Purchases and Sales Made in Q2 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2023. 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 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-15- 0.43% |
$2.15K - $2.55K
|
3.44K
$804K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15- 0.54% |
$2.15K - $2.55K
|
2.75K
$642K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15- 0.19% |
$2.15K - $2.55K
|
7.82K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-15- 0.22% |
$2.15K - $2.55K
|
6.74K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 4.21% |
$2.44K - $2.89K
|
387
$90.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.32% |
$3.01K - $3.57K
|
1.57K
$368K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-22- 0.19% |
$3.16K - $3.74K
|
11.5K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 7.02% |
$3.59K - $4.25K
|
331
$77.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-27- 1.63% |
$3.88K - $4.58K
|
1.63K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-28- 0.45% |
$4.02K - $4.75K
|
6.24K
$1.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-28- 0.92% |
$4.02K - $4.75K
|
3.02K
$704K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-28- 0.92% |
$4.02K - $4.75K
|
3.02K
$704K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 0.75% |
$4.16K - $4.92K
|
3.83K
$895K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-29- 1.86% |
$4.16K - $4.92K
|
1.53K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-30- 1.86% |
$4.31K - $5.09K
|
1.58K
$369K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 1.71% |
$4.31K - $5.09K
|
1.73K
$404K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-30- 9.38% |
$4.31K - $5.09K
|
290
$67.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-31- 0.55% |
$4.45K - $5.26K
|
5.62K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-31- 0.51% |
$4.45K - $5.26K
|
6.1K
$1.43M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-32- 0.59% |
$4.59K - $5.43K
|
5.38K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 3.1% |
$4.59K - $5.43K
|
1K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-32- 1.47% |
$4.59K - $5.43K
|
2.14K
$500K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-33- 1.19% |
$4.74K - $5.6K
|
2.74K
$640K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 7.71% |
$4.88K - $5.77K
|
407
$95.1K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-35- 0.33% |
$5.02K - $5.94K
|
10.7K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-35- 0.9% |
$5.02K - $5.94K
|
3.87K
$904K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-37- 0.57% |
$5.31K - $6.28K
|
6.5K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-38- 0.62% |
$5.45K - $6.45K
|
6.07K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-39- 0.43% |
$5.6K - $6.62K
|
8.99K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 1.67% |
$5.74K - $6.79K
|
2.35K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 9.91% |
$6.46K - $7.64K
|
409
$95.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-48- 6.25% |
$6.89K - $8.15K
|
720
$168K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 1.24% |
$6.89K - $8.15K
|
3.81K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 0.64% |
$7.18K - $8.49K
|
7.79K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-51- 3.61% |
$7.32K - $8.66K
|
1.36K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-55- 2.39% |
$7.89K - $9.34K
|
2.25K
$526K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-56- 22.67% |
$8.04K - $9.51K
|
191
$44.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-56- 2.79% |
$8.04K - $9.51K
|
1.95K
$455K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.44% |
$8.33K - $9.85K
|
3.97K
$927K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-59- 1.87% |
$8.47K - $10K
|
3.09K
$723K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-59- 65.56% |
$8.47K - $10K
|
31
$7.24K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-60- 44.44% |
$8.61K - $10.2K
|
75
$17.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-65- 2.82% |
$9.33K - $11K
|
2.24K
$524K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-65- 54.62% |
$9.33K - $11K
|
54
$12.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-65- 76.47% |
$9.33K - $11K
|
20
$4.67K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-65- 2.63% |
$9.33K - $11K
|
2.41K
$562K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-67- 0.97% |
$9.62K - $11.4K
|
6.82K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-67- 1.22% |
$9.62K - $11.4K
|
5.44K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.47% |
$9.76K - $11.5K
|
14.4K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-70- 6.97% |
$10K - $11.9K
|
934
$218K
|