Purchases and Sales Made in Q2 2024 in Select Sector Spdr Consumer Di (XLY)

XLY Quotes by TradingView

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 16, 2024 Q2 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
51
+ 4.24%
$8.66K - $9.41K
1.25K $294K
Aug 01, 2024 Q2 2024
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
49
+ 0.29%
$8.32K - $9.04K
16.9K $3.97M
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
48
+ 0.24%
$8.15K - $8.85K
19.9K $4.67M
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
46
New
$7.81K - $8.48K
46 $10.8K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
45
New
$7.64K - $8.3K
45 $10.6K
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
45
+ 3.58%
$7.64K - $8.3K
1.3K $305K
Aug 01, 2024 Q2 2024
Rice Partnership, LLC

BUY
 -
44
+ 15.71%
$7.47K - $8.12K
324 $76K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
44
New
$7.47K - $8.12K
44 $10.3K
Aug 14, 2024 Q2 2024
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
42
+ 0.08%
$7.13K - $7.75K
53.8K $12.6M
Aug 07, 2024 Q2 2024
Marco Investment Management LLC

BUY
 -
41
+ 3.62%
$6.96K - $7.56K
1.17K $275K
Aug 09, 2024 Q2 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
40
+ 0.51%
$6.79K - $7.38K
7.96K $1.87M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
39
New
$6.62K - $7.19K
39 $9.14K
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
39
+ 1.9%
$6.62K - $7.19K
2.09K $489K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
39
+ 4.07%
$6.62K - $7.19K
998 $234K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
39
+ 1.9%
$6.62K - $7.19K
2.09K $489K
Jul 15, 2024 Q2 2024
Brave Asset Management Inc

BUY
 -
38
+ 0.11%
$6.45K - $7.01K
34.1K $8M
Aug 15, 2024 Q2 2024
Goodman Advisory Group, LLC

BUY
 -
38
+ 6.54%
$6.45K - $7.01K
619 $145K
Jul 16, 2024 Q2 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
35
+ 2.85%
$5.94K - $6.46K
1.26K $296K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
35
+ 20.96%
$5.94K - $6.46K
202 $47.4K
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
35
New
$5.94K - $6.46K
35 $8.21K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
33
New
$5.6K - $6.09K
33 $7.74K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
32
New
$5.43K - $5.9K
32 $7.5K
Aug 05, 2024 Q2 2024
Ironwood Investment Counsel, LLC

BUY
 -
31
+ 1.94%
$5.26K - $5.72K
1.63K $381K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
31
+ 1.49%
$5.26K - $5.72K
2.11K $494K
Aug 14, 2024 Q2 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
31
+ 1.4%
$5.26K - $5.72K
2.25K $527K
Jul 09, 2024 Q2 2024
Naples Money Management LLC

Naples, FL
BUY
 -
31
New
$5.26K - $5.72K
31 $7.27K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
29
+ 1.87%
$4.92K - $5.35K
1.58K $370K
Jul 30, 2024 Q2 2024
Pinnacle Associates LTD

BUY
 -
28
+ 0.09%
$4.75K - $5.16K
32.9K $7.72M
Jul 31, 2024 Q2 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
27
+ 0.41%
$4.58K - $4.98K
6.68K $1.57M
Jul 16, 2024 Q2 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
26
+ 0.13%
$4.41K - $4.8K
20K $4.7M
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
25
+ 1.55%
$4.24K - $4.61K
1.64K $384K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
25
New
$4.24K - $4.61K
25 $5.86K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
24
New
$4.07K - $4.43K
24 $5.63K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
24
New
$4.07K - $4.43K
24 $5.63K
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
20
+ 0.25%
$3.4K - $3.69K
7.89K $1.85M
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
17
New
$2.89K - $3.14K
17 $3.99K
Jul 19, 2024 Q2 2024
Perfromance Wealth Partners, LLC

BUY
 -
16
+ 0.88%
$2.72K - $2.95K
1.84K $432K
Jul 31, 2024 Q2 2024
Sage Mountain Advisors LLC

BUY
 -
16
+ 4.51%
$2.72K - $2.95K
371 $87K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
16
+ 6.15%
$2.72K - $2.95K
276 $64.7K
Jul 18, 2024 Q2 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
16
+ 7.48%
$2.72K - $2.95K
230 $53.9K
Jul 24, 2024 Q2 2024
Mont Vue Capital Management, Inc.

Lynchburg, VA
BUY
 -
15
+ 0.1%
$2.55K - $2.77K
15.4K $3.61M
Jul 31, 2024 Q2 2024
Ingalls & Snyder LLC

New York, NY
BUY
 -
15
+ 0.25%
$2.55K - $2.77K
6.02K $1.41M
Jul 17, 2024 Q2 2024
Good Life Advisors, LLC

BUY
 -
15
+ 1.28%
$2.55K - $2.77K
1.19K $278K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
14
New
$2.38K - $2.58K
14 $3.28K
Jul 16, 2024 Q2 2024
Friedenthal Financial

BUY
 -
14
+ 6.7%
$2.38K - $2.58K
223 $52.3K
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
12
+ 2.78%
$2.04K - $2.21K
444 $104K
Aug 09, 2024 Q2 2024
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
12
+ 0.1%
$2.04K - $2.21K
11.5K $2.69M
Aug 02, 2024 Q2 2024
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
9
+ 0.28%
$1.53K - $1.66K
3.27K $767K
Jul 31, 2024 Q2 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
8
+ 0.73%
$1.36K - $1.48K
1.1K $258K

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