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 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$106K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
472+ 1.7% |
$80.3K - $94.8K
|
28.3K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 5.43% |
$78.6K - $92.8K
|
8.97K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
452+ 3.46% |
$76.9K - $90.8K
|
13.5K
$3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
451+ 3.96% |
$76.7K - $90.6K
|
11.8K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
447+ 1.14% |
$76K - $89.8K
|
39.6K
$8.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
446+ 35.37% |
$75.8K - $89.6K
|
1.71K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
429+ 3.24% |
$73K - $86.2K
|
13.7K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
422+ 194.47% |
$71.8K - $84.8K
|
639
$142K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$93.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
421+ 8.98% |
$71.6K - $84.6K
|
5.11K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
421+ 6.06% |
$71.6K - $84.6K
|
7.37K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
418+ 1.44% |
$71.1K - $84K
|
29.4K
$6.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
409+ 1.24% |
$69.6K - $82.2K
|
33.3K
$7.42M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
407+ 6.14% |
$69.2K - $81.8K
|
7.04K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
406+ 5.29% |
$69K - $81.5K
|
8.09K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
402+ 3.78% |
$68.4K - $80.7K
|
11K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
402+ 29.96% |
$68.4K - $80.7K
|
1.74K
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
399+ 1.5% |
$67.8K - $80.1K
|
27K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
393+ 2.26% |
$66.8K - $78.9K
|
17.8K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
387+ 14.79% |
$65.8K - $77.7K
|
3K
$668K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
377+ 11.83% |
$64.1K - $75.7K
|
3.56K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
354+ 15.96% |
$60.2K - $71.1K
|
2.57K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
348+ 23.59% |
$59.2K - $69.9K
|
1.82K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
337+ 28.85% |
$57.3K - $67.7K
|
1.51K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
333+ 19.81% |
$56.6K - $66.9K
|
2.01K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
322+ 2.01% |
$54.8K - $64.7K
|
16.4K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
313+ 4.71% |
$53.2K - $62.9K
|
6.96K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
303+ 2.98% |
$51.5K - $60.9K
|
10.5K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
285+ 110.47% |
$48.5K - $57.2K
|
543
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
280+ 2.64% |
$47.6K - $56.2K
|
10.9K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
276+ 0.2% |
$46.9K - $55.4K
|
139K
$30.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
274+ 3.32% |
$46.6K - $55K
|
8.54K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
274+ 2.09% |
$46.6K - $55K
|
13.4K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
272+ 7.52% |
$46.3K - $54.6K
|
3.89K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
265+ 13.26% |
$45.1K - $53.2K
|
2.26K
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
260+ 18.92% |
$44.2K - $52.2K
|
1.63K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
252+ 1.26% |
$42.9K - $50.6K
|
20.3K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
250+ 4.19% |
$42.5K - $50.2K
|
6.22K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
250+ 13.59% |
$42.5K - $50.2K
|
2.09K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
245+ 1.05% |
$41.7K - $49.2K
|
23.7K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
239+ 3.59% |
$40.6K - $48K
|
6.9K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.7% |
$40K - $47.2K
|
34K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
232+ 0.91% |
$39.5K - $46.6K
|
25.8K
$5.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
229+ 2.97% |
$38.9K - $46K
|
7.95K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
228+ 13.29% |
$38.8K - $45.8K
|
1.94K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
228+ 1.15% |
$38.8K - $45.8K
|
20K
$4.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 6.85% |
$38.8K - $45.8K
|
3.56K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
227+ 17.26% |
$38.6K - $45.6K
|
1.54K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 3.53% |
$38.3K - $45.2K
|
6.6K
$1.47M
|