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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 31.55% |
$168K - $206K
|
1.87K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-888- 8.17% |
$173K - $213K
|
9.98K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-952- 16.33% |
$185K - $228K
|
4.88K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-970- 4.21% |
$189K - $232K
|
22.1K
$5.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-973- 9.06% |
$190K - $233K
|
9.77K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 3.98% |
$202K - $248K
|
25K
$5.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.14K- 14.32% |
$222K - $272K
|
6.81K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.14K- 81.49% |
$222K - $273K
|
259
$59.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.18K- 3.03% |
$229K - $282K
|
37.7K
$8.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.27K- 60.63% |
$247K - $303K
|
822
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 48.47% |
$253K - $311K
|
1.38K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 53.41% |
$258K - $317K
|
1.15K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 14.96% |
$326K - $401K
|
9.52K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.86K- 6.19% |
$362K - $445K
|
28.2K
$6.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 8.57% |
$374K - $460K
|
20.5K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 12.59% |
$375K - $461K
|
13.4K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.98K- 25.15% |
$386K - $474K
|
5.89K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 3.8% |
$390K - $480K
|
50.7K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1K- 3.74% |
$409K - $502K
|
54K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.35K- 4.91% |
$458K - $563K
|
45.6K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 24.2% |
$468K - $575K
|
7.52K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.49K- 5.18% |
$485K - $596K
|
45.6K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.76K- 19.54% |
$538K - $661K
|
11.4K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 55.13% |
$586K - $720K
|
2.45K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.05K- 8.18% |
$595K - $731K
|
34.3K
$7.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.17K- 5.85% |
$617K - $758K
|
50.9K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.24K- 3.64% |
$632K - $776K
|
85.7K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.39K- 12.68% |
$661K - $813K
|
23.4K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-3.43K- 3.81% |
$669K - $822K
|
86.7K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 17.59% |
$685K - $842K
|
16.5K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-3.65K- 49.32% |
$711K - $874K
|
3.75K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.74K- 28.88% |
$729K - $896K
|
9.22K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4.05K- 45.11% |
$789K - $969K
|
4.93K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 2.55% |
$905K - $1.11M
|
178K
$40.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.75K- 1.76% |
$1.12M - $1.38M
|
321K
$73.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.98K- 11.95% |
$1.16M - $1.43M
|
44K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.12K- 7.82% |
$1.19M - $1.46M
|
72.1K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.27K- 58.15% |
$1.22M - $1.5M
|
4.51K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.27K- 86.41% |
$1.22M - $1.5M
|
986
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 82.53% |
$1.26M - $1.55M
|
1.37K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.6K- 68.96% |
$1.48M - $1.82M
|
3.42K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10K- 57.08% |
$1.95M - $2.4M
|
7.53K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-10.4K- 9.13% |
$2.02M - $2.49M
|
103K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 42.97% |
$2.03M - $2.5M
|
13.8K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-11.5K- 14.57% |
$2.24M - $2.75M
|
67.5K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 43.19% |
$3.1M - $3.81M
|
20.9K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-17.1K- 42.74% |
$3.33M - $4.09M
|
22.9K
$5.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.5K- 38.69% |
$3.41M - $4.19M
|
27.7K
$6.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-22K- 36.67% |
$4.29M - $5.27M
|
38K
$8.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-33.4K- 3.7% |
$6.51M - $8M
|
869K
$199M
|