Purchases and Sales Made in Q2 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2022. 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 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.74K+ 24.66% |
$503K - $708K
|
18.9K
$4.43M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.74K+ 24.66% |
$503K - $708K
|
18.9K
$4.43M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.71KNew |
$499K - $702K
|
3.71K
$869K
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.56KNew |
$480K - $675K
|
3.56K
$836K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.54KNew |
$477K - $671K
|
3.54K
$830K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.54K+ 4.44% |
$476K - $670K
|
83.3K
$19.5M
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
3.35KNew |
$451K - $634K
|
3.35K
$785K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.32KNew |
$447K - $629K
|
3.32K
$778K
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
3.27K+ 180.4% |
$440K - $619K
|
5.08K
$1.19M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.25K+ 37.1% |
$437K - $615K
|
12K
$2.81M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.24KNew |
$436K - $613K
|
3.24K
$759K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.2K+ 15.27% |
$430K - $605K
|
24.1K
$5.66M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.18K+ 11.8% |
$428K - $602K
|
30.1K
$7.07M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 11.8% |
$428K - $602K
|
30.1K
$7.07M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.16K+ 25.79% |
$425K - $598K
|
15.4K
$3.61M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.12K+ 105.52% |
$419K - $590K
|
6.07K
$1.42M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.07KNew |
$413K - $582K
|
3.07K
$720K
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
3.06K+ 3.24% |
$412K - $580K
|
97.7K
$22.9M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.04K+ 123.39% |
$410K - $577K
|
5.51K
$1.29M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.94K+ 46.32% |
$395K - $556K
|
9.28K
$2.17M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.84K+ 7.7% |
$382K - $537K
|
39.7K
$9.3M
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.83K+ 100.25% |
$381K - $536K
|
5.65K
$1.32M
|
|
Nov 03, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 91.06% |
$376K - $529K
|
5.86K
$1.37M
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
2.72K+ 4.5% |
$366K - $515K
|
63.1K
$14.8M
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.62K+ 13.28% |
$353K - $497K
|
22.4K
$5.24M
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 25.57% |
$332K - $467K
|
12.1K
$2.84M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
2.39K+ 201.6% |
$322K - $452K
|
3.57K
$838K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.39K+ 1050.66% |
$321K - $452K
|
2.61K
$612K
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.38K+ 8.28% |
$321K - $451K
|
31.2K
$7.31M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.34K+ 17.85% |
$316K - $444K
|
15.5K
$3.63M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.34KNew |
$315K - $443K
|
2.34K
$548K
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 80.59% |
$310K - $436K
|
5.15K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.26K+ 11.47% |
$305K - $428K
|
22K
$5.15M
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.23K+ 6.36% |
$301K - $423K
|
37.3K
$8.75M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
2.23K+ 15.38% |
$300K - $423K
|
16.7K
$3.93M
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.21K+ 2.08% |
$297K - $418K
|
109K
$25.5M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.2K+ 5.57% |
$297K - $417K
|
41.8K
$9.79M
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.2KNew |
$296K - $417K
|
2.2K
$516K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.18K+ 143.15% |
$294K - $413K
|
3.71K
$869K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.17K+ 9.92% |
$292K - $411K
|
24.1K
$5.64M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.12K+ 17.15% |
$286K - $402K
|
14.5K
$3.4M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.12K+ 46.75% |
$285K - $402K
|
6.66K
$1.56M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.09K+ 160.75% |
$282K - $396K
|
3.4K
$796K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$275K - $386K
|
2.04K
$478K
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.95K+ 100.93% |
$262K - $368K
|
3.87K
$908K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
1.93KNew |
$260K - $366K
|
1.93K
$453K
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.92KNew |
$258K - $364K
|
1.92K
$450K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 3.07% |
$251K - $353K
|
62.6K
$14.7M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.85KNew |
$249K - $351K
|
1.85K
$434K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.85K+ 10.29% |
$249K - $351K
|
19.8K
$4.65M
|