Purchases and Sales Made in Q2 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 1.69% |
$10.8K - $12.7K
|
4.51K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
71+ 4.46% |
$10.2K - $12.1K
|
1.66K
$375K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70+ 5.24% |
$10K - $11.9K
|
1.41K
$317K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
70+ 350.0% |
$10K - $11.9K
|
90
$20.3K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
64+ 3.34% |
$9.19K - $10.9K
|
1.98K
$447K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
64+ 1.05% |
$9.19K - $10.9K
|
6.17K
$1.39M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
63+ 2.59% |
$9.04K - $10.7K
|
2.49K
$562K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.05% |
$8.61K - $10.2K
|
5.79K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
59+ 3.27% |
$8.47K - $10K
|
1.86K
$420K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 226.09% |
$7.46K - $8.83K
|
75
$16.9K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
48+ 1.76% |
$6.89K - $8.15K
|
2.78K
$628K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 3.32% |
$6.89K - $8.15K
|
1.49K
$337K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47+ 21.86% |
$6.75K - $7.98K
|
262
$59.1K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46+ 4.2% |
$6.6K - $7.81K
|
1.14K
$258K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
46New |
$6.6K - $7.81K
|
46
$10.4K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45+ 1.89% |
$6.46K - $7.64K
|
2.42K
$546K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 2250.0% |
$6.46K - $7.64K
|
47
$10.6K
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
45+ 0.81% |
$6.46K - $7.64K
|
5.58K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 8.21% |
$5.74K - $6.79K
|
527
$119K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 6.21% |
$5.6K - $6.62K
|
667
$150K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
39+ 1.75% |
$5.6K - $6.62K
|
2.27K
$512K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
35+ 3.46% |
$5.02K - $5.94K
|
1.05K
$236K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30+ 1.69% |
$4.31K - $5.09K
|
1.81K
$407K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
30+ 0.33% |
$4.31K - $5.09K
|
9.19K
$2.07M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30+ 0.24% |
$4.31K - $5.09K
|
12.7K
$2.86M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
30+ 1.5% |
$4.31K - $5.09K
|
2.03K
$457K
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
29+ 1.22% |
$4.16K - $4.92K
|
2.4K
$542K
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
27+ 0.72% |
$3.88K - $4.58K
|
3.76K
$849K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 4.13% |
$3.88K - $4.58K
|
680
$153K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25New |
$3.59K - $4.25K
|
25
$5.64K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
23+ 1.76% |
$3.3K - $3.91K
|
1.33K
$299K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.6% |
$3.16K - $3.74K
|
3.71K
$838K
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
21+ 0.27% |
$3.01K - $3.57K
|
7.94K
$1.79M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$2.87K - $3.4K
|
20
$4.51K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$2.73K - $3.23K
|
7.12K
$1.61M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 1.68% |
$2.58K - $3.06K
|
1.09K
$245K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
18+ 1.45% |
$2.58K - $3.06K
|
1.26K
$283K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.13% |
$2.44K - $2.89K
|
13K
$2.93M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 212.5% |
$2.44K - $2.89K
|
25
$5.64K
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
16+ 0.45% |
$2.3K - $2.72K
|
3.58K
$808K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13New |
$1.87K - $2.21K
|
13
$2.93K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.71K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.71K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12+ 5.83% |
$1.72K - $2.04K
|
218
$49.2K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
12+ 0.11% |
$1.72K - $2.04K
|
11.2K
$2.52M
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 6.59% |
$1.58K - $1.87K
|
178
$40.2K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 14.29% |
$1.44K - $1.7K
|
80
$18K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.26% |
$1.15K - $1.36K
|
3.1K
$700K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.15K - $1.36K
|
20.7K
$4.68M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.14% |
$1.15K - $1.36K
|
5.91K
$1.33M
|