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 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
285+ 7.74% |
$39.9K - $49.3K
|
3.97K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
266+ 3.15% |
$37.2K - $46K
|
8.72K
$1.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
266+ 0.79% |
$37.2K - $46K
|
34.1K
$7.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
260+ 2.17% |
$36.4K - $45K
|
12.3K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 19.46% |
$35K - $43.2K
|
1.54K
$341K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
245+ 6.14% |
$34.3K - $42.4K
|
4.23K
$942K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
241New |
$33.7K - $41.7K
|
241
$53.6K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
239+ 0.43% |
$33.5K - $41.3K
|
55.4K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
227+ 1.08% |
$31.8K - $39.3K
|
21.3K
$4.73M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
224+ 2.43% |
$31.4K - $38.7K
|
9.46K
$2.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
220+ 0.66% |
$30.8K - $38.1K
|
33.4K
$7.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
215+ 6.76% |
$30.1K - $37.2K
|
3.4K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
213+ 10.84% |
$29.8K - $36.8K
|
2.18K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
211+ 6.82% |
$29.5K - $36.5K
|
3.31K
$735K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
210+ 5.39% |
$29.4K - $36.3K
|
4.11K
$913K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
206+ 2.02% |
$28.8K - $35.6K
|
10.4K
$2.31M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
198New |
$27.7K - $34.2K
|
198
$44K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
190+ 7.57% |
$26.6K - $32.9K
|
2.7K
$601K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
171+ 9.59% |
$23.9K - $29.6K
|
1.95K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
164+ 8.77% |
$23K - $28.4K
|
2.03K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
161+ 5.88% |
$22.5K - $27.8K
|
2.9K
$644K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
147+ 2.91% |
$20.6K - $25.4K
|
5.2K
$1.16M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
142+ 3.71% |
$19.9K - $24.6K
|
3.97K
$882K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
140+ 2.69% |
$19.6K - $24.2K
|
5.35K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
140+ 0.43% |
$19.6K - $24.2K
|
32.4K
$7.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
130+ 2.08% |
$18.2K - $22.5K
|
6.39K
$1.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
130+ 1.7% |
$18.2K - $22.5K
|
7.78K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
123+ 2.42% |
$17.2K - $21.3K
|
5.2K
$1.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
120+ 1.85% |
$16.8K - $20.8K
|
6.61K
$1.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113+ 4.95% |
$15.8K - $19.5K
|
2.4K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
111New |
$15.5K - $19.2K
|
111
$24.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
104+ 0.8% |
$14.6K - $18K
|
13.1K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
100+ 1.26% |
$14K - $17.3K
|
8.06K
$1.79M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
100+ 20.66% |
$14K - $17.3K
|
584
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 3.72% |
$14K - $17.3K
|
2.79K
$620K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
97+ 0.94% |
$13.6K - $16.8K
|
10.4K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
95+ 3.81% |
$13.3K - $16.4K
|
2.59K
$576K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
94+ 3.78% |
$13.2K - $16.3K
|
2.58K
$574K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
86+ 12.23% |
$12K - $14.9K
|
789
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
85+ 2.19% |
$11.9K - $14.7K
|
3.96K
$881K
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
85+ 0.3% |
$11.9K - $14.7K
|
28.8K
$6.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
82+ 0.09% |
$11.5K - $14.2K
|
87.3K
$19.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
79+ 1.69% |
$11.1K - $13.7K
|
4.76K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
78+ 3.26% |
$10.9K - $13.5K
|
2.47K
$549K
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
77+ 0.37% |
$10.8K - $13.3K
|
20.8K
$4.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
75+ 1.49% |
$10.5K - $13K
|
5.09K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75New |
$10.5K - $13K
|
75
$16.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
75+ 4.34% |
$10.5K - $13K
|
1.8K
$401K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
75+ 16.85% |
$10.5K - $13K
|
520
$116K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
74+ 0.5% |
$10.4K - $12.8K
|
14.9K
$3.31M
|