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 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-486- 1.11% |
$71.9K - $88.2K
|
43.4K
$9.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-489- 9.97% |
$72.4K - $88.7K
|
4.42K
$985K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-490- 19.37% |
$72.5K - $88.9K
|
2.04K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-518- 19.44% |
$76.7K - $94K
|
2.15K
$479K
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-524- 2.35% |
$77.6K - $95.1K
|
21.7K
$4.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-526- 4.02% |
$77.9K - $95.4K
|
12.6K
$2.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-540- 17.61% |
$79.9K - $98K
|
2.53K
$564K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-540- 28.41% |
$79.9K - $98K
|
1.36K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-558- 7.37% |
$82.6K - $101K
|
7.01K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-598- 31.05% |
$88.5K - $108K
|
1.33K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-600- 3.14% |
$88.8K - $109K
|
18.5K
$4.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-604- 22.77% |
$89.4K - $110K
|
2.05K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-606- 9.64% |
$89.7K - $110K
|
5.68K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-610- 15.52% |
$90.3K - $111K
|
3.32K
$741K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-625- 8.13% |
$92.5K - $113K
|
7.06K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-629- 5.07% |
$93.1K - $114K
|
11.8K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-673- 18.24% |
$99.6K - $122K
|
3.02K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-705- 32.88% |
$104K - $128K
|
1.44K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-721- 33.79% |
$107K - $131K
|
1.41K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-726- 8.79% |
$107K - $132K
|
7.53K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-728- 17.16% |
$108K - $132K
|
3.52K
$784K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-740- 3.99% |
$110K - $134K
|
17.8K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-752- 6.85% |
$111K - $136K
|
10.2K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-780- 20.51% |
$115K - $141K
|
3.02K
$674K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-781- 3.66% |
$116K - $142K
|
20.6K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-783- 15.72% |
$116K - $142K
|
4.2K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-785- 1.38% |
$116K - $142K
|
55.9K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-807- 4.39% |
$119K - $146K
|
17.6K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-831- 4.76% |
$123K - $151K
|
16.6K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-863- 6.2% |
$128K - $157K
|
13.1K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-881- 2.45% |
$130K - $160K
|
35K
$7.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-885- 3.53% |
$131K - $161K
|
24.2K
$5.39M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-905- 90.05% |
$134K - $164K
|
100
$22.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-959- 6.14% |
$142K - $174K
|
14.7K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-959- 6.53% |
$142K - $174K
|
13.7K
$3.06M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-973- 24.42% |
$144K - $177K
|
3.01K
$672K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 7.77% |
$150K - $184K
|
12.1K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.02K- 7.56% |
$151K - $185K
|
12.5K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.03K- 11.17% |
$152K - $186K
|
8.17K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.04K- 5.41% |
$153K - $188K
|
18.1K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.09K- 0.87% |
$161K - $197K
|
123K
$27.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.12K- 22.83% |
$166K - $204K
|
3.8K
$847K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.14K- 4.99% |
$169K - $207K
|
21.7K
$4.84M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.14KClosed |
$169K - $207K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.17K- 6.81% |
$173K - $212K
|
16K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 2.92% |
$174K - $214K
|
39.2K
$8.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.18K- 3.72% |
$174K - $214K
|
30.5K
$6.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.18K- 2.92% |
$174K - $214K
|
39.2K
$8.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-1.19K- 24.29% |
$176K - $216K
|
3.71K
$828K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.2K- 36.44% |
$177K - $217K
|
2.09K
$465K
|