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 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 19.55% |
$207K - $252K
|
9.88K
$2.29M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.61K+ 22.38% |
$207K - $252K
|
8.83K
$2.05M
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.6KNew |
$206K - $250K
|
1.6K
$372K
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.6K+ 15.23% |
$206K - $250K
|
12.1K
$2.81M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.59K+ 21.54% |
$204K - $248K
|
8.96K
$2.08M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.58K+ 26.25% |
$203K - $247K
|
7.61K
$1.76M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.57K+ 48.8% |
$201K - $245K
|
4.78K
$1.11M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.54KNew |
$198K - $241K
|
1.54K
$358K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.54KNew |
$197K - $240K
|
1.54K
$356K
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.53KNew |
$197K - $239K
|
1.53K
$355K
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.52KNew |
$196K - $238K
|
1.52K
$353K
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.52KNew |
$195K - $237K
|
1.52K
$352K
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$194K - $236K
|
1.51K
$350K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$192K - $234K
|
1.5K
$347K
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.48KNew |
$190K - $230K
|
1.48K
$342K
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.47KNew |
$189K - $229K
|
1.47K
$341K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$188K - $229K
|
1.47K
$340K
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.46KNew |
$188K - $228K
|
1.46K
$339K
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.45KNew |
$186K - $226K
|
1.45K
$336K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.44K+ 8.11% |
$184K - $224K
|
19.2K
$4.44M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$184K - $224K
|
1.44K
$333K
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.43KNew |
$184K - $223K
|
1.43K
$332K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.42KNew |
$182K - $222K
|
1.42K
$329K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.41KNew |
$181K - $220K
|
1.41K
$327K
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.41KNew |
$181K - $220K
|
1.41K
$326K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 6.15% |
$181K - $220K
|
24.3K
$5.63M
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
1.4KNew |
$180K - $218K
|
1.4K
$324K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.4KNew |
$179K - $218K
|
1.4K
$324K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.4K+ 4.51% |
$179K - $218K
|
32.4K
$7.5M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.39KNew |
$179K - $218K
|
1.39K
$323K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.39K+ 884.71% |
$178K - $217K
|
1.55K
$358K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.37KNew |
$175K - $213K
|
1.37K
$316K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$174K - $212K
|
1.36K
$315K
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.36KNew |
$174K - $212K
|
1.36K
$314K
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.35K+ 69.15% |
$173K - $210K
|
3.29K
$763K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.34KNew |
$173K - $210K
|
1.34K
$312K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.34KNew |
$172K - $209K
|
1.34K
$310K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.32K+ 5.8% |
$170K - $207K
|
24.2K
$5.6M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.31K+ 8.52% |
$169K - $205K
|
16.7K
$3.88M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.27K+ 4.69% |
$163K - $198K
|
28.3K
$6.55M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.22K+ 6.7% |
$156K - $190K
|
19.3K
$4.48M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.48% |
$156K - $189K
|
50.1K
$11.6M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$154K - $187K
|
1.2K
$278K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.17K+ 49.16% |
$150K - $182K
|
3.54K
$819K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.15K+ 53.28% |
$148K - $180K
|
3.32K
$770K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.15K+ 26.84% |
$148K - $180K
|
5.45K
$1.26M
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.14K+ 3.59% |
$146K - $177K
|
32.8K
$7.6M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.12K+ 4.48% |
$144K - $176K
|
26.2K
$6.07M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 1.9% |
$144K - $175K
|
60.1K
$13.9M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.12K+ 76.16% |
$143K - $174K
|
2.58K
$598K
|