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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-157- 0.95% |
$26.8K - $29K
|
16.4K
$3.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 2.57% |
$28.2K - $30.5K
|
6.25K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-167- 8.33% |
$28.5K - $30.9K
|
1.84K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-171- 12.23% |
$29.2K - $31.6K
|
1.23K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-172- 1.13% |
$29.4K - $31.8K
|
15K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-178- 10.79% |
$30.4K - $32.9K
|
1.47K
$318K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 1.48% |
$30.6K - $33.1K
|
11.9K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-180- 1.87% |
$30.8K - $33.3K
|
9.45K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-183- 11.41% |
$31.3K - $33.9K
|
1.42K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-185- 7.48% |
$31.6K - $34.2K
|
2.29K
$494K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 6.0% |
$34.2K - $37K
|
3.14K
$677K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-205- 6.8% |
$35K - $37.9K
|
2.81K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-210- 5.95% |
$35.9K - $38.9K
|
3.32K
$717K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-210- 2.29% |
$35.9K - $38.9K
|
8.96K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-210- 5.96% |
$35.9K - $38.9K
|
3.31K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-211- 1.29% |
$36.1K - $39K
|
16.1K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-213- 0.8% |
$36.4K - $39.4K
|
26.5K
$5.72M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-219- 6.44% |
$37.4K - $40.5K
|
3.18K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-221- 6.88% |
$37.8K - $40.9K
|
2.99K
$646K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-229- 17.31% |
$39.1K - $42.4K
|
1.09K
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-230- 2.54% |
$39.3K - $42.6K
|
8.82K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-232- 10.98% |
$39.6K - $42.9K
|
1.88K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-232- 16.89% |
$39.6K - $42.9K
|
1.14K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-234- 26.53% |
$40K - $43.3K
|
648
$140K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-241- 1.94% |
$41.2K - $44.6K
|
12.2K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-247- 3.44% |
$42.2K - $45.7K
|
6.93K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-249- 21.82% |
$42.6K - $46.1K
|
892
$193K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-249- 1.4% |
$42.6K - $46.1K
|
17.6K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-253- 9.87% |
$43.2K - $46.8K
|
2.31K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-261- 3.72% |
$44.6K - $48.3K
|
6.76K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-262- 2.34% |
$44.8K - $48.5K
|
10.9K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-262- 15.58% |
$44.8K - $48.5K
|
1.42K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-272- 11.59% |
$46.5K - $50.3K
|
2.08K
$448K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-272- 0.77% |
$46.5K - $50.3K
|
35K
$7.57M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-275- 5.12% |
$47K - $50.9K
|
5.09K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-277- 1.35% |
$47.3K - $51.3K
|
20.3K
$4.38M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-281- 7.26% |
$48K - $52K
|
3.59K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-283- 56.49% |
$48.4K - $52.4K
|
218
$47.1K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-301- 3.39% |
$51.4K - $55.7K
|
8.58K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-303- 7.98% |
$51.8K - $56.1K
|
3.49K
$755K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-305- 2.2% |
$52.1K - $56.4K
|
13.6K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-310- 18.22% |
$53K - $57.4K
|
1.39K
$300K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-310- 4.67% |
$53K - $57.4K
|
6.33K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-315- 19.44% |
$53.8K - $58.3K
|
1.31K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-324- 18.0% |
$55.4K - $59.9K
|
1.48K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-330- 1.42% |
$56.4K - $61.1K
|
23K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-330- 0.81% |
$56.4K - $61.1K
|
40.4K
$8.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-335- 2.64% |
$57.3K - $62K
|
12.3K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-338- 8.46% |
$57.8K - $62.5K
|
3.66K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-340- 5.84% |
$58.1K - $62.9K
|
5.48K
$1.18M
|