Purchases and Sales Made in Q3 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2024. 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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15- 0.02% |
$2.55K - $3.01K
|
94.9K
$22.2M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 22.39% |
$2.55K - $3.01K
|
52
$12.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.07% |
$2.72K - $3.21K
|
23K
$5.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18- 1.04% |
$3.06K - $3.62K
|
1.71K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.76% |
$3.06K - $3.62K
|
2.34K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-18- 8.78% |
$3.06K - $3.62K
|
187
$43.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.27% |
$3.06K - $3.62K
|
6.57K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-20- 0.84% |
$3.4K - $4.02K
|
2.37K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-20- 0.1% |
$3.4K - $4.02K
|
19.6K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-20- 0.67% |
$3.4K - $4.02K
|
2.96K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 1.34% |
$3.4K - $4.02K
|
1.47K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-20- 0.36% |
$3.4K - $4.02K
|
5.46K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-20- 0.41% |
$3.4K - $4.02K
|
4.82K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21- 1.48% |
$3.57K - $4.22K
|
1.4K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-22- 1.46% |
$3.74K - $4.42K
|
1.49K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 18.18% |
$3.74K - $4.42K
|
99
$23.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.27% |
$4.08K - $4.82K
|
1.87K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-24- 1.1% |
$4.08K - $4.82K
|
2.17K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 2.16% |
$4.08K - $4.82K
|
1.09K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 3.53% |
$4.25K - $5.02K
|
683
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 5.75% |
$4.25K - $5.02K
|
410
$95.8K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 3.8% |
$4.42K - $5.22K
|
659
$154K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 9.7% |
$4.42K - $5.22K
|
242
$56.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-27- 0.41% |
$4.59K - $5.42K
|
6.63K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 20.0% |
$4.76K - $5.62K
|
112
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-28- 0.3% |
$4.76K - $5.62K
|
9.25K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29- 5.69% |
$4.93K - $5.82K
|
481
$112K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 4.47% |
$5.1K - $6.03K
|
641
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-30- 2.36% |
$5.1K - $6.03K
|
1.24K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 1.59% |
$5.1K - $6.03K
|
1.86K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-31- 2.61% |
$5.27K - $6.23K
|
1.16K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.16% |
$5.44K - $6.43K
|
19.8K
$4.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-33- 5.15% |
$5.61K - $6.63K
|
608
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 27.5% |
$5.61K - $6.63K
|
87
$20.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-34- 0.61% |
$5.78K - $6.83K
|
5.57K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-35- 0.87% |
$5.95K - $7.03K
|
4K
$934K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.93% |
$5.95K - $7.03K
|
3.75K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 15.84% |
$5.95K - $7.03K
|
186
$43.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-36- 1.87% |
$6.12K - $7.23K
|
1.89K
$441K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38- 16.52% |
$6.46K - $7.63K
|
192
$44.9K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 0.25% |
$6.46K - $7.63K
|
15.3K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-40- 2.22% |
$6.8K - $8.03K
|
1.76K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 11.17% |
$7.31K - $8.64K
|
342
$79.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 9.73% |
$7.31K - $8.64K
|
399
$93.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-43- 0.36% |
$7.31K - $8.64K
|
11.9K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-45- 3.46% |
$7.65K - $9.04K
|
1.26K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 0.13% |
$7.99K - $9.44K
|
36.5K
$8.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-48- 3.7% |
$8.16K - $9.64K
|
1.25K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49- 1.94% |
$8.33K - $9.84K
|
2.48K
$578K
|