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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
85+ 10.52% |
$16.6K - $20.4K
|
893
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 7.1% |
$16.4K - $20.1K
|
1.27K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
81+ 0.77% |
$15.8K - $19.4K
|
10.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 0.74% |
$15.4K - $18.9K
|
10.7K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
78+ 4.17% |
$15.2K - $18.7K
|
1.95K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
77+ 4.56% |
$15K - $18.4K
|
1.77K
$327K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
77New |
$15K - $18.4K
|
77
$14.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
75+ 1.53% |
$14.6K - $18K
|
4.99K
$925K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 4.41% |
$14.6K - $18K
|
1.78K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
74+ 3.23% |
$14.4K - $17.7K
|
2.37K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
71+ 0.52% |
$13.8K - $17K
|
13.7K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 11.11% |
$13.8K - $17K
|
710
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$13.8K - $17K
|
71
$13.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.44% |
$13.6K - $16.8K
|
15.9K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
70+ 4.53% |
$13.6K - $16.8K
|
1.61K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
69+ 4.58% |
$13.4K - $16.5K
|
1.58K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 0.92% |
$12.7K - $15.6K
|
7.14K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
64+ 1.53% |
$12.5K - $15.3K
|
4.24K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 32.97% |
$11.9K - $14.6K
|
246
$45.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56+ 1.97% |
$10.9K - $13.4K
|
2.89K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 14.67% |
$10.7K - $13.2K
|
430
$79.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
54+ 3.1% |
$10.5K - $12.9K
|
1.8K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54+ 158.82% |
$10.5K - $12.9K
|
88
$16.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
54+ 1.41% |
$10.5K - $12.9K
|
3.89K
$721K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
51+ 9.94% |
$9.93K - $12.2K
|
564
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
49+ 0.69% |
$9.55K - $11.7K
|
7.14K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
48+ 2.24% |
$9.35K - $11.5K
|
2.19K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$9.16K - $11.3K
|
47
$8.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
47+ 1.84% |
$9.16K - $11.3K
|
2.6K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
46+ 2.05% |
$8.96K - $11K
|
2.29K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$7.97K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$7.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
42New |
$8.18K - $10.1K
|
42
$7.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41+ 2.75% |
$7.99K - $9.82K
|
1.53K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 8.7% |
$7.79K - $9.58K
|
500
$92.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
38New |
$7.4K - $9.1K
|
38
$7.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 1.09% |
$7.21K - $8.86K
|
3.44K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
35+ 1.43% |
$6.82K - $8.38K
|
2.49K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35+ 0.88% |
$6.82K - $8.38K
|
4.04K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 2.31% |
$6.23K - $7.66K
|
1.42K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 26.79% |
$5.84K - $7.18K
|
142
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 7.09% |
$5.84K - $7.18K
|
453
$84K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 11.9% |
$5.84K - $7.18K
|
282
$52.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.35% |
$5.84K - $7.18K
|
1.31K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
27+ 2.96% |
$5.26K - $6.46K
|
940
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27+ 2.39% |
$5.26K - $6.46K
|
1.16K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
26+ 1.73% |
$5.06K - $6.23K
|
1.53K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 1.97% |
$5.06K - $6.23K
|
1.35K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 10.68% |
$4.87K - $5.99K
|
259
$48K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
25+ 0.26% |
$4.87K - $5.99K
|
9.49K
$1.76M
|