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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19New |
$2.56K - $3.6K
|
19
$4.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$2.15K - $3.03K
|
16
$3.75K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.6% |
$2.02K - $2.84K
|
2.51K
$589K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
15+ 7.65% |
$2.02K - $2.84K
|
211
$49.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
12+ 0.4% |
$1.62K - $2.27K
|
3K
$704K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.09% |
$1.48K - $2.08K
|
12.8K
$2.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.73% |
$1.35K - $1.89K
|
1.38K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.22% |
$1.08K - $1.52K
|
3.7K
$867K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.17% |
$942 - $1.33K
|
4.01K
$940K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 2.47% |
$808 - $1.14K
|
249
$58.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6+ 0.22% |
$808 - $1.14K
|
2.74K
$642K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 1.36% |
$673 - $947
|
373
$87.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$539 - $758
|
1.52K
$355K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4+ 5.48% |
$539 - $758
|
77
$18.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3New |
$404 - $568
|
3
$703
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$269 - $379
|
937
$220K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.04% |
$269 - $379
|
4.45K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.19% |
$135 - $189
|
518
$121K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 16.67% |
$135 - $189
|
7
$1.64K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.11% |
$135 - $189
|
901
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.14% |
$135 - $189
|
724
$170K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $189
|
2.93K
$688K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $189
|
4.58K
$1.07M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$135 - $189
|
412
$96.6K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.8% |
$135 - $189
|
124
$29.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2- 0.31% |
$269 - $379
|
650
$152K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2Closed |
$269 - $379
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3- 0.17% |
$404 - $568
|
1.8K
$421K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.03% |
$404 - $568
|
10.8K
$2.54M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 3.26% |
$404 - $568
|
89
$20.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 1.34% |
$539 - $758
|
294
$68.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-4- 0.21% |
$539 - $758
|
1.93K
$452K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-4- 0.06% |
$539 - $758
|
6.39K
$1.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 5.06% |
$539 - $758
|
75
$17.6K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5- 0.08% |
$673 - $947
|
6.29K
$1.47M
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-5- 0.33% |
$673 - $947
|
1.49K
$349K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5- 0.08% |
$673 - $947
|
6.29K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 0.99% |
$673 - $947
|
500
$117K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 0.87% |
$673 - $947
|
573
$134K
|
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-6- 0.06% |
$808 - $1.14K
|
10.2K
$2.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-6- 0.35% |
$808 - $1.14K
|
1.73K
$405K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-7- 0.2% |
$942 - $1.33K
|
3.51K
$822K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8- 0.11% |
$1.08K - $1.52K
|
7.25K
$1.7M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10- 4.08% |
$1.35K - $1.89K
|
235
$55.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-11Closed |
$1.48K - $2.08K
|
0
$0
|