Purchases and Sales Made in Q4 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
81+ 5.3% |
$12K - $14.7K
|
1.61K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
79+ 0.88% |
$11.7K - $14.3K
|
9.11K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
78New |
$11.5K - $14.1K
|
78
$17.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
75+ 93.75% |
$11.1K - $13.6K
|
155
$34.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 0.27% |
$11.1K - $13.6K
|
28.1K
$6.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
74+ 5.85% |
$11K - $13.4K
|
1.34K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
73New |
$10.8K - $13.2K
|
73
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
71+ 4.87% |
$10.5K - $12.9K
|
1.53K
$341K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
71+ 0.53% |
$10.5K - $12.9K
|
13.3K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
70+ 1.83% |
$10.4K - $12.7K
|
3.89K
$866K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$9.92K - $12.2K
|
67
$14.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
67+ 1.07% |
$9.92K - $12.2K
|
6.31K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
65+ 3.3% |
$9.62K - $11.8K
|
2.04K
$454K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
61+ 0.47% |
$9.03K - $11.1K
|
12.9K
$2.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
61+ 0.78% |
$9.03K - $11.1K
|
7.89K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
61+ 1.31% |
$9.03K - $11.1K
|
4.7K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
60+ 7.27% |
$8.88K - $10.9K
|
885
$197K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60New |
$8.88K - $10.9K
|
60
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56+ 30.77% |
$8.29K - $10.2K
|
238
$53.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
56+ 0.91% |
$8.29K - $10.2K
|
6.18K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.14K - $9.98K
|
55
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55+ 1.68% |
$8.14K - $9.98K
|
3.34K
$744K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
55+ 0.22% |
$8.14K - $9.98K
|
24.6K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 3.95% |
$8.14K - $9.98K
|
1.45K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52+ 27.23% |
$7.7K - $9.43K
|
243
$54.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51+ 2.78% |
$7.55K - $9.25K
|
1.89K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
50+ 0.36% |
$7.4K - $9.07K
|
13.9K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
50+ 2.73% |
$7.4K - $9.07K
|
1.88K
$419K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
48+ 100.0% |
$7.11K - $8.71K
|
96
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
47+ 0.84% |
$6.96K - $8.53K
|
5.64K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47+ 2.9% |
$6.96K - $8.53K
|
1.67K
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
44New |
$6.51K - $7.98K
|
44
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
44New |
$6.51K - $7.98K
|
44
$9.81K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43+ 1.77% |
$6.37K - $7.8K
|
2.47K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
43+ 0.34% |
$6.37K - $7.8K
|
12.8K
$2.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
43New |
$6.37K - $7.8K
|
43
$9.59K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
38+ 0.35% |
$5.63K - $6.89K
|
10.8K
$2.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
36+ 0.56% |
$5.33K - $6.53K
|
6.46K
$1.44M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
35New |
$5.18K - $6.35K
|
35
$7.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
33+ 2.75% |
$4.89K - $5.99K
|
1.23K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
33New |
$4.89K - $5.99K
|
33
$7.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
32+ 25.0% |
$4.74K - $5.81K
|
160
$35.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 168.42% |
$4.74K - $5.81K
|
51
$11.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
31+ 0.2% |
$4.59K - $5.62K
|
15.4K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
31New |
$4.59K - $5.62K
|
31
$6.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 0.38% |
$4.59K - $5.62K
|
8.24K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.02K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 3.94% |
$3.85K - $4.72K
|
686
$153K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 1.08% |
$3.7K - $4.54K
|
2.34K
$521K
|