Purchases and Sales Made in Q4 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2023. 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 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2- 0.3% |
$296 - $363
|
654
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3- 0.03% |
$444 - $544
|
10.9K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-4- 0.25% |
$592 - $726
|
1.6K
$346K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.09% |
$592 - $726
|
4.65K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 11.76% |
$592 - $726
|
30
$6.48K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-5- 0.39% |
$740 - $907
|
1.28K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5- 1.43% |
$740 - $907
|
344
$74.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-5- 1.75% |
$740 - $907
|
280
$60.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 1.16% |
$888 - $1.09K
|
511
$110K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 14.0% |
$1.04K - $1.27K
|
43
$9.29K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 5.41% |
$1.18K - $1.45K
|
140
$30.2K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.33% |
$1.18K - $1.45K
|
2.38K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10- 0.05% |
$1.48K - $1.81K
|
21.1K
$4.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 1.26% |
$1.63K - $2K
|
860
$186K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-12- 0.44% |
$1.78K - $2.18K
|
2.71K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 1.09% |
$1.92K - $2.36K
|
1.18K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.63% |
$2.07K - $2.54K
|
2.23K
$481K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15- 0.55% |
$2.22K - $2.72K
|
2.73K
$590K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15- 0.85% |
$2.22K - $2.72K
|
1.75K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15- 0.85% |
$2.22K - $2.72K
|
1.75K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-16- 1.24% |
$2.37K - $2.9K
|
1.28K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16- 3.09% |
$2.37K - $2.9K
|
501
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-17- 0.72% |
$2.52K - $3.08K
|
2.35K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17- 0.58% |
$2.52K - $3.08K
|
2.91K
$627K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-17- 0.76% |
$2.52K - $3.08K
|
2.21K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-18- 0.75% |
$2.66K - $3.27K
|
2.37K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-18- 0.25% |
$2.66K - $3.27K
|
7.31K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-18- 0.94% |
$2.66K - $3.27K
|
1.9K
$409K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 0.91% |
$2.96K - $3.63K
|
2.17K
$468K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 1.2% |
$2.96K - $3.63K
|
1.64K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-22- 1.05% |
$3.26K - $3.99K
|
2.08K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-22- 0.35% |
$3.26K - $3.99K
|
6.18K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.39% |
$3.7K - $4.54K
|
6.41K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 6.08% |
$3.7K - $4.54K
|
386
$83.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 1.14% |
$3.7K - $4.54K
|
2.18K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.32% |
$3.7K - $4.54K
|
7.82K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-25- 0.16% |
$3.7K - $4.54K
|
15.4K
$3.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-25- 0.22% |
$3.7K - $4.54K
|
11.2K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-28- 3.92% |
$4.15K - $5.08K
|
686
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 0.6% |
$4.15K - $5.08K
|
4.61K
$994K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 10.45% |
$4.15K - $5.08K
|
240
$51.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 0.09% |
$4.44K - $5.44K
|
33.3K
$7.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.65% |
$4.44K - $5.44K
|
1.79K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-35- 2.03% |
$5.18K - $6.35K
|
1.69K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-36- 1.03% |
$5.33K - $6.53K
|
3.46K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-40- 5.56% |
$5.92K - $7.26K
|
680
$147K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-41- 7.84% |
$6.07K - $7.44K
|
482
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-42- 3.37% |
$6.22K - $7.62K
|
1.2K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-42- 0.38% |
$6.22K - $7.62K
|
11.1K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-42- 2.52% |
$6.22K - $7.62K
|
1.62K
$350K
|