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
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 1.12% |
$16.6K - $20.4K
|
7.51K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-91- 1.09% |
$17.7K - $21.8K
|
8.24K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-94- 7.4% |
$18.3K - $22.5K
|
1.18K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-99- 49.01% |
$19.3K - $23.7K
|
103
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-99- 3.11% |
$19.3K - $23.7K
|
3.09K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.49% |
$19.5K - $23.9K
|
2.77K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$19.5K - $23.9K
|
11.7K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 14.62% |
$19.5K - $23.9K
|
584
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 2.95% |
$19.5K - $23.9K
|
3.29K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 15.18% |
$19.9K - $24.4K
|
570
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-104- 0.57% |
$20.3K - $24.9K
|
18K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.69% |
$20.8K - $25.6K
|
6.21K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-107- 1.86% |
$20.8K - $25.6K
|
5.63K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-108- 1.18% |
$21K - $25.9K
|
9.05K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-109- 1.79% |
$21.2K - $26.1K
|
5.99K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-109- 4.21% |
$21.2K - $26.1K
|
2.48K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 6.33% |
$21.4K - $26.3K
|
1.63K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-110- 2.78% |
$21.4K - $26.3K
|
3.85K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 6.35% |
$21.6K - $26.6K
|
1.64K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 20.29% |
$21.8K - $26.8K
|
440
$93K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-119- 87.5% |
$23.2K - $28.5K
|
17
$3.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-119- 3.44% |
$23.2K - $28.5K
|
3.34K
$706K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 6.94% |
$24.4K - $29.9K
|
1.68K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 10.55% |
$24.9K - $30.6K
|
1.09K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-129- 2.36% |
$25.1K - $30.9K
|
5.34K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-130- 9.52% |
$25.3K - $31.1K
|
1.24K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-130- 11.66% |
$25.3K - $31.1K
|
985
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-130- 5.05% |
$25.3K - $31.1K
|
2.44K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132- 0.38% |
$25.7K - $31.6K
|
34.4K
$7.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-133- 10.52% |
$25.9K - $31.8K
|
1.13K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-135- 1.03% |
$26.3K - $32.3K
|
13K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-140- 5.11% |
$27.3K - $33.5K
|
2.6K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-140- 12.03% |
$27.3K - $33.5K
|
1.02K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-147- 0.95% |
$28.6K - $35.2K
|
15.3K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.75% |
$29K - $35.7K
|
8.39K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-152- 8.04% |
$29.6K - $36.4K
|
1.74K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-154- 4.91% |
$30K - $36.9K
|
2.98K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 9.02% |
$30.8K - $37.8K
|
1.59K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-174- 15.06% |
$33.9K - $41.7K
|
981
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-177- 10.73% |
$34.5K - $42.4K
|
1.47K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-177- 0.74% |
$34.5K - $42.4K
|
23.8K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-178- 2.32% |
$34.7K - $42.6K
|
7.5K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-181- 5.58% |
$35.3K - $43.3K
|
3.06K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-184- 6.43% |
$35.8K - $44.1K
|
2.68K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-190- 1.32% |
$37K - $45.5K
|
14.2K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-191- 9.14% |
$37.2K - $45.7K
|
1.9K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 1.07% |
$37.4K - $46K
|
17.8K
$3.76M
|