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
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
32+ 1.96% |
$5.07K - $5.66K
|
1.66K
$390K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32New |
$5.07K - $5.66K
|
32
$7.5K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
30New |
$4.75K - $5.31K
|
30
$7.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30New |
$4.75K - $5.31K
|
30
$7.03K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
29New |
$4.59K - $5.13K
|
29
$6.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29New |
$4.59K - $5.13K
|
29
$6.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
29+ 1.46% |
$4.59K - $5.13K
|
2.01K
$472K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
28New |
$4.43K - $4.96K
|
28
$6.57K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27+ 1.81% |
$4.28K - $4.78K
|
1.52K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26+ 0.31% |
$4.12K - $4.6K
|
8.35K
$1.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
24New |
$3.8K - $4.25K
|
24
$5.63K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
24+ 1.31% |
$3.8K - $4.25K
|
1.86K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.37% |
$3.64K - $4.07K
|
6.2K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21New |
$3.33K - $3.72K
|
21
$4.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.91% |
$3.01K - $3.36K
|
2.1K
$493K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$3.01K - $3.36K
|
19
$4.45K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
16+ 1.16% |
$2.53K - $2.83K
|
1.39K
$326K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.3% |
$2.38K - $2.65K
|
4.99K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 2.84% |
$1.9K - $2.12K
|
434
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$1.74K - $1.95K
|
1.79K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10+ 0.11% |
$1.58K - $1.77K
|
9K
$2.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 1.04% |
$1.43K - $1.59K
|
878
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.14% |
$1.43K - $1.59K
|
6.51K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 36.0% |
$1.43K - $1.59K
|
34
$7.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 29.03% |
$1.43K - $1.59K
|
40
$9.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.5% |
$1.27K - $1.42K
|
1.6K
$376K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7+ 1.35% |
$1.11K - $1.24K
|
527
$124K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7+ 1.31% |
$1.11K - $1.24K
|
541
$127K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.12% |
$1.11K - $1.24K
|
5.91K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.15% |
$792 - $885
|
3.4K
$798K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.16% |
$792 - $885
|
3.1K
$726K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
4+ 0.2% |
$633 - $708
|
2K
$470K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.08% |
$633 - $708
|
4.96K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$633 - $708
|
9.32K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.16% |
$475 - $531
|
1.91K
$449K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$475 - $531
|
10.7K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
2+ 0.06% |
$317 - $354
|
3.57K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.39% |
$317 - $354
|
517
$121K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$317 - $354
|
1.53K
$359K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$158 - $177
|
9.05K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.05% |
$158 - $177
|
2.08K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$158 - $177
|
1
$234
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.04% |
$158 - $177
|
2.75K
$644K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.11% |
$158 - $177
|
905
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.07% |
$158 - $177
|
1.4K
$328K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$158 - $177
|
1.66K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.05% |
$158 - $177
|
1.93K
$452K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1- 0.07% |
$158 - $177
|
1.52K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.17% |
$317 - $354
|
1.18K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3- -0.0% |
$475 - $531
|
106K
$24.8M
|