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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.85KNew |
$487K - $527K
|
2.85K
$668K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 5.41% |
$476K - $516K
|
54.3K
$12.7M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.79KNew |
$476K - $515K
|
2.79K
$653K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.77K+ 18.03% |
$474K - $513K
|
18.2K
$4.26M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.7KNew |
$461K - $500K
|
2.7K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.69K+ 10.37% |
$460K - $498K
|
28.6K
$6.71M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.58K+ 2.19% |
$440K - $477K
|
120K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.56KNew |
$438K - $474K
|
2.56K
$600K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$432K - $468K
|
2.53K
$593K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52K+ 6.11% |
$431K - $466K
|
43.8K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.46K+ 1286.39% |
$420K - $455K
|
2.65K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.45K+ 32.3% |
$419K - $453K
|
10K
$2.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.43K+ 9.8% |
$414K - $449K
|
27.2K
$6.37M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.37K+ 105.66% |
$405K - $438K
|
4.61K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.34K+ 6.52% |
$401K - $434K
|
38.3K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.3K+ 96.04% |
$393K - $426K
|
4.7K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.3K+ 8.77% |
$392K - $425K
|
28.5K
$6.67M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.29K+ 48.09% |
$391K - $423K
|
7.04K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.26KNew |
$386K - $418K
|
2.26K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.25K+ 6.67% |
$384K - $416K
|
35.9K
$8.42M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.17K+ 28.76% |
$370K - $401K
|
9.7K
$2.27M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.17KNew |
$370K - $401K
|
2.17K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.11K+ 90.5% |
$360K - $390K
|
4.43K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.11KNew |
$360K - $389K
|
2.11K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.09K+ 22.89% |
$356K - $386K
|
11.2K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.08K+ 5.56% |
$356K - $385K
|
39.5K
$9.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.07KNew |
$354K - $383K
|
2.07K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.05KNew |
$350K - $379K
|
2.05K
$480K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.96K+ 29.03% |
$335K - $363K
|
8.72K
$2.04M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.96K+ 44.25% |
$335K - $363K
|
6.39K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.95KNew |
$333K - $361K
|
1.95K
$457K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.94KNew |
$331K - $358K
|
1.94K
$454K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$327K - $354K
|
1.91K
$448K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.88KNew |
$320K - $347K
|
1.88K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.83K+ 28.57% |
$313K - $339K
|
8.24K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.79K+ 11.08% |
$305K - $330K
|
17.9K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.79K+ 11.23% |
$305K - $330K
|
17.7K
$4.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.77KNew |
$303K - $328K
|
1.77K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.77KNew |
$302K - $327K
|
1.77K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.77KNew |
$302K - $327K
|
1.77K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.77KNew |
$302K - $327K
|
1.77K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.77K+ 10.56% |
$302K - $327K
|
18.5K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.76K+ 27.55% |
$301K - $325K
|
8.14K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 74.12% |
$300K - $325K
|
4.13K
$967K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.74K+ 6.98% |
$297K - $322K
|
26.6K
$6.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.72K+ 35.09% |
$294K - $318K
|
6.61K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.71KNew |
$291K - $315K
|
1.71K
$400K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.7K+ 6.43% |
$290K - $314K
|
28.1K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.67K+ 131.09% |
$286K - $310K
|
2.95K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 6.99% |
$279K - $303K
|
25K
$5.86M
|