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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-251- 0.86% |
$48.9K - $60.1K
|
28.9K
$6.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-254- 2.33% |
$49.5K - $60.8K
|
10.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-270- 5.66% |
$52.6K - $64.6K
|
4.5K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 81.45% |
$54.7K - $67.3K
|
64
$14.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.35% |
$55.5K - $68.2K
|
11.8K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-291- 2.55% |
$56.7K - $69.7K
|
11.1K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295- 9.59% |
$57.5K - $70.6K
|
2.78K
$637K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-301- 0.92% |
$58.6K - $72.1K
|
32.3K
$7.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-303- 0.25% |
$59K - $72.5K
|
123K
$28.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 6.83% |
$59.4K - $73K
|
4.16K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-309- 21.11% |
$60.2K - $74K
|
1.16K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-309- 5.9% |
$60.2K - $74K
|
4.92K
$1.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-320- 3.54% |
$62.3K - $76.6K
|
8.72K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-323- 5.02% |
$62.9K - $77.3K
|
6.11K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-327- 1.78% |
$63.7K - $78.3K
|
18.1K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-332- 7.62% |
$64.7K - $79.5K
|
4.02K
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-344- 1.21% |
$67K - $82.4K
|
28.2K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-346- 0.61% |
$67.4K - $82.8K
|
56.2K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-348- 19.09% |
$67.8K - $83.3K
|
1.48K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-360- 3.45% |
$70.1K - $86.2K
|
10.1K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-365- 5.22% |
$71.1K - $87.4K
|
6.63K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-375- 1.91% |
$73.1K - $89.8K
|
19.2K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-423- 15.94% |
$82.4K - $101K
|
2.23K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-426- 10.63% |
$83K - $102K
|
3.58K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-436- 3.73% |
$84.9K - $104K
|
11.3K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-454- 26.47% |
$88.4K - $109K
|
1.26K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-461- 2.11% |
$89.8K - $110K
|
21.4K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-471- 7.81% |
$91.8K - $113K
|
5.56K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-476- 3.45% |
$92.7K - $114K
|
13.3K
$3.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-477- 1.37% |
$92.9K - $114K
|
34.2K
$7.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-490- 1.43% |
$95.5K - $117K
|
33.8K
$7.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-503- 9.24% |
$98K - $120K
|
4.94K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-506- 6.63% |
$98.6K - $121K
|
7.13K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-507- 88.48% |
$98.8K - $121K
|
66
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-507- 4.35% |
$98.8K - $121K
|
11.1K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-511- 3.84% |
$99.5K - $122K
|
12.8K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-522- 7.62% |
$102K - $125K
|
6.33K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-526- 7.31% |
$102K - $126K
|
6.67K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-542- 5.66% |
$106K - $130K
|
9.04K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-557- 1.97% |
$109K - $133K
|
27.7K
$6.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-634- 5.5% |
$124K - $152K
|
10.9K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-644- 3.18% |
$125K - $154K
|
19.6K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-645- 11.27% |
$126K - $154K
|
5.08K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-649- 7.16% |
$126K - $155K
|
8.41K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-655- 10.72% |
$128K - $157K
|
5.46K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-726- 26.26% |
$141K - $174K
|
2.04K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-798- 8.91% |
$155K - $191K
|
8.16K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-800- 14.01% |
$156K - $192K
|
4.91K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-809- 4.96% |
$158K - $194K
|
15.5K
$3.55M
|