Purchases and Sales Made in Q4 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.8% |
$139K - $163K
|
28K
$6.23M
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.15K- 12.72% |
$145K - $170K
|
7.89K
$1.76M
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.18K- 5.85% |
$148K - $174K
|
18.9K
$4.22M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.18K- 3.25% |
$149K - $175K
|
35.2K
$7.85M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 12.96% |
$150K - $175K
|
7.96K
$1.77M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.2K- 3.6% |
$152K - $178K
|
32.2K
$7.19M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.22K- 26.97% |
$154K - $180K
|
3.3K
$736K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.28K- 11.47% |
$161K - $189K
|
9.87K
$2.2M
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-1.3K- 2.42% |
$164K - $192K
|
52.5K
$11.7M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.33K- 22.01% |
$168K - $196K
|
4.71K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.35K- 40.82% |
$170K - $199K
|
1.96K
$436K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.36K- 26.74% |
$172K - $201K
|
3.73K
$831K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.39K- 6.73% |
$175K - $205K
|
19.2K
$4.29M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.43K- 24.09% |
$180K - $211K
|
4.5K
$1M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.43K- 10.67% |
$181K - $212K
|
12K
$2.68M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.44K- 26.52% |
$182K - $213K
|
4K
$892K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.45K- 44.78% |
$183K - $214K
|
1.79K
$399K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.45K- 47.91% |
$183K - $214K
|
1.58K
$352K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.46KClosed |
$184K - $215K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 1.92% |
$185K - $216K
|
74.8K
$16.7M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.5K- 40.37% |
$190K - $222K
|
2.22K
$495K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.51K- 35.62% |
$190K - $223K
|
2.73K
$608K
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.52K- 8.8% |
$192K - $224K
|
15.7K
$3.51M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.52K- 5.79% |
$192K - $225K
|
24.8K
$5.52M
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.53K- 48.93% |
$193K - $225K
|
1.6K
$356K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.53K- 82.71% |
$193K - $226K
|
320
$71.4K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-1.54K- 7.84% |
$195K - $228K
|
18.2K
$4.05M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.65K- 8.15% |
$208K - $243K
|
18.6K
$4.15M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.67K- 35.61% |
$210K - $246K
|
3.01K
$672K
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 1.26% |
$212K - $248K
|
132K
$29.3M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 33.63% |
$212K - $248K
|
3.32K
$740K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.77K- 35.15% |
$223K - $261K
|
3.26K
$728K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.8K- 10.56% |
$227K - $266K
|
15.2K
$3.4M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.81K- 22.23% |
$228K - $267K
|
6.33K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.82K- 10.12% |
$229K - $268K
|
16.1K
$3.59M
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.82K- 10.5% |
$230K - $268K
|
15.5K
$3.46M
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.85K- 3.53% |
$234K - $274K
|
50.6K
$11.3M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.87K- 2.6% |
$237K - $277K
|
70.3K
$15.7M
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.9K- 13.3% |
$240K - $280K
|
12.4K
$2.76M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.92K- 39.86% |
$242K - $283K
|
2.9K
$646K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.93KClosed |
$243K - $284K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.93K- 11.97% |
$244K - $285K
|
14.2K
$3.17M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.95K- 21.3% |
$246K - $288K
|
7.21K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.07K- 1.41% |
$262K - $306K
|
145K
$32.4M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 7.66% |
$262K - $307K
|
25.1K
$5.59M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.15K- 57.34% |
$272K - $318K
|
1.6K
$357K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.16K- 13.25% |
$272K - $318K
|
14.1K
$3.15M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.22K- 4.56% |
$280K - $328K
|
46.4K
$10.4M
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.29K- 3.99% |
$289K - $338K
|
55K
$12.3M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.39K- 0.26% |
$302K - $353K
|
922K
$206M
|