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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
688+ 32.78% |
$86.9K - $102K
|
2.79K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
688+ 2.97% |
$86.9K - $102K
|
23.8K
$5.59M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
685+ 1.86% |
$86.5K - $101K
|
37.5K
$8.78M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
670+ 7.82% |
$84.6K - $98.9K
|
9.24K
$2.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
669+ 1.09% |
$84.5K - $98.7K
|
62.3K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
666+ 17.54% |
$84.1K - $98.3K
|
4.46K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
660+ 7.81% |
$83.3K - $97.4K
|
9.11K
$2.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
655New |
$82.7K - $96.7K
|
655
$154K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
655+ 9.92% |
$82.7K - $96.7K
|
7.26K
$1.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
635New |
$80.2K - $93.7K
|
635
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
626+ 39.8% |
$79K - $92.4K
|
2.2K
$516K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
622+ 16.52% |
$78.5K - $91.8K
|
4.39K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
614+ 148.67% |
$77.5K - $90.6K
|
1.03K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
613+ 1.97% |
$77.4K - $90.5K
|
31.7K
$7.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
604+ 24.85% |
$76.3K - $89.1K
|
3.04K
$712K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
590+ 1.41% |
$74.5K - $87.1K
|
42.4K
$9.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
587New |
$74.1K - $86.6K
|
587
$138K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
581New |
$73.4K - $85.7K
|
581
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
579+ 5.84% |
$73.1K - $85.4K
|
10.5K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
569+ 1.99% |
$71.8K - $84K
|
29.2K
$6.84M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
558+ 5.9% |
$70.5K - $82.3K
|
10K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
551+ 6.86% |
$69.6K - $81.3K
|
8.58K
$2.01M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
541+ 3.36% |
$68.3K - $79.8K
|
16.6K
$3.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
540+ 3.56% |
$68.2K - $79.7K
|
15.7K
$3.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
528+ 9.07% |
$66.7K - $77.9K
|
6.35K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
509+ 6.17% |
$64.3K - $75.1K
|
8.76K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
503+ 5.19% |
$63.5K - $74.2K
|
10.2K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
472+ 18.3% |
$59.6K - $69.7K
|
3.05K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
472+ 1.88% |
$59.6K - $69.7K
|
25.5K
$5.98M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
469New |
$59.2K - $69.2K
|
469
$110K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
464+ 46.4% |
$58.6K - $68.5K
|
1.46K
$343K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
441+ 66.72% |
$55.7K - $65.1K
|
1.1K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
428+ 9.2% |
$54K - $63.2K
|
5.08K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
422+ 5.25% |
$53.3K - $62.3K
|
8.46K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
421+ 26.13% |
$53.2K - $62.1K
|
2.03K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
407+ 4.48% |
$51.4K - $60.1K
|
9.49K
$2.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
393New |
$49.6K - $58K
|
393
$92.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
389New |
$49.1K - $57.4K
|
389
$91.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
373+ 55.51% |
$47.1K - $55K
|
1.05K
$245K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
372New |
$47K - $54.9K
|
372
$87.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
367+ 1.64% |
$46.3K - $54.2K
|
22.7K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
344+ 2.26% |
$43.4K - $50.8K
|
15.6K
$3.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
342+ 3.38% |
$43.2K - $50.5K
|
10.5K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
335+ 3.67% |
$42.3K - $49.4K
|
9.46K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
325+ 4.36% |
$41K - $48K
|
7.78K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
317+ 1.95% |
$40K - $46.8K
|
16.6K
$3.89M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
316+ 228.99% |
$39.9K - $46.6K
|
454
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
309+ 5.67% |
$39K - $45.6K
|
5.76K
$1.35M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
309+ 3.99% |
$39K - $45.6K
|
8.06K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
309+ 9.58% |
$39K - $45.6K
|
3.53K
$829K
|