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
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.16K+ 6200.0% |
$501K - $560K
|
3.21K
$715K
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
3.14KNew |
$497K - $555K
|
3.14K
$698K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$486K - $544K
|
3.07K
$683K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.07K+ 5.32% |
$486K - $543K
|
60.8K
$13.5M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 15.01% |
$479K - $536K
|
23.2K
$5.16M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3K+ 14.8% |
$475K - $531K
|
23.2K
$5.17M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.98K+ 75.44% |
$472K - $528K
|
6.94K
$1.54M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.94KNew |
$466K - $521K
|
2.94K
$654K
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.93K+ 25.88% |
$464K - $518K
|
14.2K
$3.17M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.82K+ 175.34% |
$446K - $498K
|
4.42K
$983K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.78KNew |
$440K - $491K
|
2.78K
$618K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$438K - $490K
|
2.77K
$616K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.74K+ 10.11% |
$434K - $485K
|
29.8K
$6.64M
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 15.34% |
$420K - $469K
|
19.9K
$4.43M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61K+ 16.24% |
$413K - $461K
|
18.7K
$4.15M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.55K+ 22.15% |
$404K - $451K
|
14.1K
$3.13M
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
2.46KNew |
$390K - $436K
|
2.46K
$548K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.37KNew |
$376K - $420K
|
2.37K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.28K+ 11.08% |
$361K - $403K
|
22.9K
$5.08M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.25KNew |
$356K - $398K
|
2.25K
$500K
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.25KNew |
$356K - $397K
|
2.25K
$499K
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.18K+ 208.02% |
$345K - $386K
|
3.23K
$718K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.18K+ 1.13% |
$345K - $386K
|
194K
$43.2M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.16KNew |
$342K - $382K
|
2.16K
$480K
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.16K+ 121.65% |
$342K - $382K
|
3.93K
$874K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.11K+ 9.6% |
$334K - $374K
|
24.1K
$5.36M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.08KNew |
$330K - $368K
|
2.08K
$463K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.07K+ 56.24% |
$327K - $366K
|
5.74K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.02K+ 168.11% |
$321K - $358K
|
3.23K
$718K
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 4.26% |
$314K - $351K
|
48.5K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.97K+ 48.15% |
$312K - $348K
|
6.06K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.9KNew |
$301K - $336K
|
1.9K
$423K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.89KNew |
$299K - $334K
|
1.89K
$420K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.85K+ 108.8% |
$294K - $328K
|
3.56K
$791K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 5.06% |
$289K - $323K
|
37.9K
$8.43M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 8.22% |
$289K - $323K
|
24K
$5.34M
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$279K - $312K
|
1.76K
$392K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.75K+ 3.01% |
$278K - $310K
|
59.9K
$13.3M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.75K+ 21.48% |
$277K - $310K
|
9.9K
$2.2M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.73K+ 17.43% |
$274K - $306K
|
11.7K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 2.82% |
$271K - $303K
|
62.4K
$13.9M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.7K+ 8.64% |
$269K - $301K
|
21.4K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.66K+ 87.89% |
$263K - $294K
|
3.55K
$790K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.66K+ 3.28% |
$263K - $294K
|
52.3K
$11.6M
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.65K+ 14.73% |
$262K - $293K
|
12.9K
$2.86M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.63KNew |
$258K - $288K
|
1.63K
$362K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.56K+ 31.42% |
$247K - $276K
|
6.53K
$1.45M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.51KNew |
$240K - $268K
|
1.51K
$337K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.49K+ 5.82% |
$235K - $263K
|
27K
$6.01M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 15.89% |
$234K - $262K
|
10.8K
$2.4M
|