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 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 58.13% |
$437K - $511K
|
9.42K
$2.21M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.44K+ 34.03% |
$435K - $508K
|
13.6K
$3.18M
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
3.4KNew |
$429K - $501K
|
3.4K
$796K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.4KNew |
$429K - $501K
|
3.4K
$796K
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.34K+ 8.45% |
$422K - $493K
|
42.8K
$10M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.28K+ 16.72% |
$414K - $484K
|
22.9K
$5.37M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 9.73% |
$405K - $473K
|
36.2K
$8.48M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.19KNew |
$403K - $470K
|
3.19K
$747K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.11K+ 3.89% |
$393K - $459K
|
83.1K
$19.5M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 152.96% |
$392K - $458K
|
5.13K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.1KNew |
$391K - $457K
|
3.1K
$726K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.05K+ 99.74% |
$385K - $450K
|
6.1K
$1.43M
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.05KNew |
$385K - $449K
|
3.05K
$714K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$382K - $446K
|
3.02K
$709K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.95KNew |
$372K - $435K
|
2.95K
$691K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.94K+ 0.91% |
$372K - $434K
|
326K
$76.3M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.86K+ 198.13% |
$360K - $421K
|
4.3K
$1.01M
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.79K+ 2.78% |
$352K - $411K
|
103K
$24.1M
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.74KNew |
$346K - $404K
|
2.74K
$642K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.72K+ 0.2% |
$344K - $402K
|
1.36M
$319M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.67KNew |
$337K - $394K
|
2.67K
$625K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65KNew |
$335K - $391K
|
2.65K
$621K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.65KNew |
$334K - $391K
|
2.65K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.62KNew |
$331K - $386K
|
2.62K
$614K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.61KNew |
$329K - $385K
|
2.61K
$612K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.6K+ 114.96% |
$328K - $383K
|
4.86K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.59K+ 14.61% |
$327K - $382K
|
20.3K
$4.76M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.57K+ 147.28% |
$324K - $379K
|
4.32K
$1.01M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.52K+ 175.16% |
$318K - $371K
|
3.95K
$927K
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.49KNew |
$314K - $367K
|
2.49K
$584K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.45KNew |
$310K - $362K
|
2.45K
$575K
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.43KNew |
$306K - $358K
|
2.43K
$569K
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$293K - $342K
|
2.32K
$543K
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.31KNew |
$291K - $340K
|
2.31K
$541K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 2.6% |
$284K - $332K
|
88.7K
$20.8M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.23KNew |
$282K - $329K
|
2.23K
$523K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.23K+ 115.66% |
$282K - $329K
|
4.16K
$975K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.23K+ 323.98% |
$281K - $329K
|
2.92K
$684K
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.22KNew |
$281K - $328K
|
2.22K
$521K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.22K+ 21.36% |
$280K - $327K
|
12.6K
$2.95M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.15KNew |
$272K - $318K
|
2.15K
$505K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.15K+ 34.94% |
$271K - $317K
|
8.3K
$1.95M
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.15KNew |
$271K - $317K
|
2.15K
$503K
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.14KNew |
$270K - $315K
|
2.14K
$501K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.14K+ 79.04% |
$270K - $315K
|
4.84K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.13K+ 12.3% |
$269K - $314K
|
19.4K
$4.56M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
2.11K+ 9.9% |
$266K - $311K
|
23.4K
$5.48M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.09KNew |
$264K - $308K
|
2.09K
$490K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$257K - $300K
|
2.04K
$477K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
2.03K+ 20.29% |
$256K - $299K
|
12K
$2.82M
|