Purchases and Sales Made in Q3 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2023. 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 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-4- 0.11% |
$633 - $708
|
3.73K
$875K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4- 0.07% |
$633 - $708
|
6.07K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-5- 0.22% |
$792 - $885
|
2.25K
$527K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 1.18% |
$792 - $885
|
419
$98.2K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.14% |
$792 - $885
|
3.64K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5- 0.17% |
$792 - $885
|
2.9K
$679K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.22% |
$792 - $885
|
2.24K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 0.83% |
$950 - $1.06K
|
714
$167K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-6- 2.8% |
$950 - $1.06K
|
208
$48.8K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-6- 0.04% |
$950 - $1.06K
|
14.7K
$3.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.61% |
$1.11K - $1.24K
|
1.14K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$1.11K - $1.24K
|
15.6K
$3.66M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-8- 0.6% |
$1.27K - $1.42K
|
1.32K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 0.16% |
$1.58K - $1.77K
|
6.37K
$1.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10- 0.29% |
$1.58K - $1.77K
|
3.43K
$805K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11- 0.1% |
$1.74K - $1.95K
|
11.2K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-11- 6.18% |
$1.74K - $1.95K
|
167
$39.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-11- 0.46% |
$1.74K - $1.95K
|
2.39K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 0.53% |
$2.06K - $2.3K
|
2.43K
$570K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-14- 2.15% |
$2.22K - $2.48K
|
637
$149K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 2.91% |
$2.38K - $2.65K
|
500
$117K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 5.21% |
$2.53K - $2.83K
|
291
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16- 1.4% |
$2.53K - $2.83K
|
1.13K
$264K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-17- 0.82% |
$2.69K - $3.01K
|
2.06K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 2.5% |
$2.69K - $3.01K
|
663
$155K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 10.29% |
$2.85K - $3.19K
|
157
$36.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-19- 1.02% |
$3.01K - $3.36K
|
1.85K
$434K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 7.49% |
$3.17K - $3.54K
|
247
$57.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 6.94% |
$3.17K - $3.54K
|
268
$62.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 0.37% |
$3.33K - $3.72K
|
5.59K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-22- 0.94% |
$3.48K - $3.89K
|
2.32K
$544K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22- 0.18% |
$3.48K - $3.89K
|
12.3K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-24- 1.71% |
$3.8K - $4.25K
|
1.38K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 6.4% |
$3.8K - $4.25K
|
351
$82.3K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24- 15.48% |
$3.8K - $4.25K
|
131
$30.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.19% |
$3.96K - $4.42K
|
13.1K
$3.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 5.73% |
$3.96K - $4.42K
|
411
$96.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 0.31% |
$4.59K - $5.13K
|
9.31K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-29- 0.27% |
$4.59K - $5.13K
|
10.9K
$2.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-29- 0.91% |
$4.59K - $5.13K
|
3.15K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-31- 1.94% |
$4.91K - $5.49K
|
1.57K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33- 30.56% |
$5.23K - $5.84K
|
75
$17.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33- 1.29% |
$5.23K - $5.84K
|
2.53K
$593K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-34- 2.44% |
$5.38K - $6.02K
|
1.36K
$319K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36- 0.58% |
$5.7K - $6.37K
|
6.13K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-36- 1.53% |
$5.7K - $6.37K
|
2.31K
$542K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.83% |
$6.18K - $6.9K
|
4.64K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 54.05% |
$6.33K - $7.08K
|
34
$7.97K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.44% |
$6.33K - $7.08K
|
8.95K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-43- 2.07% |
$6.81K - $7.61K
|
2.04K
$477K
|