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 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.94KNew |
$378K - $460K
|
2.94K
$682K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.91K+ 25.25% |
$373K - $454K
|
14.4K
$3.34M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.91KNew |
$373K - $454K
|
2.91K
$674K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 19.91% |
$372K - $452K
|
17.4K
$4.04M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.86KNew |
$367K - $447K
|
2.86K
$663K
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.78KNew |
$357K - $434K
|
2.78K
$644K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.77K+ 0.21% |
$356K - $433K
|
1.35M
$314M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.73K+ 16.45% |
$350K - $426K
|
19.3K
$4.48M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.72K+ 337.64% |
$349K - $424K
|
3.52K
$817K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.65K+ 60.35% |
$340K - $413K
|
7.03K
$1.63M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 12.11% |
$338K - $411K
|
24.4K
$5.65M
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.61KNew |
$334K - $407K
|
2.61K
$604K
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.53K+ 96.56% |
$325K - $395K
|
5.15K
$1.19M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.51K+ 74.14% |
$322K - $392K
|
5.89K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.47K+ 5.59% |
$317K - $386K
|
46.7K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.44K+ 33.08% |
$313K - $381K
|
9.82K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 7.67% |
$310K - $378K
|
33.9K
$7.87M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.4KNew |
$309K - $375K
|
2.4K
$557K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.39KNew |
$307K - $373K
|
2.39K
$554K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
2.37K+ 10.85% |
$304K - $370K
|
24.2K
$5.62M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.36K+ 35.8% |
$303K - $369K
|
8.96K
$2.08M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.35K+ 114.33% |
$301K - $366K
|
4.4K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.33KNew |
$300K - $364K
|
2.33K
$541K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.31K+ 144.76% |
$296K - $361K
|
3.9K
$905K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.29K+ 14.07% |
$294K - $358K
|
18.6K
$4.3M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 14.14% |
$294K - $358K
|
18.5K
$4.28M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.24K+ 4.09% |
$287K - $349K
|
57K
$13.2M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.24K+ 61.19% |
$287K - $349K
|
5.89K
$1.37M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.16K+ 4.35% |
$277K - $337K
|
51.8K
$12M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.1KNew |
$269K - $327K
|
2.1K
$486K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.1K+ 36.64% |
$269K - $327K
|
7.82K
$1.81M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.04K+ 104.51% |
$262K - $318K
|
3.99K
$925K
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.03KNew |
$261K - $318K
|
2.03K
$471K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2K+ 533.33% |
$257K - $312K
|
2.38K
$551K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2KNew |
$256K - $312K
|
2K
$463K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.92K+ 58.24% |
$247K - $300K
|
5.22K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.89K+ 72.56% |
$243K - $296K
|
4.5K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.88KNew |
$241K - $294K
|
1.88K
$436K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.88K+ 8.39% |
$241K - $293K
|
24.2K
$5.62M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.81K+ 79.45% |
$232K - $282K
|
4.09K
$947K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.81K+ 62.44% |
$232K - $282K
|
4.71K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.77KNew |
$227K - $276K
|
1.77K
$410K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.77K+ 66.23% |
$227K - $276K
|
4.43K
$1.03M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.72K+ 64.38% |
$220K - $268K
|
4.38K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.71KNew |
$220K - $268K
|
1.71K
$397K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 13.46% |
$217K - $265K
|
14.3K
$3.31M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 9.48% |
$217K - $263K
|
19.5K
$4.52M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.66KNew |
$213K - $259K
|
1.66K
$384K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
1.65KNew |
$212K - $258K
|
1.65K
$383K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.64KNew |
$211K - $256K
|
1.64K
$380K
|