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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12- 0.64% |
$2.34K - $2.87K
|
1.85K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$2.53K - $3.11K
|
16K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-15- 0.76% |
$2.92K - $3.59K
|
1.96K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 1.26% |
$2.92K - $3.59K
|
1.18K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-16- 0.25% |
$3.12K - $3.83K
|
6.32K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.99% |
$3.31K - $4.07K
|
1.7K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-17- 1.21% |
$3.31K - $4.07K
|
1.39K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-18- 14.17% |
$3.51K - $4.31K
|
109
$24.6K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-18- 24.32% |
$3.51K - $4.31K
|
56
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19- 1.38% |
$3.7K - $4.55K
|
1.36K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 1.82% |
$3.9K - $4.79K
|
1.08K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.3% |
$3.9K - $4.79K
|
6.71K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.45% |
$4.09K - $5.03K
|
4.63K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-23- 0.28% |
$4.48K - $5.51K
|
8.13K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 1.92% |
$4.48K - $5.51K
|
1.18K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-23- 0.35% |
$4.48K - $5.51K
|
6.59K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-24- 2.15% |
$4.68K - $5.75K
|
1.09K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-27- 1.37% |
$5.26K - $6.46K
|
1.94K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 41.43% |
$5.65K - $6.94K
|
41
$9.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-29- 5.78% |
$5.65K - $6.94K
|
473
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 1.32% |
$5.84K - $7.18K
|
2.25K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-30- 1.75% |
$5.84K - $7.18K
|
1.68K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 5.1% |
$6.23K - $7.66K
|
596
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-33- 2.17% |
$6.43K - $7.9K
|
1.49K
$336K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-35- 1.67% |
$6.82K - $8.38K
|
2.07K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.41% |
$6.82K - $8.38K
|
8.44K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36- 0.04% |
$7.01K - $8.62K
|
85.3K
$19.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 1.17% |
$7.01K - $8.62K
|
3.03K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-37- 1.7% |
$7.21K - $8.86K
|
2.14K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 15.45% |
$7.4K - $9.1K
|
208
$46.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-38- 1.48% |
$7.4K - $9.1K
|
2.53K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38- 0.49% |
$7.4K - $9.1K
|
7.68K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 0.06% |
$7.6K - $9.34K
|
67.1K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 16.94% |
$7.99K - $9.82K
|
201
$45.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 3.86% |
$8.18K - $10.1K
|
1.05K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-43- 0.89% |
$8.38K - $10.3K
|
4.77K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 3.31% |
$8.77K - $10.8K
|
1.31K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-45- 1.53% |
$8.77K - $10.8K
|
2.9K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 4.32% |
$8.77K - $10.8K
|
996
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-48- 1.36% |
$9.35K - $11.5K
|
3.49K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-49- 2.9% |
$9.55K - $11.7K
|
1.64K
$370K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 2.64% |
$9.74K - $12K
|
1.84K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-55- 4.41% |
$10.7K - $13.2K
|
1.19K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56- 29.17% |
$10.9K - $13.4K
|
136
$30.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 0.52% |
$10.9K - $13.4K
|
10.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 2.73% |
$11.7K - $14.4K
|
2.14K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-61- 1.9% |
$11.9K - $14.6K
|
3.14K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-61- 10.03% |
$11.9K - $14.6K
|
547
$123K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 1.36% |
$12.1K - $14.8K
|
4.49K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 0.35% |
$12.1K - $14.8K
|
17.8K
$4.01M
|