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 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.38K- 55.1% |
$500K - $613K
|
2.75K
$612K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.56K- 1.57% |
$528K - $647K
|
223K
$49.6M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.56K- 1.57% |
$528K - $647K
|
223K
$49.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.86K- 15.78% |
$571K - $700K
|
20.6K
$4.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-3.94K- 3.5% |
$584K - $715K
|
109K
$24.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.96K- 58.59% |
$586K - $719K
|
2.8K
$623K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.05K- 36.8% |
$599K - $734K
|
6.95K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-4.05K- 9.63% |
$600K - $735K
|
38K
$8.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.19K- 35.56% |
$620K - $759K
|
7.58K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-5.11K- 12.65% |
$757K - $928K
|
35.3K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-5.15K- 84.95% |
$762K - $934K
|
912
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.38K- 15.3% |
$796K - $975K
|
29.8K
$6.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 8.33% |
$809K - $991K
|
60.1K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.53K- 20.97% |
$818K - $1M
|
20.8K
$4.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.64K- 30.25% |
$836K - $1.02M
|
13K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.65K- 0.89% |
$836K - $1.02M
|
632K
$141M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.86K- 33.41% |
$867K - $1.06M
|
11.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.9K- 62.43% |
$873K - $1.07M
|
3.55K
$790K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-5.92K- 81.3% |
$877K - $1.07M
|
1.36K
$303K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.07K- 5.26% |
$899K - $1.1M
|
109K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.11K- 2.04% |
$905K - $1.11M
|
293K
$65.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-6.4K- 64.6% |
$947K - $1.16M
|
3.51K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.51K- 18.86% |
$963K - $1.18M
|
28K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.08K- 10.47% |
$1.05M - $1.28M
|
60.6K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.16K- 2.32% |
$1.06M - $1.3M
|
301K
$66.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.28K- 3.16% |
$1.08M - $1.32M
|
223K
$49.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.64K- 12.81% |
$1.13M - $1.39M
|
52K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.07K- 23.71% |
$1.19M - $1.46M
|
25.9K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.13K- 38.91% |
$1.2M - $1.48M
|
12.8K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.39K- 14.92% |
$1.24M - $1.52M
|
47.8K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-8.39K- 30.26% |
$1.24M - $1.52M
|
19.3K
$4.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.39K- 97.59% |
$1.24M - $1.52M
|
207
$46K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.55K- 48.23% |
$1.27M - $1.55M
|
9.18K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.64K- 49.79% |
$1.28M - $1.57M
|
8.71K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.67K- 17.93% |
$1.28M - $1.57M
|
39.7K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.75K- 6.25% |
$1.44M - $1.77M
|
146K
$32.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-9.79K- 8.66% |
$1.45M - $1.78M
|
103K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.5K- 30.59% |
$1.56M - $1.91M
|
23.9K
$5.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-10.5K- 51.73% |
$1.56M - $1.91M
|
9.84K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 35.97% |
$1.58M - $1.93M
|
19K
$4.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.8K- 70.63% |
$1.6M - $1.96M
|
4.5K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.7K- 16.92% |
$1.88M - $2.3M
|
62.3K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 60.52% |
$1.89M - $2.31M
|
8.32K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 1.08% |
$1.89M - $2.32M
|
1.18M
$261M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.9K- 5.21% |
$2.06M - $2.52M
|
253K
$56.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.9K- 49.01% |
$2.35M - $2.88M
|
16.5K
$3.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 23.68% |
$2.5M - $3.07M
|
54.5K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.5K- 1.37% |
$2.6M - $3.18M
|
1.26M
$281M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-18K- 28.63% |
$2.67M - $3.27M
|
44.9K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.1K- 12.86% |
$2.68M - $3.29M
|
123K
$27.3M
|