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 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.03KNew |
$175K - $207K
|
1.03K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 17.55% |
$175K - $207K
|
6.89K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.03KNew |
$175K - $206K
|
1.03K
$241K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.02K+ 3.83% |
$174K - $205K
|
27.7K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.02K+ 3.6% |
$173K - $204K
|
29.3K
$6.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
983+ 6.38% |
$167K - $197K
|
16.4K
$3.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
944+ 146.13% |
$161K - $190K
|
1.59K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
928+ 29.88% |
$158K - $186K
|
4.03K
$946K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
891+ 10.91% |
$152K - $179K
|
9.06K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
863+ 4.05% |
$147K - $173K
|
22.2K
$5.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
839+ 2.0% |
$143K - $169K
|
42.8K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
823+ 0.62% |
$140K - $165K
|
134K
$31.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
816+ 381.31% |
$139K - $164K
|
1.03K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
777+ 2.2% |
$132K - $156K
|
36.1K
$8.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
759+ 8.62% |
$129K - $152K
|
9.57K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
754+ 6.08% |
$128K - $151K
|
13.2K
$3.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
749+ 6.13% |
$127K - $150K
|
13K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
738+ 1.83% |
$125K - $148K
|
41.1K
$9.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
737+ 3.4% |
$125K - $148K
|
22.4K
$5.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
737+ 3.36% |
$125K - $148K
|
22.7K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
720+ 8.48% |
$122K - $145K
|
9.21K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
710+ 2.77% |
$121K - $143K
|
26.3K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
692+ 4.0% |
$118K - $139K
|
18K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
686+ 21.3% |
$117K - $138K
|
3.91K
$916K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
672New |
$114K - $135K
|
672
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
655+ 6.55% |
$111K - $132K
|
10.7K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
650+ 3.34% |
$111K - $131K
|
20.1K
$4.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
638+ 28.71% |
$108K - $128K
|
2.86K
$671K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
628+ 13.65% |
$107K - $126K
|
5.23K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
619+ 1.91% |
$105K - $124K
|
33K
$7.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
609+ 5.54% |
$104K - $122K
|
11.6K
$2.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
589+ 7.47% |
$100K - $118K
|
8.47K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
583+ 16.55% |
$99.1K - $117K
|
4.11K
$962K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
574+ 3.99% |
$97.6K - $115K
|
15K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
569+ 2.45% |
$96.8K - $114K
|
23.8K
$5.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
538+ 45.55% |
$91.5K - $108K
|
1.72K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
534+ 12.21% |
$90.8K - $107K
|
4.91K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
530+ 42.5% |
$90.1K - $106K
|
1.78K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
512+ 32.02% |
$87.1K - $103K
|
2.11K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
500+ 9.09% |
$85K - $100K
|
6K
$1.41M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
489+ 1.78% |
$83.2K - $98.2K
|
27.9K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
486+ 309.55% |
$82.6K - $97.6K
|
643
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
481New |
$81.8K - $96.6K
|
481
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
475+ 5.9% |
$80.8K - $95.4K
|
8.53K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$111K
|