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
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.18K- 3.03% |
$229K - $282K
|
37.7K
$8.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.27K- 60.63% |
$247K - $303K
|
822
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 48.47% |
$253K - $311K
|
1.38K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 53.41% |
$258K - $317K
|
1.15K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 14.96% |
$326K - $401K
|
9.52K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.86K- 6.19% |
$362K - $445K
|
28.2K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 12.59% |
$375K - $461K
|
13.4K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.98K- 25.15% |
$386K - $474K
|
5.89K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 3.8% |
$390K - $480K
|
50.7K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1K- 3.74% |
$409K - $502K
|
54K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.35K- 4.91% |
$458K - $563K
|
45.6K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.49K- 5.18% |
$485K - $596K
|
45.6K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.17K- 5.85% |
$617K - $758K
|
50.9K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.39K- 12.68% |
$661K - $813K
|
23.4K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-3.43K- 3.81% |
$669K - $822K
|
86.7K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 17.59% |
$685K - $842K
|
16.5K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.74K- 28.88% |
$729K - $896K
|
9.22K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4.05K- 45.11% |
$789K - $969K
|
4.93K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 2.55% |
$905K - $1.11M
|
178K
$41M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.27K- 58.15% |
$1.22M - $1.5M
|
4.51K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 82.53% |
$1.26M - $1.55M
|
1.37K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.6K- 68.96% |
$1.48M - $1.82M
|
3.42K
$790K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10K- 57.08% |
$1.95M - $2.4M
|
7.53K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-10.4K- 9.13% |
$2.02M - $2.49M
|
103K
$23.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 42.97% |
$2.03M - $2.5M
|
13.8K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-11.5K- 14.57% |
$2.24M - $2.75M
|
67.5K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 43.19% |
$3.1M - $3.81M
|
20.9K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-17.1K- 42.74% |
$3.33M - $4.09M
|
22.9K
$5.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.5K- 38.69% |
$3.41M - $4.19M
|
27.7K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-22K- 36.67% |
$4.29M - $5.27M
|
38K
$8.78M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-67.4K- 6.49% |
$13.1M - $16.1M
|
972K
$224M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114K- 8.08% |
$22.1M - $27.2M
|
1.29M
$298M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-136K- 16.29% |
$26.5M - $32.5M
|
698K
$161M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-255K- 80.54% |
$49.7M - $61.1M
|
61.7K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-649K- 47.6% |
$126M - $155M
|
714K
$165M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-918K- 99.55% |
$179M - $220M
|
4.14K
$957K
|