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 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
515+ 7.81% |
$88K - $95.3K
|
7.11K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
511+ 6.29% |
$87.3K - $94.5K
|
8.64K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
504+ 2.25% |
$86.1K - $93.3K
|
22.9K
$5.38M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
490+ 28.59% |
$83.7K - $90.7K
|
2.2K
$517K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466New |
$79.6K - $86.2K
|
466
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
461+ 7.31% |
$78.8K - $85.3K
|
6.77K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
461+ 4.92% |
$78.8K - $85.3K
|
9.84K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
458+ 6.29% |
$78.3K - $84.7K
|
7.74K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
458New |
$78.3K - $84.7K
|
458
$107K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
458+ 1.31% |
$78.3K - $84.7K
|
35.5K
$8.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450+ 4.38% |
$76.9K - $83.3K
|
10.7K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
428+ 1.59% |
$73.1K - $79.2K
|
27.3K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
424+ 16.87% |
$72.5K - $78.4K
|
2.94K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
420+ 30.97% |
$71.8K - $77.7K
|
1.78K
$416K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
418+ 151.45% |
$71.4K - $77.3K
|
694
$163K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
404+ 9.62% |
$69K - $74.7K
|
4.6K
$1.08M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
402New |
$68.7K - $74.4K
|
402
$94.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
400New |
$68.4K - $74K
|
400
$93.8K
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400+ 9.3% |
$68.4K - $74K
|
4.7K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
394+ 14.18% |
$67.3K - $72.9K
|
3.17K
$744K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
376+ 20.22% |
$64.3K - $69.6K
|
2.24K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
373+ 98.68% |
$63.7K - $69K
|
751
$176K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
361+ 237.5% |
$61.7K - $66.8K
|
513
$120K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
361+ 8.96% |
$61.7K - $66.8K
|
4.39K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
359+ 4.09% |
$61.4K - $66.4K
|
9.14K
$2.14M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
358+ 8.8% |
$61.2K - $66.2K
|
4.43K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
333+ 65.17% |
$56.9K - $61.6K
|
844
$198K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
332+ 2.26% |
$56.7K - $61.4K
|
15K
$3.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
330+ 21.99% |
$56.4K - $61.1K
|
1.83K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
329+ 1.53% |
$56.2K - $60.9K
|
21.8K
$5.12M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
324+ 15.75% |
$55.4K - $59.9K
|
2.38K
$558K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
308+ 5.98% |
$52.6K - $57K
|
5.46K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
306+ 1.3% |
$52.3K - $56.6K
|
23.8K
$5.57M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
306+ 1.74% |
$52.3K - $56.6K
|
17.9K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
304+ 21.71% |
$52K - $56.2K
|
1.7K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
295+ 0.98% |
$50.4K - $54.6K
|
30.4K
$7.13M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
293+ 1.83% |
$50.1K - $54.2K
|
16.3K
$3.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
283+ 3.24% |
$48.4K - $52.4K
|
9.02K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
281+ 2.57% |
$48K - $52K
|
11.2K
$2.63M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
274+ 71.92% |
$46.8K - $50.7K
|
655
$154K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
268+ 0.68% |
$45.8K - $49.6K
|
39.6K
$9.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
265+ 13.64% |
$45.3K - $49K
|
2.21K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
258+ 19.97% |
$44.1K - $47.7K
|
1.55K
$363K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
253+ 9.37% |
$43.2K - $46.8K
|
2.95K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
246+ 3.06% |
$42K - $45.5K
|
8.28K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
242+ 7.78% |
$41.4K - $44.8K
|
3.35K
$786K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
240+ 3.68% |
$41K - $44.4K
|
6.77K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
237+ 2.41% |
$40.5K - $43.8K
|
10.1K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
221New |
$37.8K - $40.9K
|
221
$51.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
217+ 135.63% |
$37.1K - $40.1K
|
377
$88.4K
|