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
|
Redwood Financial Network Corp
|
BUY
|
- |
425+ 4.97% |
$62.9K - $77.1K
|
8.97K
$2M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
418New |
$61.9K - $75.8K
|
418
$93K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
416+ 16.92% |
$61.6K - $75.5K
|
2.87K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
416+ 2.65% |
$61.6K - $75.5K
|
16.1K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
406+ 29.02% |
$60.1K - $73.7K
|
1.81K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
400+ 17.06% |
$59.2K - $72.6K
|
2.75K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
397+ 12.26% |
$58.8K - $72K
|
3.63K
$808K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
396+ 0.41% |
$58.6K - $71.8K
|
97.8K
$21.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
354+ 26.11% |
$52.4K - $64.2K
|
1.71K
$380K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
353+ 3.51% |
$52.3K - $64K
|
10.4K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
350New |
$51.8K - $63.5K
|
350
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
349New |
$51.7K - $63.3K
|
349
$77.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
348+ 194.41% |
$51.5K - $63.1K
|
527
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
346+ 14.31% |
$51.2K - $62.8K
|
2.76K
$615K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
345+ 17.8% |
$51.1K - $62.6K
|
2.28K
$508K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
340New |
$50.3K - $61.7K
|
340
$75.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
334+ 445.33% |
$49.4K - $60.6K
|
409
$91K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
327New |
$48.4K - $59.3K
|
327
$72.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
319+ 4.51% |
$47.2K - $57.9K
|
7.39K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
317New |
$46.9K - $57.5K
|
317
$70.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
306+ 4.45% |
$45.3K - $55.5K
|
7.18K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
303+ 12.76% |
$44.9K - $55K
|
2.68K
$595K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 11.11% |
$44.4K - $54.4K
|
3K
$667K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
297+ 3.7% |
$44K - $53.9K
|
8.33K
$1.85M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
294+ 120.99% |
$43.5K - $53.3K
|
537
$119K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
290+ 1.78% |
$42.9K - $52.6K
|
16.6K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
277+ 4.97% |
$41K - $50.3K
|
5.85K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
275+ 4.98% |
$40.7K - $49.9K
|
5.8K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
270+ 4.24% |
$40K - $49K
|
6.64K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
270+ 4.87% |
$40K - $49K
|
5.82K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
262+ 9.14% |
$38.8K - $47.5K
|
3.13K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
262+ 5.88% |
$38.8K - $47.5K
|
4.72K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
261+ 1.79% |
$38.6K - $47.3K
|
14.9K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
243+ 1.68% |
$36K - $44.1K
|
14.7K
$3.27M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
242+ 1.55% |
$35.8K - $43.9K
|
15.9K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
240+ 14.81% |
$35.5K - $43.5K
|
1.86K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
237+ 11.82% |
$35.1K - $43K
|
2.24K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$33.3K - $40.8K
|
225
$50K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
224+ 3.1% |
$33.2K - $40.6K
|
7.44K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
223+ 2.72% |
$33K - $40.5K
|
8.42K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
221New |
$32.7K - $40.1K
|
221
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
219+ 10.39% |
$32.4K - $39.7K
|
2.33K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
218New |
$32.3K - $39.5K
|
218
$48.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
215+ 0.61% |
$31.8K - $39K
|
35.3K
$7.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 4.76% |
$31.5K - $38.6K
|
4.68K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
213+ 23.67% |
$31.5K - $38.6K
|
1.11K
$248K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
210New |
$31.1K - $38.1K
|
210
$46.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
210+ 12.9% |
$31.1K - $38.1K
|
1.84K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
209New |
$30.9K - $37.9K
|
209
$46.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
201+ 10.85% |
$29.8K - $36.5K
|
2.05K
$457K
|