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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 8.72% |
$8.83K - $9.59K
|
648
$128K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
51+ 4.24% |
$8.66K - $9.41K
|
1.25K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$8.66K - $9.41K
|
51
$10K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
49+ 0.29% |
$8.32K - $9.04K
|
16.9K
$3.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.24% |
$8.15K - $8.85K
|
19.9K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46New |
$7.81K - $8.48K
|
46
$9.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
45+ 3.58% |
$7.64K - $8.3K
|
1.3K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
45New |
$7.64K - $8.3K
|
45
$8.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$7.47K - $8.12K
|
44
$8.67K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 15.71% |
$7.47K - $8.12K
|
324
$63.8K
|
|
|
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
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 3.62% |
$6.96K - $7.56K
|
1.17K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
40+ 0.51% |
$6.79K - $7.38K
|
7.96K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 1.78% |
$6.79K - $7.38K
|
2.29K
$452K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 4.07% |
$6.62K - $7.19K
|
998
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39+ 1.9% |
$6.62K - $7.19K
|
2.09K
$411K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39New |
$6.62K - $7.19K
|
39
$7.68K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39+ 1.9% |
$6.62K - $7.19K
|
2.09K
$411K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
38+ 6.54% |
$6.45K - $7.01K
|
619
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
38+ 0.11% |
$6.45K - $7.01K
|
34.1K
$6.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
35New |
$5.94K - $6.46K
|
35
$6.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
35+ 2.85% |
$5.94K - $6.46K
|
1.26K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
35+ 20.96% |
$5.94K - $6.46K
|
202
$39.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$5.6K - $6.09K
|
33
$6.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
32New |
$5.43K - $5.9K
|
32
$6.31K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
31New |
$5.26K - $5.72K
|
31
$6.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
31+ 1.94% |
$5.26K - $5.72K
|
1.63K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 1.49% |
$5.26K - $5.72K
|
2.11K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 1.4% |
$5.26K - $5.72K
|
2.25K
$443K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
29+ 1.87% |
$4.92K - $5.35K
|
1.58K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28+ 0.09% |
$4.75K - $5.16K
|
32.9K
$6.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
27+ 0.41% |
$4.58K - $4.98K
|
6.68K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.13% |
$4.41K - $4.8K
|
20K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.24K - $4.61K
|
25
$4.93K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 1.55% |
$4.24K - $4.61K
|
1.64K
$323K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.73K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.73K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.25% |
$3.4K - $3.69K
|
7.89K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
17New |
$2.89K - $3.14K
|
17
$3.35K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 4.51% |
$2.72K - $2.95K
|
371
$73.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16+ 0.88% |
$2.72K - $2.95K
|
1.84K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 6.15% |
$2.72K - $2.95K
|
276
$54.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 7.48% |
$2.72K - $2.95K
|
230
$45.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15+ 0.25% |
$2.55K - $2.77K
|
6.02K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15+ 1.28% |
$2.55K - $2.77K
|
1.19K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
15+ 0.1% |
$2.55K - $2.77K
|
15.4K
$3.03M
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15New |
$2.55K - $2.77K
|
15
$2.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
14+ 6.7% |
$2.38K - $2.58K
|
223
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14New |
$2.38K - $2.58K
|
14
$2.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$2.04K - $2.21K
|
11.5K
$2.26M
|