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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 7.09% |
$9.17K - $9.96K
|
708
$165K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 68.35% |
$9.17K - $9.96K
|
25
$5.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-54- 80.6% |
$9.17K - $9.96K
|
13
$3.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 3.65% |
$9.17K - $9.96K
|
1.42K
$333K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-54- 4.59% |
$9.17K - $9.96K
|
1.12K
$262K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-55- 0.49% |
$9.34K - $10.1K
|
11.2K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-56- 2.24% |
$9.51K - $10.3K
|
2.44K
$570K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-57- 1.31% |
$9.68K - $10.5K
|
4.28K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-59- 4.8% |
$10K - $10.9K
|
1.17K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 4.44% |
$10.4K - $11.3K
|
1.31K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61- 1.36% |
$10.4K - $11.3K
|
4.42K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-63- 2.98% |
$10.7K - $11.6K
|
2.05K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-63- 0.57% |
$10.7K - $11.6K
|
11K
$2.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-64- 3.28% |
$10.9K - $11.8K
|
1.89K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-65- 10.03% |
$11K - $12K
|
583
$136K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 15.29% |
$11K - $12K
|
360
$84.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-67- 2.8% |
$11.4K - $12.4K
|
2.33K
$543K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-69- 12.41% |
$11.7K - $12.7K
|
487
$114K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-69- 0.34% |
$11.7K - $12.7K
|
20.3K
$4.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-73- 3.84% |
$12.4K - $13.5K
|
1.83K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-73- 3.89% |
$12.4K - $13.5K
|
1.8K
$421K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-74- 2.79% |
$12.6K - $13.6K
|
2.58K
$602K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-79- 0.81% |
$13.4K - $14.6K
|
9.62K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-79- 1.78% |
$13.4K - $14.6K
|
4.35K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-80- 33.47% |
$13.6K - $14.8K
|
159
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 3.6% |
$14.1K - $15.3K
|
2.22K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-86- 1.85% |
$14.6K - $15.9K
|
4.56K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-86- 4.21% |
$14.6K - $15.9K
|
1.96K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-90- 0.78% |
$15.3K - $16.6K
|
11.4K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-90- 4.44% |
$15.3K - $16.6K
|
1.94K
$452K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-93- 7.69% |
$15.8K - $17.2K
|
1.12K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-95- 3.5% |
$16.1K - $17.5K
|
2.62K
$611K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-97- 7.52% |
$16.5K - $17.9K
|
1.19K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-97- 3.19% |
$16.5K - $17.9K
|
2.94K
$687K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-98- 2.8% |
$16.6K - $18.1K
|
3.4K
$793K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-98- 3.27% |
$16.6K - $18.1K
|
2.9K
$676K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-99- 6.06% |
$16.8K - $18.3K
|
1.53K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 6.58% |
$17K - $18.4K
|
1.42K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 5.18% |
$17K - $18.4K
|
1.83K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-100- 5.72% |
$17K - $18.4K
|
1.65K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-107- 8.25% |
$18.2K - $19.7K
|
1.19K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-108- 1.35% |
$18.3K - $19.9K
|
7.9K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-108- 3.47% |
$18.3K - $19.9K
|
3.01K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-109- 0.23% |
$18.5K - $20.1K
|
46.8K
$10.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-109- 16.64% |
$18.5K - $20.1K
|
546
$128K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-110- 6.16% |
$18.7K - $20.3K
|
1.68K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-110- 5.45% |
$18.7K - $20.3K
|
1.91K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-112- 3.62% |
$19K - $20.7K
|
2.98K
$696K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-113- 20.47% |
$19.2K - $20.8K
|
439
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-115- 0.54% |
$19.5K - $21.2K
|
21.3K
$4.98M
|