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 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
687+ 47.48% |
$117K - $127K
|
2.13K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
669+ 8.91% |
$114K - $123K
|
8.18K
$1.92M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
665New |
$113K - $123K
|
665
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
653+ 3.37% |
$111K - $120K
|
20K
$4.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
647+ 27.01% |
$110K - $119K
|
3.04K
$713K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
632+ 11.86% |
$107K - $117K
|
5.96K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
626+ 52.56% |
$106K - $115K
|
1.82K
$426K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
621+ 940.91% |
$105K - $115K
|
687
$161K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
611+ 1.7% |
$104K - $113K
|
36.6K
$8.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
605+ 2.14% |
$103K - $112K
|
28.8K
$6.76M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
592+ 213.72% |
$100K - $109K
|
869
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
585+ 33.03% |
$99.3K - $108K
|
2.36K
$552K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 30.14% |
$93.4K - $101K
|
2.38K
$557K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
550+ 255.81% |
$93.4K - $101K
|
765
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
547+ 13.69% |
$92.9K - $101K
|
4.54K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
538+ 20.32% |
$91.3K - $99.2K
|
3.19K
$747K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
537+ 8.81% |
$91.2K - $99K
|
6.63K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
535+ 1.9% |
$90.8K - $98.7K
|
28.6K
$6.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
534+ 23.1% |
$90.7K - $98.5K
|
2.85K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
510New |
$86.6K - $94.1K
|
510
$120K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
505+ 34.52% |
$85.7K - $93.1K
|
1.97K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500+ 161.29% |
$84.9K - $92.2K
|
810
$190K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
493+ 4.43% |
$83.7K - $90.9K
|
11.6K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
492+ 487.13% |
$83.5K - $90.7K
|
593
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
490+ 6.96% |
$83.2K - $90.4K
|
7.53K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
483+ 2.7% |
$82K - $89.1K
|
18.4K
$4.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
473+ 5.81% |
$80.3K - $87.2K
|
8.62K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
468+ 15.93% |
$79.4K - $86.3K
|
3.41K
$798K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
447+ 50.11% |
$75.9K - $82.4K
|
1.34K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
434+ 9.56% |
$73.7K - $80.1K
|
4.97K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
411+ 3.04% |
$69.8K - $75.8K
|
13.9K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
409+ 29.4% |
$69.4K - $75.4K
|
1.8K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
406+ 4.44% |
$68.9K - $74.9K
|
9.54K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
403+ 1.45% |
$68.4K - $74.3K
|
28.2K
$6.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
401+ 7.34% |
$68.1K - $74K
|
5.86K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
401New |
$68.1K - $74K
|
401
$94K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
386New |
$65.5K - $71.2K
|
386
$90.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
378+ 2.52% |
$64.2K - $69.7K
|
15.4K
$3.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
360+ 8.8% |
$61.1K - $66.4K
|
4.45K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
358+ 26.15% |
$60.8K - $66K
|
1.73K
$405K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
355+ 20.08% |
$60.3K - $65.5K
|
2.12K
$498K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
350+ 25.72% |
$59.4K - $64.6K
|
1.71K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
350+ 1.55% |
$59.4K - $64.6K
|
22.9K
$5.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
348+ 2.16% |
$59.1K - $64.2K
|
16.5K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
345+ 22.1% |
$58.6K - $63.6K
|
1.91K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
344+ 0.76% |
$58.4K - $63.5K
|
45.5K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
342New |
$58.1K - $63.1K
|
342
$80.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
332+ 3.71% |
$56.4K - $61.2K
|
9.29K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
328+ 16.97% |
$55.7K - $60.5K
|
2.26K
$530K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
321+ 94.41% |
$54.5K - $59.2K
|
661
$155K
|