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 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
305+ 1.75% |
$38.5K - $45K
|
17.7K
$4.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
303+ 4.11% |
$38.3K - $44.7K
|
7.68K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
289+ 2.9% |
$36.5K - $42.6K
|
10.3K
$2.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
285+ 16.33% |
$36K - $42.1K
|
2.03K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
282+ 44.83% |
$35.6K - $41.6K
|
911
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
271+ 2.33% |
$34.2K - $40K
|
11.9K
$2.79M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
265+ 151.43% |
$33.5K - $39.1K
|
440
$103K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
260+ 2.07% |
$32.8K - $38.4K
|
12.8K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
260+ 7.91% |
$32.8K - $38.4K
|
3.55K
$832K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
260+ 2.5% |
$32.8K - $38.4K
|
10.6K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
255+ 7.29% |
$32.2K - $37.6K
|
3.75K
$880K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
250+ 3.89% |
$31.6K - $36.9K
|
6.67K
$1.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
247+ 1.41% |
$31.2K - $36.4K
|
17.8K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
247New |
$31.2K - $36.4K
|
247
$57.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
242New |
$30.6K - $35.7K
|
242
$56.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
238+ 6.05% |
$30K - $35.1K
|
4.17K
$978K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
232+ 4.0% |
$29.3K - $34.2K
|
6.03K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
232+ 5.85% |
$29.3K - $34.2K
|
4.2K
$984K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
231+ 7.32% |
$29.2K - $34.1K
|
3.39K
$794K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
229+ 15.9% |
$28.9K - $33.8K
|
1.67K
$391K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
211+ 2.6% |
$26.6K - $31.1K
|
8.33K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
210+ 2.91% |
$26.5K - $31K
|
7.43K
$1.74M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
206+ 6.99% |
$26K - $30.4K
|
3.15K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 4.15% |
$25.3K - $29.5K
|
5.03K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
199New |
$25.1K - $29.4K
|
199
$46.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
195+ 8.54% |
$24.6K - $28.8K
|
2.48K
$581K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
194New |
$24.5K - $28.6K
|
194
$45.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
187+ 242.86% |
$23.6K - $27.6K
|
264
$61.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
185+ 37.76% |
$23.4K - $27.3K
|
675
$158K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
185+ 8.29% |
$23.4K - $27.3K
|
2.42K
$566K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
184+ 11.87% |
$23.2K - $27.2K
|
1.73K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
177+ 21.38% |
$22.3K - $26.1K
|
1.01K
$236K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
170+ 10.11% |
$21.5K - $25.1K
|
1.85K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
159+ 7.58% |
$20.1K - $23.5K
|
2.26K
$529K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
157New |
$19.8K - $23.2K
|
157
$36.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
156+ 7.16% |
$19.7K - $23K
|
2.33K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
150New |
$18.9K - $22.1K
|
150
$35.2K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
146New |
$18.4K - $21.5K
|
146
$34.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
142+ 0.36% |
$17.9K - $21K
|
39.4K
$9.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
139+ 0.66% |
$17.6K - $20.5K
|
21.3K
$5M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
130+ 4.67% |
$16.4K - $19.2K
|
2.91K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
121+ 7.61% |
$15.3K - $17.9K
|
1.71K
$401K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
121+ 7.87% |
$15.3K - $17.9K
|
1.66K
$389K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
116+ 5.15% |
$14.6K - $17.1K
|
2.37K
$556K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
116+ 1.32% |
$14.6K - $17.1K
|
8.89K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
115New |
$14.5K - $17K
|
115
$27K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
115New |
$14.5K - $17K
|
115
$27K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
105+ 6.82% |
$13.3K - $15.5K
|
1.65K
$386K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
105New |
$13.3K - $15.5K
|
105
$24.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 1.43% |
$13.1K - $15.3K
|
7.37K
$1.73M
|