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
|
Eagle Ridge Investment Management
|
SELL
|
- |
-423- 15.94% |
$82.4K - $101K
|
2.23K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-426- 10.63% |
$83K - $102K
|
3.58K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-430- 2.6% |
$83.8K - $103K
|
16.1K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-432- 15.1% |
$84.2K - $103K
|
2.43K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-436- 3.73% |
$84.9K - $104K
|
11.3K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-454- 26.47% |
$88.4K - $109K
|
1.26K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-461- 2.11% |
$89.8K - $110K
|
21.4K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-471- 7.81% |
$91.8K - $113K
|
5.56K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-476- 3.45% |
$92.7K - $114K
|
13.3K
$2.81M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-477- 1.37% |
$92.9K - $114K
|
34.2K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-490- 1.43% |
$95.5K - $117K
|
33.8K
$7.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-503- 9.24% |
$98K - $120K
|
4.94K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-506- 6.63% |
$98.6K - $121K
|
7.13K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-507- 88.48% |
$98.8K - $121K
|
66
$14K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-507- 4.35% |
$98.8K - $121K
|
11.1K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-511- 3.84% |
$99.5K - $122K
|
12.8K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-522- 7.62% |
$102K - $125K
|
6.33K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-526- 7.31% |
$102K - $126K
|
6.67K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-542- 5.66% |
$106K - $130K
|
9.04K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-557- 1.97% |
$109K - $133K
|
27.7K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-557- 33.15% |
$109K - $133K
|
1.12K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 17.05% |
$115K - $142K
|
2.88K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-634- 5.5% |
$124K - $152K
|
10.9K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-634- 14.08% |
$124K - $152K
|
3.87K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-635- 21.32% |
$124K - $152K
|
2.34K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-639- 10.67% |
$124K - $153K
|
5.35K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-641- 1.62% |
$125K - $153K
|
38.9K
$8.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-644- 3.18% |
$125K - $154K
|
19.6K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-645- 11.27% |
$126K - $154K
|
5.08K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-649- 7.16% |
$126K - $155K
|
8.41K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-655- 10.72% |
$128K - $157K
|
5.46K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-681- 4.16% |
$133K - $163K
|
15.7K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-726- 26.26% |
$141K - $174K
|
2.04K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-735- 16.9% |
$143K - $176K
|
3.62K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-745- 10.8% |
$145K - $178K
|
6.15K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-771- 3.92% |
$150K - $185K
|
18.9K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-775- 11.89% |
$151K - $186K
|
5.74K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-798- 8.91% |
$155K - $191K
|
8.16K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-800- 14.01% |
$156K - $192K
|
4.91K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-809- 4.96% |
$158K - $194K
|
15.5K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-815- 6.88% |
$159K - $195K
|
11K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-815- 6.18% |
$159K - $195K
|
12.4K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 31.55% |
$168K - $206K
|
1.87K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-888- 8.17% |
$173K - $213K
|
9.98K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-952- 16.33% |
$185K - $228K
|
4.88K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-970- 4.21% |
$189K - $232K
|
22.1K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-973- 9.06% |
$190K - $233K
|
9.77K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-984- 3.72% |
$192K - $236K
|
25.5K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-989- 13.42% |
$193K - $237K
|
6.38K
$1.35M
|