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 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-15- 0.78% |
$2.1K - $2.59K
|
1.91K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 94.12% |
$2.24K - $2.77K
|
1
$234
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-17- 22.67% |
$2.38K - $2.94K
|
58
$13.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-18- 0.57% |
$2.52K - $3.11K
|
3.13K
$734K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-20- 0.3% |
$2.8K - $3.46K
|
6.7K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-21- 2.9% |
$2.94K - $3.63K
|
703
$165K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-21- 0.99% |
$2.94K - $3.63K
|
2.1K
$493K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23- 1.32% |
$3.22K - $3.98K
|
1.72K
$403K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-24- 19.83% |
$3.36K - $4.15K
|
97
$22.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-25- 2.85% |
$3.5K - $4.32K
|
851
$200K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-25- 0.84% |
$3.5K - $4.32K
|
2.95K
$691K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25- 0.83% |
$3.5K - $4.32K
|
2.97K
$697K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-25- 1.66% |
$3.5K - $4.32K
|
1.48K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28- 0.84% |
$3.92K - $4.84K
|
3.29K
$771K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-29- 2.1% |
$4.06K - $5.02K
|
1.35K
$317K
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-31- 1.26% |
$4.34K - $5.36K
|
2.43K
$570K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-32- 29.09% |
$4.48K - $5.54K
|
78
$18.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-33- 1.84% |
$4.62K - $5.71K
|
1.76K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-35- 0.3% |
$4.9K - $6.05K
|
11.8K
$2.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 1.86% |
$4.9K - $6.05K
|
1.85K
$434K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-35- 0.64% |
$4.9K - $6.05K
|
5.45K
$1.28M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36- 0.57% |
$5.04K - $6.23K
|
6.25K
$1.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36- 0.57% |
$5.04K - $6.23K
|
6.25K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-37- 12.59% |
$5.18K - $6.4K
|
257
$60.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-37- 1.63% |
$5.18K - $6.4K
|
2.23K
$524K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 63.49% |
$5.6K - $6.92K
|
23
$5.39K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-40- 8.0% |
$5.6K - $6.92K
|
460
$108K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-40- 9.71% |
$5.6K - $6.92K
|
372
$87.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-41- 0.58% |
$5.74K - $7.09K
|
6.98K
$1.64M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42- 16.87% |
$5.88K - $7.26K
|
207
$48.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-45- 3.29% |
$6.3K - $7.78K
|
1.32K
$310K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-46- 2.83% |
$6.44K - $7.96K
|
1.58K
$370K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-47- 0.63% |
$6.58K - $8.13K
|
7.37K
$1.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-48- 27.59% |
$6.72K - $8.3K
|
126
$29.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-48- 2.59% |
$6.72K - $8.3K
|
1.8K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.61% |
$7K - $8.65K
|
3.06K
$717K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 50.0% |
$7K - $8.65K
|
50
$11.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 0.55% |
$7K - $8.65K
|
9K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-53- 15.54% |
$7.42K - $9.17K
|
288
$67.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-53- 13.42% |
$7.42K - $9.17K
|
342
$80.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-55- 2.67% |
$7.7K - $9.51K
|
2K
$469K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 6.25% |
$7.98K - $9.86K
|
855
$200K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58Closed |
$8.12K - $10K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-58- 1.3% |
$8.12K - $10K
|
4.4K
$1.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-59- 3.62% |
$8.26K - $10.2K
|
1.57K
$369K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 8.26% |
$8.4K - $10.4K
|
666
$156K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61- 1.52% |
$8.54K - $10.6K
|
3.94K
$925K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-61- 1.05% |
$8.54K - $10.6K
|
5.75K
$1.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-62- 11.25% |
$8.68K - $10.7K
|
489
$115K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-63- 1.18% |
$8.82K - $10.9K
|
5.29K
$1.24M
|