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 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
71+ 4.46% |
$10.2K - $12.1K
|
1.66K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70+ 5.24% |
$10K - $11.9K
|
1.41K
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
70+ 350.0% |
$10K - $11.9K
|
90
$21.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
64+ 1.05% |
$9.19K - $10.9K
|
6.17K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
64+ 3.34% |
$9.19K - $10.9K
|
1.98K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
63+ 2.59% |
$9.04K - $10.7K
|
2.49K
$584K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.05% |
$8.61K - $10.2K
|
5.79K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
59+ 3.27% |
$8.47K - $10K
|
1.86K
$437K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 226.09% |
$7.46K - $8.83K
|
75
$17.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
48+ 1.76% |
$6.89K - $8.15K
|
2.78K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 3.32% |
$6.89K - $8.15K
|
1.49K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47+ 21.86% |
$6.75K - $7.98K
|
262
$61.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
46New |
$6.6K - $7.81K
|
46
$10.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46+ 4.2% |
$6.6K - $7.81K
|
1.14K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
45+ 0.81% |
$6.46K - $7.64K
|
5.58K
$1.31M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45+ 1.89% |
$6.46K - $7.64K
|
2.42K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 2250.0% |
$6.46K - $7.64K
|
47
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 8.21% |
$5.74K - $6.79K
|
527
$124K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
39+ 1.75% |
$5.6K - $6.62K
|
2.27K
$532K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 6.21% |
$5.6K - $6.62K
|
667
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
35+ 3.46% |
$5.02K - $5.94K
|
1.05K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30+ 1.69% |
$4.31K - $5.09K
|
1.81K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30+ 0.24% |
$4.31K - $5.09K
|
12.7K
$2.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
30+ 1.5% |
$4.31K - $5.09K
|
2.03K
$475K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
30+ 0.33% |
$4.31K - $5.09K
|
9.19K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 4.13% |
$3.88K - $4.58K
|
680
$159K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
27+ 0.72% |
$3.88K - $4.58K
|
3.76K
$883K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25New |
$3.59K - $4.25K
|
25
$5.86K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
23+ 1.76% |
$3.3K - $3.91K
|
1.33K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.6% |
$3.16K - $3.74K
|
3.71K
$871K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
21+ 0.27% |
$3.01K - $3.57K
|
7.94K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$2.87K - $3.4K
|
20
$4.69K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$2.73K - $3.23K
|
7.12K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
18+ 1.45% |
$2.58K - $3.06K
|
1.26K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 1.68% |
$2.58K - $3.06K
|
1.09K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 212.5% |
$2.44K - $2.89K
|
25
$5.86K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.13% |
$2.44K - $2.89K
|
13K
$3.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
16+ 0.45% |
$2.3K - $2.72K
|
3.58K
$839K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13New |
$1.87K - $2.21K
|
13
$3.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12+ 5.83% |
$1.72K - $2.04K
|
218
$51.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
12+ 0.11% |
$1.72K - $2.04K
|
11.2K
$2.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.81K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 6.59% |
$1.58K - $1.87K
|
178
$41.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 14.29% |
$1.44K - $1.7K
|
80
$18.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.14% |
$1.15K - $1.36K
|
5.91K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.26% |
$1.15K - $1.36K
|
3.1K
$727K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.15K - $1.36K
|
20.7K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
7+ 0.07% |
$1K - $1.19K
|
10.2K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
7+ 0.13% |
$1K - $1.19K
|
5.27K
$1.24M
|