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 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.36K+ 7.35% |
$231K - $251K
|
19.8K
$4.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$228K - $248K
|
1.34K
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34K+ 5.44% |
$227K - $247K
|
25.9K
$6.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$223K - $243K
|
1.32K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.28KNew |
$217K - $235K
|
1.28K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.27KNew |
$216K - $235K
|
1.27K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.27K+ 32.91% |
$215K - $234K
|
5.11K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.26K+ 0.21% |
$214K - $233K
|
601K
$141M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.23K+ 15.78% |
$209K - $227K
|
9.05K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.23K+ 16.34% |
$208K - $226K
|
8.72K
$2.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.22K+ 18.76% |
$208K - $226K
|
7.75K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.21KNew |
$206K - $224K
|
1.21K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.2K+ 4.52% |
$204K - $222K
|
27.8K
$6.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.2K+ 35.1% |
$203K - $220K
|
4.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.18KNew |
$200K - $217K
|
1.18K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.17KNew |
$198K - $215K
|
1.17K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.16KNew |
$196K - $213K
|
1.16K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.15K+ 81.82% |
$195K - $212K
|
2.55K
$598K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 8.01% |
$194K - $211K
|
15.4K
$3.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$193K - $209K
|
1.13K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.13K+ 34.2% |
$192K - $208K
|
4.43K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.12KNew |
$190K - $207K
|
1.12K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11KNew |
$189K - $205K
|
1.11K
$261K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.07K+ 0.47% |
$182K - $198K
|
228K
$53.5M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.07K+ 0.47% |
$182K - $198K
|
228K
$53.5M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.06K+ 22.94% |
$179K - $195K
|
5.66K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.05K+ 4.59% |
$179K - $194K
|
24K
$5.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
1.05K+ 4.89% |
$179K - $194K
|
22.6K
$5.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 11.45% |
$178K - $193K
|
10.2K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.04K+ 0.35% |
$177K - $192K
|
296K
$69.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$176K - $191K
|
1.04K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 8.14% |
$172K - $187K
|
13.5K
$3.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.74% |
$172K - $186K
|
16K
$3.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
961+ 9.14% |
$163K - $177K
|
11.5K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
948+ 9.28% |
$161K - $175K
|
11.2K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
945+ 13.29% |
$160K - $174K
|
8.05K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
932+ 7.13% |
$158K - $172K
|
14K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
897+ 4.74% |
$152K - $165K
|
19.8K
$4.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
880+ 4.85% |
$149K - $162K
|
19K
$4.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
852+ 10.29% |
$145K - $157K
|
9.13K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
852+ 69.21% |
$145K - $157K
|
2.08K
$488K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
845+ 7.43% |
$143K - $156K
|
12.2K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
818+ 2.07% |
$139K - $151K
|
40.3K
$9.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
793+ 43.31% |
$135K - $146K
|
2.62K
$615K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
766+ 15.04% |
$130K - $141K
|
5.86K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
746+ 41.1% |
$127K - $138K
|
2.56K
$600K
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
746+ 0.85% |
$127K - $138K
|
88.3K
$20.7M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
720+ 3.7% |
$122K - $133K
|
20.2K
$4.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
711+ 15.45% |
$121K - $131K
|
5.31K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
695+ 3.93% |
$118K - $128K
|
18.4K
$4.31M
|