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 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.46KNew |
$185K - $216K
|
1.46K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.46KNew |
$184K - $216K
|
1.46K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 22.85% |
$184K - $216K
|
7.86K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.44K+ 589.34% |
$182K - $212K
|
1.68K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38KNew |
$174K - $204K
|
1.38K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36K+ 1.68% |
$172K - $201K
|
82.5K
$19.3M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
1.36K+ 31.07% |
$171K - $200K
|
5.72K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 7.32% |
$169K - $198K
|
19.6K
$4.61M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.3K+ 12.84% |
$164K - $191K
|
11.4K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.26KNew |
$159K - $186K
|
1.26K
$296K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.26K+ 24.56% |
$159K - $186K
|
6.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.25K+ 3.46% |
$158K - $185K
|
37.5K
$8.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.24K+ 23.89% |
$157K - $183K
|
6.44K
$1.51M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.23KNew |
$155K - $182K
|
1.23K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.2K+ 5.55% |
$152K - $178K
|
22.9K
$5.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.19K+ 16.16% |
$151K - $176K
|
8.57K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$149K - $174K
|
1.18K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 2.61% |
$142K - $166K
|
44.2K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 11.34% |
$137K - $161K
|
10.7K
$2.51M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.08K+ 1.45% |
$136K - $160K
|
75.7K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.08K+ 35.33% |
$136K - $159K
|
4.14K
$970K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.05K+ 56.63% |
$132K - $155K
|
2.9K
$679K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 16.4% |
$127K - $149K
|
7.16K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1K+ 58.82% |
$126K - $148K
|
2.7K
$633K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
987+ 24.38% |
$125K - $146K
|
5.04K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
968+ 12.79% |
$122K - $143K
|
8.54K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
962+ 10.49% |
$121K - $142K
|
10.1K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
921+ 3.43% |
$116K - $136K
|
27.8K
$6.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
916+ 3.86% |
$116K - $135K
|
24.6K
$5.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
903+ 3.13% |
$114K - $133K
|
29.8K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
862New |
$109K - $127K
|
862
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
856+ 11.93% |
$108K - $126K
|
8.03K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
855+ 34.66% |
$108K - $126K
|
3.32K
$779K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
840+ 14.22% |
$106K - $124K
|
6.75K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
839+ 458.47% |
$106K - $124K
|
1.02K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
833+ 6.87% |
$105K - $123K
|
13K
$3.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
826+ 56.93% |
$104K - $122K
|
2.28K
$534K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
805New |
$102K - $119K
|
805
$189K
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
799+ 18.98% |
$101K - $118K
|
5.01K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
785+ 2.98% |
$99.1K - $116K
|
27.1K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
768New |
$97K - $113K
|
768
$180K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
757+ 5.77% |
$95.6K - $112K
|
13.9K
$3.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
730+ 2.54% |
$92.2K - $108K
|
29.5K
$6.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
726+ 37.44% |
$91.7K - $107K
|
2.67K
$625K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
723New |
$91.3K - $107K
|
723
$170K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
717+ 26.74% |
$90.5K - $106K
|
3.4K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
714+ 4.84% |
$90.1K - $105K
|
15.5K
$3.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
710+ 6.57% |
$89.6K - $105K
|
11.5K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
707+ 100.57% |
$89.3K - $104K
|
1.41K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700+ 41.18% |
$88.4K - $103K
|
2.4K
$563K
|