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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
224+ 16.36% |
$43.6K - $53.6K
|
1.59K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
221New |
$43.1K - $52.9K
|
221
$51K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 13.23% |
$43.1K - $52.9K
|
1.89K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
219+ 3.13% |
$42.7K - $52.4K
|
7.21K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
219+ 6.97% |
$42.7K - $52.4K
|
3.36K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
216+ 8.65% |
$42.1K - $51.7K
|
2.71K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
190+ 84.07% |
$37K - $45.5K
|
416
$96.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
186+ 4.82% |
$36.2K - $44.5K
|
4.04K
$933K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
183+ 11.35% |
$35.6K - $43.8K
|
1.8K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
176+ 10.06% |
$34.3K - $42.1K
|
1.93K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
165+ 2.26% |
$32.1K - $39.5K
|
7.48K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158+ 13.27% |
$30.8K - $37.8K
|
1.35K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
152+ 14.95% |
$29.6K - $36.4K
|
1.17K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
132+ 5.15% |
$25.7K - $31.6K
|
2.7K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
132+ 2.25% |
$25.7K - $31.6K
|
5.99K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
130New |
$25.3K - $31.1K
|
130
$30K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 8.57% |
$24.9K - $30.6K
|
1.62K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 1.33% |
$24.7K - $30.4K
|
9.69K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
126+ 7.92% |
$24.5K - $30.2K
|
1.72K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
122+ 1.51% |
$23.8K - $29.2K
|
8.21K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
115+ 2.07% |
$22.4K - $27.5K
|
5.68K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
112+ 8.12% |
$21.8K - $26.8K
|
1.49K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
109+ 1.44% |
$21.2K - $26.1K
|
7.7K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
109+ 3.53% |
$21.2K - $26.1K
|
3.19K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 2.44% |
$19.5K - $23.9K
|
4.2K
$970K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
92+ 1.31% |
$17.9K - $22K
|
7.13K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
92+ 42.01% |
$17.9K - $22K
|
311
$71.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
85+ 1.13% |
$16.6K - $20.4K
|
7.62K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 7.1% |
$16.4K - $20.1K
|
1.27K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
81+ 0.77% |
$15.8K - $19.4K
|
10.6K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
77+ 4.56% |
$15K - $18.4K
|
1.77K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
75+ 1.53% |
$14.6K - $18K
|
4.99K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
71+ 0.52% |
$13.8K - $17K
|
13.7K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.44% |
$13.6K - $16.8K
|
15.9K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
69+ 4.58% |
$13.4K - $16.5K
|
1.58K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
64+ 1.53% |
$12.5K - $15.3K
|
4.24K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 32.97% |
$11.9K - $14.6K
|
246
$56.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54+ 158.82% |
$10.5K - $12.9K
|
88
$20.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
54+ 3.1% |
$10.5K - $12.9K
|
1.8K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
51+ 9.94% |
$9.93K - $12.2K
|
564
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
48+ 2.24% |
$9.35K - $11.5K
|
2.19K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
47+ 1.84% |
$9.16K - $11.3K
|
2.6K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$9.16K - $11.3K
|
47
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
46+ 2.05% |
$8.96K - $11K
|
2.29K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41+ 2.75% |
$7.99K - $9.82K
|
1.53K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
38New |
$7.4K - $9.1K
|
38
$8.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 2.31% |
$6.23K - $7.66K
|
1.42K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 26.79% |
$5.84K - $7.18K
|
142
$32.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
27+ 2.96% |
$5.26K - $6.46K
|
940
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
26+ 1.73% |
$5.06K - $6.23K
|
1.53K
$354K
|