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 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
951New |
$185K - $228K
|
951
$220K
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
950New |
$185K - $227K
|
950
$219K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
948New |
$185K - $227K
|
948
$219K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
938New |
$183K - $225K
|
938
$217K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
931New |
$181K - $223K
|
931
$215K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
927New |
$181K - $222K
|
927
$214K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
914+ 11.69% |
$178K - $219K
|
8.74K
$2.02M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
913+ 4.12% |
$178K - $219K
|
23.1K
$5.33M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
904+ 8.29% |
$176K - $216K
|
11.8K
$2.73M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
900New |
$175K - $215K
|
900
$208K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
843+ 175.26% |
$164K - $202K
|
1.32K
$306K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
800+ 18.76% |
$156K - $192K
|
5.07K
$1.17M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
766+ 42.37% |
$149K - $183K
|
2.57K
$594K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
765+ 66.75% |
$149K - $183K
|
1.91K
$441K
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
708+ 2.15% |
$138K - $170K
|
33.7K
$7.78M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
703+ 18.08% |
$137K - $168K
|
4.59K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
673+ 9.8% |
$131K - $161K
|
7.54K
$1.74M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
668+ 7.38% |
$130K - $160K
|
9.71K
$2.24M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
643+ 3.93% |
$125K - $154K
|
17K
$3.93M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
643+ 12.3% |
$125K - $154K
|
5.87K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
639+ 35.8% |
$124K - $153K
|
2.42K
$560K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
615+ 3.27% |
$120K - $147K
|
19.4K
$4.49M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
608+ 3.6% |
$118K - $146K
|
17.5K
$4.04M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 592.0% |
$115K - $142K
|
692
$160K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
560+ 12.74% |
$109K - $134K
|
4.96K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
533New |
$104K - $128K
|
533
$123K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
525+ 237.56% |
$102K - $126K
|
746
$172K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
505+ 5.57% |
$98.4K - $121K
|
9.57K
$2.21M
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
504+ 4.44% |
$98.2K - $121K
|
11.8K
$2.74M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
499+ 1.36% |
$97.2K - $119K
|
37.2K
$8.59M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
499+ 10.85% |
$97.2K - $119K
|
5.1K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
479+ 1.91% |
$93.3K - $115K
|
25.6K
$5.9M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
476+ 24.75% |
$92.7K - $114K
|
2.4K
$554K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
461New |
$89.8K - $110K
|
461
$106K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
442+ 7.53% |
$86.1K - $106K
|
6.31K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
376+ 3.86% |
$73.2K - $90K
|
10.1K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
373+ 1.96% |
$72.7K - $89.3K
|
19.4K
$4.49M
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
367+ 1.02% |
$71.5K - $87.9K
|
36.5K
$8.43M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
303+ 2.61% |
$59K - $72.5K
|
11.9K
$2.75M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
301+ 8.04% |
$58.6K - $72.1K
|
4.05K
$934K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
300New |
$58.4K - $71.8K
|
300
$69.3K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
292+ 4.62% |
$56.9K - $69.9K
|
6.61K
$1.53M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
281+ 1.04% |
$54.7K - $67.3K
|
27.3K
$6.3M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
274+ 12.69% |
$53.4K - $65.6K
|
2.43K
$562K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
267+ 5.05% |
$52K - $63.9K
|
5.55K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
255+ 4.22% |
$49.7K - $61.1K
|
6.3K
$1.46M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
250+ 3.53% |
$48.7K - $59.9K
|
7.33K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
233+ 7.36% |
$45.4K - $55.8K
|
3.4K
$785K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
225+ 13.42% |
$43.8K - $53.9K
|
1.9K
$439K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
225+ 5.75% |
$43.8K - $53.9K
|
4.14K
$956K
|