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 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-42- 3.32% |
$6.22K - $7.62K
|
1.22K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-44- 2.52% |
$6.51K - $7.98K
|
1.7K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45- 0.18% |
$6.66K - $8.16K
|
25K
$5.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-49- 2.53% |
$7.25K - $8.89K
|
1.89K
$407K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-50- 32.47% |
$7.4K - $9.07K
|
104
$22.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 55.56% |
$7.4K - $9.07K
|
40
$8.64K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.33% |
$7.4K - $9.07K
|
15.2K
$3.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 1.4% |
$7.4K - $9.07K
|
3.52K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 3.74% |
$7.4K - $9.07K
|
1.29K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-52- 1.13% |
$7.7K - $9.43K
|
4.53K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-57- 0.78% |
$8.44K - $10.3K
|
7.28K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 1.67% |
$8.44K - $10.3K
|
3.35K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-58- 0.04% |
$8.59K - $10.5K
|
131K
$28.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-58- 2.44% |
$8.59K - $10.5K
|
2.32K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-60- 1.28% |
$8.88K - $10.9K
|
4.64K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-62- 0.12% |
$9.18K - $11.2K
|
50.6K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62- 5.25% |
$9.18K - $11.2K
|
1.12K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 4.63% |
$9.33K - $11.4K
|
1.3K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-63- 1.74% |
$9.33K - $11.4K
|
3.56K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-65- 28.89% |
$9.62K - $11.8K
|
160
$34.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-68- 0.62% |
$10.1K - $12.3K
|
10.9K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 2.19% |
$10.2K - $12.5K
|
3.09K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-69- 4.02% |
$10.2K - $12.5K
|
1.65K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 2.84% |
$10.4K - $12.7K
|
2.4K
$518K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 4.89% |
$10.4K - $12.7K
|
1.36K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-74- 1.07% |
$11K - $13.4K
|
6.86K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-75- 5.2% |
$11.1K - $13.6K
|
1.37K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-75- 0.73% |
$11.1K - $13.6K
|
10.2K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-78- 0.65% |
$11.5K - $14.1K
|
11.9K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-78- 3.75% |
$11.5K - $14.1K
|
2K
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-79- 4.44% |
$11.7K - $14.3K
|
1.7K
$367K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 35.56% |
$11.8K - $14.5K
|
145
$31.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-82- 2.98% |
$12.1K - $14.9K
|
2.67K
$576K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-84- 2.07% |
$12.4K - $15.2K
|
3.98K
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-86- 2.71% |
$12.7K - $15.6K
|
3.09K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87- 0.14% |
$12.9K - $15.8K
|
62.3K
$13.5M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-91- 0.9% |
$13.5K - $16.5K
|
10K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94- 1.05% |
$13.9K - $17.1K
|
8.88K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-94- 2.82% |
$13.9K - $17.1K
|
3.24K
$699K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-95- 0.37% |
$14.1K - $17.2K
|
25.5K
$5.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-95- 6.45% |
$14.1K - $17.2K
|
1.38K
$297K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-97- 61.78% |
$14.4K - $17.6K
|
60
$13K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 2.5% |
$14.8K - $18.1K
|
3.9K
$842K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 6.69% |
$14.8K - $18.1K
|
1.39K
$301K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 2.5% |
$14.8K - $18.1K
|
3.9K
$842K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 6.84% |
$14.8K - $18.1K
|
1.36K
$294K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 1.27% |
$14.8K - $18.1K
|
7.75K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 1.2% |
$14.8K - $18.1K
|
8.26K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.54% |
$14.8K - $18.1K
|
6.41K
$1.38M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-102- 2.91% |
$15.1K - $18.5K
|
3.4K
$734K
|