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
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.92KNew |
$375K - $460K
|
1.92K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.91KNew |
$371K - $456K
|
1.91K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.9K+ 93.81% |
$369K - $454K
|
3.92K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.89KNew |
$367K - $451K
|
1.89K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.87KNew |
$365K - $448K
|
1.87K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.84KNew |
$358K - $440K
|
1.84K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.77KNew |
$345K - $425K
|
1.77K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77KNew |
$345K - $424K
|
1.77K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.77KNew |
$345K - $424K
|
1.77K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.77K+ 8.38% |
$344K - $423K
|
22.8K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.76KNew |
$342K - $420K
|
1.76K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.75K+ 25.31% |
$340K - $418K
|
8.65K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.74K+ 9.98% |
$339K - $417K
|
19.2K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$338K - $415K
|
1.74K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73K+ 7.29% |
$337K - $415K
|
25.5K
$4.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 128.65% |
$335K - $412K
|
3.06K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 12.78% |
$331K - $406K
|
15K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.7KNew |
$330K - $406K
|
1.7K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.68KNew |
$327K - $402K
|
1.68K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
1.67KNew |
$325K - $400K
|
1.67K
$310K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.67KNew |
$325K - $400K
|
1.67K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63KNew |
$318K - $391K
|
1.63K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.63KNew |
$318K - $390K
|
1.63K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.62KNew |
$316K - $388K
|
1.62K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 109.94% |
$315K - $387K
|
3.08K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.61KNew |
$313K - $385K
|
1.61K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.59KNew |
$310K - $381K
|
1.59K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.59K+ 0.9% |
$310K - $380K
|
179K
$33.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.56KNew |
$303K - $372K
|
1.56K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.54K+ 30.22% |
$301K - $370K
|
6.65K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.53KNew |
$297K - $365K
|
1.53K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.52KNew |
$296K - $363K
|
1.52K
$281K
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.51KNew |
$293K - $360K
|
1.51K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.5KNew |
$293K - $360K
|
1.5K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.68% |
$288K - $353K
|
27.5K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.47KNew |
$286K - $352K
|
1.47K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$276K - $340K
|
1.42K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 13.02% |
$275K - $338K
|
12.3K
$2.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.39K+ 41.48% |
$271K - $333K
|
4.74K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.38KNew |
$269K - $330K
|
1.38K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 145.81% |
$268K - $329K
|
2.32K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37KNew |
$267K - $328K
|
1.37K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.37K+ 19.03% |
$266K - $327K
|
8.55K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34KNew |
$262K - $322K
|
1.34K
$249K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.34KNew |
$261K - $321K
|
1.34K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.33K+ 5.13% |
$258K - $317K
|
27.2K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$258K - $317K
|
1.32K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.3KNew |
$252K - $310K
|
1.3K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.29K+ 5.78% |
$252K - $310K
|
23.7K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 3.25% |
$251K - $309K
|
40.9K
$7.59M
|