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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.03K+ 101.71% |
$256K - $299K
|
4.02K
$942K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
2.01K+ 1.87% |
$254K - $297K
|
110K
$25.7M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2K+ 5.86% |
$253K - $295K
|
36.1K
$8.47M
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.99K+ 12.16% |
$251K - $294K
|
18.4K
$4.31M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.98KNew |
$249K - $291K
|
1.98K
$463K
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.95KNew |
$246K - $288K
|
1.95K
$457K
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.95KNew |
$246K - $287K
|
1.95K
$456K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.93K+ 97.82% |
$243K - $284K
|
3.9K
$913K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.92KNew |
$243K - $284K
|
1.92K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.92KNew |
$243K - $283K
|
1.92K
$450K
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.92KNew |
$242K - $283K
|
1.92K
$450K
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.91KNew |
$241K - $282K
|
1.91K
$448K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$238K - $278K
|
1.89K
$442K
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.88KNew |
$237K - $277K
|
1.88K
$440K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.88K+ 1.4% |
$237K - $277K
|
136K
$31.8M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.87KNew |
$236K - $276K
|
1.87K
$438K
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.85KNew |
$234K - $273K
|
1.85K
$434K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.85KNew |
$233K - $273K
|
1.85K
$434K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$233K - $272K
|
1.85K
$433K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.81KNew |
$229K - $268K
|
1.81K
$425K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.78K+ 90.42% |
$225K - $263K
|
3.76K
$880K
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.77KNew |
$223K - $261K
|
1.77K
$415K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.76KNew |
$222K - $259K
|
1.76K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.74KNew |
$220K - $257K
|
1.74K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$219K - $256K
|
1.74K
$408K
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.73KNew |
$218K - $255K
|
1.73K
$405K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.72K+ 5.74% |
$217K - $254K
|
31.7K
$7.42M
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.7K+ 83.74% |
$215K - $251K
|
3.73K
$875K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.7K+ 86.91% |
$215K - $251K
|
3.66K
$857K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.7KNew |
$214K - $250K
|
1.7K
$398K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.7K+ 40.83% |
$214K - $250K
|
5.85K
$1.37M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 42.73% |
$214K - $250K
|
5.66K
$1.33M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 5.45% |
$213K - $249K
|
32.7K
$7.66M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
1.69K+ 21.7% |
$213K - $249K
|
9.46K
$2.22M
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.69KNew |
$213K - $249K
|
1.69K
$395K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.67K+ 6.61% |
$211K - $247K
|
27K
$6.33M
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.65K+ 316.54% |
$208K - $243K
|
2.17K
$508K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.64KNew |
$207K - $241K
|
1.64K
$384K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.61KNew |
$203K - $238K
|
1.61K
$378K
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
1.61K+ 9.01% |
$203K - $237K
|
19.5K
$4.56M
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.6KNew |
$202K - $236K
|
1.6K
$376K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.59K+ 109.03% |
$201K - $235K
|
3.06K
$717K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.59K+ 76.77% |
$200K - $234K
|
3.65K
$856K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$200K - $234K
|
1.58K
$371K
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.57KNew |
$198K - $231K
|
1.57K
$367K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
1.56KNew |
$197K - $230K
|
1.56K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.54K+ 14.81% |
$194K - $227K
|
11.9K
$2.8M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 5.1% |
$193K - $226K
|
31.5K
$7.39M
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.5K+ 93.06% |
$190K - $222K
|
3.11K
$730K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.49K+ 26.56% |
$188K - $220K
|
7.1K
$1.66M
|