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 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-135- 1.03% |
$26.3K - $32.3K
|
13K
$2.56M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-140- 5.11% |
$27.3K - $33.5K
|
2.6K
$513K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-140- 12.03% |
$27.3K - $33.5K
|
1.02K
$202K
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-147- 0.95% |
$28.6K - $35.2K
|
15.3K
$3.02M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.75% |
$29K - $35.7K
|
8.39K
$1.65M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$385K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-152- 8.04% |
$29.6K - $36.4K
|
1.74K
$343K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-154- 4.91% |
$30K - $36.9K
|
2.98K
$589K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 9.02% |
$30.8K - $37.8K
|
1.59K
$314K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-174- 15.06% |
$33.9K - $41.7K
|
981
$194K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-177- 10.73% |
$34.5K - $42.4K
|
1.47K
$290K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-177- 0.74% |
$34.5K - $42.4K
|
23.8K
$4.69M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-178- 2.32% |
$34.7K - $42.6K
|
7.5K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-181- 5.58% |
$35.3K - $43.3K
|
3.06K
$604K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-184- 6.43% |
$35.8K - $44.1K
|
2.68K
$528K
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-190- 1.32% |
$37K - $45.5K
|
14.2K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-191- 9.14% |
$37.2K - $45.7K
|
1.9K
$374K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 1.07% |
$37.4K - $46K
|
17.8K
$3.51M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-195- 1.99% |
$38K - $46.7K
|
9.61K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 18.2% |
$39K - $47.9K
|
899
$177K
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-201- 0.55% |
$39.2K - $48.1K
|
36.3K
$7.17M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-202- 14.12% |
$39.3K - $48.4K
|
1.23K
$242K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-205- 15.23% |
$39.9K - $49.1K
|
1.14K
$225K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-209- 2.15% |
$40.7K - $50K
|
9.52K
$1.88M
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-217- 59.62% |
$42.3K - $52K
|
147
$29K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-218- 1.77% |
$42.5K - $52.2K
|
12.1K
$2.38M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 3.07% |
$43.8K - $53.9K
|
7.1K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-226- 1.0% |
$44K - $54.1K
|
22.4K
$4.42M
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-230- 7.0% |
$44.8K - $55.1K
|
3.06K
$603K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-231- 3.69% |
$45K - $55.3K
|
6.03K
$1.19M
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-236- 0.22% |
$46K - $56.5K
|
106K
$20.8M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-239- 1.87% |
$46.6K - $57.2K
|
12.6K
$2.48M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-246- 14.39% |
$47.9K - $58.9K
|
1.46K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-247- 2.08% |
$48.1K - $59.1K
|
11.6K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-249- 0.09% |
$48.5K - $59.6K
|
292K
$57.5M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-250- 7.9% |
$48.7K - $59.9K
|
2.91K
$575K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-251- 0.86% |
$48.9K - $60.1K
|
28.9K
$5.69M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-254- 2.33% |
$49.5K - $60.8K
|
10.6K
$2.1M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-270- 5.66% |
$52.6K - $64.6K
|
4.5K
$887K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-275- 0.99% |
$53.6K - $65.8K
|
27.5K
$5.42M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 81.45% |
$54.7K - $67.3K
|
64
$12.6K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.35% |
$55.5K - $68.2K
|
11.8K
$2.33M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-291- 2.55% |
$56.7K - $69.7K
|
11.1K
$2.19M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295- 9.59% |
$57.5K - $70.6K
|
2.78K
$549K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-296- 0.69% |
$57.7K - $70.9K
|
42.5K
$8.39M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-298- 14.12% |
$58.1K - $71.4K
|
1.81K
$358K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-298- 2.74% |
$58.1K - $71.4K
|
10.6K
$2.09M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-301- 0.92% |
$58.6K - $72.1K
|
32.3K
$6.36M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-303- 0.25% |
$59K - $72.5K
|
123K
$24.3M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 6.83% |
$59.4K - $73K
|
4.16K
$821K
|