Purchases and Sales Made in Q4 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2024. 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 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
755K+ 96.33% |
$147M - $181M
|
1.54M
$352M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
128K+ 25.84% |
$24.9M - $30.6M
|
621K
$142M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
103KNew |
$20.1M - $24.6M
|
103K
$23.6M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
97.1KNew |
$18.9M - $23.3M
|
97.1K
$22.3M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
84.2K+ 2162.46% |
$16.4M - $20.2M
|
88.1K
$20.2M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.1KNew |
$14.2M - $17.5M
|
73.1K
$16.8M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
72.4K+ 52.1% |
$14.1M - $17.3M
|
211K
$48.4M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
71K+ 1998.87% |
$13.8M - $17M
|
74.5K
$17.1M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.9K+ 682.79% |
$12.6M - $15.5M
|
74.4K
$17M
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61.3K+ 2741.98% |
$11.9M - $14.7M
|
63.6K
$14.6M
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
58.5KNew |
$11.4M - $14M
|
58.5K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
56.3K+ 3965.07% |
$11M - $13.5M
|
57.7K
$13.2M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
52.1KNew |
$10.2M - $12.5M
|
52.1K
$11.9M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
48.9KNew |
$9.53M - $11.7M
|
48.9K
$11.2M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
39.9KNew |
$7.76M - $9.54M
|
39.9K
$9.13M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36.2KNew |
$7.06M - $8.68M
|
36.2K
$8.3M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.4K+ 1972.53% |
$6.7M - $8.24M
|
36.1K
$8.28M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
34.2KNew |
$6.66M - $8.19M
|
34.2K
$7.84M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
34.1K+ 1331.24% |
$6.65M - $8.17M
|
36.7K
$8.41M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34K+ 70837.5% |
$6.62M - $8.14M
|
34.1K
$7.8M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32.6K+ 66.09% |
$6.35M - $7.81M
|
82K
$18.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 62.15% |
$6.22M - $7.64M
|
83.3K
$19.1M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
30.3KNew |
$5.91M - $7.26M
|
30.3K
$6.95M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
27.4KNew |
$5.34M - $6.56M
|
27.4K
$6.28M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24.9K+ 1903.59% |
$4.86M - $5.97M
|
26.2K
$6.02M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24.2K+ 46611.54% |
$4.72M - $5.8M
|
24.3K
$5.57M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.7K+ 751.39% |
$4.63M - $5.69M
|
26.9K
$6.17M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23K+ 223.73% |
$4.48M - $5.5M
|
33.3K
$7.62M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23KNew |
$4.47M - $5.5M
|
23K
$5.26M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3K+ 154.06% |
$3.95M - $4.85M
|
33.4K
$7.66M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
20.3KNew |
$3.95M - $4.85M
|
20.3K
$4.64M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
20.2KNew |
$3.93M - $4.83M
|
20.2K
$4.62M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.1KNew |
$3.92M - $4.82M
|
20.1K
$4.62M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
19.2K+ 877.73% |
$3.75M - $4.6M
|
21.4K
$4.91M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 76.39% |
$3.61M - $4.44M
|
42.8K
$9.81M
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
18.4KNew |
$3.59M - $4.41M
|
18.4K
$4.23M
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
17.3KNew |
$3.37M - $4.15M
|
17.3K
$3.97M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.7K+ 724.89% |
$3.26M - $4M
|
19K
$4.36M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.2K+ 186.82% |
$3.16M - $3.89M
|
24.9K
$5.72M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 47.66% |
$2.84M - $3.49M
|
45.2K
$10.4M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$2.81M - $3.46M
|
14.4K
$3.31M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 38.07% |
$2.77M - $3.41M
|
51.6K
$11.8M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14KNew |
$2.74M - $3.36M
|
14K
$3.22M
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
13.4KNew |
$2.61M - $3.21M
|
13.4K
$3.07M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$2.6M - $3.2M
|
13.4K
$3.06M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$2.48M - $3.05M
|
12.8K
$2.92M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$2.33M - $2.86M
|
12K
$2.74M
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
11.7KNew |
$2.27M - $2.8M
|
11.7K
$2.68M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10KNew |
$1.95M - $2.4M
|
10K
$2.29M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
9.96K+ 116.92% |
$1.94M - $2.39M
|
18.5K
$4.24M
|