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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 9.02% |
$30.8K - $37.8K
|
1.59K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-174- 15.06% |
$33.9K - $41.7K
|
981
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-178- 2.32% |
$34.7K - $42.6K
|
7.5K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-181- 5.58% |
$35.3K - $43.3K
|
3.06K
$707K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-184- 6.43% |
$35.8K - $44.1K
|
2.68K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 18.2% |
$39K - $47.9K
|
899
$208K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-218- 1.77% |
$42.5K - $52.2K
|
12.1K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 3.07% |
$43.8K - $53.9K
|
7.1K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-226- 1.0% |
$44K - $54.1K
|
22.4K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-230- 7.0% |
$44.8K - $55.1K
|
3.06K
$706K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-236- 0.22% |
$46K - $56.5K
|
106K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-239- 1.87% |
$46.6K - $57.2K
|
12.6K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-251- 0.86% |
$48.9K - $60.1K
|
28.9K
$6.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-254- 2.33% |
$49.5K - $60.8K
|
10.6K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-270- 5.66% |
$52.6K - $64.6K
|
4.5K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 81.45% |
$54.7K - $67.3K
|
64
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.35% |
$55.5K - $68.2K
|
11.8K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295- 9.59% |
$57.5K - $70.6K
|
2.78K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 6.83% |
$59.4K - $73K
|
4.16K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-309- 5.9% |
$60.2K - $74K
|
4.92K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-320- 3.54% |
$62.3K - $76.6K
|
8.72K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-323- 5.02% |
$62.9K - $77.3K
|
6.11K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-332- 7.62% |
$64.7K - $79.5K
|
4.02K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-344- 1.21% |
$67K - $82.4K
|
28.2K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-346- 0.61% |
$67.4K - $82.8K
|
56.2K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-348- 19.09% |
$67.8K - $83.3K
|
1.48K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-360- 3.45% |
$70.1K - $86.2K
|
10.1K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-375- 1.91% |
$73.1K - $89.8K
|
19.2K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-423- 15.94% |
$82.4K - $101K
|
2.23K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-426- 10.63% |
$83K - $102K
|
3.58K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-454- 26.47% |
$88.4K - $109K
|
1.26K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-461- 2.11% |
$89.8K - $110K
|
21.4K
$4.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-477- 1.37% |
$92.9K - $114K
|
34.2K
$7.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-490- 1.43% |
$95.5K - $117K
|
33.8K
$7.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-503- 9.24% |
$98K - $120K
|
4.94K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-507- 88.48% |
$98.8K - $121K
|
66
$15.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-507- 4.35% |
$98.8K - $121K
|
11.1K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-511- 3.84% |
$99.5K - $122K
|
12.8K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-522- 7.62% |
$102K - $125K
|
6.33K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-526- 7.31% |
$102K - $126K
|
6.67K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-542- 5.66% |
$106K - $130K
|
9.04K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-557- 1.97% |
$109K - $133K
|
27.7K
$6.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-644- 3.18% |
$125K - $154K
|
19.6K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-649- 7.16% |
$126K - $155K
|
8.41K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-655- 10.72% |
$128K - $157K
|
5.46K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-726- 26.26% |
$141K - $174K
|
2.04K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-888- 8.17% |
$173K - $213K
|
9.98K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-970- 4.21% |
$189K - $232K
|
22.1K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-973- 9.06% |
$190K - $233K
|
9.77K
$2.26M
|