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
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 0.21% |
$1.75K - $2.15K
|
4.26K
$920K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 3.82% |
$1.95K - $2.39K
|
252
$54.4K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.03% |
$1.95K - $2.39K
|
35.9K
$7.74M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.95K - $2.39K
|
15.3K
$3.31M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10- 1.84% |
$1.95K - $2.39K
|
533
$115K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11- 0.33% |
$2.14K - $2.63K
|
3.32K
$716K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.14% |
$2.34K - $2.87K
|
1.04K
$224K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12- 0.64% |
$2.34K - $2.87K
|
1.85K
$400K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 40.0% |
$2.34K - $2.87K
|
18
$3.89K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$2.53K - $3.11K
|
16K
$3.45M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-15- 0.76% |
$2.92K - $3.59K
|
1.96K
$423K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 1.26% |
$2.92K - $3.59K
|
1.18K
$254K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-16- 0.25% |
$3.12K - $3.83K
|
6.32K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-17- 1.21% |
$3.31K - $4.07K
|
1.39K
$300K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.99% |
$3.31K - $4.07K
|
1.7K
$367K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-18- 14.17% |
$3.51K - $4.31K
|
109
$23.5K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-18- 24.32% |
$3.51K - $4.31K
|
56
$12.1K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19- 1.38% |
$3.7K - $4.55K
|
1.36K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19- 0.36% |
$3.7K - $4.55K
|
5.31K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.3% |
$3.9K - $4.79K
|
6.71K
$1.45M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 1.82% |
$3.9K - $4.79K
|
1.08K
$232K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.45% |
$4.09K - $5.03K
|
4.63K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 0.43% |
$4.09K - $5.03K
|
4.86K
$1.05M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-23- 0.28% |
$4.48K - $5.51K
|
8.13K
$1.76M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 1.92% |
$4.48K - $5.51K
|
1.18K
$254K
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-23- 0.35% |
$4.48K - $5.51K
|
6.59K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-23- 0.97% |
$4.48K - $5.51K
|
2.34K
$506K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-24- 2.15% |
$4.68K - $5.75K
|
1.09K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-24- 2.71% |
$4.68K - $5.75K
|
861
$186K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 6.94% |
$4.87K - $5.99K
|
335
$72.3K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-27- 1.37% |
$5.26K - $6.46K
|
1.94K
$419K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-29- 5.78% |
$5.65K - $6.94K
|
473
$102K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 41.43% |
$5.65K - $6.94K
|
41
$8.85K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-30- 1.75% |
$5.84K - $7.18K
|
1.68K
$363K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 1.32% |
$5.84K - $7.18K
|
2.25K
$485K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 5.1% |
$6.23K - $7.66K
|
596
$129K
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-32- 2.44% |
$6.23K - $7.66K
|
1.28K
$276K
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-33- 2.17% |
$6.43K - $7.9K
|
1.49K
$321K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-33- 1.7% |
$6.43K - $7.9K
|
1.91K
$412K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-35- 1.67% |
$6.82K - $8.38K
|
2.07K
$446K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.41% |
$6.82K - $8.38K
|
8.44K
$1.82M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 1.17% |
$7.01K - $8.62K
|
3.03K
$655K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36- 0.04% |
$7.01K - $8.62K
|
85.3K
$18.4M
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-37- 1.7% |
$7.21K - $8.86K
|
2.14K
$462K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-38- 1.48% |
$7.4K - $9.1K
|
2.53K
$546K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38- 0.49% |
$7.4K - $9.1K
|
7.68K
$1.66M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 15.45% |
$7.4K - $9.1K
|
208
$44.9K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 0.06% |
$7.6K - $9.34K
|
67.1K
$14.5M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 1.76% |
$7.6K - $9.34K
|
2.17K
$469K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 16.94% |
$7.99K - $9.82K
|
201
$43.4K
|