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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
73+ 3.38% |
$10.2K - $12.6K
|
2.23K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
72+ 4.01% |
$10.1K - $12.5K
|
1.87K
$438K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 1.43% |
$9.8K - $12.1K
|
4.97K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.44% |
$9.8K - $12.1K
|
16.1K
$3.78M
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
70+ 2.65% |
$9.8K - $12.1K
|
2.72K
$637K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
68+ 0.77% |
$9.52K - $11.8K
|
8.95K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
67+ 0.7% |
$9.38K - $11.6K
|
9.69K
$2.27M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
65+ 0.43% |
$9.1K - $11.2K
|
15.2K
$3.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
64+ 10.37% |
$8.96K - $11.1K
|
681
$160K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
64New |
$8.96K - $11.1K
|
64
$15K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60+ 1.62% |
$8.4K - $10.4K
|
3.76K
$881K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$8.4K - $10.4K
|
60
$14.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
59+ 2.98% |
$8.26K - $10.2K
|
2.04K
$479K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 41.43% |
$8.12K - $10K
|
198
$46.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$7.56K - $9.34K
|
54
$12.7K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
51New |
$7.14K - $8.82K
|
51
$12K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
44+ 9.87% |
$6.16K - $7.61K
|
490
$115K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
40+ 2.69% |
$5.6K - $6.92K
|
1.53K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
39+ 0.84% |
$5.46K - $6.75K
|
4.66K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 0.48% |
$5.32K - $6.57K
|
8.03K
$1.88M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
36+ 0.28% |
$5.04K - $6.23K
|
12.7K
$2.98M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
35+ 1.74% |
$4.9K - $6.05K
|
2.05K
$479K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
35+ 1.74% |
$4.9K - $6.05K
|
2.05K
$479K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
34+ 1.45% |
$4.76K - $5.88K
|
2.38K
$557K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
31+ 1.55% |
$4.34K - $5.36K
|
2.03K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$4.34K - $5.36K
|
31
$7.27K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
31+ 1.88% |
$4.34K - $5.36K
|
1.68K
$394K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 15.52% |
$3.78K - $4.67K
|
201
$47.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 0.3% |
$3.78K - $4.67K
|
9.16K
$2.15M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
27+ 0.41% |
$3.78K - $4.67K
|
6.65K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25+ 0.21% |
$3.5K - $4.32K
|
12K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
25+ 4.13% |
$3.5K - $4.32K
|
630
$148K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
25New |
$3.5K - $4.32K
|
25
$5.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23+ 0.97% |
$3.22K - $3.98K
|
2.39K
$559K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
22+ 1.45% |
$3.08K - $3.81K
|
1.54K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
22+ 0.15% |
$3.08K - $3.81K
|
14.3K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 1.46% |
$3.08K - $3.81K
|
1.53K
$359K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
22+ 0.78% |
$3.08K - $3.81K
|
2.83K
$663K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.52% |
$2.24K - $2.77K
|
3.12K
$731K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 2.44% |
$2.1K - $2.59K
|
629
$147K
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
15+ 0.7% |
$2.1K - $2.59K
|
2.17K
$509K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
14+ 0.38% |
$1.96K - $2.42K
|
3.72K
$872K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.17% |
$1.82K - $2.25K
|
7.57K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 4.94% |
$1.82K - $2.25K
|
276
$64.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
12+ 1.85% |
$1.68K - $2.08K
|
661
$155K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
11+ 0.15% |
$1.54K - $1.9K
|
7.11K
$1.67M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
10+ 0.66% |
$1.4K - $1.73K
|
1.53K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$1.12K - $1.38K
|
16.4K
$3.85M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 8.33% |
$980 - $1.21K
|
91
$21.3K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.18% |
$980 - $1.21K
|
3.89K
$911K
|