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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.44K- 57.16% |
$307K - $359K
|
1.83K
$426K
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.51K- 0.68% |
$317K - $370K
|
367K
$85.7M
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-2.57K- 37.46% |
$324K - $379K
|
4.28K
$1M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.68K- 52.72% |
$338K - $395K
|
2.4K
$561K
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.7K- 53.06% |
$341K - $399K
|
2.39K
$559K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.75K- 1.25% |
$347K - $406K
|
217K
$50.7M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.75K- 21.85% |
$347K - $406K
|
9.84K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.9K- 24.06% |
$366K - $427K
|
9.14K
$2.13M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 9.14% |
$387K - $453K
|
30.5K
$7.13M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.13K- 25.49% |
$395K - $461K
|
9.13K
$2.13M
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.14K- 50.0% |
$396K - $463K
|
3.14K
$733K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.29K- 62.32% |
$415K - $485K
|
1.99K
$465K
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.47K- 11.81% |
$438K - $512K
|
25.9K
$6.05M
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.48K- 17.0% |
$440K - $514K
|
17K
$3.97M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.63K- 18.34% |
$459K - $536K
|
16.2K
$3.78M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-3.67K- 8.7% |
$463K - $541K
|
38.5K
$8.99M
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.75K- 59.17% |
$473K - $553K
|
2.58K
$604K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.88K- 17.64% |
$490K - $573K
|
18.1K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.03K- 5.1% |
$509K - $594K
|
75K
$17.5M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.45K- 64.62% |
$562K - $656K
|
2.44K
$569K
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.46K- 99.51% |
$563K - $658K
|
22
$5.14K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.89K- 35.97% |
$618K - $722K
|
8.71K
$2.04M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.9K- 58.73% |
$618K - $723K
|
3.44K
$804K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.93K- 73.77% |
$623K - $728K
|
1.75K
$410K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-5K- 41.25% |
$631K - $737K
|
7.11K
$1.66M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.08K- 42.12% |
$642K - $750K
|
6.98K
$1.63M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.12K- 67.59% |
$647K - $756K
|
2.46K
$574K
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.3K- 4.64% |
$669K - $782K
|
109K
$25.4M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.37K- 38.87% |
$678K - $792K
|
8.44K
$1.97M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-5.38K- 25.32% |
$680K - $794K
|
15.9K
$3.71M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.88K- 2.23% |
$743K - $868K
|
258K
$60.2M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-6K- 73.56% |
$757K - $885K
|
2.16K
$504K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.35K- 13.05% |
$801K - $936K
|
42.3K
$9.88M
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.48K- 33.62% |
$818K - $957K
|
12.8K
$2.99M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.72K- 12.08% |
$848K - $991K
|
48.9K
$11.4M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.95K- 19.18% |
$878K - $1.03M
|
29.3K
$6.84M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.43K- 71.23% |
$937K - $1.1M
|
3K
$701K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.69K- 32.76% |
$971K - $1.13M
|
15.8K
$3.69M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.86K- 25.62% |
$993K - $1.16M
|
22.8K
$5.33M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8K- 71.11% |
$1.01M - $1.18M
|
3.25K
$759K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.03K- 67.97% |
$1.01M - $1.18M
|
3.78K
$884K
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-8.08K- 14.25% |
$1.02M - $1.19M
|
48.6K
$11.4M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.6K- 3.57% |
$1.09M - $1.27M
|
232K
$54.3M
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.71K- 38.37% |
$1.1M - $1.29M
|
14K
$3.27M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.88K- 2.98% |
$1.12M - $1.31M
|
289K
$67.5M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-9.39K- 57.93% |
$1.19M - $1.39M
|
6.82K
$1.59M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.42K- 37.09% |
$1.19M - $1.39M
|
16K
$3.73M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.56K- 39.76% |
$1.21M - $1.41M
|
14.5K
$3.38M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 14.44% |
$1.37M - $1.6M
|
64.3K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.2KClosed |
$1.54M - $1.8M
|
0
$0
|