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 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
201+ 6.95% |
$29.8K - $36.5K
|
3.1K
$688K
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$29.6K - $36.3K
|
200
$44.5K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
191New |
$28.3K - $34.6K
|
191
$42.5K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
190+ 30.69% |
$28.1K - $34.5K
|
809
$180K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
188+ 0.58% |
$27.8K - $34.1K
|
32.7K
$7.27M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
183+ 6100.0% |
$27.1K - $33.2K
|
186
$41.4K
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
179+ 4.04% |
$26.5K - $32.5K
|
4.61K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
178+ 2542.86% |
$26.4K - $32.3K
|
185
$41.1K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
178+ 67.42% |
$26.4K - $32.3K
|
442
$98.3K
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
177+ 7.64% |
$26.2K - $32.1K
|
2.5K
$555K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
175+ 2.1% |
$25.9K - $31.7K
|
8.52K
$1.9M
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
175New |
$25.9K - $31.7K
|
175
$38.9K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
174+ 2.87% |
$25.8K - $31.6K
|
6.24K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
172+ 2.0% |
$25.5K - $31.2K
|
8.78K
$1.95M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
167New |
$24.7K - $30.3K
|
167
$37.1K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 1.85% |
$24.6K - $30.1K
|
9.16K
$2.04M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
165New |
$24.4K - $29.9K
|
165
$36.7K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
165+ 0.26% |
$24.4K - $29.9K
|
63.6K
$14.1M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
154+ 1.18% |
$22.8K - $27.9K
|
13.2K
$2.93M
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
153+ 1.07% |
$22.7K - $27.8K
|
14.4K
$3.2M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
152New |
$22.5K - $27.6K
|
152
$33.8K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
139+ 9.17% |
$20.6K - $25.2K
|
1.66K
$368K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
134+ 7.16% |
$19.8K - $24.3K
|
2.01K
$446K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
134+ 2.27% |
$19.8K - $24.3K
|
6.05K
$1.34M
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
129New |
$19.1K - $23.4K
|
129
$28.7K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
128+ 1.07% |
$18.9K - $23.2K
|
12.1K
$2.68M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$28.5K
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
128+ 1.24% |
$18.9K - $23.2K
|
10.5K
$2.33M
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
122+ 0.99% |
$18.1K - $22.1K
|
12.4K
$2.76M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
120New |
$17.8K - $21.8K
|
120
$26.7K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
119New |
$17.6K - $21.6K
|
119
$26.5K
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
118+ 2.11% |
$17.5K - $21.4K
|
5.72K
$1.27M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
117+ 216.67% |
$17.3K - $21.2K
|
171
$38K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106+ 0.85% |
$15.7K - $19.2K
|
12.6K
$2.8M
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
105+ 4.96% |
$15.5K - $19K
|
2.22K
$495K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$23.3K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
102+ 5.07% |
$15.1K - $18.5K
|
2.11K
$470K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
100+ 1.82% |
$14.8K - $18.1K
|
5.58K
$1.24M
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94New |
$13.9K - $17.1K
|
94
$20.9K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
92+ 2.95% |
$13.6K - $16.7K
|
3.21K
$714K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
91+ 4.05% |
$13.5K - $16.5K
|
2.34K
$520K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$20K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$20K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88New |
$13K - $16K
|
88
$19.6K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
87+ 1.23% |
$12.9K - $15.8K
|
7.17K
$1.59M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
87+ 1.65% |
$12.9K - $15.8K
|
5.37K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
86+ 286.67% |
$12.7K - $15.6K
|
116
$25.8K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 39.53% |
$12.6K - $15.4K
|
300
$66.7K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
83+ 4.34% |
$12.3K - $15.1K
|
1.99K
$443K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
83+ 2.49% |
$12.3K - $15.1K
|
3.42K
$759K
|