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 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 2.5% |
$17K - $20.1K
|
4.1K
$961K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$16.8K - $19.9K
|
99
$23.2K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
97+ 1.55% |
$16.5K - $19.5K
|
6.37K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
95New |
$16.2K - $19.1K
|
95
$22.3K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 0.92% |
$16K - $18.9K
|
10.3K
$2.41M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
94+ 4.48% |
$16K - $18.9K
|
2.19K
$514K
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
92+ 2.81% |
$15.6K - $18.5K
|
3.36K
$788K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
90+ 6.71% |
$15.3K - $18.1K
|
1.43K
$336K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
88+ 4.25% |
$15K - $17.7K
|
2.16K
$506K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
87+ 10.14% |
$14.8K - $17.5K
|
945
$222K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
85+ 2.19% |
$14.5K - $17.1K
|
3.98K
$932K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
83+ 23.06% |
$14.1K - $16.7K
|
443
$104K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
81+ 6.22% |
$13.8K - $16.3K
|
1.38K
$324K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
80New |
$13.6K - $16.1K
|
80
$18.8K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80+ 1.07% |
$13.6K - $16.1K
|
7.53K
$1.77M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
79+ 3.35% |
$13.4K - $15.9K
|
2.44K
$571K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
77+ 6.6% |
$13.1K - $15.5K
|
1.24K
$292K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
75+ 5.76% |
$12.8K - $15.1K
|
1.38K
$323K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
73+ 0.22% |
$12.4K - $14.7K
|
32.6K
$7.63M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
72+ 1.06% |
$12.2K - $14.5K
|
6.88K
$1.61M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70+ 6.24% |
$11.9K - $14.1K
|
1.19K
$279K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 127.78% |
$11.7K - $13.9K
|
123
$28.8K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
65+ 2.08% |
$11.1K - $13.1K
|
3.19K
$747K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
62+ 2.97% |
$10.5K - $12.5K
|
2.15K
$504K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
61+ 0.39% |
$10.4K - $12.3K
|
15.8K
$3.71M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
60New |
$10.2K - $12.1K
|
60
$14.1K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
60New |
$10.2K - $12.1K
|
60
$14.1K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60+ 1.9% |
$10.2K - $12.1K
|
3.21K
$753K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$10.2K - $12.1K
|
60
$14.1K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
59+ 2.21% |
$10K - $11.9K
|
2.73K
$639K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 2.04% |
$10K - $11.9K
|
2.95K
$693K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
58+ 0.07% |
$9.86K - $11.6K
|
85.5K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
57+ 0.54% |
$9.69K - $11.4K
|
10.5K
$2.47M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.91% |
$9.35K - $11K
|
6.12K
$1.44M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
55+ 4.44% |
$9.35K - $11K
|
1.3K
$304K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 0.49% |
$9.35K - $11K
|
11.4K
$2.67M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
54+ 2.21% |
$9.18K - $10.8K
|
2.5K
$586K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 11.69% |
$9.18K - $10.8K
|
516
$121K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52New |
$8.84K - $10.4K
|
52
$12.2K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.5K - $10K
|
50
$11.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$11.3K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 8.79% |
$8.16K - $9.64K
|
594
$139K
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47+ 3.94% |
$7.99K - $9.44K
|
1.24K
$291K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45+ 7.04% |
$7.65K - $9.04K
|
684
$160K
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
44+ 0.29% |
$7.48K - $8.84K
|
15.4K
$3.62M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43New |
$7.31K - $8.64K
|
43
$10.1K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
42+ 2.13% |
$7.14K - $8.44K
|
2.01K
$471K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
41+ 1.54% |
$6.97K - $8.24K
|
2.71K
$636K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$16.6K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.28% |
$6.63K - $7.83K
|
13.8K
$3.23M
|