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 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-108- 5.26% |
$16K - $19.6K
|
1.95K
$434K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 2.76% |
$16.3K - $20K
|
3.88K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-112- 28.79% |
$16.6K - $20.3K
|
277
$61.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-116- 3.23% |
$17.2K - $21K
|
3.48K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-118- 6.94% |
$17.5K - $21.4K
|
1.58K
$353K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-120- 11.98% |
$17.8K - $21.8K
|
882
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-120- 11.98% |
$17.8K - $21.8K
|
882
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-122- 7.79% |
$18.1K - $22.1K
|
1.45K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-123- 12.65% |
$18.2K - $22.3K
|
849
$189K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-123- 3.08% |
$18.2K - $22.3K
|
3.87K
$863K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-125- 8.33% |
$18.5K - $22.7K
|
1.38K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-125- 6.04% |
$18.5K - $22.7K
|
1.94K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-127- 1.88% |
$18.8K - $23K
|
6.62K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-129- 1.14% |
$19.1K - $23.4K
|
11.2K
$2.5M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-132- 0.98% |
$19.5K - $23.9K
|
13.4K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-134- 8.1% |
$19.8K - $24.3K
|
1.52K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-134- 2.7% |
$19.8K - $24.3K
|
4.83K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-135- 6.67% |
$20K - $24.5K
|
1.89K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-137- 8.77% |
$20.3K - $24.9K
|
1.43K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-138- 1.98% |
$20.4K - $25K
|
6.83K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 15.83% |
$20.6K - $25.2K
|
739
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-140- 10.29% |
$20.7K - $25.4K
|
1.22K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-142- 6.46% |
$21K - $25.8K
|
2.06K
$459K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-144- 1.05% |
$21.3K - $26.1K
|
13.6K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-144- 1.87% |
$21.3K - $26.1K
|
7.56K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-145- 2.34% |
$21.5K - $26.3K
|
6.05K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-145- 1.56% |
$21.5K - $26.3K
|
9.17K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-145- 0.48% |
$21.5K - $26.3K
|
30.1K
$6.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-147- 4.56% |
$21.8K - $26.7K
|
3.07K
$686K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-152- 1.48% |
$22.5K - $27.6K
|
10.1K
$2.26M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 11.44% |
$23.2K - $28.5K
|
1.22K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-158- 3.51% |
$23.4K - $28.7K
|
4.35K
$969K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-160- 1.25% |
$23.7K - $29K
|
12.7K
$2.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-162- 4.56% |
$24K - $29.4K
|
3.39K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-166- 2.77% |
$24.6K - $30.1K
|
5.82K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-175- 9.91% |
$25.9K - $31.7K
|
1.59K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-180- 25.14% |
$26.6K - $32.7K
|
536
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-180- 10.53% |
$26.6K - $32.7K
|
1.53K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-181- 5.33% |
$26.8K - $32.8K
|
3.21K
$717K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-181- 24.1% |
$26.8K - $32.8K
|
570
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-185- 8.74% |
$27.4K - $33.6K
|
1.93K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-196- 2.38% |
$29K - $35.6K
|
8.03K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-198- 7.75% |
$29.3K - $35.9K
|
2.36K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-199- 3.99% |
$29.5K - $36.1K
|
4.79K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-200- 5.62% |
$29.6K - $36.3K
|
3.36K
$749K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 13.79% |
$29.6K - $36.3K
|
1.25K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-209- 3.17% |
$30.9K - $37.9K
|
6.38K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-209- 3.46% |
$30.9K - $37.9K
|
5.83K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-215- 1.68% |
$31.8K - $39K
|
12.6K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 89.47% |
$32.7K - $40.1K
|
26
$5.8K
|