738+ 33.27% |
$103K - $128K
|
2.96K
$657K
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
676+ 19.13% |
$94.6K - $117K
|
4.21K
$936K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
672+ 10.82% |
$94.1K - $116K
|
6.88K
$1.53M
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
661+ 629.52% |
$92.5K - $114K
|
766
$170K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
657+ 0.92% |
$92K - $114K
|
72.2K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
652+ 208.31% |
$91.3K - $113K
|
965
$215K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
627+ 11.57% |
$87.8K - $108K
|
6.04K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
604+ 10.4% |
$84.6K - $104K
|
6.41K
$1.43M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
568+ 8.53% |
$79.5K - $98.2K
|
7.22K
$1.61M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
565+ 289.74% |
$79.1K - $97.7K
|
760
$169K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
562+ 39.33% |
$78.7K - $97.2K
|
1.99K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
553+ 55.58% |
$77.4K - $95.7K
|
1.55K
$344K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
539+ 3.21% |
$75.5K - $93.2K
|
17.3K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
523+ 15.75% |
$73.2K - $90.5K
|
3.84K
$855K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
503+ 13.55% |
$70.4K - $87K
|
4.22K
$937K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
500+ 92.08% |
$70K - $86.5K
|
1.04K
$232K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
497+ 2.0% |
$69.6K - $86K
|
25.3K
$5.63M
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
483+ 6.19% |
$67.6K - $83.5K
|
8.29K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
477+ 7.85% |
$66.8K - $82.5K
|
6.55K
$1.46M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
475+ 0.36% |
$66.5K - $82.2K
|
133K
$29.6M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
472+ 3.64% |
$66.1K - $81.6K
|
13.4K
$2.99M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
466+ 2.43% |
$65.2K - $80.6K
|
19.6K
$4.36M
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
455New |
$63.7K - $78.7K
|
455
$101K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
454+ 4.22% |
$63.6K - $78.5K
|
11.2K
$2.49M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
433+ 2.77% |
$60.6K - $74.9K
|
16.1K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
401New |
$56.1K - $69.4K
|
401
$89.2K
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
400+ 11.76% |
$56K - $69.2K
|
3.8K
$845K
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
390+ 2.71% |
$54.6K - $67.5K
|
14.8K
$3.29M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
390New |
$54.6K - $67.5K
|
390
$86.7K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
385+ 11.29% |
$53.9K - $66.6K
|
3.8K
$844K
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
380New |
$53.2K - $65.7K
|
380
$84.5K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
374+ 2.72% |
$52.4K - $64.7K
|
14.1K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
370+ 1.68% |
$51.8K - $64K
|
22.3K
$4.97M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
355+ 6.08% |
$49.7K - $61.4K
|
6.19K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
353+ 18.03% |
$49.4K - $61.1K
|
2.31K
$514K
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
347+ 1.13% |
$48.6K - $60K
|
31K
$6.88M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
347+ 5.98% |
$48.6K - $60K
|
6.15K
$1.37M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
344+ 20.43% |
$48.2K - $59.5K
|
2.03K
$451K
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
326+ 1.41% |
$45.6K - $56.4K
|
23.4K
$5.21M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
325+ 1.43% |
$45.5K - $56.2K
|
23.1K
$5.14M
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
320+ 0.62% |
$44.8K - $55.4K
|
52.1K
$11.6M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
318+ 1.3% |
$44.5K - $55K
|
24.7K
$5.49M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
316+ 1.04% |
$44.2K - $54.7K
|
30.7K
$6.82M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
310+ 11.36% |
$43.4K - $53.6K
|
3.04K
$676K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
307New |
$43K - $53.1K
|
307
$68.3K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
301+ 1.8% |
$42.1K - $52.1K
|
17K
$3.79M
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
292+ 0.34% |
$40.9K - $50.5K
|
85.3K
$19M
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
285+ 2.69% |
$39.9K - $49.3K
|
10.9K
$2.42M
|