Purchases and Sales Made in Q3 2023 in Select Sector Spdr Consumer Di (XLY)

XLY Quotes by TradingView

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 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
317
New
$50.2K - $56.1K
317 $74.3K
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
300
+ 6.66%
$47.5K - $53.1K
4.81K $1.13M
Oct 25, 2023 Q3 2023
Providence First Trust CO

BUY
 -
300
+ 2.32%
$47.5K - $53.1K
13.2K $3.1M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
298
+ 23.95%
$47.2K - $52.7K
1.54K $362K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
286
+ 2.26%
$45.3K - $50.6K
13K $3.04M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
283
+ 0.78%
$44.8K - $50.1K
36.7K $8.61M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
278
+ 1.53%
$44K - $49.2K
18.5K $4.33M
Nov 13, 2023 Q3 2023
Ars Investment Partners, LLC

BUY
 -
268
+ 3.38%
$42.4K - $47.4K
8.21K $1.92M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
265
+ 10.95%
$42K - $46.9K
2.69K $630K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
260
+ 4.47%
$41.2K - $46K
6.08K $1.43M
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
244
+ 21.94%
$38.6K - $43.2K
1.36K $318K
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
243
New
$38.5K - $43K
243 $57K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
240
+ 86.64%
$38K - $42.5K
517 $121K
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
237
+ 6.21%
$37.5K - $41.9K
4.05K $950K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
235
New
$37.2K - $41.6K
235 $55.1K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
228
+ 9.72%
$36.1K - $40.3K
2.57K $603K
Oct 19, 2023 Q3 2023
Pcg Wealth Advisors, LLC

BUY
 -
210
+ 5.29%
$33.3K - $37.2K
4.18K $980K
Nov 03, 2023 Q3 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
208
+ 8.82%
$32.9K - $36.8K
2.57K $602K
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
200
+ 11.53%
$31.7K - $35.4K
1.94K $454K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
200
+ 800.0%
$31.7K - $35.4K
225 $52.8K
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
200
+ 3.4%
$31.7K - $35.4K
6.07K $1.42M
Nov 06, 2023 Q3 2023
Evolution Wealth Advisors, LLC

BUY
 -
200
+ 1.39%
$31.7K - $35.4K
14.6K $3.42M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
198
New
$31.4K - $35K
198 $46.4K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
196
+ 11.87%
$31K - $34.7K
1.85K $433K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
181
+ 11.78%
$28.7K - $32K
1.72K $403K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
174
New
$27.6K - $30.8K
174 $40.8K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
171
+ 111.76%
$27.1K - $30.3K
324 $76K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
166
+ 5.23%
$26.3K - $29.4K
3.34K $783K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
162
+ 3.38%
$25.7K - $28.7K
4.95K $1.16M
Oct 13, 2023 Q3 2023
St. Johns Investment Management Company, LLC

BUY
 -
158
+ 1.47%
$25K - $28K
10.9K $2.55M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
156
+ 1.2%
$24.7K - $27.6K
13.1K $3.08M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
150
+ 5.39%
$23.8K - $26.5K
2.93K $687K
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
150
+ 1.77%
$23.8K - $26.5K
8.61K $2.02M
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
144
+ 1.12%
$22.8K - $25.5K
13K $3.05M
Nov 14, 2023 Q3 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
139
+ 3.4%
$22K - $24.6K
4.23K $992K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
138
+ 4.04%
$21.9K - $24.4K
3.56K $834K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
137
+ 9.61%
$21.7K - $24.2K
1.56K $366K
Oct 27, 2023 Q3 2023
Chicago Trust CO Na

BUY
 -
135
+ 6.18%
$21.4K - $23.9K
2.32K $544K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
133
+ 0.77%
$21.1K - $23.5K
17.3K $4.07M
Nov 13, 2023 Q3 2023
Goelzer Investment Management, Inc.

BUY
 -
133
+ 8.42%
$21.1K - $23.5K
1.71K $402K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
132
+ 0.79%
$20.9K - $23.4K
16.8K $3.94M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
128
+ 1.88%
$20.3K - $22.7K
6.93K $1.62M
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
125
New
$19.8K - $22.1K
125 $29.3K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
124
+ 1.25%
$19.6K - $21.9K
10.1K $2.36M
Oct 20, 2023 Q3 2023
Private Asset Management Inc

BUY
 -
122
+ 4.57%
$19.3K - $21.6K
2.79K $654K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
120
+ 13.61%
$19K - $21.2K
1K $235K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
120
New
$19K - $21.2K
120 $28.1K
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
119
+ 3.84%
$18.8K - $21.1K
3.22K $755K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
118
New
$18.7K - $20.9K
118 $27.7K

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