Purchases and Sales Made in Q1 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2024. 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 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92- 8.75% |
$15.7K - $17K
|
959
$191K
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-95- 2.39% |
$16.2K - $17.6K
|
3.88K
$775K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-97- 0.2% |
$16.6K - $17.9K
|
47.7K
$9.53M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-99- 0.53% |
$16.9K - $18.3K
|
18.4K
$3.68M
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100- 6.29% |
$17.1K - $18.5K
|
1.49K
$298K
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 5.23% |
$17.1K - $18.5K
|
1.81K
$362K
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-100- 4.45% |
$17.1K - $18.5K
|
2.15K
$428K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-101- 7.61% |
$17.3K - $18.7K
|
1.23K
$245K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-105- 4.89% |
$17.9K - $19.4K
|
2.04K
$408K
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 6.7% |
$18.8K - $20.4K
|
1.53K
$306K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-111- 2.1% |
$19K - $20.5K
|
5.18K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-111- 5.34% |
$19K - $20.5K
|
1.97K
$393K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111- 1.55% |
$19K - $20.5K
|
7.07K
$1.41M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-112- 2.01% |
$19.1K - $20.7K
|
5.45K
$1.09M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-115- 8.36% |
$19.7K - $21.3K
|
1.26K
$252K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-115- 20.91% |
$19.7K - $21.3K
|
435
$86.8K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-115- 4.91% |
$19.7K - $21.3K
|
2.23K
$444K
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-116- 1.14% |
$19.8K - $21.5K
|
10K
$2M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-119- 35.95% |
$20.3K - $22K
|
212
$42.3K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-121- 9.33% |
$20.7K - $22.4K
|
1.18K
$235K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-124- 15.33% |
$21.2K - $22.9K
|
685
$137K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-128- 3.6% |
$21.9K - $23.7K
|
3.43K
$685K
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-129- 0.95% |
$22K - $23.9K
|
13.4K
$2.68M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-135- 6.93% |
$23.1K - $25K
|
1.81K
$362K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-137- 3.9% |
$23.4K - $25.3K
|
3.38K
$674K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-138- 0.12% |
$23.6K - $25.5K
|
119K
$23.8M
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-142- 7.49% |
$24.3K - $26.3K
|
1.75K
$350K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-143- 19.35% |
$24.4K - $26.5K
|
596
$119K
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.75% |
$24.6K - $26.6K
|
8.1K
$1.62M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 32.22% |
$24.8K - $26.8K
|
305
$60.9K
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-145- 1.71% |
$24.8K - $26.8K
|
8.33K
$1.66M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-147- 6.33% |
$25.1K - $27.2K
|
2.18K
$434K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-149- 2.56% |
$25.5K - $27.6K
|
5.68K
$1.13M
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 26.09% |
$25.6K - $27.8K
|
425
$84.8K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-150- 1.39% |
$25.6K - $27.8K
|
10.7K
$2.13M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.18% |
$25.6K - $27.8K
|
12.5K
$2.5M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-152- 9.95% |
$26K - $28.1K
|
1.38K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-152- 1.04% |
$26K - $28.1K
|
14.5K
$2.9M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-152- 4.37% |
$26K - $28.1K
|
3.33K
$664K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-157- 0.95% |
$26.8K - $29K
|
16.4K
$3.28M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 2.57% |
$28.2K - $30.5K
|
6.25K
$1.25M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-167- 8.33% |
$28.5K - $30.9K
|
1.84K
$367K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-171- 12.23% |
$29.2K - $31.6K
|
1.23K
$245K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-172- 1.13% |
$29.4K - $31.8K
|
15K
$3M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-178- 10.79% |
$30.4K - $32.9K
|
1.47K
$294K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 1.48% |
$30.6K - $33.1K
|
11.9K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-180- 1.87% |
$30.8K - $33.3K
|
9.45K
$1.89M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-183- 11.41% |
$31.3K - $33.9K
|
1.42K
$284K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-185- 7.48% |
$31.6K - $34.2K
|
2.29K
$457K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 6.0% |
$34.2K - $37K
|
3.14K
$626K
|