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
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-511- 2.6% |
$80.9K - $90.4K
|
19.1K
$4.26M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-517- 3.63% |
$81.9K - $91.5K
|
13.7K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-521- 6.35% |
$82.5K - $92.2K
|
7.69K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-527- 1.55% |
$83.5K - $93.3K
|
33.4K
$7.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-534- 2.53% |
$84.6K - $94.5K
|
20.5K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-562- 4.73% |
$89K - $99.5K
|
11.3K
$2.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-565- 8.45% |
$89.5K - $100K
|
6.12K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-567- 24.3% |
$89.8K - $100K
|
1.77K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-585- 12.78% |
$92.6K - $104K
|
3.99K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-585- 5.8% |
$92.6K - $104K
|
9.5K
$2.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-586- 2.7% |
$92.8K - $104K
|
21.1K
$4.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-589- 7.74% |
$93.3K - $104K
|
7.02K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-594- 16.0% |
$94.1K - $105K
|
3.12K
$696K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-608- 4.22% |
$96.3K - $108K
|
13.8K
$3.08M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-608- 15.78% |
$96.3K - $108K
|
3.25K
$724K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-608- 15.78% |
$96.3K - $108K
|
3.25K
$724K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-621- 0.47% |
$98.3K - $110K
|
131K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-634- 24.33% |
$100K - $112K
|
1.97K
$440K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-634- 13.73% |
$100K - $112K
|
3.99K
$889K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-635- 7.66% |
$101K - $112K
|
7.66K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-635- 29.74% |
$101K - $112K
|
1.5K
$335K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-650- 27.02% |
$103K - $115K
|
1.76K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-662- 11.29% |
$105K - $117K
|
5.2K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-663- 2.82% |
$105K - $117K
|
22.8K
$5.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-670- 19.93% |
$106K - $119K
|
2.69K
$600K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-698- 2.51% |
$111K - $124K
|
27.1K
$6.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-701- 2.26% |
$111K - $124K
|
30.3K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-720- 0.44% |
$114K - $127K
|
164K
$36.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-720- 5.46% |
$114K - $127K
|
12.5K
$2.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-733- 18.03% |
$116K - $130K
|
3.33K
$743K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-742- 2.94% |
$118K - $131K
|
24.5K
$5.47M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-750- 8.2% |
$119K - $133K
|
8.4K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-750- 8.2% |
$119K - $133K
|
8.4K
$1.87M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-815- 11.89% |
$129K - $144K
|
6.04K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-824- 0.85% |
$130K - $146K
|
95.8K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-898- 96.15% |
$142K - $159K
|
36
$8.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-913- 13.59% |
$145K - $162K
|
5.8K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-941- 3.39% |
$149K - $167K
|
26.8K
$5.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-943- 2.21% |
$149K - $167K
|
41.8K
$9.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-967- 2.15% |
$153K - $171K
|
43.9K
$9.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-997- 3.4% |
$158K - $176K
|
28.3K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 0.46% |
$160K - $179K
|
221K
$49.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.02K- 13.59% |
$162K - $181K
|
6.49K
$1.45M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.02K- 21.02% |
$162K - $181K
|
3.85K
$858K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.02K- 21.02% |
$162K - $181K
|
3.85K
$858K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.03K- 58.87% |
$162K - $181K
|
716
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.03K- 4.42% |
$164K - $183K
|
22.3K
$4.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.1K- 45.96% |
$174K - $194K
|
1.29K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.1K- 2.2% |
$175K - $195K
|
49.1K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.15K- 8.43% |
$182K - $204K
|
12.5K
$2.79M
|