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 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 0.06% |
$7.6K - $9.34K
|
67.1K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 1.76% |
$7.6K - $9.34K
|
2.17K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 16.94% |
$7.99K - $9.82K
|
201
$42.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 3.86% |
$8.18K - $10.1K
|
1.05K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-43- 0.89% |
$8.38K - $10.3K
|
4.77K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44- 0.1% |
$8.57K - $10.5K
|
43.9K
$9.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-45- 1.53% |
$8.77K - $10.8K
|
2.9K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 3.31% |
$8.77K - $10.8K
|
1.31K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 4.32% |
$8.77K - $10.8K
|
996
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-46- 76.67% |
$8.96K - $11K
|
14
$2.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-46- 76.67% |
$8.96K - $11K
|
14
$2.96K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-48- 1.36% |
$9.35K - $11.5K
|
3.49K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-49- 2.9% |
$9.55K - $11.7K
|
1.64K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 2.64% |
$9.74K - $12K
|
1.84K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-53- 88.33% |
$10.3K - $12.7K
|
7
$1.48K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-55- 4.41% |
$10.7K - $13.2K
|
1.19K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56- 29.17% |
$10.9K - $13.4K
|
136
$28.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 0.52% |
$10.9K - $13.4K
|
10.8K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 2.73% |
$11.7K - $14.4K
|
2.14K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-61- 1.9% |
$11.9K - $14.6K
|
3.14K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-61- 10.03% |
$11.9K - $14.6K
|
547
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-61- 0.94% |
$11.9K - $14.6K
|
6.43K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 0.35% |
$12.1K - $14.8K
|
17.8K
$3.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 1.36% |
$12.1K - $14.8K
|
4.49K
$950K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-63- 3.61% |
$12.3K - $15.1K
|
1.68K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-64- 5.01% |
$12.5K - $15.3K
|
1.21K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-65- 2.18% |
$12.7K - $15.6K
|
2.91K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 0.54% |
$12.7K - $15.6K
|
12K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-65- 16.54% |
$12.7K - $15.6K
|
328
$69.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-65- 2.87% |
$12.7K - $15.6K
|
2.2K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-67- 2.42% |
$13.1K - $16K
|
2.7K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-68- 5.24% |
$13.2K - $16.3K
|
1.23K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 0.05% |
$13.4K - $16.5K
|
131K
$27.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-69- 5.56% |
$13.4K - $16.5K
|
1.17K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 3.33% |
$13.8K - $17K
|
2.06K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-71- 1.02% |
$13.8K - $17K
|
6.89K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-71- 4.79% |
$13.8K - $17K
|
1.41K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 4.04% |
$14K - $17.2K
|
1.71K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 48.98% |
$14K - $17.2K
|
75
$15.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 22.36% |
$14K - $17.2K
|
250
$52.9K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 4.96% |
$14.2K - $17.5K
|
1.4K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-74- 3.86% |
$14.4K - $17.7K
|
1.84K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75- 34.88% |
$14.6K - $18K
|
140
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-78- 6.74% |
$15.2K - $18.7K
|
1.08K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 18.74% |
$16.2K - $19.9K
|
360
$76.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-84- 2.5% |
$16.4K - $20.1K
|
3.28K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-84- 4.77% |
$16.4K - $20.1K
|
1.68K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-84- 4.21% |
$16.4K - $20.1K
|
1.91K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-85- 20.73% |
$16.6K - $20.4K
|
325
$68.7K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 1.12% |
$16.6K - $20.4K
|
7.51K
$1.59M
|