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 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-24- 2.71% |
$4.68K - $5.75K
|
861
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 6.94% |
$4.87K - $5.99K
|
335
$66.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-27- 1.37% |
$5.26K - $6.46K
|
1.94K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-29- 5.78% |
$5.65K - $6.94K
|
473
$93.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 41.43% |
$5.65K - $6.94K
|
41
$8.09K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-30- 1.75% |
$5.84K - $7.18K
|
1.68K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 1.32% |
$5.84K - $7.18K
|
2.25K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 5.1% |
$6.23K - $7.66K
|
596
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-32- 2.44% |
$6.23K - $7.66K
|
1.28K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-33- 2.17% |
$6.43K - $7.9K
|
1.49K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-33- 1.7% |
$6.43K - $7.9K
|
1.91K
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-35- 1.67% |
$6.82K - $8.38K
|
2.07K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.41% |
$6.82K - $8.38K
|
8.44K
$1.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 1.17% |
$7.01K - $8.62K
|
3.03K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36- 0.04% |
$7.01K - $8.62K
|
85.3K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-37- 1.7% |
$7.21K - $8.86K
|
2.14K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-38- 1.48% |
$7.4K - $9.1K
|
2.53K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38- 0.49% |
$7.4K - $9.1K
|
7.68K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 15.45% |
$7.4K - $9.1K
|
208
$41K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 0.06% |
$7.6K - $9.34K
|
67.1K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 1.76% |
$7.6K - $9.34K
|
2.17K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 16.94% |
$7.99K - $9.82K
|
201
$39.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 3.86% |
$8.18K - $10.1K
|
1.05K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-43- 0.89% |
$8.38K - $10.3K
|
4.77K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44- 0.1% |
$8.57K - $10.5K
|
43.9K
$8.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-45- 1.53% |
$8.77K - $10.8K
|
2.9K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 3.31% |
$8.77K - $10.8K
|
1.31K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 4.32% |
$8.77K - $10.8K
|
996
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-46- 76.67% |
$8.96K - $11K
|
14
$2.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-46- 76.67% |
$8.96K - $11K
|
14
$2.76K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-48- 1.36% |
$9.35K - $11.5K
|
3.49K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-49- 2.9% |
$9.55K - $11.7K
|
1.64K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 2.64% |
$9.74K - $12K
|
1.84K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-53- 88.33% |
$10.3K - $12.7K
|
7
$1.38K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-55- 4.41% |
$10.7K - $13.2K
|
1.19K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56- 29.17% |
$10.9K - $13.4K
|
136
$26.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 0.52% |
$10.9K - $13.4K
|
10.8K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 2.73% |
$11.7K - $14.4K
|
2.14K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-61- 1.9% |
$11.9K - $14.6K
|
3.14K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-61- 10.03% |
$11.9K - $14.6K
|
547
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-61- 0.94% |
$11.9K - $14.6K
|
6.43K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 0.35% |
$12.1K - $14.8K
|
17.8K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 1.36% |
$12.1K - $14.8K
|
4.49K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-63- 3.61% |
$12.3K - $15.1K
|
1.68K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-64- 5.01% |
$12.5K - $15.3K
|
1.21K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-65- 2.18% |
$12.7K - $15.6K
|
2.91K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 0.54% |
$12.7K - $15.6K
|
12K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-65- 16.54% |
$12.7K - $15.6K
|
328
$64.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-65- 2.87% |
$12.7K - $15.6K
|
2.2K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-67- 2.42% |
$13.1K - $16K
|
2.7K
$533K
|