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 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
450+ 26.52% |
$57.8K - $70.3K
|
2.15K
$498K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
447+ 6.95% |
$57.4K - $69.8K
|
6.88K
$1.6M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
444+ 0.52% |
$57K - $69.3K
|
85.7K
$19.9M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
441New |
$56.6K - $68.9K
|
441
$102K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
434New |
$55.7K - $67.8K
|
434
$101K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
424+ 8.34% |
$54.4K - $66.2K
|
5.51K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
421+ 12.23% |
$54.1K - $65.7K
|
3.86K
$895K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
405+ 81.0% |
$52K - $63.2K
|
905
$210K
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
398+ 15.05% |
$51.1K - $62.2K
|
3.04K
$705K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
388New |
$49.8K - $60.6K
|
388
$89.9K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
386+ 11.83% |
$49.6K - $60.3K
|
3.65K
$846K
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
377+ 24.06% |
$48.4K - $58.9K
|
1.94K
$451K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
377New |
$48.4K - $58.9K
|
377
$87.4K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
376+ 24.24% |
$48.3K - $58.7K
|
1.93K
$447K
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
374+ 0.71% |
$48K - $58.4K
|
52.9K
$12.3M
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
357+ 4.92% |
$45.8K - $55.7K
|
7.62K
$1.77M
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
356New |
$45.7K - $55.6K
|
356
$82.5K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
355+ 0.6% |
$45.6K - $55.4K
|
59.3K
$13.7M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
347+ 2.28% |
$44.6K - $54.2K
|
15.6K
$3.61M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
341+ 6.14% |
$43.8K - $53.3K
|
5.9K
$1.37M
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
339+ 17.36% |
$43.5K - $52.9K
|
2.29K
$531K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
333New |
$42.8K - $52K
|
333
$77.2K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
333+ 3.88% |
$42.8K - $52K
|
8.91K
$2.07M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
330+ 7.94% |
$42.4K - $51.5K
|
4.49K
$1.04M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
326+ 9.22% |
$41.9K - $50.9K
|
3.86K
$895K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
321+ 2.99% |
$41.2K - $50.1K
|
11K
$2.56M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
317+ 2.46% |
$40.7K - $49.5K
|
13.2K
$3.05M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
316+ 1.39% |
$40.6K - $49.3K
|
23K
$5.34M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
314New |
$40.3K - $49K
|
314
$72.8K
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
308+ 16.42% |
$39.5K - $48.1K
|
2.18K
$506K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
305+ 2.05% |
$39.2K - $47.6K
|
15.2K
$3.53M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 15.45% |
$38.1K - $46.4K
|
2.22K
$514K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
291+ 64.1% |
$37.4K - $45.4K
|
745
$173K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
285+ 11.7% |
$36.6K - $44.5K
|
2.72K
$630K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
269+ 5.29% |
$34.5K - $42K
|
5.35K
$1.24M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
268+ 5.22% |
$34.4K - $41.9K
|
5.4K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
261+ 1.62% |
$33.5K - $40.8K
|
16.4K
$3.8M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250New |
$32.1K - $39K
|
250
$58K
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
236+ 6.38% |
$30.3K - $36.9K
|
3.94K
$913K
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
218+ 1.57% |
$28K - $34K
|
14.1K
$3.27M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
218+ 12.2% |
$28K - $34K
|
2.01K
$465K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
208New |
$26.7K - $32.5K
|
208
$48.2K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
203+ 60.24% |
$26.1K - $31.7K
|
540
$125K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195+ 12.34% |
$25K - $30.5K
|
1.78K
$411K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
190+ 47.98% |
$24.4K - $29.7K
|
586
$136K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
190New |
$24.4K - $29.7K
|
190
$44K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
189+ 10.93% |
$24.3K - $29.5K
|
1.92K
$445K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
185New |
$23.8K - $28.9K
|
185
$42.9K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
176+ 3.91% |
$22.6K - $27.5K
|
4.68K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
176+ 1.47% |
$22.6K - $27.5K
|
12.1K
$2.81M
|