Purchases and Sales Made in Q2 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2024. 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 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.28% |
$1.87K - $2.03K
|
3.92K
$915K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.3% |
$1.87K - $2.03K
|
3.65K
$851K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-11- 0.61% |
$1.87K - $2.03K
|
1.8K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.91% |
$2.04K - $2.21K
|
1.3K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13- 1.09% |
$2.21K - $2.4K
|
1.18K
$276K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.08% |
$2.21K - $2.4K
|
15.4K
$3.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-14- 1.02% |
$2.38K - $2.58K
|
1.36K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.27% |
$2.55K - $2.77K
|
5.52K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 1.83% |
$2.89K - $3.14K
|
913
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 37.25% |
$3.23K - $3.5K
|
32
$7.48K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-19- 0.23% |
$3.23K - $3.5K
|
8.32K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 51.35% |
$3.23K - $3.5K
|
18
$4.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-20- 1.03% |
$3.4K - $3.69K
|
1.92K
$449K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-22- 1.01% |
$3.73K - $4.06K
|
2.16K
$504K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-22- 0.59% |
$3.73K - $4.06K
|
3.7K
$864K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 26.83% |
$3.73K - $4.06K
|
60
$14K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-23- 1.04% |
$3.9K - $4.24K
|
2.19K
$512K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-24- 0.43% |
$4.07K - $4.43K
|
5.6K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25- 19.23% |
$4.24K - $4.61K
|
105
$24.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-25- 1.38% |
$4.24K - $4.61K
|
1.79K
$417K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.04% |
$4.24K - $4.61K
|
1.2K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 8.2% |
$4.41K - $4.8K
|
291
$68K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 2.24% |
$4.58K - $4.98K
|
1.18K
$276K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-27- 1.43% |
$4.58K - $4.98K
|
1.86K
$434K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-27- 1.43% |
$4.58K - $4.98K
|
1.86K
$434K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-27- 12.39% |
$4.58K - $4.98K
|
191
$44.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-28- 47.46% |
$4.75K - $5.16K
|
31
$7.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 7.0% |
$4.92K - $5.35K
|
385
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-29- 2.38% |
$4.92K - $5.35K
|
1.19K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 1.06% |
$4.92K - $5.35K
|
2.71K
$632K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 0.46% |
$4.92K - $5.35K
|
6.26K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-30- 2.3% |
$5.09K - $5.53K
|
1.28K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-36- 0.5% |
$6.11K - $6.64K
|
7.21K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-36- 0.7% |
$6.11K - $6.64K
|
5.14K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-36- 2.77% |
$6.11K - $6.64K
|
1.26K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.1% |
$6.79K - $7.38K
|
38.2K
$8.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-41- 1.37% |
$6.96K - $7.56K
|
2.96K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-41- 6.03% |
$6.96K - $7.56K
|
639
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-41- 10.62% |
$6.96K - $7.56K
|
345
$80.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-43- 0.74% |
$7.3K - $7.93K
|
5.76K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-44- 2.89% |
$7.47K - $8.12K
|
1.48K
$345K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-45- 0.28% |
$7.64K - $8.3K
|
15.8K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-46- 27.71% |
$7.81K - $8.48K
|
120
$28K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.83% |
$7.98K - $8.67K
|
2.52K
$590K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-48- 3.91% |
$8.15K - $8.85K
|
1.18K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48- 37.5% |
$8.15K - $8.85K
|
80
$18.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-50- 1.5% |
$8.49K - $9.22K
|
3.29K
$768K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.31% |
$8.49K - $9.22K
|
3.78K
$883K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-51- 96.23% |
$8.66K - $9.41K
|
2
$467
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-53- 0.69% |
$9K - $9.78K
|
7.68K
$1.79M
|