Purchases and Sales Made in Q1 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2023. 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 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-78- 0.38% |
$10K - $12.2K
|
20.3K
$4.57M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-80- 44.44% |
$10.3K - $12.5K
|
100
$22.6K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-82- 1.33% |
$10.5K - $12.8K
|
6.06K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-83- 0.91% |
$10.7K - $13K
|
9.03K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-83- 3.36% |
$10.7K - $13K
|
2.39K
$539K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-85- 2.72% |
$10.9K - $13.3K
|
3.04K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-89- 8.3% |
$11.4K - $13.9K
|
983
$222K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 1.72% |
$11.7K - $14.2K
|
5.19K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-93- 1.12% |
$11.9K - $14.5K
|
8.21K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-95- 0.6% |
$12.2K - $14.8K
|
15.6K
$3.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-98- 1.23% |
$12.6K - $15.3K
|
7.87K
$1.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-100- 5.76% |
$12.8K - $15.6K
|
1.64K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 4.75% |
$13.2K - $16.1K
|
2.07K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-106- 3.31% |
$13.6K - $16.6K
|
3.09K
$698K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-106- 6.18% |
$13.6K - $16.6K
|
1.61K
$363K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-107- 4.14% |
$13.7K - $16.7K
|
2.48K
$559K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-117- 2.35% |
$15K - $18.3K
|
4.86K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-118- 6.15% |
$15.2K - $18.4K
|
1.8K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-120- 1.68% |
$15.4K - $18.7K
|
7.01K
$1.58M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-121- 3.89% |
$15.5K - $18.9K
|
2.99K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-124- 5.71% |
$15.9K - $19.4K
|
2.05K
$462K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-125- 25.99% |
$16K - $19.5K
|
356
$80.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-126- 5.84% |
$16.2K - $19.7K
|
2.03K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-130- 47.27% |
$16.7K - $20.3K
|
145
$32.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-131- 7.9% |
$16.8K - $20.5K
|
1.53K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-138- 2.07% |
$17.7K - $21.6K
|
6.54K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-139- 4.79% |
$17.8K - $21.7K
|
2.76K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 2.76% |
$17.8K - $21.7K
|
4.9K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-142- 5.73% |
$18.2K - $22.2K
|
2.34K
$527K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-143- 3.24% |
$18.4K - $22.3K
|
4.27K
$964K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-150- 1.41% |
$19.3K - $23.4K
|
10.5K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-151- 3.48% |
$19.4K - $23.6K
|
4.19K
$945K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-157- 1.23% |
$20.2K - $24.5K
|
12.6K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-158- 4.86% |
$20.3K - $24.7K
|
3.09K
$697K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-158- 6.06% |
$20.3K - $24.7K
|
2.45K
$553K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-160- 6.08% |
$20.5K - $25K
|
2.47K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-160- 3.9% |
$20.5K - $25K
|
3.94K
$889K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-168- 4.3% |
$21.6K - $26.2K
|
3.74K
$843K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-168- 62.45% |
$21.6K - $26.2K
|
101
$22.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-176- 5.8% |
$22.6K - $27.5K
|
2.86K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-183- 10.51% |
$23.5K - $28.6K
|
1.56K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-186- 1.56% |
$23.9K - $29K
|
11.8K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-187- 2.79% |
$24K - $29.2K
|
6.51K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-188- 5.53% |
$24.1K - $29.4K
|
3.21K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-188- 2.16% |
$24.1K - $29.4K
|
8.53K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190- 0.25% |
$24.4K - $29.7K
|
74.6K
$16.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-192- 7.91% |
$24.7K - $30K
|
2.24K
$504K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-193- 99.48% |
$24.8K - $30.1K
|
1
$226
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-195- 2.67% |
$25K - $30.5K
|
7.1K
$1.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-195- 3.2% |
$25K - $30.5K
|
5.9K
$1.33M
|