Purchases and Sales Made in Q3 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-100- 5.37% |
$15.8K - $17.7K
|
1.76K
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 3.77% |
$15.8K - $17.7K
|
2.56K
$570K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-100- 5.37% |
$15.8K - $17.7K
|
1.76K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-103- 1.82% |
$16.3K - $18.2K
|
5.55K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-104- 2.96% |
$16.5K - $18.4K
|
3.41K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-105- 1.19% |
$16.6K - $18.6K
|
8.7K
$1.94M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-106- 0.61% |
$16.8K - $18.8K
|
17.2K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-106- 86.89% |
$16.8K - $18.8K
|
16
$3.57K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-107- 2.87% |
$16.9K - $18.9K
|
3.62K
$808K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-107- 1.56% |
$16.9K - $18.9K
|
6.76K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-108- 49.54% |
$17.1K - $19.1K
|
110
$24.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-108- 7.36% |
$17.1K - $19.1K
|
1.36K
$303K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-110- 2.42% |
$17.4K - $19.5K
|
4.43K
$988K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-111- 0.47% |
$17.6K - $19.6K
|
23.6K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-112- 4.49% |
$17.7K - $19.8K
|
2.38K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-113- 3.28% |
$17.9K - $20K
|
3.33K
$743K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-114- 2.9% |
$18.1K - $20.2K
|
3.82K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-114- 6.35% |
$18.1K - $20.2K
|
1.68K
$375K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-120- 4.97% |
$19K - $21.2K
|
2.29K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-121- 1.1% |
$19.2K - $21.4K
|
10.9K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-122- 0.9% |
$19.3K - $21.6K
|
13.5K
$3M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-130- 1.15% |
$20.6K - $23K
|
11.2K
$2.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-133- 5.43% |
$21.1K - $23.5K
|
2.32K
$516K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-133- 11.59% |
$21.1K - $23.5K
|
1.02K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-134- 4.81% |
$21.2K - $23.7K
|
2.65K
$592K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-137- 13.59% |
$21.7K - $24.2K
|
871
$194K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-140- 7.77% |
$22.2K - $24.8K
|
1.66K
$371K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-141- 1.05% |
$22.3K - $25K
|
13.3K
$2.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-145- 6.74% |
$23K - $25.7K
|
2.01K
$447K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148- 2.25% |
$23.4K - $26.2K
|
6.44K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-148- 9.21% |
$23.4K - $26.2K
|
1.46K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-153- 3.02% |
$24.2K - $27.1K
|
4.91K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-154- 2.06% |
$24.4K - $27.3K
|
7.33K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-156- 1.41% |
$24.7K - $27.6K
|
10.9K
$2.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-156- 1.82% |
$24.7K - $27.6K
|
8.44K
$1.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-160- 1.74% |
$25.3K - $28.3K
|
9.03K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-161- 7.81% |
$25.5K - $28.5K
|
1.9K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-183- 5.45% |
$29K - $32.4K
|
3.17K
$707K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-187- 2.69% |
$29.6K - $33.1K
|
6.76K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-188- 2.29% |
$29.8K - $33.3K
|
8.01K
$1.79M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 32.42% |
$30.1K - $33.6K
|
396
$88.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 32.42% |
$30.1K - $33.6K
|
396
$88.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-190- 8.41% |
$30.1K - $33.6K
|
2.07K
$461K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-197- 0.33% |
$31.2K - $34.9K
|
59.4K
$13.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 1.19% |
$31.7K - $35.4K
|
16.6K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-201- 5.43% |
$31.8K - $35.6K
|
3.5K
$780K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-202- 4.5% |
$32K - $35.7K
|
4.29K
$956K
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-210- 8.86% |
$33.3K - $37.2K
|
2.16K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-210- 3.65% |
$33.3K - $37.2K
|
5.55K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-213- 1.19% |
$33.7K - $37.7K
|
17.7K
$3.96M
|