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
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
504+ 4.44% |
$98.2K - $121K
|
11.8K
$2.5M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
504New |
$98.2K - $121K
|
504
$107K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
499+ 10.85% |
$97.2K - $119K
|
5.1K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
499+ 1.36% |
$97.2K - $119K
|
37.2K
$7.86M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
499+ 12.11% |
$97.2K - $119K
|
4.62K
$976K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
480+ 17.71% |
$93.5K - $115K
|
3.19K
$675K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
479+ 1.91% |
$93.3K - $115K
|
25.6K
$5.4M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
476+ 24.75% |
$92.7K - $114K
|
2.4K
$507K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
461New |
$89.8K - $110K
|
461
$97.5K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
448+ 46.91% |
$87.3K - $107K
|
1.4K
$297K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
442+ 7.53% |
$86.1K - $106K
|
6.31K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
425+ 22.73% |
$82.8K - $102K
|
2.3K
$485K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
417New |
$81.2K - $99.8K
|
417
$88.2K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
414+ 25.18% |
$80.6K - $99.1K
|
2.06K
$435K
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
399+ 0.2% |
$77.7K - $95.5K
|
201K
$42.5M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
394New |
$76.8K - $94.3K
|
394
$83.3K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
390+ 34.54% |
$76K - $93.4K
|
1.52K
$321K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
385+ 36.7% |
$75K - $92.2K
|
1.43K
$303K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
378+ 1260.0% |
$73.6K - $90.5K
|
408
$86.3K
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
376+ 3.86% |
$73.2K - $90K
|
10.1K
$2.14M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
373+ 1.96% |
$72.7K - $89.3K
|
19.4K
$4.11M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
372+ 6.45% |
$72.5K - $89.1K
|
6.14K
$1.3M
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
367+ 1.02% |
$71.5K - $87.9K
|
36.5K
$7.71M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
363+ 2.22% |
$70.7K - $86.9K
|
16.7K
$3.53M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
359+ 16.71% |
$69.9K - $86K
|
2.51K
$530K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
356New |
$69.3K - $85.2K
|
356
$75.3K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
352+ 2.1% |
$68.6K - $84.3K
|
17.1K
$3.63M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
352+ 14.37% |
$68.6K - $84.3K
|
2.8K
$592K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
351+ 53.26% |
$68.4K - $84K
|
1.01K
$214K
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
340+ 3.69% |
$66.2K - $81.4K
|
9.55K
$2.02M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
339New |
$66K - $81.2K
|
339
$71.7K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
337+ 4.9% |
$65.6K - $80.7K
|
7.22K
$1.53M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
336+ 14.38% |
$65.5K - $80.4K
|
2.67K
$565K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
324+ 16.68% |
$63.1K - $77.6K
|
2.27K
$479K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
313+ 4.36% |
$61K - $74.9K
|
7.5K
$1.58M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
312+ 7.58% |
$60.8K - $74.7K
|
4.43K
$936K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
308+ 1.02% |
$60K - $73.7K
|
30.4K
$6.42M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
308+ 15.44% |
$60K - $73.7K
|
2.3K
$487K
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
307+ 7.77% |
$59.8K - $73.5K
|
4.26K
$900K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
305+ 4.62% |
$59.4K - $73K
|
6.91K
$1.46M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
303+ 2.61% |
$59K - $72.5K
|
11.9K
$2.52M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
301+ 8.04% |
$58.6K - $72.1K
|
4.05K
$855K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
300New |
$58.4K - $71.8K
|
300
$63.4K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
292+ 4.62% |
$56.9K - $69.9K
|
6.61K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288+ 6.5% |
$56.1K - $69K
|
4.72K
$998K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
281+ 1.04% |
$54.7K - $67.3K
|
27.3K
$5.77M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
278+ 7.0% |
$54.2K - $66.6K
|
4.25K
$898K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
274+ 12.69% |
$53.4K - $65.6K
|
2.43K
$515K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
268+ 4.34% |
$52.2K - $64.2K
|
6.45K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
267+ 5.05% |
$52K - $63.9K
|
5.55K
$1.17M
|