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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42KNew |
$211K - $258K
|
1.42K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.42K+ 43.96% |
$210K - $257K
|
4.65K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.4KNew |
$207K - $254K
|
1.4K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
1.4K+ 6.38% |
$207K - $253K
|
23.3K
$5.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$205K - $252K
|
1.39K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.38KNew |
$204K - $251K
|
1.38K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.38KNew |
$204K - $250K
|
1.38K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.37KNew |
$203K - $249K
|
1.37K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 1305.71% |
$203K - $249K
|
1.48K
$328K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.33KNew |
$196K - $241K
|
1.33K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.33KNew |
$196K - $240K
|
1.33K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.32KNew |
$196K - $240K
|
1.32K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.32K+ 27.49% |
$195K - $239K
|
6.12K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.31KNew |
$194K - $237K
|
1.31K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.31K+ 5.71% |
$193K - $237K
|
24.2K
$5.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$186K - $227K
|
1.25K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25KNew |
$184K - $226K
|
1.25K
$277K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.24KNew |
$184K - $225K
|
1.24K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 52.01% |
$182K - $223K
|
3.6K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.23KNew |
$182K - $223K
|
1.23K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.23KNew |
$181K - $222K
|
1.23K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.19K+ 14.14% |
$177K - $216K
|
9.63K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$176K - $216K
|
1.19K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.19KNew |
$176K - $215K
|
1.19K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.18KNew |
$175K - $214K
|
1.18K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
1.18K+ 43.42% |
$174K - $214K
|
3.89K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.18KNew |
$174K - $213K
|
1.18K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.17KNew |
$173K - $212K
|
1.17K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.16KNew |
$172K - $211K
|
1.16K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.16KNew |
$172K - $211K
|
1.16K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.15KNew |
$171K - $209K
|
1.15K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$168K - $206K
|
1.14K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.13KNew |
$168K - $205K
|
1.13K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.13KNew |
$167K - $205K
|
1.13K
$252K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.12K+ 25.28% |
$166K - $203K
|
5.54K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 15.78% |
$162K - $198K
|
8.02K
$1.78M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.08K+ 2.13% |
$160K - $197K
|
52K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.07K+ 49.22% |
$159K - $194K
|
3.25K
$722K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 36.22% |
$157K - $193K
|
3.99K
$888K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06K+ 963.64% |
$157K - $192K
|
1.17K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.06K+ 7.15% |
$157K - $192K
|
15.9K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.04K+ 4.32% |
$154K - $189K
|
25.1K
$5.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 9.49% |
$153K - $187K
|
11.9K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.03K+ 175.51% |
$153K - $187K
|
1.62K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
993+ 62.81% |
$147K - $180K
|
2.57K
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
988+ 21.58% |
$146K - $179K
|
5.57K
$1.24M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
977+ 30.1% |
$145K - $177K
|
4.22K
$939K
|