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 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36- 0.04% |
$7.01K - $8.62K
|
85.3K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 15.45% |
$7.4K - $9.1K
|
208
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38- 0.49% |
$7.4K - $9.1K
|
7.68K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-38- 1.48% |
$7.4K - $9.1K
|
2.53K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 0.06% |
$7.6K - $9.34K
|
67.1K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 16.94% |
$7.99K - $9.82K
|
201
$46.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 3.86% |
$8.18K - $10.1K
|
1.05K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 3.31% |
$8.77K - $10.8K
|
1.31K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-45- 1.53% |
$8.77K - $10.8K
|
2.9K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-49- 2.9% |
$9.55K - $11.7K
|
1.64K
$379K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 2.64% |
$9.74K - $12K
|
1.84K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-55- 4.41% |
$10.7K - $13.2K
|
1.19K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56- 29.17% |
$10.9K - $13.4K
|
136
$31.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-61- 1.9% |
$11.9K - $14.6K
|
3.14K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 0.35% |
$12.1K - $14.8K
|
17.8K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-63- 3.61% |
$12.3K - $15.1K
|
1.68K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-64- 5.01% |
$12.5K - $15.3K
|
1.21K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-65- 2.18% |
$12.7K - $15.6K
|
2.91K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 0.54% |
$12.7K - $15.6K
|
12K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-68- 5.24% |
$13.2K - $16.3K
|
1.23K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 0.05% |
$13.4K - $16.5K
|
131K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 3.33% |
$13.8K - $17K
|
2.06K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 22.36% |
$14K - $17.2K
|
250
$57.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 48.98% |
$14K - $17.2K
|
75
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 4.04% |
$14K - $17.2K
|
1.71K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 18.74% |
$16.2K - $19.9K
|
360
$83.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-84- 4.77% |
$16.4K - $20.1K
|
1.68K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-84- 2.5% |
$16.4K - $20.1K
|
3.28K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-91- 1.09% |
$17.7K - $21.8K
|
8.24K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-99- 49.01% |
$19.3K - $23.7K
|
103
$23.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-99- 3.11% |
$19.3K - $23.7K
|
3.09K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$19.5K - $23.9K
|
11.7K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.49% |
$19.5K - $23.9K
|
2.77K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 15.18% |
$19.9K - $24.4K
|
570
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-104- 0.57% |
$20.3K - $24.9K
|
18K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-107- 1.86% |
$20.8K - $25.6K
|
5.63K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.69% |
$20.8K - $25.6K
|
6.21K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-109- 1.79% |
$21.2K - $26.1K
|
5.99K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 6.33% |
$21.4K - $26.3K
|
1.63K
$376K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 6.94% |
$24.4K - $29.9K
|
1.68K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 10.55% |
$24.9K - $30.6K
|
1.09K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-129- 2.36% |
$25.1K - $30.9K
|
5.34K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-130- 9.52% |
$25.3K - $31.1K
|
1.24K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-147- 0.95% |
$28.6K - $35.2K
|
15.3K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.75% |
$29K - $35.7K
|
8.39K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-152- 8.04% |
$29.6K - $36.4K
|
1.74K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-154- 4.91% |
$30K - $36.9K
|
2.98K
$689K
|