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 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-221- 1.68% |
$32.7K - $40.1K
|
12.9K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-224- 13.32% |
$33.2K - $40.6K
|
1.46K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-231- 12.51% |
$34.2K - $41.9K
|
1.62K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-235- 1.71% |
$34.8K - $42.6K
|
13.5K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-235- 14.56% |
$34.8K - $42.6K
|
1.38K
$308K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-236- 1.99% |
$34.9K - $42.8K
|
11.6K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-245- 22.54% |
$36.3K - $44.4K
|
842
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 1.35% |
$37K - $45.4K
|
18.2K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-251- 2.88% |
$37.2K - $45.5K
|
8.48K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-255- 11.0% |
$37.8K - $46.3K
|
2.06K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-262- 1.15% |
$38.8K - $47.5K
|
22.6K
$5.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-272- 10.6% |
$40.3K - $49.3K
|
2.29K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-273- 1.7% |
$40.4K - $49.5K
|
15.8K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-276- 4.98% |
$40.9K - $50.1K
|
5.27K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-276- 10.73% |
$40.9K - $50.1K
|
2.3K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-281- 1.12% |
$41.6K - $51K
|
24.8K
$5.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-283- 8.48% |
$41.9K - $51.3K
|
3.06K
$682K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-290- 8.71% |
$42.9K - $52.6K
|
3.04K
$678K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-293- 4.51% |
$43.4K - $53.2K
|
6.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-295- 12.86% |
$43.7K - $53.5K
|
2K
$446K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-298- 17.27% |
$44.1K - $54.1K
|
1.43K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-300- 1.26% |
$44.4K - $54.4K
|
23.5K
$5.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-304- 8.11% |
$45K - $55.1K
|
3.44K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-309- 1.31% |
$45.7K - $56.1K
|
23.3K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-309- 93.92% |
$45.7K - $56.1K
|
20
$4.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 4.08% |
$46.2K - $56.6K
|
7.34K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-313- 2.33% |
$46.3K - $56.8K
|
13.1K
$2.93M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-315- 11.73% |
$46.6K - $57.1K
|
2.37K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-315- 6.26% |
$46.6K - $57.1K
|
4.72K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-328- 0.59% |
$48.6K - $59.5K
|
55.2K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-330- 0.91% |
$48.9K - $59.9K
|
36K
$8.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-335- 3.28% |
$49.6K - $60.8K
|
9.88K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-348- 66.03% |
$51.5K - $63.1K
|
179
$39.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-350- 6.48% |
$51.8K - $63.5K
|
5.06K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-352- 0.27% |
$52.1K - $63.9K
|
129K
$28.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-354- 2.32% |
$52.4K - $64.2K
|
14.9K
$3.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-357- 82.26% |
$52.9K - $64.8K
|
77
$17.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-358- 15.46% |
$53K - $64.9K
|
1.96K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-365- 14.82% |
$54K - $66.2K
|
2.1K
$468K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-365- 1.27% |
$54K - $66.2K
|
28.3K
$6.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-367- 2.1% |
$54.3K - $66.6K
|
17.1K
$3.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-379- 1.04% |
$56.1K - $68.8K
|
36.2K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-384- 2.02% |
$56.8K - $69.7K
|
18.6K
$4.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-423- 6.34% |
$62.6K - $76.7K
|
6.25K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-430- 1.24% |
$63.7K - $78K
|
34.3K
$7.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-456- 44.93% |
$67.5K - $82.7K
|
559
$125K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-463- 48.13% |
$68.5K - $84K
|
499
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-465- 3.54% |
$68.8K - $84.4K
|
12.7K
$2.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-465- 85.95% |
$68.8K - $84.4K
|
76
$16.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-476- 2.83% |
$70.5K - $86.4K
|
16.3K
$3.64M
|