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 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.28K+ 0.63% |
$1.37M - $1.68M
|
1.49M
$330M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.09K+ 188.96% |
$1.34M - $1.65M
|
13.9K
$3.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
9.07K+ 30.62% |
$1.34M - $1.65M
|
38.7K
$8.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.74KNew |
$1.29M - $1.58M
|
8.74K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.49K+ 20.55% |
$1.26M - $1.54M
|
49.8K
$11.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.36K+ 198.57% |
$1.24M - $1.52M
|
12.6K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.36K+ 87.95% |
$1.24M - $1.52M
|
17.9K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.2KNew |
$1.21M - $1.49M
|
8.2K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.14KNew |
$1.21M - $1.48M
|
8.14K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.09KNew |
$1.2M - $1.47M
|
8.09K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.03K+ 55.57% |
$1.19M - $1.46M
|
22.5K
$5M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.95K+ 341.95% |
$1.18M - $1.44M
|
10.3K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.88KNew |
$1.17M - $1.43M
|
7.88K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
7.78K+ 778200.0% |
$1.15M - $1.41M
|
7.78K
$1.73M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.34KNew |
$1.09M - $1.33M
|
7.34K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.13K+ 2.49% |
$1.05M - $1.29M
|
294K
$65.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
6.71K+ 7.2% |
$993K - $1.22M
|
99.8K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.2K+ 31.07% |
$918K - $1.12M
|
26.2K
$5.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.19K+ 33.13% |
$917K - $1.12M
|
24.9K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.19K+ 31.11% |
$916K - $1.12M
|
26.1K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.16KNew |
$912K - $1.12M
|
6.16K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6.02K+ 16.75% |
$890K - $1.09M
|
41.9K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.99K+ 10.14% |
$887K - $1.09M
|
65.1K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.78K+ 5.91% |
$856K - $1.05M
|
104K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.76KNew |
$853K - $1.05M
|
5.76K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.53KNew |
$819K - $1M
|
5.53K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.49K+ 434.65% |
$813K - $997K
|
6.76K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.46KNew |
$808K - $990K
|
5.46K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.45K+ 115.9% |
$806K - $988K
|
10.1K
$2.26M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.44KNew |
$805K - $987K
|
5.44K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.36K+ 26.08% |
$793K - $971K
|
25.9K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.27KNew |
$780K - $956K
|
5.27K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.26K+ 7.01% |
$779K - $954K
|
80.3K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.2K+ 305.88% |
$770K - $943K
|
6.9K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 9.09% |
$725K - $889K
|
58.8K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.9KNew |
$725K - $888K
|
4.9K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.85K+ 261.0% |
$718K - $880K
|
6.71K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.51K+ 141.65% |
$668K - $819K
|
7.7K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 22.41% |
$661K - $810K
|
24.4K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.38K+ 4384.0% |
$649K - $795K
|
4.48K
$997K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.35K+ 37.3% |
$644K - $789K
|
16K
$3.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
4.34K+ 47.09% |
$642K - $786K
|
13.5K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
4.28KNew |
$633K - $776K
|
4.28K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.2KNew |
$622K - $763K
|
4.2K
$935K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.15K+ 54.18% |
$614K - $753K
|
11.8K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.06K+ 2.62% |
$600K - $736K
|
159K
$35.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.04K+ 12.08% |
$597K - $732K
|
37.4K
$8.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.98K+ 3680.56% |
$588K - $721K
|
4.08K
$908K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.92K+ 14.37% |
$580K - $711K
|
31.2K
$6.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$580K - $711K
|
3.92K
$871K
|