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 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
801+ 4.09% |
$127K - $142K
|
20.4K
$4.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
799+ 35.23% |
$127K - $141K
|
3.07K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
799+ 2.97% |
$127K - $141K
|
27.7K
$6.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
774+ 14.23% |
$123K - $137K
|
6.21K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
772+ 8.07% |
$122K - $137K
|
10.3K
$2.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
764+ 13.49% |
$121K - $135K
|
6.43K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
761+ 6.89% |
$121K - $135K
|
11.8K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
729+ 41.94% |
$115K - $129K
|
2.47K
$578K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
727+ 2.34% |
$115K - $129K
|
31.7K
$7.44M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
718+ 14.71% |
$114K - $127K
|
5.6K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
670+ 2.03% |
$106K - $119K
|
33.7K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
668+ 1.07% |
$106K - $118K
|
63.2K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
648+ 5.79% |
$103K - $115K
|
11.8K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
647+ 25.48% |
$102K - $114K
|
3.19K
$747K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
643+ 2.02% |
$102K - $114K
|
32.5K
$7.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
634+ 6.13% |
$100K - $112K
|
11K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
624+ 47.49% |
$98.8K - $110K
|
1.94K
$454K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
624+ 5.01% |
$98.8K - $110K
|
13.1K
$3.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
621+ 5.98% |
$98.3K - $110K
|
11K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
611+ 12.08% |
$96.8K - $108K
|
5.67K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
606+ 26.81% |
$96K - $107K
|
2.87K
$672K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
578+ 1.6% |
$91.5K - $102K
|
36.7K
$8.61M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
578+ 1.69% |
$91.5K - $102K
|
34.7K
$8.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
576+ 18.82% |
$91.2K - $102K
|
3.64K
$853K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
549+ 4.11% |
$86.9K - $97.2K
|
13.9K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
547New |
$86.6K - $96.8K
|
547
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
539+ 5.57% |
$85.4K - $95.4K
|
10.2K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
536+ 32.23% |
$84.9K - $94.9K
|
2.2K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
534+ 2.9% |
$84.6K - $94.5K
|
19K
$4.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
529+ 1.53% |
$83.8K - $93.6K
|
35.1K
$8.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
523New |
$82.8K - $92.6K
|
523
$123K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
502+ 11.45% |
$79.5K - $88.8K
|
4.89K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
497+ 25.87% |
$78.7K - $88K
|
2.42K
$567K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
492+ 4.3% |
$77.9K - $87.1K
|
11.9K
$2.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
491+ 8.05% |
$77.8K - $86.9K
|
6.59K
$1.55M
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
478+ 34.36% |
$75.7K - $84.6K
|
1.87K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
465+ 1.9% |
$73.6K - $82.3K
|
24.9K
$5.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
450New |
$71.3K - $79.6K
|
450
$106K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
415+ 1.97% |
$65.7K - $73.4K
|
21.5K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
407+ 5.85% |
$64.5K - $72K
|
7.37K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
403+ 22.67% |
$63.8K - $71.3K
|
2.18K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400+ 7.74% |
$63.3K - $70.8K
|
5.57K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
394+ 2.57% |
$62.4K - $69.7K
|
15.7K
$3.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
378New |
$59.9K - $66.9K
|
378
$88.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
378+ 1.93% |
$59.9K - $66.9K
|
20K
$4.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
377+ 5.04% |
$59.7K - $66.7K
|
7.85K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
361+ 22.27% |
$57.2K - $63.9K
|
1.98K
$465K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
355+ 6.08% |
$56.2K - $62.8K
|
6.2K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
340+ 2.97% |
$53.8K - $60.2K
|
11.8K
$2.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
329New |
$52.1K - $58.2K
|
329
$77.1K
|