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 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14KNew |
$2.74M - $3.36M
|
14K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
13.4KNew |
$2.61M - $3.21M
|
13.4K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$2.6M - $3.2M
|
13.4K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$2.48M - $3.05M
|
12.8K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$2.33M - $2.86M
|
12K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$2.31M - $2.84M
|
11.9K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
11.7KNew |
$2.27M - $2.8M
|
11.7K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10KNew |
$1.95M - $2.4M
|
10K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
9.96K+ 116.92% |
$1.94M - $2.39M
|
18.5K
$4.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 35.22% |
$1.92M - $2.36M
|
37.9K
$8.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
9.81KNew |
$1.91M - $2.35M
|
9.81K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.63K+ 15.94% |
$1.88M - $2.31M
|
70.1K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.04K+ 3.54% |
$1.76M - $2.16M
|
264K
$59.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 4.11% |
$1.69M - $2.07M
|
219K
$49.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.22K+ 92.92% |
$1.6M - $1.97M
|
17.1K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.88KNew |
$1.53M - $1.89M
|
7.88K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.59K+ 29.03% |
$1.48M - $1.82M
|
33.7K
$7.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.57K+ 38.6% |
$1.48M - $1.81M
|
27.2K
$6.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.54K+ 6.41% |
$1.47M - $1.8M
|
125K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.87K+ 26.66% |
$1.34M - $1.64M
|
32.6K
$7.36M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.25KNew |
$1.22M - $1.5M
|
6.25K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.17K+ 625.86% |
$1.2M - $1.48M
|
7.16K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.84K+ 2.01% |
$1.14M - $1.4M
|
297K
$66.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
5.59K+ 109.98% |
$1.09M - $1.34M
|
10.7K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.48KNew |
$1.07M - $1.31M
|
5.48K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 23.32% |
$1M - $1.23M
|
27.1K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.04K+ 21.9% |
$981K - $1.21M
|
28K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.01K+ 177.69% |
$976K - $1.2M
|
7.83K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.9KNew |
$954K - $1.17M
|
4.9K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.73KNew |
$921K - $1.13M
|
4.73K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$872K - $1.07M
|
4.48K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.39K+ 114.1% |
$854K - $1.05M
|
8.23K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.35K+ 2.98% |
$848K - $1.04M
|
151K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.17KNew |
$813K - $999K
|
4.17K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
4.17KNew |
$812K - $998K
|
4.17K
$940K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.16KNew |
$811K - $997K
|
4.16K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.14KNew |
$806K - $991K
|
4.14K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.04K+ 4.72% |
$786K - $966K
|
89.6K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.02K+ 43.46% |
$783K - $963K
|
13.3K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.83KNew |
$746K - $917K
|
3.83K
$864K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.77K+ 11.46% |
$734K - $902K
|
36.7K
$8.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.65K+ 13.07% |
$711K - $874K
|
31.6K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.64K+ 33.28% |
$710K - $872K
|
14.6K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.58K+ 115.86% |
$697K - $857K
|
6.67K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.55KNew |
$692K - $850K
|
3.55K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.53KNew |
$688K - $845K
|
3.53K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.53KNew |
$688K - $845K
|
3.53K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.51K+ 17.55% |
$684K - $840K
|
23.5K
$5.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.31KNew |
$644K - $792K
|
3.31K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 19.66% |
$642K - $789K
|
20.1K
$4.53M
|