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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.9K+ 10.28% |
$577K - $707K
|
41.8K
$9.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.86K+ 12.94% |
$571K - $700K
|
33.7K
$7.49M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.78K+ 20.28% |
$560K - $686K
|
22.4K
$4.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.76KNew |
$557K - $683K
|
3.76K
$837K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.69K+ 6.15% |
$546K - $668K
|
63.6K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.62K+ 23.24% |
$535K - $656K
|
19.2K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.47K+ 42.64% |
$514K - $630K
|
11.6K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.37KNew |
$499K - $612K
|
3.37K
$750K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.35KNew |
$496K - $607K
|
3.35K
$745K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.32K+ 26.62% |
$491K - $602K
|
15.8K
$3.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.25KNew |
$481K - $589K
|
3.25K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.21K+ 11082.76% |
$476K - $583K
|
3.24K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.18K+ 8.86% |
$471K - $577K
|
39.1K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.17KNew |
$470K - $576K
|
3.17K
$706K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.14KNew |
$465K - $570K
|
3.14K
$699K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.13KNew |
$463K - $568K
|
3.13K
$696K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.12K+ 13.01% |
$462K - $566K
|
27.1K
$6.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.12KNew |
$461K - $565K
|
3.12K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.11KNew |
$460K - $564K
|
3.11K
$691K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.09K+ 4.45% |
$458K - $561K
|
72.6K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.05K+ 23.52% |
$452K - $553K
|
16K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.02K+ 13.03% |
$447K - $548K
|
26.2K
$5.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 6.2% |
$445K - $545K
|
51.5K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.01K+ 14.06% |
$445K - $545K
|
24.4K
$5.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
2.98K+ 11.1% |
$441K - $540K
|
29.8K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.94K+ 17.55% |
$434K - $532K
|
19.7K
$4.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.9K+ 12.08% |
$429K - $526K
|
26.9K
$5.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$427K - $523K
|
2.88K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.87K+ 5.64% |
$424K - $520K
|
53.7K
$11.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.82K+ 74.29% |
$417K - $511K
|
6.61K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.8KNew |
$414K - $507K
|
2.8K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.74KNew |
$405K - $497K
|
2.74K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.7KNew |
$400K - $490K
|
2.7K
$601K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.67KNew |
$396K - $485K
|
2.67K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.67K+ 15.41% |
$395K - $484K
|
20K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.56K+ 66.1% |
$380K - $465K
|
6.44K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.56K+ 70.56% |
$379K - $464K
|
6.18K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$374K - $458K
|
2.52K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$372K - $456K
|
2.51K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.5KNew |
$370K - $453K
|
2.5K
$556K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.47KNew |
$365K - $447K
|
2.47K
$548K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.38KNew |
$352K - $431K
|
2.38K
$528K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.37KNew |
$351K - $430K
|
2.37K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 3.91% |
$350K - $429K
|
62.8K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.35KNew |
$347K - $425K
|
2.35K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
2.31KNew |
$342K - $419K
|
2.31K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.25KNew |
$333K - $408K
|
2.25K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.2KNew |
$326K - $399K
|
2.2K
$489K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.11KNew |
$313K - $383K
|
2.11K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.1K+ 11.36% |
$311K - $381K
|
20.6K
$4.57M
|