Purchases and Sales Made in Q1 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 16.67% |
$163 - $210
|
5
$1.08K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1- -0.0% |
$163 - $210
|
22K
$4.75M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.79% |
$163 - $210
|
125
$27K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2- 0.53% |
$326 - $421
|
372
$80.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.06% |
$326 - $421
|
3.19K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.04% |
$326 - $421
|
4.57K
$988K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.09% |
$490 - $631
|
3.38K
$731K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4- 2.25% |
$653 - $841
|
174
$37.6K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4- 0.15% |
$653 - $841
|
2.7K
$584K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4- 0.72% |
$653 - $841
|
553
$119K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-5- 0.2% |
$816 - $1.05K
|
2.44K
$526K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5- 0.11% |
$816 - $1.05K
|
4.74K
$1.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6- 0.07% |
$979 - $1.26K
|
8.9K
$1.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6Closed |
$979 - $1.26K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-10- 2.02% |
$1.63K - $2.1K
|
484
$105K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-10- 0.45% |
$1.63K - $2.1K
|
2.2K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 0.33% |
$1.63K - $2.1K
|
2.99K
$646K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11- 1.14% |
$1.8K - $2.31K
|
956
$206K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-12- 0.11% |
$1.96K - $2.52K
|
10.4K
$2.25M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$1.96K - $2.52K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12- 0.42% |
$1.96K - $2.52K
|
2.88K
$621K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-13- 1.28% |
$2.12K - $2.73K
|
1K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-13- 0.16% |
$2.12K - $2.73K
|
8.2K
$1.77M
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-15- 0.56% |
$2.45K - $3.15K
|
2.65K
$571K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15- 0.34% |
$2.45K - $3.15K
|
4.45K
$961K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-15- 0.8% |
$2.45K - $3.15K
|
1.87K
$403K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 1.76% |
$2.77K - $3.58K
|
947
$205K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-18- 1.16% |
$2.94K - $3.79K
|
1.54K
$332K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-19- 1.27% |
$3.1K - $4K
|
1.47K
$318K
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19- 0.69% |
$3.1K - $4K
|
2.73K
$590K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-20- 3.14% |
$3.26K - $4.21K
|
617
$133K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$3.26K - $4.21K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-21Closed |
$3.43K - $4.42K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-23- 1.98% |
$3.75K - $4.84K
|
1.14K
$246K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 12.12% |
$3.92K - $5.05K
|
174
$37.6K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-24- 2.08% |
$3.92K - $5.05K
|
1.13K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25Closed |
$4.08K - $5.26K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.15% |
$4.24K - $5.47K
|
17.5K
$3.77M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-28- 2.28% |
$4.57K - $5.89K
|
1.2K
$259K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-28- 1.53% |
$4.57K - $5.89K
|
1.8K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-28- 7.65% |
$4.57K - $5.89K
|
338
$73K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 5.42% |
$4.9K - $6.31K
|
524
$113K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-30- 1.51% |
$4.9K - $6.31K
|
1.96K
$424K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-32- 0.29% |
$5.22K - $6.73K
|
11.1K
$2.39M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-32Closed |
$5.22K - $6.73K
|
0
$0
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-32- 29.09% |
$5.22K - $6.73K
|
78
$16.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-33- 7.43% |
$5.39K - $6.94K
|
411
$88.8K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-33Closed |
$5.39K - $6.94K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-34- 3.88% |
$5.55K - $7.15K
|
843
$182K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-35- 0.27% |
$5.71K - $7.36K
|
13.1K
$2.84M
|