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 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-68- 5.24% |
$13.2K - $16.3K
|
1.23K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 0.05% |
$13.4K - $16.5K
|
131K
$25.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-69- 5.56% |
$13.4K - $16.5K
|
1.17K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 3.33% |
$13.8K - $17K
|
2.06K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-71- 1.02% |
$13.8K - $17K
|
6.89K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-71- 4.79% |
$13.8K - $17K
|
1.41K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 4.04% |
$14K - $17.2K
|
1.71K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 48.98% |
$14K - $17.2K
|
75
$14.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 22.36% |
$14K - $17.2K
|
250
$49.3K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 4.96% |
$14.2K - $17.5K
|
1.4K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-74- 3.86% |
$14.4K - $17.7K
|
1.84K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75- 34.88% |
$14.6K - $18K
|
140
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-78- 6.74% |
$15.2K - $18.7K
|
1.08K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 18.74% |
$16.2K - $19.9K
|
360
$71K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-84- 2.5% |
$16.4K - $20.1K
|
3.28K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-84- 4.77% |
$16.4K - $20.1K
|
1.68K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-84- 4.21% |
$16.4K - $20.1K
|
1.91K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-85- 20.73% |
$16.6K - $20.4K
|
325
$64.1K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 1.12% |
$16.6K - $20.4K
|
7.51K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-91- 1.09% |
$17.7K - $21.8K
|
8.24K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-94- 7.4% |
$18.3K - $22.5K
|
1.18K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-99- 49.01% |
$19.3K - $23.7K
|
103
$20.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-99- 3.11% |
$19.3K - $23.7K
|
3.09K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.49% |
$19.5K - $23.9K
|
2.77K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$19.5K - $23.9K
|
11.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 14.62% |
$19.5K - $23.9K
|
584
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 2.95% |
$19.5K - $23.9K
|
3.29K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 15.18% |
$19.9K - $24.4K
|
570
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-104- 0.57% |
$20.3K - $24.9K
|
18K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.69% |
$20.8K - $25.6K
|
6.21K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-107- 1.86% |
$20.8K - $25.6K
|
5.63K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-108- 1.18% |
$21K - $25.9K
|
9.05K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-109- 1.79% |
$21.2K - $26.1K
|
5.99K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-109- 4.21% |
$21.2K - $26.1K
|
2.48K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 6.33% |
$21.4K - $26.3K
|
1.63K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-110- 2.78% |
$21.4K - $26.3K
|
3.85K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 6.35% |
$21.6K - $26.6K
|
1.64K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 20.29% |
$21.8K - $26.8K
|
440
$86.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-119- 87.5% |
$23.2K - $28.5K
|
17
$3.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-119- 3.44% |
$23.2K - $28.5K
|
3.34K
$659K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 6.94% |
$24.4K - $29.9K
|
1.68K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 10.55% |
$24.9K - $30.6K
|
1.09K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-129- 2.36% |
$25.1K - $30.9K
|
5.34K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-130- 9.52% |
$25.3K - $31.1K
|
1.24K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-130- 11.66% |
$25.3K - $31.1K
|
985
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-130- 5.05% |
$25.3K - $31.1K
|
2.44K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132- 0.38% |
$25.7K - $31.6K
|
34.4K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-133- 10.52% |
$25.9K - $31.8K
|
1.13K
$223K
|