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 |
---|---|---|---|---|---|---|---|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.93KNew |
$270K - $333K
|
1.93K
$451K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.92K+ 338.34% |
$268K - $331K
|
2.48K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.91K+ 17.34% |
$267K - $330K
|
12.9K
$3.02M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88KNew |
$263K - $325K
|
1.88K
$440K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.84KNew |
$257K - $318K
|
1.84K
$431K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.82KNew |
$254K - $314K
|
1.82K
$426K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.75K+ 16.84% |
$245K - $302K
|
12.1K
$2.84M
|
|
Nov 07, 2022
Q3 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.71K+ 0.53% |
$239K - $295K
|
321K
$75.4M
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.71K+ 5.81% |
$239K - $295K
|
31K
$7.28M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.7K+ 6.09% |
$238K - $295K
|
29.7K
$6.96M
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.7KNew |
$238K - $294K
|
1.7K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.7KNew |
$238K - $294K
|
1.7K
$399K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.7KNew |
$237K - $293K
|
1.7K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 45.02% |
$236K - $292K
|
5.44K
$1.28M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.67K+ 60.04% |
$233K - $288K
|
4.44K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.65KNew |
$231K - $285K
|
1.65K
$386K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$223K - $275K
|
1.59K
$373K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$222K - $275K
|
1.59K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.58K+ 10.24% |
$221K - $272K
|
17K
$3.98M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
1.49KNew |
$209K - $258K
|
1.49K
$350K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.48KNew |
$207K - $255K
|
1.48K
$346K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
1.45KNew |
$202K - $250K
|
1.45K
$339K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.44KNew |
$202K - $249K
|
1.44K
$338K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.44KNew |
$201K - $249K
|
1.44K
$337K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.44KNew |
$201K - $249K
|
1.44K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.43KNew |
$200K - $248K
|
1.43K
$336K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.4KNew |
$196K - $243K
|
1.4K
$329K
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 37.13% |
$191K - $236K
|
5.03K
$1.18M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 4.94% |
$190K - $235K
|
28.9K
$6.77M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.33K+ 51.31% |
$187K - $231K
|
3.93K
$922K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.32K+ 19.32% |
$184K - $228K
|
8.13K
$1.91M
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
1.31K+ 27.61% |
$183K - $226K
|
6.05K
$1.42M
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
1.3K+ 53.01% |
$183K - $226K
|
3.76K
$883K
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.1% |
$167K - $207K
|
110K
$25.7M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.17K+ 152.15% |
$164K - $202K
|
1.94K
$455K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.03K+ 12.85% |
$145K - $179K
|
9.08K
$2.13M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
927New |
$130K - $160K
|
927
$217K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
913+ 7.15% |
$128K - $158K
|
13.7K
$3.21M
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
900New |
$126K - $156K
|
900
$211K
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
898+ 22.46% |
$126K - $155K
|
4.9K
$1.15M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
880+ 127.91% |
$123K - $152K
|
1.57K
$368K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
857+ 83.94% |
$120K - $148K
|
1.88K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
855+ 399.53% |
$120K - $148K
|
1.07K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
815New |
$114K - $141K
|
815
$191K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
800+ 8.69% |
$112K - $138K
|
10K
$2.35M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
800+ 15.52% |
$112K - $138K
|
5.95K
$1.4M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
775+ 19.26% |
$109K - $134K
|
4.8K
$1.13M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
773+ 3.46% |
$108K - $134K
|
23.1K
$5.43M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
769+ 27.02% |
$108K - $133K
|
3.62K
$848K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
758+ 2.52% |
$106K - $131K
|
30.9K
$7.24M
|