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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-220- 7.43% |
$34.8K - $38.9K
|
2.74K
$640K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-231- 0.57% |
$36.6K - $40.9K
|
40.3K
$9.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-231- 0.57% |
$36.6K - $40.9K
|
40.3K
$9.42M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-232- 0.39% |
$36.7K - $41.1K
|
59.4K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-241- 3.88% |
$38.2K - $42.6K
|
5.96K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-241- 0.96% |
$38.2K - $42.6K
|
24.9K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-248- 4.08% |
$39.3K - $43.9K
|
5.83K
$1.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-249- 7.4% |
$39.4K - $44.1K
|
3.12K
$728K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-270- 7.63% |
$42.8K - $47.8K
|
3.27K
$763K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-275- 17.48% |
$43.5K - $48.7K
|
1.3K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-277- 16.74% |
$43.9K - $49K
|
1.38K
$322K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-282- 5.42% |
$44.7K - $49.9K
|
4.92K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-283- 5.82% |
$44.8K - $50.1K
|
4.58K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-285- 4.94% |
$45.1K - $50.4K
|
5.48K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-288- 1.3% |
$45.6K - $51K
|
21.9K
$5.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-290- 8.1% |
$45.9K - $51.3K
|
3.29K
$769K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-290- 18.66% |
$45.9K - $51.3K
|
1.26K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-290- 2.02% |
$45.9K - $51.3K
|
14.1K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.28% |
$47.5K - $53.1K
|
109K
$25.4M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-300- 1.93% |
$47.5K - $53.1K
|
15.2K
$3.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-312- 3.67% |
$49.4K - $55.2K
|
8.2K
$1.91M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-315- 11.49% |
$49.9K - $55.7K
|
2.43K
$567K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-320- 1.38% |
$50.7K - $56.6K
|
22.8K
$5.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-323- 5.97% |
$51.2K - $57.2K
|
5.09K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-325- 9.12% |
$51.5K - $57.5K
|
3.24K
$756K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-335- 1.14% |
$53.1K - $59.3K
|
29K
$6.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-338- 3.2% |
$53.5K - $59.8K
|
10.2K
$2.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-344- 0.39% |
$54.5K - $60.9K
|
88.7K
$20.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-345- 4.65% |
$54.6K - $61.1K
|
7.08K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-351- 6.58% |
$55.6K - $62.1K
|
4.98K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-354- 4.61% |
$56.1K - $62.6K
|
7.33K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-364- 1.0% |
$57.6K - $64.4K
|
35.9K
$8.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-365- 2.59% |
$57.8K - $64.6K
|
13.7K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-369- 13.5% |
$58.4K - $65.3K
|
2.37K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-373- 56.69% |
$59.1K - $66K
|
285
$66.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-379- 18.64% |
$60K - $67.1K
|
1.65K
$386K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-382- 0.75% |
$60.5K - $67.6K
|
50.6K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-401- 1.19% |
$63.5K - $71K
|
33.4K
$7.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-409- 13.77% |
$64.8K - $72.4K
|
2.56K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-415- 1.43% |
$65.7K - $73.4K
|
28.6K
$6.69M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-417- 60.17% |
$66K - $73.8K
|
276
$64.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-420- 19.8% |
$66.5K - $74.3K
|
1.7K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-445- 3.21% |
$70.5K - $78.8K
|
13.4K
$3.14M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-449- 12.01% |
$71.1K - $79.5K
|
3.29K
$768K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-462- 20.16% |
$73.2K - $81.8K
|
1.83K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-477- 24.47% |
$75.5K - $84.4K
|
1.47K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-482- 2.21% |
$76.3K - $85.3K
|
21.4K
$4.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-485- 13.42% |
$76.8K - $85.8K
|
3.13K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-502- 6.81% |
$79.5K - $88.8K
|
6.87K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-505- 5.21% |
$80K - $89.4K
|
9.19K
$2.15M
|