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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 56.83% |
$293K - $346K
|
4.75K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.98% |
$286K - $338K
|
43.9K
$9.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.67KNew |
$284K - $336K
|
1.67K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64K+ 293.56% |
$279K - $330K
|
2.2K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.62K+ 12.11% |
$275K - $325K
|
15K
$3.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$264K - $312K
|
1.56K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.55K+ 60.4% |
$264K - $312K
|
4.12K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.54KNew |
$263K - $310K
|
1.54K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.54K+ 120.92% |
$262K - $310K
|
2.82K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.53K+ 128.15% |
$259K - $306K
|
2.72K
$604K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
1.52K+ 21.76% |
$259K - $306K
|
8.52K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.51KNew |
$257K - $304K
|
1.51K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.5KNew |
$255K - $302K
|
1.5K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.49KNew |
$254K - $300K
|
1.49K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$246K - $290K
|
1.45K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 25.27% |
$243K - $287K
|
7.09K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.4K+ 66.63% |
$238K - $281K
|
3.5K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.38K+ 2.69% |
$234K - $277K
|
52.6K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.37KNew |
$232K - $274K
|
1.37K
$304K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 11.62% |
$227K - $268K
|
12.8K
$2.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.32K+ 7.18% |
$224K - $265K
|
19.7K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.31K+ 167.39% |
$223K - $264K
|
2.1K
$467K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.31K+ 1.07% |
$222K - $262K
|
123K
$27.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.29K+ 13.4% |
$219K - $259K
|
10.9K
$2.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.27K+ 6.4% |
$216K - $255K
|
21.1K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.26KNew |
$215K - $254K
|
1.26K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 84.41% |
$209K - $247K
|
2.69K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.23K+ 2.28% |
$209K - $247K
|
55K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.23K+ 15.84% |
$209K - $246K
|
8.97K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.21K+ 61.81% |
$206K - $243K
|
3.17K
$704K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.21K+ 76.43% |
$205K - $242K
|
2.78K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.19KNew |
$203K - $239K
|
1.19K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.17KNew |
$199K - $235K
|
1.17K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 1.88% |
$197K - $233K
|
62.8K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.14K+ 14.45% |
$194K - $229K
|
9.05K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.12KNew |
$190K - $224K
|
1.12K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 23.32% |
$188K - $223K
|
5.86K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.09KNew |
$185K - $219K
|
1.09K
$242K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.08K+ 16.09% |
$184K - $218K
|
7.82K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.08KNew |
$184K - $218K
|
1.08K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.07K+ 13.49% |
$183K - $216K
|
9.03K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.07K+ 4.88% |
$182K - $216K
|
23.1K
$5.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.07KNew |
$182K - $215K
|
1.07K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 5.74% |
$181K - $214K
|
19.6K
$4.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$180K - $213K
|
1.06K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.05KNew |
$179K - $211K
|
1.05K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.04K+ 9.78% |
$177K - $209K
|
11.7K
$2.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.04K+ 7.44% |
$177K - $208K
|
15K
$3.33M
|