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 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 3.33% |
$13.8K - $17K
|
2.06K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 48.98% |
$14K - $17.2K
|
75
$17.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 4.04% |
$14K - $17.2K
|
1.71K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 22.36% |
$14K - $17.2K
|
250
$57.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75- 34.88% |
$14.6K - $18K
|
140
$32.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 18.74% |
$16.2K - $19.9K
|
360
$82.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-84- 2.5% |
$16.4K - $20.1K
|
3.28K
$751K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-84- 4.77% |
$16.4K - $20.1K
|
1.68K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-85- 20.73% |
$16.6K - $20.4K
|
325
$74.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-91- 1.09% |
$17.7K - $21.8K
|
8.24K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-99- 49.01% |
$19.3K - $23.7K
|
103
$23.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-99- 3.11% |
$19.3K - $23.7K
|
3.09K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$19.5K - $23.9K
|
11.7K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.49% |
$19.5K - $23.9K
|
2.77K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 15.18% |
$19.9K - $24.4K
|
570
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-104- 0.57% |
$20.3K - $24.9K
|
18K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.69% |
$20.8K - $25.6K
|
6.21K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-107- 1.86% |
$20.8K - $25.6K
|
5.63K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-109- 1.79% |
$21.2K - $26.1K
|
5.99K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-110- 2.78% |
$21.4K - $26.3K
|
3.85K
$881K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 6.33% |
$21.4K - $26.3K
|
1.63K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-119- 87.5% |
$23.2K - $28.5K
|
17
$3.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 6.94% |
$24.4K - $29.9K
|
1.68K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 10.55% |
$24.9K - $30.6K
|
1.09K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-129- 2.36% |
$25.1K - $30.9K
|
5.34K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-130- 11.66% |
$25.3K - $31.1K
|
985
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-130- 9.52% |
$25.3K - $31.1K
|
1.24K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-147- 0.95% |
$28.6K - $35.2K
|
15.3K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.75% |
$29K - $35.7K
|
8.39K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-152- 8.04% |
$29.6K - $36.4K
|
1.74K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-154- 4.91% |
$30K - $36.9K
|
2.98K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 9.02% |
$30.8K - $37.8K
|
1.59K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-174- 15.06% |
$33.9K - $41.7K
|
981
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-177- 10.73% |
$34.5K - $42.4K
|
1.47K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-178- 2.32% |
$34.7K - $42.6K
|
7.5K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-181- 5.58% |
$35.3K - $43.3K
|
3.06K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-184- 6.43% |
$35.8K - $44.1K
|
2.68K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-195- 1.99% |
$38K - $46.7K
|
9.61K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 18.2% |
$39K - $47.9K
|
899
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-201- 0.55% |
$39.2K - $48.1K
|
36.3K
$8.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-218- 1.77% |
$42.5K - $52.2K
|
12.1K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 3.07% |
$43.8K - $53.9K
|
7.1K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-226- 1.0% |
$44K - $54.1K
|
22.4K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-230- 7.0% |
$44.8K - $55.1K
|
3.06K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-231- 3.69% |
$45K - $55.3K
|
6.03K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-236- 0.22% |
$46K - $56.5K
|
106K
$24.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-239- 1.87% |
$46.6K - $57.2K
|
12.6K
$2.88M
|