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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.05K+ 33.75% |
$303K - $372K
|
8.12K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.03KNew |
$301K - $368K
|
2.03K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.02KNew |
$299K - $366K
|
2.02K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
2KNew |
$295K - $362K
|
2K
$444K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.99K+ 8.01% |
$295K - $361K
|
26.8K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.99KNew |
$294K - $361K
|
1.99K
$442K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$290K - $356K
|
1.96K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.96KNew |
$290K - $356K
|
1.96K
$436K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$283K - $347K
|
1.91K
$425K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.91KNew |
$283K - $347K
|
1.91K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.91K+ 34.3% |
$283K - $346K
|
7.48K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 10.52% |
$279K - $343K
|
19.8K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.88K+ 51.56% |
$278K - $341K
|
5.53K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87KNew |
$277K - $339K
|
1.87K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.85KNew |
$274K - $336K
|
1.85K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.85K+ 46.97% |
$273K - $335K
|
5.78K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.84K+ 43.53% |
$273K - $334K
|
6.07K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
1.84K+ 8.55% |
$272K - $333K
|
23.3K
$5.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.8KNew |
$266K - $327K
|
1.8K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$263K - $322K
|
1.78K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.77KNew |
$263K - $322K
|
1.77K
$395K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.77KNew |
$263K - $322K
|
1.77K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.77KNew |
$263K - $322K
|
1.77K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.76KNew |
$260K - $319K
|
1.76K
$391K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 4.61% |
$250K - $306K
|
38.2K
$8.51M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.68KNew |
$249K - $305K
|
1.68K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.68K+ 7.52% |
$248K - $304K
|
24K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.63K+ 7.08% |
$242K - $296K
|
24.7K
$5.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.62K+ 0.83% |
$240K - $294K
|
197K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$238K - $292K
|
1.61K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6KNew |
$237K - $291K
|
1.6K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 76.15% |
$236K - $289K
|
3.69K
$819K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.58K+ 4.69% |
$234K - $287K
|
35.3K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58KNew |
$233K - $286K
|
1.58K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.57K+ 7.84% |
$232K - $284K
|
21.6K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.56K+ 50.36% |
$231K - $283K
|
4.66K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.54KNew |
$228K - $280K
|
1.54K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.54KNew |
$228K - $279K
|
1.54K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.53K+ 74.63% |
$227K - $278K
|
3.58K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.52K+ 10.99% |
$225K - $276K
|
15.4K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 26.09% |
$224K - $275K
|
7.32K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.51KNew |
$224K - $274K
|
1.51K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 29.58% |
$223K - $273K
|
6.59K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$222K - $272K
|
1.5K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.5K+ 31.22% |
$222K - $272K
|
6.31K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.49KNew |
$221K - $271K
|
1.49K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.45KNew |
$215K - $263K
|
1.45K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.44K+ 82.19% |
$212K - $260K
|
3.18K
$707K
|