Purchases and Sales Made in Q1 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147New |
$24K - $30.9K
|
147
$34.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140New |
$22.8K - $29.4K
|
140
$32.8K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
134New |
$21.9K - $28.2K
|
134
$31.4K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
130+ 127.45% |
$21.2K - $27.3K
|
232
$54.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
129+ 4.51% |
$21.1K - $27.1K
|
2.99K
$702K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 28.13% |
$20.9K - $26.9K
|
583
$137K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
127+ 2.62% |
$20.7K - $26.7K
|
4.98K
$1.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
120+ 0.38% |
$19.6K - $25.2K
|
32K
$7.49M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
114+ 65.14% |
$18.6K - $24K
|
289
$67.8K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
113+ 0.93% |
$18.4K - $23.8K
|
12.2K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
110+ 1.58% |
$18K - $23.1K
|
7.08K
$1.66M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
107+ 2.08% |
$17.5K - $22.5K
|
5.26K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
106+ 100.0% |
$17.3K - $22.3K
|
212
$49.7K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
105New |
$17.1K - $22.1K
|
105
$24.6K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
104+ 0.65% |
$17K - $21.9K
|
16.2K
$3.79M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
94+ 0.27% |
$15.3K - $19.8K
|
35.2K
$8.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
93+ 1.54% |
$15.2K - $19.6K
|
6.14K
$1.44M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
89+ 222.5% |
$14.5K - $18.7K
|
129
$30.2K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
88+ 15.49% |
$14.4K - $18.5K
|
656
$154K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
86+ 8.65% |
$14K - $18.1K
|
1.08K
$253K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
84New |
$13.7K - $17.7K
|
84
$19.7K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
83+ 35.02% |
$13.5K - $17.5K
|
320
$75K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
80+ 2.62% |
$13.1K - $16.8K
|
3.13K
$735K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
79+ 2.08% |
$12.9K - $16.6K
|
3.88K
$910K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
74+ 2.43% |
$12.1K - $15.6K
|
3.11K
$730K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
74+ 26.43% |
$12.1K - $15.6K
|
354
$83K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
70+ 2.87% |
$11.4K - $14.7K
|
2.51K
$589K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
68+ 30.49% |
$11.1K - $14.3K
|
291
$68.2K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
66+ 10.78% |
$10.8K - $13.9K
|
678
$159K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
64+ 3.58% |
$10.4K - $13.5K
|
1.85K
$434K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
64+ 2.5% |
$10.4K - $13.5K
|
2.62K
$615K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 7.1% |
$10.1K - $13K
|
935
$219K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
62+ 0.29% |
$10.1K - $13K
|
21.4K
$5.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 0.67% |
$9.79K - $12.6K
|
8.97K
$2.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.79K - $12.6K
|
60
$14.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 9.01% |
$9.79K - $12.6K
|
726
$170K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
59+ 0.61% |
$9.63K - $12.4K
|
9.7K
$2.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
58New |
$9.47K - $12.2K
|
58
$13.6K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
55+ 13.19% |
$8.98K - $11.6K
|
472
$111K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
53+ 59.55% |
$8.65K - $11.1K
|
142
$33.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
52+ 2.42% |
$8.49K - $10.9K
|
2.2K
$516K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
52+ 16.56% |
$8.49K - $10.9K
|
366
$85.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
49+ 0.71% |
$8K - $10.3K
|
6.98K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$7.34K - $9.46K
|
45
$10.6K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
42+ 3.99% |
$6.85K - $8.83K
|
1.1K
$257K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
41+ 4.03% |
$6.69K - $8.62K
|
1.06K
$248K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 80.0% |
$6.53K - $8.41K
|
90
$21.1K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
37+ 0.25% |
$6.04K - $7.78K
|
15.1K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$5.87K - $7.57K
|
36
$8.44K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
33+ 2.49% |
$5.39K - $6.94K
|
1.36K
$318K
|