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 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.61K+ 39.6% |
$276K - $299K
|
5.69K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.6KNew |
$273K - $295K
|
1.6K
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.6K+ 1.86% |
$273K - $295K
|
87.5K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 6.08% |
$272K - $295K
|
27.8K
$6.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.59K+ 51.49% |
$272K - $294K
|
4.68K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.59K+ 0.54% |
$271K - $293K
|
295K
$69.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.58K+ 187.77% |
$270K - $293K
|
2.42K
$568K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.56KNew |
$267K - $289K
|
1.56K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.56K+ 6.06% |
$266K - $288K
|
27.2K
$6.38M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.46K+ 6.79% |
$250K - $271K
|
23K
$5.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.46KNew |
$250K - $271K
|
1.46K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.46KNew |
$249K - $270K
|
1.46K
$342K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 6.79% |
$247K - $267K
|
22.7K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.44K+ 2.26% |
$246K - $266K
|
65.1K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 4.2% |
$245K - $266K
|
35.6K
$8.36M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 0.64% |
$245K - $265K
|
224K
$52.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.39K+ 7.81% |
$238K - $258K
|
19.2K
$4.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.39K+ 7.74% |
$238K - $257K
|
19.4K
$4.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.39K+ 4.24% |
$237K - $257K
|
34.1K
$7.99M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.38KNew |
$236K - $256K
|
1.38K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
1.38KNew |
$236K - $256K
|
1.38K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 4.19% |
$233K - $252K
|
33.9K
$7.95M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.36K+ 10.4% |
$232K - $251K
|
14.4K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.35KNew |
$230K - $249K
|
1.35K
$316K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.34KNew |
$229K - $248K
|
1.34K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.34K+ 2.36% |
$228K - $247K
|
57.8K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.32K+ 11.34% |
$225K - $244K
|
12.9K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.32KNew |
$225K - $243K
|
1.32K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.32KNew |
$225K - $243K
|
1.32K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 790.36% |
$224K - $243K
|
1.48K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.3KNew |
$223K - $241K
|
1.3K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.3K+ 20.94% |
$222K - $240K
|
7.5K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.3KNew |
$222K - $240K
|
1.3K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.29KNew |
$220K - $239K
|
1.29K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.28KNew |
$219K - $237K
|
1.28K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.28K+ 5.09% |
$219K - $237K
|
26.4K
$6.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.26K+ 7.39% |
$216K - $234K
|
18.3K
$4.3M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.26KNew |
$215K - $233K
|
1.26K
$295K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.24KNew |
$211K - $228K
|
1.24K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$210K - $228K
|
1.23K
$289K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.22KNew |
$208K - $225K
|
1.22K
$285K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.21K+ 25.57% |
$206K - $223K
|
5.92K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 1282.98% |
$206K - $223K
|
1.3K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.2KNew |
$205K - $222K
|
1.2K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.2K+ 12.0% |
$205K - $222K
|
11.2K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.19KNew |
$204K - $221K
|
1.19K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.19KNew |
$204K - $220K
|
1.19K
$279K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$199K - $216K
|
1.17K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.17KNew |
$199K - $216K
|
1.17K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 12.27% |
$196K - $213K
|
10.5K
$2.46M
|