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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.15% |
$840 - $1.04K
|
4.02K
$942K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$840 - $1.04K
|
6
$1.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 1.12% |
$700 - $865
|
453
$106K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 3.65% |
$700 - $865
|
142
$33.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5New |
$700 - $865
|
5
$1.17K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$420 - $519
|
3
$703
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.05% |
$420 - $519
|
5.58K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.17% |
$420 - $519
|
1.73K
$406K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 3.85% |
$420 - $519
|
81
$19K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3+ 0.14% |
$420 - $519
|
2.1K
$492K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$280 - $346
|
897
$210K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.34% |
$280 - $346
|
582
$136K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$280 - $346
|
1.57K
$369K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.24% |
$280 - $346
|
828
$194K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2+ 0.11% |
$280 - $346
|
1.75K
$409K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$140 - $173
|
2.59K
$607K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.03% |
$140 - $173
|
3.17K
$744K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $173
|
3.16K
$740K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$140 - $173
|
1.64K
$383K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$140 - $173
|
2.25K
$527K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.81% |
$140 - $173
|
125
$29.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.19% |
$140 - $173
|
519
$122K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$140 - $173
|
290
$68K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
1+ 0.05% |
$140 - $173
|
1.93K
$452K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$140 - $173
|
4.58K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $173
|
2.94K
$688K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$140 - $173
|
413
$96.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$140 - $173
|
9.59K
$2.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$140 - $173
|
4.68K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.25% |
$140 - $173
|
392
$91.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.02% |
$140 - $173
|
4.88K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.57% |
$140 - $173
|
173
$40.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1- 0.01% |
$140 - $173
|
19.3K
$4.52M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2- 0.65% |
$280 - $346
|
305
$71.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 28.57% |
$280 - $346
|
5
$1.17K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.06% |
$420 - $519
|
4.96K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$420 - $519
|
3.9K
$915K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-4- 0.21% |
$560 - $692
|
1.93K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.17% |
$700 - $865
|
2.92K
$685K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6- -0.0% |
$840 - $1.04K
|
241K
$56.4M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 4.17% |
$840 - $1.04K
|
138
$32.4K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-7- 0.13% |
$980 - $1.21K
|
5.5K
$1.29M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 1.77% |
$1.12K - $1.38K
|
444
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9- 0.13% |
$1.26K - $1.56K
|
7.12K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.56% |
$1.26K - $1.56K
|
1.61K
$378K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-12- 0.15% |
$1.68K - $2.08K
|
8.25K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 5.22% |
$1.68K - $2.08K
|
218
$51.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 6.74% |
$1.82K - $2.25K
|
180
$42.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.15% |
$2.1K - $2.59K
|
10.2K
$2.4M
|