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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-205- 15.23% |
$39.9K - $49.1K
|
1.14K
$246K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-209- 2.15% |
$40.7K - $50K
|
9.52K
$2.06M
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-217- 59.62% |
$42.3K - $52K
|
147
$31.7K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-218- 1.77% |
$42.5K - $52.2K
|
12.1K
$2.61M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 3.07% |
$43.8K - $53.9K
|
7.1K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-226- 1.0% |
$44K - $54.1K
|
22.4K
$4.84M
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-230- 7.0% |
$44.8K - $55.1K
|
3.06K
$660K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-231- 3.69% |
$45K - $55.3K
|
6.03K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-236- 0.22% |
$46K - $56.5K
|
106K
$22.8M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-239- 1.87% |
$46.6K - $57.2K
|
12.6K
$2.71M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-246- 14.39% |
$47.9K - $58.9K
|
1.46K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-247- 2.08% |
$48.1K - $59.1K
|
11.6K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-249- 0.09% |
$48.5K - $59.6K
|
292K
$63M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-250- 7.9% |
$48.7K - $59.9K
|
2.91K
$629K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-251- 0.86% |
$48.9K - $60.1K
|
28.9K
$6.23M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-254- 2.33% |
$49.5K - $60.8K
|
10.6K
$2.29M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-270- 5.66% |
$52.6K - $64.6K
|
4.5K
$971K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-275- 0.99% |
$53.6K - $65.8K
|
27.5K
$5.93M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 81.45% |
$54.7K - $67.3K
|
64
$13.8K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.35% |
$55.5K - $68.2K
|
11.8K
$2.55M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-291- 2.55% |
$56.7K - $69.7K
|
11.1K
$2.4M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295- 9.59% |
$57.5K - $70.6K
|
2.78K
$601K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-296- 0.69% |
$57.7K - $70.9K
|
42.5K
$9.18M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-298- 14.12% |
$58.1K - $71.4K
|
1.81K
$392K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-298- 2.74% |
$58.1K - $71.4K
|
10.6K
$2.29M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-301- 0.92% |
$58.6K - $72.1K
|
32.3K
$6.97M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-303- 0.25% |
$59K - $72.5K
|
123K
$26.6M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 6.83% |
$59.4K - $73K
|
4.16K
$899K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-309- 5.9% |
$60.2K - $74K
|
4.92K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-309- 21.11% |
$60.2K - $74K
|
1.16K
$249K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-314- 0.99% |
$61.2K - $75.2K
|
31.3K
$6.76M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-320- 3.54% |
$62.3K - $76.6K
|
8.72K
$1.88M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-323- 5.02% |
$62.9K - $77.3K
|
6.11K
$1.32M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-327- 1.78% |
$63.7K - $78.3K
|
18.1K
$3.91M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-328- 3.11% |
$63.9K - $78.5K
|
10.2K
$2.21M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 2.73% |
$64.3K - $79K
|
11.8K
$2.54M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-332- 7.62% |
$64.7K - $79.5K
|
4.02K
$869K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-344- 1.21% |
$67K - $82.4K
|
28.2K
$6.09M
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-346- 0.61% |
$67.4K - $82.8K
|
56.2K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-348- 19.09% |
$67.8K - $83.3K
|
1.48K
$319K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-348- 4.46% |
$67.8K - $83.3K
|
7.45K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-353- 1.06% |
$68.8K - $84.5K
|
33K
$7.12M
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-360- 3.45% |
$70.1K - $86.2K
|
10.1K
$2.18M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-365- 5.22% |
$71.1K - $87.4K
|
6.63K
$1.43M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-375- 1.91% |
$73.1K - $89.8K
|
19.2K
$4.16M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-378- 19.09% |
$73.6K - $90.5K
|
1.6K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-410- 23.09% |
$79.9K - $98.2K
|
1.37K
$295K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-423- 15.94% |
$82.4K - $101K
|
2.23K
$482K
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-426- 10.63% |
$83K - $102K
|
3.58K
$773K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-430- 2.6% |
$83.8K - $103K
|
16.1K
$3.48M
|