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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.49KNew |
$357K - $423K
|
2.49K
$584K
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.46KNew |
$353K - $417K
|
2.46K
$576K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 24.24% |
$344K - $407K
|
12.3K
$2.88M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$343K - $405K
|
2.39K
$560K
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.38KNew |
$341K - $403K
|
2.38K
$557K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.28K+ 108.47% |
$327K - $387K
|
4.38K
$1.03M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.27K+ 84.29% |
$326K - $385K
|
4.96K
$1.16M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
2.24K+ 27.46% |
$322K - $381K
|
10.4K
$2.44M
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.23K+ 69.53% |
$320K - $378K
|
5.43K
$1.27M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.22K+ 25.11% |
$318K - $376K
|
11K
$2.59M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 14.76% |
$316K - $374K
|
17.1K
$4.01M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 15.4% |
$316K - $373K
|
16.5K
$3.86M
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.14K+ 4.38% |
$306K - $363K
|
50.9K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.14K+ 9.27% |
$306K - $363K
|
25.2K
$5.9M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.09K+ 77.66% |
$300K - $355K
|
4.79K
$1.12M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.05KNew |
$294K - $348K
|
2.05K
$481K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 12.03% |
$285K - $338K
|
18.5K
$4.34M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.93K+ 0.83% |
$276K - $327K
|
234K
$54.8M
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.92KNew |
$276K - $326K
|
1.92K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.87KNew |
$269K - $318K
|
1.87K
$439K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.83KNew |
$262K - $310K
|
1.83K
$428K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.8K+ 5.49% |
$259K - $306K
|
34.6K
$8.11M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.79KNew |
$257K - $304K
|
1.79K
$420K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$250K - $296K
|
1.74K
$408K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.7KNew |
$245K - $289K
|
1.7K
$400K
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.69K+ 9.1% |
$242K - $287K
|
20.3K
$4.75M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 9.1% |
$242K - $286K
|
20.2K
$4.73M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
1.67K+ 7.68% |
$240K - $284K
|
23.4K
$5.49M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.67K+ 50.27% |
$240K - $283K
|
4.99K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.61KNew |
$231K - $273K
|
1.61K
$377K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.54KNew |
$221K - $262K
|
1.54K
$362K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.49K+ 7.76% |
$213K - $253K
|
20.6K
$4.84M
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.46KNew |
$210K - $248K
|
1.46K
$343K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.43KNew |
$205K - $242K
|
1.43K
$334K
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.39KNew |
$200K - $236K
|
1.39K
$326K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$193K - $228K
|
1.35K
$315K
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.32KNew |
$189K - $223K
|
1.32K
$309K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.3KNew |
$187K - $221K
|
1.3K
$305K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3K+ 58.4% |
$186K - $220K
|
3.52K
$824K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.29KNew |
$186K - $220K
|
1.29K
$303K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.28KNew |
$184K - $218K
|
1.28K
$300K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.27KNew |
$182K - $215K
|
1.27K
$297K
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.25KNew |
$180K - $212K
|
1.25K
$293K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 66.86% |
$180K - $212K
|
3.12K
$732K
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.25KNew |
$179K - $211K
|
1.25K
$292K
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$178K - $211K
|
1.24K
$291K
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.24KNew |
$178K - $211K
|
1.24K
$291K
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$177K - $210K
|
1.23K
$289K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.23KNew |
$176K - $209K
|
1.23K
$288K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23K+ 2.06% |
$176K - $208K
|
60.7K
$14.2M
|