Purchases and Sales Made in Q3 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-158- 2.74% |
$22.1K - $27.3K
|
5.61K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-160- 3.05% |
$22.4K - $27.7K
|
5.08K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-169- 22.27% |
$23.7K - $29.2K
|
590
$138K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-184- 3.81% |
$25.8K - $31.8K
|
4.65K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-187- 2.42% |
$26.2K - $32.3K
|
7.54K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-192- 5.48% |
$26.9K - $33.2K
|
3.31K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-194- 4.57% |
$27.2K - $33.6K
|
4.05K
$946K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 20.0% |
$28K - $34.6K
|
800
$187K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 5.84% |
$28K - $34.6K
|
3.23K
$754K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-201- 3.15% |
$28.1K - $34.8K
|
6.19K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-201- 7.38% |
$28.1K - $34.8K
|
2.52K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-202- 8.22% |
$28.3K - $34.9K
|
2.25K
$527K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-203- 4.57% |
$28.4K - $35.1K
|
4.24K
$989K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203- 12.27% |
$28.4K - $35.1K
|
1.45K
$339K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-207- 6.25% |
$29K - $35.8K
|
3.11K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-208- 31.76% |
$29.1K - $36K
|
447
$104K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-209- 3.63% |
$29.3K - $36.2K
|
5.55K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-214- 0.99% |
$30K - $37K
|
21.4K
$4.99M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-215- 0.83% |
$30.1K - $37.2K
|
25.6K
$5.98M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-216- 4.6% |
$30.2K - $37.4K
|
4.48K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-217- 9.91% |
$30.4K - $37.5K
|
1.97K
$461K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-220- 7.45% |
$30.8K - $38.1K
|
2.74K
$639K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-222Closed |
$31.1K - $38.4K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-223- 12.35% |
$31.2K - $38.6K
|
1.58K
$370K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-225- 11.06% |
$31.5K - $38.9K
|
1.81K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-239- 5.84% |
$33.5K - $41.3K
|
3.86K
$901K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-241- 3.14% |
$33.7K - $41.7K
|
7.42K
$1.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-243- 11.62% |
$34K - $42K
|
1.85K
$432K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-244- 6.21% |
$34.2K - $42.2K
|
3.68K
$861K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-262- 12.77% |
$36.7K - $45.3K
|
1.79K
$418K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-270- 8.93% |
$37.8K - $46.7K
|
2.75K
$643K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-270- 1.0% |
$37.8K - $46.7K
|
26.8K
$6.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-285- 0.66% |
$39.9K - $49.3K
|
43.1K
$10.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-285- 8.12% |
$39.9K - $49.3K
|
3.23K
$753K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-286- 6.25% |
$40K - $49.5K
|
4.29K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-290- 15.93% |
$40.6K - $50.2K
|
1.53K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-296- 3.43% |
$41.4K - $51.2K
|
8.34K
$1.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-301- 0.85% |
$42.1K - $52.1K
|
35.2K
$8.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 16.99% |
$43.4K - $53.6K
|
1.52K
$354K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-324- 3.41% |
$45.4K - $56K
|
9.17K
$2.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-327- 1.12% |
$45.8K - $56.6K
|
28.9K
$6.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-332- 89.01% |
$46.5K - $57.4K
|
41
$9.58K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-340- 5.74% |
$47.6K - $58.8K
|
5.59K
$1.3M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-342- 81.82% |
$47.9K - $59.2K
|
76
$17.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 17.5% |
$49K - $60.5K
|
1.65K
$385K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-352- 7.03% |
$49.3K - $60.9K
|
4.65K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-354- 3.09% |
$49.6K - $61.2K
|
11.1K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-388- 3.69% |
$54.3K - $67.1K
|
10.1K
$2.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-409- 2.45% |
$57.3K - $70.7K
|
16.3K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-412- 43.23% |
$57.7K - $71.3K
|
541
$126K
|