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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.21K- 36.81% |
$179K - $220K
|
2.08K
$415K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.21K- 42.37% |
$180K - $220K
|
1.65K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.22K- 1.41% |
$181K - $222K
|
85.2K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.27K- 4.47% |
$187K - $230K
|
27.1K
$5.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.27K- 2.27% |
$188K - $230K
|
54.8K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.28K- 41.03% |
$189K - $232K
|
1.84K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.29K- 4.74% |
$190K - $233K
|
25.8K
$5.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.3K- 93.26% |
$192K - $236K
|
94
$18.8K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.33K- 6.41% |
$197K - $241K
|
19.4K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.35K- 5.0% |
$200K - $245K
|
25.7K
$5.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.38K- 30.82% |
$204K - $249K
|
3.09K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.4K- 2.15% |
$207K - $254K
|
63.7K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.41K- 9.37% |
$208K - $255K
|
13.6K
$2.71M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.44K- 5.76% |
$212K - $260K
|
23.5K
$4.69M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.44K- 6.36% |
$214K - $262K
|
21.2K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.46K- 25.36% |
$216K - $265K
|
4.3K
$858K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.48K- 12.98% |
$219K - $268K
|
9.92K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.54K- 0.56% |
$227K - $279K
|
274K
$54.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.55K- 45.89% |
$230K - $282K
|
1.83K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.63K- 28.95% |
$241K - $295K
|
3.99K
$796K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.76K- 5.03% |
$260K - $319K
|
33.2K
$6.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.76K- 17.17% |
$260K - $319K
|
8.49K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.79K- 37.29% |
$264K - $324K
|
3K
$600K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.85K- 32.2% |
$274K - $335K
|
3.89K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 0.72% |
$276K - $338K
|
257K
$51.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.88K- 26.17% |
$279K - $342K
|
5.31K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.89K- 13.43% |
$280K - $343K
|
12.2K
$2.44M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.91K- 0.23% |
$283K - $346K
|
841K
$168M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.93K- 50.05% |
$285K - $349K
|
1.92K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.93K- 50.05% |
$285K - $349K
|
1.92K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2K- 0.91% |
$296K - $363K
|
219K
$43.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.04K- 1.05% |
$302K - $370K
|
192K
$38.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.05K- 3.98% |
$303K - $372K
|
49.4K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.05K- 19.17% |
$304K - $372K
|
8.65K
$1.73M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.1K- 3.54% |
$311K - $381K
|
57.3K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.14K- 22.97% |
$317K - $388K
|
7.18K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.18K- 3.67% |
$323K - $396K
|
57.3K
$11.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.25KClosed |
$332K - $407K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-2.33K- 8.01% |
$344K - $422K
|
26.7K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.44K- 29.0% |
$360K - $442K
|
5.96K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.44K- 20.69% |
$362K - $443K
|
9.36K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.44K- 5.85% |
$362K - $443K
|
39.3K
$7.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 6.88% |
$374K - $458K
|
34.2K
$6.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 10.53% |
$375K - $459K
|
21.5K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.65K- 74.5% |
$392K - $480K
|
906
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.93K- 53.27% |
$434K - $532K
|
2.57K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.1K- 3.24% |
$459K - $563K
|
92.7K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.16K- 98.41% |
$468K - $574K
|
51
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 51.29% |
$488K - $598K
|
3.13K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.38K- 55.1% |
$500K - $613K
|
2.75K
$550K
|