Purchases and Sales Made in Q4 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-136- 10.05% |
$17.2K - $20.1K
|
1.22K
$284K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-139- 5.41% |
$17.6K - $20.5K
|
2.43K
$567K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-141- 2.28% |
$17.8K - $20.8K
|
6.05K
$1.41M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-145- 4.96% |
$18.3K - $21.4K
|
2.78K
$648K
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-145- 3.65% |
$18.3K - $21.4K
|
3.82K
$893K
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-145- 1.33% |
$18.3K - $21.4K
|
10.7K
$2.5M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-147- 0.69% |
$18.6K - $21.7K
|
21.2K
$4.96M
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-150- 2.11% |
$18.9K - $22.1K
|
6.97K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-151- 8.87% |
$19.1K - $22.3K
|
1.55K
$362K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-155- 6.5% |
$19.6K - $22.9K
|
2.23K
$521K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-158- 2.31% |
$19.9K - $23.3K
|
6.69K
$1.56M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-166- 1.17% |
$21K - $24.5K
|
14K
$3.27M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-175- 9.93% |
$22.1K - $25.8K
|
1.59K
$371K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-175- 8.96% |
$22.1K - $25.8K
|
1.78K
$416K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-175- 4.75% |
$22.1K - $25.8K
|
3.51K
$820K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.64% |
$22.5K - $26.3K
|
6.56K
$1.53M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-180- 2.69% |
$22.7K - $26.6K
|
6.52K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-185- 0.21% |
$23.4K - $27.3K
|
87.1K
$20.4M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-202- 3.84% |
$25.5K - $29.8K
|
5.06K
$1.18M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-204- 10.24% |
$25.8K - $30.1K
|
1.79K
$418K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-204- 4.64% |
$25.8K - $30.1K
|
4.19K
$979K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-218- 2.42% |
$27.5K - $32.2K
|
8.79K
$2.05M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-220- 72.13% |
$27.8K - $32.5K
|
85
$19.9K
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-221- 1.6% |
$27.9K - $32.6K
|
13.6K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-242- 9.9% |
$30.6K - $35.7K
|
2.2K
$514K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-243- 8.59% |
$30.7K - $35.9K
|
2.59K
$604K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-244- 3.24% |
$30.8K - $36K
|
7.3K
$1.7M
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-245- 42.1% |
$30.9K - $36.2K
|
337
$78.7K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-247- 92.86% |
$31.2K - $36.4K
|
19
$4.44K
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-249- 2.78% |
$31.4K - $36.7K
|
8.7K
$2.03M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250- 6.33% |
$31.6K - $36.9K
|
3.7K
$865K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-256- 8.87% |
$32.3K - $37.8K
|
2.63K
$615K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-260- 2.05% |
$32.8K - $38.4K
|
12.4K
$2.9M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-270- 13.42% |
$34.1K - $39.8K
|
1.74K
$407K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-275- 14.6% |
$34.7K - $40.6K
|
1.61K
$376K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-285- 9.32% |
$36K - $42.1K
|
2.77K
$648K
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-287- 14.34% |
$36.2K - $42.4K
|
1.72K
$401K
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-288- 3.49% |
$36.4K - $42.5K
|
7.97K
$1.86M
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-290- 3.91% |
$36.6K - $42.8K
|
7.13K
$1.67M
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-299- 4.2% |
$37.8K - $44.1K
|
6.81K
$1.59M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-308- 1.88% |
$38.9K - $45.5K
|
16.1K
$3.76M
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-308- 2.81% |
$38.9K - $45.5K
|
10.7K
$2.49M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-319- 9.63% |
$40.3K - $47.1K
|
3K
$700K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-322- 1.11% |
$40.7K - $47.5K
|
28.6K
$6.68M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-327- 9.6% |
$41.3K - $48.3K
|
3.08K
$719K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-329- 5.96% |
$41.5K - $48.6K
|
5.19K
$1.21M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-330- 4.59% |
$41.7K - $48.7K
|
6.87K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-358- 2.79% |
$45.2K - $52.8K
|
12.5K
$2.91M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-363- 1.75% |
$45.8K - $53.6K
|
20.3K
$4.75M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-365- 7.98% |
$46.1K - $53.9K
|
4.21K
$984K
|