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 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 21.71% |
$140K - $171K
|
6.13K
$1.42M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.04K+ 12.29% |
$133K - $162K
|
9.5K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 0.97% |
$130K - $158K
|
105K
$24.3M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
996+ 11.37% |
$128K - $156K
|
9.76K
$2.26M
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
994+ 78.76% |
$128K - $155K
|
2.26K
$523K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
978+ 36.32% |
$126K - $153K
|
3.67K
$851K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
975+ 20.16% |
$125K - $152K
|
5.81K
$1.35M
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
972+ 1.56% |
$125K - $152K
|
63.3K
$14.7M
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
906+ 19.11% |
$116K - $141K
|
5.65K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
900+ 37.5% |
$116K - $141K
|
3.3K
$765K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
848+ 44.96% |
$109K - $132K
|
2.73K
$634K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
832+ 7.82% |
$107K - $130K
|
11.5K
$2.66M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
826+ 79.04% |
$106K - $129K
|
1.87K
$434K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
795+ 17.82% |
$102K - $124K
|
5.26K
$1.22M
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
786+ 175.84% |
$101K - $123K
|
1.23K
$286K
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
759+ 8.03% |
$97.4K - $119K
|
10.2K
$2.37M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
754+ 129.78% |
$96.8K - $118K
|
1.34K
$309K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
750+ 15.58% |
$96.3K - $117K
|
5.56K
$1.29M
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
744+ 7.43% |
$95.5K - $116K
|
10.8K
$2.49M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
709+ 5.89% |
$91K - $111K
|
12.7K
$2.95M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
675New |
$86.7K - $105K
|
675
$156K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
672+ 7.08% |
$86.3K - $105K
|
10.2K
$2.35M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
665+ 32.66% |
$85.4K - $104K
|
2.7K
$626K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
663+ 17.78% |
$85.1K - $104K
|
4.39K
$1.02M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
651New |
$83.6K - $102K
|
651
$151K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
645+ 3.28% |
$82.8K - $101K
|
20.3K
$4.7M
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
644+ 8.57% |
$82.7K - $101K
|
8.16K
$1.89M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
621+ 37.21% |
$79.7K - $97K
|
2.29K
$531K
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
604+ 2.64% |
$77.5K - $94.3K
|
23.5K
$5.45M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
599+ 6.81% |
$76.9K - $93.5K
|
9.4K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
579+ 66.78% |
$74.3K - $90.4K
|
1.45K
$335K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
576+ 4.45% |
$74K - $89.9K
|
13.5K
$3.14M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
572+ 2.05% |
$73.4K - $89.3K
|
28.5K
$6.61M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
567+ 31.87% |
$72.8K - $88.5K
|
2.35K
$544K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
562New |
$72.2K - $87.8K
|
562
$130K
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
556+ 32.06% |
$71.4K - $86.8K
|
2.29K
$531K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
552+ 96.0% |
$70.9K - $86.2K
|
1.13K
$261K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
545+ 24.44% |
$70K - $85.1K
|
2.78K
$643K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
538+ 1.84% |
$69.1K - $84K
|
29.7K
$6.89M
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
525New |
$67.4K - $82K
|
525
$122K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
516+ 6.99% |
$66.2K - $80.6K
|
7.9K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
512New |
$65.7K - $80K
|
512
$119K
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
500+ 18.52% |
$64.2K - $78.1K
|
3.2K
$742K
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
494+ 5.55% |
$63.4K - $77.1K
|
9.39K
$2.18M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
493+ 0.9% |
$63.3K - $77K
|
55.5K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
491+ 3.15% |
$63K - $76.7K
|
16.1K
$3.73M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
490+ 27.16% |
$62.9K - $76.5K
|
2.29K
$532K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
490+ 6.08% |
$62.9K - $76.5K
|
8.55K
$1.98M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465+ 2.91% |
$59.7K - $72.6K
|
16.4K
$3.81M
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
461+ 16.3% |
$59.2K - $72K
|
3.29K
$763K
|