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 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
116+ 3.34% |
$18.4K - $20.5K
|
3.59K
$843K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
114+ 4.1% |
$18.1K - $20.2K
|
2.89K
$679K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
113+ 10.45% |
$17.9K - $20K
|
1.19K
$280K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
112+ 1.1% |
$17.7K - $19.8K
|
10.3K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
110+ 3.97% |
$17.4K - $19.5K
|
2.88K
$676K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
108+ 32.14% |
$17.1K - $19.1K
|
444
$104K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
107+ 0.96% |
$16.9K - $18.9K
|
11.2K
$2.63M
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
106+ 1.2% |
$16.8K - $18.8K
|
8.92K
$2.09M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
105New |
$16.6K - $18.6K
|
105
$24.6K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
100New |
$15.8K - $17.7K
|
100
$23.4K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
100+ 4.92% |
$15.8K - $17.7K
|
2.13K
$500K
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 0.79% |
$15.8K - $17.7K
|
12.8K
$3.01M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
95New |
$15K - $16.8K
|
95
$22.3K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94+ 13.37% |
$14.9K - $16.6K
|
797
$187K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
94+ 7.23% |
$14.9K - $16.6K
|
1.39K
$327K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
92+ 17.46% |
$14.6K - $16.3K
|
619
$145K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83+ 162.75% |
$13.1K - $14.7K
|
134
$31.4K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
79+ 6.37% |
$12.5K - $14K
|
1.32K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
74+ 217.65% |
$11.7K - $13.1K
|
108
$25.3K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
74+ 2.23% |
$11.7K - $13.1K
|
3.4K
$796K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
74+ 0.4% |
$11.7K - $13.1K
|
18.4K
$4.31M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
70+ 0.57% |
$11.1K - $12.4K
|
12.4K
$2.91M
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
69+ 1.73% |
$10.9K - $12.2K
|
4.06K
$952K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
69+ 0.98% |
$10.9K - $12.2K
|
7.11K
$1.67M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
61+ 0.07% |
$9.66K - $10.8K
|
86.4K
$20.3M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
61+ 1.45% |
$9.66K - $10.8K
|
4.27K
$1M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
57+ 3.37% |
$9.03K - $10.1K
|
1.75K
$409K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57+ 4.33% |
$9.03K - $10.1K
|
1.37K
$322K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
57+ 3.64% |
$9.03K - $10.1K
|
1.62K
$380K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 6.46% |
$8.71K - $9.73K
|
906
$212K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 39.01% |
$8.71K - $9.73K
|
196
$46K
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
54+ 0.5% |
$8.55K - $9.56K
|
10.8K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52+ 3.87% |
$8.23K - $9.2K
|
1.39K
$327K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
52+ 4.97% |
$8.23K - $9.2K
|
1.1K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52+ 2.53% |
$8.23K - $9.2K
|
2.11K
$494K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
52+ 5.65% |
$8.23K - $9.2K
|
972
$228K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 13.23% |
$8.23K - $9.2K
|
445
$104K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
50+ 48.08% |
$7.92K - $8.85K
|
154
$36.1K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.89% |
$7.92K - $8.85K
|
1.78K
$417K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
48New |
$7.6K - $8.49K
|
48
$11.3K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 2.16% |
$7.28K - $8.14K
|
2.18K
$510K
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
45+ 1.6% |
$7.13K - $7.96K
|
2.86K
$671K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41+ 341.67% |
$6.49K - $7.26K
|
53
$12.4K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 2.0% |
$6.49K - $7.26K
|
2.09K
$491K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
41New |
$6.49K - $7.26K
|
41
$9.61K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
40+ 47.06% |
$6.33K - $7.08K
|
125
$29.3K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
33+ 0.18% |
$5.23K - $5.84K
|
18.7K
$4.38M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$5.23K - $5.84K
|
33
$7.74K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
33+ 0.92% |
$5.23K - $5.84K
|
3.61K
$847K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
33+ 0.13% |
$5.23K - $5.84K
|
25.1K
$5.89M
|