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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.12K- 14.6% |
$161K - $190K
|
6.56K
$1.53M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-1.15K- 5.19% |
$166K - $196K
|
21.1K
$4.92M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 38.17% |
$166K - $196K
|
1.87K
$437K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.18K- 5.1% |
$170K - $201K
|
22K
$5.14M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.19K- 12.54% |
$171K - $202K
|
8.3K
$1.94M
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.2K- 17.52% |
$172K - $204K
|
5.65K
$1.32M
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.23K- 5.5% |
$176K - $208K
|
21.1K
$4.92M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.25K- 31.65% |
$179K - $212K
|
2.69K
$629K
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 9.4% |
$184K - $217K
|
12.3K
$2.88M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.28K- 45.19% |
$184K - $218K
|
1.55K
$363K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.3K- 41.02% |
$186K - $220K
|
1.86K
$435K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.3K- 16.6% |
$187K - $221K
|
6.54K
$1.53M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 22.85% |
$188K - $222K
|
4.41K
$1.03M
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.31K- 26.01% |
$188K - $223K
|
3.73K
$871K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.33K- 36.12% |
$190K - $225K
|
2.35K
$548K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.33K- 47.1% |
$190K - $225K
|
1.49K
$348K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.39K- 14.8% |
$200K - $236K
|
8.01K
$1.87M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.4K- 17.21% |
$200K - $237K
|
6.72K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.45K- 2.03% |
$208K - $246K
|
70.1K
$16.4M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.48K- 30.84% |
$213K - $251K
|
3.32K
$776K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.48K- 15.31% |
$213K - $252K
|
8.2K
$1.91M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.54K- 7.9% |
$221K - $261K
|
18K
$4.19M
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.6K- 48.48% |
$230K - $272K
|
1.7K
$397K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.61K- 10.05% |
$231K - $273K
|
14.4K
$3.36M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.64K- 41.96% |
$235K - $278K
|
2.27K
$529K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.73K- 2.16% |
$248K - $293K
|
78.2K
$18.3M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.81K- 49.71% |
$260K - $308K
|
1.84K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.85K- 31.24% |
$266K - $314K
|
4.07K
$951K
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.93K- 1.44% |
$277K - $328K
|
132K
$30.8M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.98K- 13.71% |
$284K - $336K
|
12.5K
$2.91M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.01K- 0.2% |
$288K - $341K
|
1M
$234M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.04K- 34.6% |
$293K - $346K
|
3.85K
$900K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.04K- 34.6% |
$293K - $346K
|
3.85K
$900K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 19.86% |
$296K - $350K
|
8.32K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.07K- 17.65% |
$298K - $352K
|
9.68K
$2.26M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 8.93% |
$312K - $370K
|
22.2K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.33K- 20.94% |
$335K - $396K
|
8.81K
$2.06M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.34K- 63.97% |
$335K - $397K
|
1.32K
$307K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.37K- 20.3% |
$340K - $402K
|
9.3K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.39K- 18.8% |
$343K - $406K
|
10.3K
$2.41M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.41K- 11.8% |
$346K - $409K
|
18K
$4.21M
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.49K- 4.44% |
$357K - $422K
|
53.5K
$12.5M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 6.57% |
$358K - $423K
|
35.4K
$8.27M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.55K- 4.83% |
$365K - $432K
|
50.2K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.78K- 9.35% |
$399K - $472K
|
26.9K
$6.29M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.79K- 20.6% |
$400K - $473K
|
10.7K
$2.51M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.02K- 40.08% |
$434K - $513K
|
4.52K
$1.06M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.23K- 17.39% |
$463K - $548K
|
15.3K
$3.58M
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.27K- 6.54% |
$470K - $556K
|
46.8K
$10.9M
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.42K- 3.41% |
$491K - $581K
|
97K
$22.7M
|