Purchases and Sales Made in Q4 2022 in Select Sector Spdr Consumer Di (XLY)

XLY Quotes by TradingView

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 14, 2023 Q4 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
103
+ 0.2%
$13K - $15.2K
52.2K $12.2M
Jan 24, 2023 Q4 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
102
+ 3.22%
$12.9K - $15.1K
3.27K $768K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
100
+ 12.5%
$12.6K - $14.8K
900 $211K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
100
New
$12.6K - $14.8K
100 $23.4K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
98
+ 0.42%
$12.4K - $14.5K
23.2K $5.44M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
93
+ 2.99%
$11.7K - $13.7K
3.2K $750K
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
93
+ 1.13%
$11.7K - $13.7K
8.3K $1.95M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
91
New
$11.5K - $13.4K
91 $21.3K
Jan 12, 2023 Q4 2022
Peoples Financial Services Corp.

BUY
 -
86
+ 4.24%
$10.9K - $12.7K
2.12K $496K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
86
+ 0.56%
$10.9K - $12.7K
15.4K $3.62M
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
85
+ 3.37%
$10.7K - $12.5K
2.61K $612K
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
81
+ 3.5%
$10.2K - $12K
2.39K $561K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
79
+ 1.69%
$9.97K - $11.7K
4.74K $1.11M
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
75
New
$9.47K - $11.1K
75 $17.6K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
75
New
$9.47K - $11.1K
75 $17.6K
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
74
+ 1.92%
$9.34K - $10.9K
3.93K $921K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
74
+ 493.33%
$9.34K - $10.9K
89 $20.9K
Feb 01, 2023 Q4 2022
Arrow Financial Corp

BUY
 -
71
+ 1.05%
$8.96K - $10.5K
6.82K $1.6M
Jan 25, 2023 Q4 2022
Fagan Associates, Inc.

BUY
 -
70
+ 2.91%
$8.84K - $10.3K
2.47K $580K
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
68
+ 1.75%
$8.59K - $10K
3.96K $927K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
BUY
 -
64
+ 2.86%
$8.08K - $9.44K
2.3K $539K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
60
New
$7.58K - $8.85K
60 $14.1K
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
57
+ 4.59%
$7.2K - $8.41K
1.3K $304K
Jan 25, 2023 Q4 2022
Ars Investment Partners, LLC

BUY
 -
52
+ 0.63%
$6.57K - $7.67K
8.34K $1.96M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
51
+ 1.85%
$6.44K - $7.53K
2.81K $658K
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
49
New
$6.19K - $7.23K
49 $11.5K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
48
+ 23.08%
$6.06K - $7.08K
256 $60K
Feb 06, 2023 Q4 2022
Lansing Street Advisors

BUY
 -
47
New
$5.93K - $6.94K
47 $11K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
45
+ 35.16%
$5.68K - $6.64K
173 $40.6K
Feb 14, 2023 Q4 2022
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
41
+ 2.67%
$5.18K - $6.05K
1.57K $369K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
38
+ 18.91%
$4.8K - $5.61K
239 $56K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
38
+ 41.76%
$4.8K - $5.61K
129 $30.2K
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
35
+ 0.83%
$4.42K - $5.16K
4.25K $996K
Jan 19, 2023 Q4 2022
Perfromance Wealth Partners, LLC

BUY
 -
35
+ 1.94%
$4.42K - $5.16K
1.84K $431K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
33
+ 16.5%
$4.17K - $4.87K
233 $54.6K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
32
+ 0.78%
$4.04K - $4.72K
4.14K $970K
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
30
+ 38.46%
$3.79K - $4.43K
108 $25.3K
Feb 14, 2023 Q4 2022
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
27
+ 0.09%
$3.41K - $3.98K
30.6K $7.18M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
25
+ 0.15%
$3.16K - $3.69K
16.2K $3.8M
Feb 06, 2023 Q4 2022
Gyroscope Capital Management Group, LLC

BUY
 -
25
+ 0.15%
$3.16K - $3.69K
16.3K $3.82M
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
24
+ 80.0%
$3.03K - $3.54K
54 $12.7K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
24
New
$3.03K - $3.54K
24 $5.63K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
23
+ 1.56%
$2.9K - $3.39K
1.49K $350K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
20
New
$2.53K - $2.95K
20 $4.69K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
19
+ 0.77%
$2.4K - $2.8K
2.5K $586K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
16
New
$2.02K - $2.36K
16 $3.75K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
15
+ 1.5%
$1.89K - $2.21K
1.02K $238K
Jan 10, 2023 Q4 2022
Thomasville National Bank

BUY
 -
15
+ 0.33%
$1.89K - $2.21K
4.57K $1.07M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
12
+ 0.38%
$1.52K - $1.77K
3.13K $734K

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