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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-49- 3.88% |
$8.33K - $9.84K
|
1.21K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-49- 4.15% |
$8.33K - $9.84K
|
1.13K
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-50- 1.39% |
$8.5K - $10K
|
3.54K
$826K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.78% |
$8.5K - $10K
|
1.75K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 0.76% |
$8.67K - $10.2K
|
6.62K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 5.51% |
$9.35K - $11K
|
943
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-55- 0.45% |
$9.35K - $11K
|
12.1K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-57- 4.01% |
$9.69K - $11.4K
|
1.37K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.89% |
$9.69K - $11.4K
|
6.32K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 0.23% |
$10.2K - $12.1K
|
25.6K
$5.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 2.29% |
$10.2K - $12.1K
|
2.56K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-62- 2.04% |
$10.5K - $12.5K
|
2.98K
$696K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-67- 0.57% |
$11.4K - $13.5K
|
11.8K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.51% |
$11.4K - $13.5K
|
4.36K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-68- 26.56% |
$11.6K - $13.7K
|
188
$43.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-70- 3.07% |
$11.9K - $14.1K
|
2.21K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-72- 1.1% |
$12.2K - $14.5K
|
6.49K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-73- 0.4% |
$12.4K - $14.7K
|
18.1K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-74- 0.68% |
$12.6K - $14.9K
|
10.8K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-75- 11.57% |
$12.8K - $15.1K
|
573
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 0.79% |
$12.8K - $15.1K
|
9.47K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-77- 4.21% |
$13.1K - $15.5K
|
1.75K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-77- 3.76% |
$13.1K - $15.5K
|
1.97K
$460K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-78- 5.58% |
$13.3K - $15.7K
|
1.32K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-79- 3.65% |
$13.4K - $15.9K
|
2.08K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-80- 2.04% |
$13.6K - $16.1K
|
3.84K
$896K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-84- 6.65% |
$14.3K - $16.9K
|
1.18K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-90- 3.39% |
$15.3K - $18.1K
|
2.56K
$599K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-92- 0.84% |
$15.6K - $18.5K
|
10.9K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 1.2% |
$15.8K - $18.7K
|
7.64K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-93- 4.06% |
$15.8K - $18.7K
|
2.2K
$514K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-94- 2.15% |
$16K - $18.9K
|
4.27K
$998K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-94- 20.04% |
$16K - $18.9K
|
375
$87.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-96- 56.47% |
$16.3K - $19.3K
|
74
$17.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-96- 4.27% |
$16.3K - $19.3K
|
2.15K
$503K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-97- 4.41% |
$16.5K - $19.5K
|
2.1K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.39% |
$17K - $20.1K
|
7.07K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-105- 3.9% |
$17.9K - $21.1K
|
2.59K
$605K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-107- 0.92% |
$18.2K - $21.5K
|
11.5K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-107- 5.69% |
$18.2K - $21.5K
|
1.77K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-107- 0.08% |
$18.2K - $21.5K
|
131K
$30.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-108- 4.22% |
$18.4K - $21.7K
|
2.45K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-111- 6.12% |
$18.9K - $22.3K
|
1.7K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-116- 1.8% |
$19.7K - $23.3K
|
6.34K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-118- 0.72% |
$20.1K - $23.7K
|
16.4K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-129- 0.23% |
$21.9K - $25.9K
|
56.5K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-129- 62.62% |
$21.9K - $25.9K
|
77
$18K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-130- 7.15% |
$22.1K - $26.1K
|
1.69K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.74% |
$22.1K - $26.1K
|
7.32K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 5.4% |
$22.1K - $26.1K
|
2.28K
$532K
|