Purchases and Sales Made in Q1 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-422- 5.06% |
$54.2K - $65.9K
|
7.92K
$1.79M
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-427- 19.59% |
$54.8K - $66.7K
|
1.75K
$395K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-436- 67.39% |
$56K - $68.1K
|
211
$47.6K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-437- 21.51% |
$56.1K - $68.2K
|
1.6K
$360K
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-440- 3.54% |
$56.5K - $68.7K
|
12K
$2.7M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-440Closed |
$56.5K - $68.7K
|
0
$0
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-441- 42.94% |
$56.6K - $68.9K
|
586
$132K
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-446- 11.08% |
$57.3K - $69.6K
|
3.58K
$807K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-449- 20.13% |
$57.6K - $70.1K
|
1.78K
$402K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-450- 2.83% |
$57.8K - $70.3K
|
15.4K
$3.48M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-462- 16.49% |
$59.3K - $72.1K
|
2.34K
$528K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-475- 2.24% |
$61K - $74.2K
|
20.7K
$4.68M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-481- 11.53% |
$61.8K - $75.1K
|
3.69K
$833K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-487- 14.66% |
$62.5K - $76K
|
2.84K
$640K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-491- 9.67% |
$63K - $76.7K
|
4.59K
$1.03M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-498- 79.3% |
$63.9K - $77.8K
|
130
$29.3K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-503- 11.84% |
$64.6K - $78.5K
|
3.75K
$845K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-523- 11.0% |
$67.1K - $81.7K
|
4.23K
$955K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-526- 4.38% |
$67.5K - $82.1K
|
11.5K
$2.59M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-531- 1.83% |
$68.2K - $82.9K
|
28.5K
$6.44M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-535- 6.43% |
$68.7K - $83.5K
|
7.79K
$1.76M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-540- 24.56% |
$69.3K - $84.3K
|
1.66K
$374K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-542- 3.99% |
$69.6K - $84.6K
|
13.1K
$2.94M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-544- 6.53% |
$69.8K - $85K
|
7.78K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-550- 0.25% |
$70.6K - $85.9K
|
217K
$48.9M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-572- 2.01% |
$73.4K - $89.3K
|
28K
$6.31M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-591- 3.63% |
$75.9K - $92.3K
|
15.7K
$3.54M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 30.38% |
$77K - $93.7K
|
1.38K
$310K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-600- 5.92% |
$77K - $93.7K
|
9.53K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-600- 16.0% |
$77K - $93.7K
|
3.15K
$711K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-601- 51.59% |
$77.2K - $93.9K
|
564
$127K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-613- 2.49% |
$78.7K - $95.7K
|
24K
$5.42M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-617- 42.17% |
$79.2K - $96.4K
|
846
$191K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-629- 11.69% |
$80.8K - $98.2K
|
4.75K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-630- 36.17% |
$80.9K - $98.4K
|
1.11K
$251K
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-636- 4.33% |
$81.7K - $99.3K
|
14K
$3.17M
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-640- 9.82% |
$82.2K - $99.9K
|
5.88K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-655- 21.1% |
$84.1K - $102K
|
2.45K
$552K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-671- 11.85% |
$86.1K - $105K
|
4.99K
$1.13M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-681- 9.99% |
$87.4K - $106K
|
6.14K
$1.38M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-685- 1.83% |
$87.9K - $107K
|
36.8K
$8.29M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-685- 1.83% |
$87.9K - $107K
|
36.8K
$8.29M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-686- 6.42% |
$88.1K - $107K
|
10K
$2.26M
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-690- 8.95% |
$88.6K - $108K
|
7.02K
$1.58M
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-725- 25.02% |
$93.1K - $113K
|
2.17K
$490K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-738- 2.04% |
$94.8K - $115K
|
35.4K
$7.98M
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-739- 15.51% |
$94.9K - $115K
|
4.03K
$908K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-743- 2.6% |
$95.4K - $116K
|
27.9K
$6.28M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-744- 0.45% |
$95.5K - $116K
|
164K
$36.9M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-748- 6.54% |
$96K - $117K
|
10.7K
$2.41M
|