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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-49- 2.53% |
$7.25K - $8.89K
|
1.89K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 3.74% |
$7.4K - $9.07K
|
1.29K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-50- 32.47% |
$7.4K - $9.07K
|
104
$23.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 55.56% |
$7.4K - $9.07K
|
40
$8.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 1.4% |
$7.4K - $9.07K
|
3.52K
$786K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.33% |
$7.4K - $9.07K
|
15.2K
$3.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-52- 1.13% |
$7.7K - $9.43K
|
4.53K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 1.67% |
$8.44K - $10.3K
|
3.35K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-57- 0.78% |
$8.44K - $10.3K
|
7.28K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-58- 2.44% |
$8.59K - $10.5K
|
2.32K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-58- 0.04% |
$8.59K - $10.5K
|
131K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-60- 1.28% |
$8.88K - $10.9K
|
4.64K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62- 5.25% |
$9.18K - $11.2K
|
1.12K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-62- 0.12% |
$9.18K - $11.2K
|
50.6K
$11.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 4.63% |
$9.33K - $11.4K
|
1.3K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-63- 1.74% |
$9.33K - $11.4K
|
3.56K
$794K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-65- 28.89% |
$9.62K - $11.8K
|
160
$35.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-68- 0.62% |
$10.1K - $12.3K
|
10.9K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 2.19% |
$10.2K - $12.5K
|
3.09K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-69- 4.02% |
$10.2K - $12.5K
|
1.65K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 2.84% |
$10.4K - $12.7K
|
2.4K
$535K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 4.89% |
$10.4K - $12.7K
|
1.36K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-74- 1.07% |
$11K - $13.4K
|
6.86K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-75- 5.2% |
$11.1K - $13.6K
|
1.37K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-75- 0.73% |
$11.1K - $13.6K
|
10.2K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-78- 3.75% |
$11.5K - $14.1K
|
2K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-78- 0.65% |
$11.5K - $14.1K
|
11.9K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-79- 4.44% |
$11.7K - $14.3K
|
1.7K
$379K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 35.56% |
$11.8K - $14.5K
|
145
$32.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-82- 2.98% |
$12.1K - $14.9K
|
2.67K
$595K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-84- 2.07% |
$12.4K - $15.2K
|
3.98K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-86- 2.71% |
$12.7K - $15.6K
|
3.09K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87- 0.14% |
$12.9K - $15.8K
|
62.3K
$13.9M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-91- 0.9% |
$13.5K - $16.5K
|
10K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94- 1.05% |
$13.9K - $17.1K
|
8.88K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-94- 2.82% |
$13.9K - $17.1K
|
3.24K
$722K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-95- 6.45% |
$14.1K - $17.2K
|
1.38K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-95- 0.37% |
$14.1K - $17.2K
|
25.5K
$5.68M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-97- 61.78% |
$14.4K - $17.6K
|
60
$13.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 6.69% |
$14.8K - $18.1K
|
1.39K
$311K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 2.5% |
$14.8K - $18.1K
|
3.9K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 1.2% |
$14.8K - $18.1K
|
8.26K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.54% |
$14.8K - $18.1K
|
6.41K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 1.27% |
$14.8K - $18.1K
|
7.75K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 6.84% |
$14.8K - $18.1K
|
1.36K
$304K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 2.5% |
$14.8K - $18.1K
|
3.9K
$870K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-102- 5.72% |
$15.1K - $18.5K
|
1.68K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-105- 1.14% |
$15.5K - $19K
|
9.13K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-105- 84.0% |
$15.5K - $19K
|
20
$4.46K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-105- 2.89% |
$15.5K - $19K
|
3.53K
$787K
|