Purchases and Sales Made in Q3 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2024. 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 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 1.18% |
$1.36K - $1.61K
|
672
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9- 20.45% |
$1.53K - $1.81K
|
35
$7.48K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10- 1.72% |
$1.7K - $2.01K
|
573
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.4% |
$1.87K - $2.21K
|
448
$95.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 1.86% |
$1.87K - $2.21K
|
580
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 8.4% |
$1.87K - $2.21K
|
120
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-12- 0.93% |
$2.04K - $2.41K
|
1.28K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-12- 0.69% |
$2.04K - $2.41K
|
1.72K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-12- 0.12% |
$2.04K - $2.41K
|
9.74K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 30.23% |
$2.21K - $2.61K
|
30
$6.41K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$2.38K - $2.81K
|
16K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-15- 75.0% |
$2.55K - $3.01K
|
5
$1.07K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-15- 0.21% |
$2.55K - $3.01K
|
7.2K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 22.39% |
$2.55K - $3.01K
|
52
$11.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15- 0.02% |
$2.55K - $3.01K
|
94.9K
$20.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.07% |
$2.72K - $3.21K
|
23K
$4.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18- 1.04% |
$3.06K - $3.62K
|
1.71K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.76% |
$3.06K - $3.62K
|
2.34K
$500K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-18- 8.78% |
$3.06K - $3.62K
|
187
$40K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.27% |
$3.06K - $3.62K
|
6.57K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-20- 0.67% |
$3.4K - $4.02K
|
2.96K
$633K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-20- 0.41% |
$3.4K - $4.02K
|
4.82K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 1.34% |
$3.4K - $4.02K
|
1.47K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-20- 0.1% |
$3.4K - $4.02K
|
19.6K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-20- 0.36% |
$3.4K - $4.02K
|
5.46K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-20- 0.84% |
$3.4K - $4.02K
|
2.37K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21- 1.48% |
$3.57K - $4.22K
|
1.4K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-22- 1.46% |
$3.74K - $4.42K
|
1.49K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 18.18% |
$3.74K - $4.42K
|
99
$21.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-24- 1.1% |
$4.08K - $4.82K
|
2.17K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.27% |
$4.08K - $4.82K
|
1.87K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 2.16% |
$4.08K - $4.82K
|
1.09K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.35K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 2.66% |
$4.25K - $5.02K
|
915
$196K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 5.75% |
$4.25K - $5.02K
|
410
$87.7K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 2.66% |
$4.25K - $5.02K
|
915
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 3.53% |
$4.25K - $5.02K
|
683
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 9.7% |
$4.42K - $5.22K
|
242
$51.7K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 3.8% |
$4.42K - $5.22K
|
659
$141K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-27- 0.41% |
$4.59K - $5.42K
|
6.63K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 20.0% |
$4.76K - $5.62K
|
112
$23.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-28- 0.3% |
$4.76K - $5.62K
|
9.25K
$1.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29- 5.69% |
$4.93K - $5.82K
|
481
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 4.47% |
$5.1K - $6.03K
|
641
$137K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-30- 2.36% |
$5.1K - $6.03K
|
1.24K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 1.59% |
$5.1K - $6.03K
|
1.86K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-31- 2.61% |
$5.27K - $6.23K
|
1.16K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.16% |
$5.44K - $6.43K
|
19.8K
$4.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-33- 5.15% |
$5.61K - $6.63K
|
608
$130K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 27.5% |
$5.61K - $6.63K
|
87
$18.6K
|