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
|
Vontobel Holding Ltd.
|
BUY
|
- |
977+ 30.1% |
$145K - $177K
|
4.22K
$939K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
925+ 3.13% |
$137K - $168K
|
30.5K
$6.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
918+ 1.2% |
$136K - $167K
|
77.5K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
890+ 6.73% |
$132K - $161K
|
14.1K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
881+ 251.0% |
$130K - $160K
|
1.23K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
864+ 20.14% |
$128K - $157K
|
5.15K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
848+ 4.95% |
$126K - $154K
|
18K
$4M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
831+ 12.61% |
$123K - $151K
|
7.42K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
821+ 40.34% |
$122K - $149K
|
2.86K
$635K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
814+ 0.81% |
$121K - $148K
|
101K
$22.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
814+ 2.57% |
$121K - $148K
|
32.5K
$7.24M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
809+ 12.38% |
$120K - $147K
|
7.34K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
797+ 51.69% |
$118K - $145K
|
2.34K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
792+ 13.84% |
$117K - $144K
|
6.52K
$1.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
787+ 0.83% |
$117K - $143K
|
95.1K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
784+ 13.45% |
$116K - $142K
|
6.61K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
770+ 13.37% |
$114K - $140K
|
6.53K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
697+ 6.42% |
$103K - $126K
|
11.5K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
675+ 40.27% |
$99.9K - $122K
|
2.35K
$523K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
665+ 58.54% |
$98.4K - $121K
|
1.8K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
662New |
$98K - $120K
|
662
$147K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
652New |
$96.5K - $118K
|
652
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
634+ 7.28% |
$93.9K - $115K
|
9.34K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
630+ 160.71% |
$93.3K - $114K
|
1.02K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
628+ 18.46% |
$93K - $114K
|
4.03K
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
612+ 0.97% |
$90.6K - $111K
|
63.9K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
608+ 1.5% |
$90K - $110K
|
41.2K
$9.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
597+ 5.51% |
$88.4K - $108K
|
11.4K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
591+ 35.56% |
$87.5K - $107K
|
2.25K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
575New |
$85.1K - $104K
|
575
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
561+ 630.34% |
$83.1K - $102K
|
650
$145K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
556+ 31.84% |
$82.3K - $101K
|
2.3K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
555+ 28.0% |
$82.2K - $101K
|
2.54K
$564K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
550New |
$81.4K - $99.8K
|
550
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
549+ 9.03% |
$81.3K - $99.6K
|
6.63K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
542New |
$80.2K - $98.3K
|
542
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
542+ 8.37% |
$80.2K - $98.3K
|
7.02K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
523+ 8.42% |
$77.4K - $94.9K
|
6.74K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
510+ 33.69% |
$75.5K - $92.5K
|
2.02K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
500+ 13.16% |
$74K - $90.7K
|
4.3K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
500+ 20.83% |
$74K - $90.7K
|
2.9K
$645K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
498+ 1.01% |
$73.7K - $90.3K
|
49.6K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
486+ 86.02% |
$71.9K - $88.2K
|
1.05K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
468+ 349.25% |
$69.3K - $84.9K
|
602
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
466+ 4.34% |
$69K - $84.5K
|
11.2K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
465+ 30.18% |
$68.8K - $84.4K
|
2.01K
$446K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
457+ 8.78% |
$67.7K - $82.9K
|
5.66K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450New |
$66.6K - $81.6K
|
450
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
440+ 12.1% |
$65.1K - $79.8K
|
4.08K
$906K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
429+ 49.37% |
$63.5K - $77.8K
|
1.3K
$289K
|