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 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-367- 8.67% |
$46.3K - $54.2K
|
3.87K
$904K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-370- 12.27% |
$46.7K - $54.6K
|
2.65K
$618K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-379- 18.53% |
$47.9K - $55.9K
|
1.67K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-387- 9.02% |
$48.9K - $57.1K
|
3.91K
$912K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-388- 7.46% |
$49K - $57.3K
|
4.81K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-391- 4.49% |
$49.4K - $57.7K
|
8.32K
$1.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-395- 19.42% |
$49.9K - $58.3K
|
1.64K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-396- 22.88% |
$50K - $58.4K
|
1.34K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-398- 1.4% |
$50.3K - $58.7K
|
28K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-412- 17.96% |
$52K - $60.8K
|
1.88K
$440K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-435- 11.23% |
$54.9K - $64.2K
|
3.44K
$803K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-453- 9.14% |
$57.2K - $66.8K
|
4.5K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-455- 16.98% |
$57.4K - $67.1K
|
2.23K
$520K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-473- 91.14% |
$59.7K - $69.8K
|
46
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-476- 8.19% |
$60.1K - $70.2K
|
5.34K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-476- 7.26% |
$60.1K - $70.2K
|
6.08K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-498- 14.62% |
$62.9K - $73.5K
|
2.91K
$679K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-498- 26.65% |
$62.9K - $73.5K
|
1.37K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-526- 3.73% |
$66.4K - $77.6K
|
13.6K
$3.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-529- 7.07% |
$66.8K - $78.1K
|
6.96K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-533- 5.56% |
$67.3K - $78.7K
|
9.05K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-553- 53.48% |
$69.8K - $81.6K
|
481
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-558- 3.26% |
$70.5K - $82.3K
|
16.6K
$3.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-572- 9.96% |
$72.2K - $84.4K
|
5.17K
$1.21M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-579- 14.4% |
$73.1K - $85.4K
|
3.44K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-597- 36.6% |
$75.4K - $88.1K
|
1.03K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-656- 20.33% |
$82.8K - $96.8K
|
2.57K
$600K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-660- 76.74% |
$83.3K - $97.4K
|
200
$46.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-676- 10.54% |
$85.4K - $99.8K
|
5.74K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-680- 5.06% |
$85.9K - $100K
|
12.7K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-684- 8.49% |
$86.4K - $101K
|
7.38K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-700- 92.11% |
$88.4K - $103K
|
60
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-705- 3.14% |
$89K - $104K
|
21.8K
$5.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-711- 3.04% |
$89.8K - $105K
|
22.7K
$5.3M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-741- 2.41% |
$93.6K - $109K
|
30.1K
$7.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-769- 8.04% |
$97.1K - $113K
|
8.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-785- 8.02% |
$99.1K - $116K
|
9K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-805- 62.55% |
$102K - $119K
|
482
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-814- 2.51% |
$103K - $120K
|
31.6K
$7.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-877- 6.41% |
$111K - $129K
|
12.8K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-888- 14.98% |
$112K - $131K
|
5.04K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-941- 7.3% |
$119K - $139K
|
12K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-974- 32.73% |
$123K - $144K
|
2K
$468K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-975- 6.23% |
$123K - $144K
|
14.7K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.01K- 18.82% |
$127K - $148K
|
4.34K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 6.04% |
$129K - $151K
|
15.9K
$3.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.07K- 0.78% |
$134K - $157K
|
136K
$31.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08K- 4.59% |
$136K - $159K
|
22.4K
$5.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.09K- 6.74% |
$137K - $160K
|
15K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 4.21% |
$139K - $163K
|
25.1K
$5.87M
|