Purchases and Sales Made in Q4 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2024. 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 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-522- 7.62% |
$102K - $125K
|
6.33K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-526- 7.31% |
$102K - $126K
|
6.67K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-542- 5.66% |
$106K - $130K
|
9.04K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-557- 1.97% |
$109K - $133K
|
27.7K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-634- 5.5% |
$124K - $152K
|
10.9K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-635- 21.32% |
$124K - $152K
|
2.34K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-644- 3.18% |
$125K - $154K
|
19.6K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-645- 11.27% |
$126K - $154K
|
5.08K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-649- 7.16% |
$126K - $155K
|
8.41K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-655- 10.72% |
$128K - $157K
|
5.46K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-681- 4.16% |
$133K - $163K
|
15.7K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-726- 26.26% |
$141K - $174K
|
2.04K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-735- 16.9% |
$143K - $176K
|
3.62K
$815K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-798- 8.91% |
$155K - $191K
|
8.16K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-800- 14.01% |
$156K - $192K
|
4.91K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-809- 4.96% |
$158K - $194K
|
15.5K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-815- 6.88% |
$159K - $195K
|
11K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 31.55% |
$168K - $206K
|
1.87K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-888- 8.17% |
$173K - $213K
|
9.98K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-952- 16.33% |
$185K - $228K
|
4.88K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-970- 4.21% |
$189K - $232K
|
22.1K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-973- 9.06% |
$190K - $233K
|
9.77K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 3.98% |
$202K - $248K
|
25K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.14K- 14.32% |
$222K - $272K
|
6.81K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.14K- 81.49% |
$222K - $273K
|
259
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.18K- 3.03% |
$229K - $282K
|
37.7K
$8.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 2.37% |
$246K - $303K
|
52.1K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.27K- 60.63% |
$247K - $303K
|
822
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 48.47% |
$253K - $311K
|
1.38K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 53.41% |
$258K - $317K
|
1.15K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.42K- 4.16% |
$276K - $339K
|
32.7K
$7.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.46K- 9.76% |
$285K - $350K
|
13.5K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 14.96% |
$326K - $401K
|
9.52K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.84K- 8.51% |
$358K - $440K
|
19.7K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.86K- 6.19% |
$362K - $445K
|
28.2K
$6.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 8.57% |
$374K - $460K
|
20.5K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 12.59% |
$375K - $461K
|
13.4K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.98K- 25.15% |
$386K - $474K
|
5.89K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 3.8% |
$390K - $480K
|
50.7K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1K- 3.74% |
$409K - $502K
|
54K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.35K- 2.49% |
$458K - $563K
|
91.9K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.35K- 4.91% |
$458K - $563K
|
45.6K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 24.2% |
$468K - $575K
|
7.52K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.49K- 5.18% |
$485K - $596K
|
45.6K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 98.76% |
$514K - $632K
|
33
$7.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.76K- 19.54% |
$538K - $661K
|
11.4K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 55.13% |
$586K - $720K
|
2.45K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.05K- 8.18% |
$595K - $731K
|
34.3K
$7.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.17K- 5.85% |
$617K - $758K
|
50.9K
$11.5M
|