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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 12.59% |
$375K - $461K
|
13.4K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.98K- 25.15% |
$386K - $474K
|
5.89K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 3.8% |
$390K - $480K
|
50.7K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-2.04K- 89.55% |
$397K - $488K
|
238
$50.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1K- 3.74% |
$409K - $502K
|
54K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.35K- 2.49% |
$458K - $563K
|
91.9K
$19.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.35K- 4.91% |
$458K - $563K
|
45.6K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.39K- 6.16% |
$466K - $573K
|
36.4K
$7.79M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 24.2% |
$468K - $575K
|
7.52K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.49K- 5.18% |
$485K - $596K
|
45.6K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.61K- 2.23% |
$508K - $624K
|
114K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 98.76% |
$514K - $632K
|
33
$7.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.76K- 19.54% |
$538K - $661K
|
11.4K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 55.13% |
$586K - $720K
|
2.45K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.05K- 8.18% |
$595K - $731K
|
34.3K
$7.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.17K- 5.85% |
$617K - $758K
|
50.9K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.24K- 3.64% |
$632K - $776K
|
85.7K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.39K- 12.68% |
$661K - $813K
|
23.4K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-3.43K- 3.81% |
$669K - $822K
|
86.7K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 17.59% |
$685K - $842K
|
16.5K
$3.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-3.65K- 49.32% |
$711K - $874K
|
3.75K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.68K- 16.64% |
$717K - $881K
|
18.4K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.7K- 9.66% |
$720K - $885K
|
34.6K
$7.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.74K- 28.88% |
$729K - $896K
|
9.22K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.77K- 2.16% |
$734K - $902K
|
171K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.01K- 97.83% |
$781K - $960K
|
89
$19K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4.05K- 45.11% |
$789K - $969K
|
4.93K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.22K- 29.74% |
$823K - $1.01M
|
9.98K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.23K- 3.16% |
$823K - $1.01M
|
129K
$27.6M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.63K- 10.25% |
$903K - $1.11M
|
40.6K
$8.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 2.55% |
$905K - $1.11M
|
178K
$38M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.7K- 24.05% |
$916K - $1.13M
|
14.9K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.38K- 3.05% |
$1.05M - $1.29M
|
171K
$36.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.4K- 2.49% |
$1.05M - $1.29M
|
211K
$45.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.75K- 1.76% |
$1.12M - $1.38M
|
321K
$68.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.98K- 11.95% |
$1.16M - $1.43M
|
44K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.12K- 7.82% |
$1.19M - $1.46M
|
72.1K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.26K- 2.03% |
$1.22M - $1.5M
|
301K
$64.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.27K- 58.15% |
$1.22M - $1.5M
|
4.51K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.27K- 86.41% |
$1.22M - $1.5M
|
986
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.29K- 67.56% |
$1.22M - $1.51M
|
3.02K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 82.53% |
$1.26M - $1.55M
|
1.37K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-6.97K- 80.73% |
$1.36M - $1.67M
|
1.66K
$356K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.36K- 40.98% |
$1.43M - $1.76M
|
10.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.6K- 68.96% |
$1.48M - $1.82M
|
3.42K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.71K- 93.58% |
$1.5M - $1.85M
|
529
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.01K- 2.83% |
$1.56M - $1.92M
|
275K
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.14K- 46.63% |
$1.58M - $1.95M
|
9.31K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.33K- 3.55% |
$1.62M - $1.99M
|
226K
$48.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-8.46K- 36.06% |
$1.65M - $2.02M
|
15K
$3.21M
|