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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 20.96% |
$10K - $11.9K
|
264
$61.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-70- 0.82% |
$10K - $11.9K
|
8.46K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-70- 1.0% |
$10K - $11.9K
|
6.95K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-71- 0.71% |
$10.2K - $12.1K
|
9.93K
$2.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-72- 2.52% |
$10.3K - $12.2K
|
2.79K
$651K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-73- 4.79% |
$10.5K - $12.4K
|
1.45K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.46% |
$10.5K - $12.4K
|
15.6K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-84- 0.95% |
$12.1K - $14.3K
|
8.73K
$2.04M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-85- 11.41% |
$12.2K - $14.4K
|
660
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-85- 3.07% |
$12.2K - $14.4K
|
2.69K
$627K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-90- 3.85% |
$12.9K - $15.3K
|
2.25K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-90- 2.55% |
$12.9K - $15.3K
|
3.45K
$805K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91- 2.83% |
$13.1K - $15.5K
|
3.12K
$729K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-94- 6.89% |
$13.5K - $16K
|
1.27K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-95- 51.63% |
$13.6K - $16.1K
|
89
$20.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.91% |
$14.4K - $17K
|
10.9K
$2.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-103- 0.25% |
$14.8K - $17.5K
|
40.6K
$9.48M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-103- 0.25% |
$14.8K - $17.5K
|
40.6K
$9.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-104- 1.37% |
$14.9K - $17.7K
|
7.51K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-104- 4.76% |
$14.9K - $17.7K
|
2.08K
$486K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-110- 3.82% |
$15.8K - $18.7K
|
2.77K
$648K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-110- 2.13% |
$15.8K - $18.7K
|
5.06K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-110- 3.18% |
$15.8K - $18.7K
|
3.35K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-111- 1.66% |
$15.9K - $18.8K
|
6.56K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-115- 1.29% |
$16.5K - $19.5K
|
8.82K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-117- 0.42% |
$16.8K - $19.9K
|
27.7K
$6.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-120- 11.54% |
$17.2K - $20.4K
|
920
$215K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-122- 7.35% |
$17.5K - $20.7K
|
1.54K
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-123- 3.54% |
$17.7K - $20.9K
|
3.36K
$784K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 2.59% |
$17.9K - $21.2K
|
4.7K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-125- 4.65% |
$17.9K - $21.2K
|
2.56K
$599K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 5.1% |
$17.9K - $21.2K
|
2.32K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-128- 6.1% |
$18.4K - $21.7K
|
1.97K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-129- 1.07% |
$18.5K - $21.9K
|
11.9K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-130- 9.58% |
$18.7K - $22.1K
|
1.23K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-133- 0.98% |
$19.1K - $22.6K
|
13.4K
$3.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-141- 20.89% |
$20.2K - $23.9K
|
534
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-149- 1.95% |
$21.4K - $25.3K
|
7.48K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 0.96% |
$21.5K - $25.5K
|
15.5K
$3.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-153- 2.24% |
$22K - $26K
|
6.69K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-155- 8.84% |
$22.2K - $26.3K
|
1.6K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-156- 1.82% |
$22.4K - $26.5K
|
8.41K
$1.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-158- 1.13% |
$22.7K - $26.8K
|
13.9K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-159- 5.65% |
$22.8K - $27K
|
2.66K
$620K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-161- 11.46% |
$23.1K - $27.3K
|
1.24K
$291K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-165- 6.4% |
$23.7K - $28K
|
2.41K
$564K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-172- 6.05% |
$24.7K - $29.2K
|
2.67K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-173- 96.11% |
$24.8K - $29.4K
|
7
$1.64K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-174- 3.66% |
$25K - $29.5K
|
4.58K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-175- 7.63% |
$25.1K - $29.7K
|
2.12K
$495K
|