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 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
575+ 20.7% |
$82.5K - $97.6K
|
3.35K
$786K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
575New |
$82.5K - $97.6K
|
575
$135K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
565+ 55.61% |
$81.1K - $95.9K
|
1.58K
$371K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
551+ 5.78% |
$79.1K - $93.6K
|
10.1K
$2.36M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
530New |
$76.1K - $90K
|
530
$124K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
530+ 16.27% |
$76.1K - $90K
|
3.79K
$888K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506+ 18.23% |
$72.6K - $85.9K
|
3.28K
$769K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
504+ 0.89% |
$72.3K - $85.6K
|
56.9K
$13.3M
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
493+ 24.1% |
$70.8K - $83.7K
|
2.54K
$595K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
490+ 7.12% |
$70.3K - $83.2K
|
7.37K
$1.73M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
489+ 34.41% |
$70.2K - $83K
|
1.91K
$448K
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
470+ 2.69% |
$67.5K - $79.8K
|
18K
$4.21M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
464+ 2.14% |
$66.6K - $78.8K
|
22.2K
$5.2M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
454+ 8.75% |
$65.2K - $77.1K
|
5.64K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
450+ 13.69% |
$64.6K - $76.4K
|
3.74K
$876K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
437+ 8.93% |
$62.7K - $74.2K
|
5.33K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
432+ 3.39% |
$62K - $73.4K
|
13.2K
$3.09M
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
431+ 12.23% |
$61.9K - $73.2K
|
3.95K
$927K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
430+ 4.83% |
$61.7K - $73K
|
9.34K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
419New |
$60.1K - $71.2K
|
419
$98.2K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
416+ 24.4% |
$59.7K - $70.6K
|
2.12K
$497K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
411+ 145.74% |
$59K - $69.8K
|
693
$162K
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
404+ 1.28% |
$58K - $68.6K
|
31.9K
$7.47M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
397New |
$57K - $67.4K
|
397
$93.1K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
397+ 9.04% |
$57K - $67.4K
|
4.79K
$1.12M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
388+ 23.59% |
$55.7K - $65.9K
|
2.03K
$477K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
387+ 8.6% |
$55.5K - $65.7K
|
4.89K
$1.15M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
386+ 28.72% |
$55.4K - $65.5K
|
1.73K
$406K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
365+ 3.74% |
$52.4K - $62K
|
10.1K
$2.37M
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
351+ 7.77% |
$50.4K - $59.6K
|
4.87K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
345+ 11.69% |
$49.5K - $58.6K
|
3.3K
$773K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
344+ 9.18% |
$49.4K - $58.4K
|
4.09K
$959K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
322+ 6.8% |
$46.2K - $54.7K
|
5.06K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
316+ 16.26% |
$45.4K - $53.7K
|
2.26K
$530K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
313+ 1.91% |
$44.9K - $53.2K
|
16.7K
$3.91M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
310+ 5.69% |
$44.5K - $52.6K
|
5.76K
$1.35M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
300+ 57.14% |
$43.1K - $50.9K
|
825
$193K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
299+ 6.8% |
$42.9K - $50.8K
|
4.7K
$1.1M
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
298+ 20.19% |
$42.8K - $50.6K
|
1.77K
$416K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
279+ 18.05% |
$40K - $47.4K
|
1.83K
$428K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
277New |
$39.8K - $47K
|
277
$64.9K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
272+ 6.49% |
$39K - $46.2K
|
4.46K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
269+ 17.57% |
$38.6K - $45.7K
|
1.8K
$422K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
243+ 736.36% |
$34.9K - $41.3K
|
276
$64.7K
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
235+ 1.88% |
$33.7K - $39.9K
|
12.7K
$2.98M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
227+ 8.25% |
$32.6K - $38.5K
|
2.98K
$699K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
225+ 3.13% |
$32.3K - $38.2K
|
7.43K
$1.74M
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
221+ 2.18% |
$31.7K - $37.5K
|
10.4K
$2.43M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
221New |
$31.7K - $37.5K
|
221
$51.8K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
219+ 25.89% |
$31.4K - $37.2K
|
1.07K
$250K
|