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
|
Bison Wealth, LLC
|
BUY
|
- |
1.46KNew |
$231K - $258K
|
1.46K
$342K
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.44KNew |
$228K - $255K
|
1.44K
$338K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.44KNew |
$227K - $254K
|
1.44K
$336K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 0.1% |
$227K - $254K
|
1.45M
$341M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.43KNew |
$227K - $253K
|
1.43K
$336K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.41KNew |
$223K - $249K
|
1.41K
$330K
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.39K+ 17.74% |
$220K - $245K
|
9.21K
$2.16M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.37KNew |
$217K - $243K
|
1.37K
$322K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.36K+ 8.54% |
$216K - $241K
|
17.3K
$4.06M
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 2.09% |
$213K - $238K
|
65.5K
$15.4M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.34KNew |
$212K - $236K
|
1.34K
$313K
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$211K - $236K
|
1.33K
$313K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.32K+ 260.4% |
$208K - $233K
|
1.82K
$427K
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$207K - $232K
|
1.31K
$307K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.3KNew |
$207K - $231K
|
1.3K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3K+ 16.26% |
$206K - $230K
|
9.3K
$2.18M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.28KNew |
$203K - $227K
|
1.28K
$301K
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
1.27KNew |
$200K - $224K
|
1.27K
$297K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.27KNew |
$200K - $224K
|
1.27K
$297K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.27KNew |
$200K - $224K
|
1.27K
$297K
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.27K+ 20.01% |
$200K - $224K
|
7.59K
$1.78M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$200K - $224K
|
1.26K
$296K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.26K+ 1314.58% |
$200K - $223K
|
1.36K
$318K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.26KNew |
$199K - $222K
|
1.26K
$295K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.25KNew |
$197K - $220K
|
1.25K
$292K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.22K+ 5.68% |
$193K - $216K
|
22.7K
$5.32M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 3.27% |
$183K - $205K
|
36.6K
$8.57M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.14KNew |
$181K - $202K
|
1.14K
$268K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.13K+ 17.34% |
$179K - $200K
|
7.65K
$1.79M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.11K+ 4.62% |
$175K - $196K
|
25K
$5.87M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.09KNew |
$172K - $192K
|
1.09K
$255K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.04K+ 19.32% |
$165K - $184K
|
6.42K
$1.51M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.02K+ 44.84% |
$161K - $180K
|
3.28K
$770K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.01K+ 37.53% |
$160K - $179K
|
3.7K
$868K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
989+ 4.34% |
$157K - $175K
|
23.8K
$5.57M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
977New |
$155K - $173K
|
977
$229K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
969+ 5.88% |
$153K - $171K
|
17.5K
$4.09M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
962+ 28.69% |
$152K - $170K
|
4.32K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
949+ 0.81% |
$150K - $168K
|
118K
$27.6M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
927+ 3.85% |
$147K - $164K
|
25K
$5.86M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
920+ 3.21% |
$146K - $163K
|
29.6K
$6.95M
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
909+ 0.09% |
$144K - $161K
|
1M
$235M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
895+ 19.84% |
$142K - $158K
|
5.41K
$1.27M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
892+ 35.77% |
$141K - $158K
|
3.39K
$794K
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
884+ 60.51% |
$140K - $156K
|
2.35K
$550K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
869New |
$138K - $154K
|
869
$204K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
868+ 19.66% |
$137K - $154K
|
5.28K
$1.24M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
808+ 38.22% |
$128K - $143K
|
2.92K
$685K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
804+ 13.04% |
$127K - $142K
|
6.97K
$1.63M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
802+ 20.93% |
$127K - $142K
|
4.63K
$1.09M
|