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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.88K- 1.38% |
$241K - $293K
|
134K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.9K- 47.42% |
$243K - $296K
|
2.1K
$487K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 4.49% |
$245K - $298K
|
40.7K
$9.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.91K- 4.49% |
$245K - $298K
|
40.7K
$9.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.95K- 15.29% |
$250K - $304K
|
10.8K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.98K- 40.72% |
$254K - $309K
|
2.88K
$668K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 20.1% |
$254K - $309K
|
7.86K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2K- 79.96% |
$257K - $312K
|
501
$116K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.01K- 14.2% |
$257K - $313K
|
12.1K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.02K- 42.87% |
$259K - $316K
|
2.69K
$624K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.04K- 57.18% |
$262K - $319K
|
1.53K
$354K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-2.12K- 54.17% |
$273K - $332K
|
1.8K
$416K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.14K- 8.48% |
$274K - $333K
|
23K
$5.34M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.22K- 1.41% |
$285K - $347K
|
155K
$35.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 0.82% |
$285K - $347K
|
269K
$62.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.26K- 23.91% |
$290K - $353K
|
7.2K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.32K- 2.25% |
$298K - $362K
|
101K
$23.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.51K- 8.42% |
$322K - $391K
|
27.3K
$6.32M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.52K- 63.81% |
$324K - $394K
|
1.43K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.58K- 6.78% |
$331K - $402K
|
35.4K
$8.21M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.59K- 90.2% |
$332K - $404K
|
281
$65.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.6K- 0.58% |
$334K - $406K
|
445K
$103M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.71K- 69.47% |
$347K - $423K
|
1.19K
$276K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.71K- 60.29% |
$348K - $424K
|
1.79K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.88K- 3.47% |
$370K - $450K
|
80.2K
$18.6M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.89K- 45.48% |
$371K - $451K
|
3.46K
$802K
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-3.18K- 10.87% |
$408K - $496K
|
26K
$6.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.19K- 35.83% |
$410K - $499K
|
5.72K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.28K- 12.22% |
$420K - $511K
|
23.5K
$5.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.38K- 11.23% |
$434K - $528K
|
26.7K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.44K- 6.6% |
$442K - $538K
|
48.7K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-3.48K- 4.64% |
$447K - $543K
|
71.5K
$16.6M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.74K- 42.38% |
$480K - $584K
|
5.09K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.75K- 37.13% |
$481K - $585K
|
6.35K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.84K- 3.69% |
$493K - $599K
|
100K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.1K- 80.16% |
$527K - $641K
|
1.02K
$236K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.13K- 31.29% |
$531K - $645K
|
9.08K
$2.1M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.32K- 41.36% |
$555K - $675K
|
6.13K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.45K- 35.44% |
$572K - $696K
|
8.11K
$1.88M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.46K- 45.17% |
$573K - $696K
|
5.41K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.51K- 27.87% |
$579K - $704K
|
11.7K
$2.7M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.51K- 35.45% |
$579K - $704K
|
8.21K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-4.65K- 54.39% |
$598K - $727K
|
3.9K
$905K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.79K- 19.35% |
$615K - $748K
|
20K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.9K- 2.43% |
$629K - $765K
|
197K
$45.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5K- 16.85% |
$642K - $781K
|
24.7K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.11K- 26.28% |
$656K - $798K
|
14.3K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.15K- 71.97% |
$661K - $804K
|
2.01K
$465K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.2K- 6.66% |
$667K - $811K
|
72.8K
$16.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.29K- 41.6% |
$679K - $826K
|
7.43K
$1.72M
|