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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-761- 27.92% |
$97.7K - $119K
|
1.97K
$443K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-768- 0.33% |
$98.6K - $120K
|
232K
$52.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-778- 50.0% |
$99.9K - $121K
|
778
$176K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-786- 63.75% |
$101K - $123K
|
447
$101K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-803- 20.3% |
$103K - $125K
|
3.15K
$711K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-824- 36.08% |
$106K - $129K
|
1.46K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-852- 5.15% |
$109K - $133K
|
15.7K
$3.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-857- 36.72% |
$110K - $134K
|
1.48K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-872- 37.95% |
$112K - $136K
|
1.43K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-891- 12.56% |
$114K - $139K
|
6.2K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-929- 13.53% |
$119K - $145K
|
5.94K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-935- 1.07% |
$120K - $146K
|
86.2K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-940- 32.22% |
$121K - $147K
|
1.98K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-951- 7.97% |
$122K - $149K
|
11K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-973- 32.19% |
$125K - $152K
|
2.05K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 7.41% |
$129K - $157K
|
12.6K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.02K- 6.41% |
$131K - $159K
|
14.9K
$3.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.08K- 25.08% |
$139K - $169K
|
3.23K
$729K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.11K- 6.89% |
$143K - $173K
|
15K
$3.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-1.12K- 18.22% |
$144K - $175K
|
5.02K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.15K- 74.92% |
$148K - $180K
|
385
$86.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.15K- 3.9% |
$148K - $180K
|
28.3K
$6.39M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 4.79% |
$154K - $187K
|
23.8K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.21K- 11.12% |
$155K - $189K
|
9.68K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 29.85% |
$159K - $193K
|
2.9K
$655K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.25K- 31.03% |
$160K - $195K
|
2.77K
$625K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 2.7% |
$163K - $198K
|
45.8K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.27K- 47.48% |
$163K - $198K
|
1.41K
$317K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.29K- 36.14% |
$166K - $202K
|
2.28K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.29K- 16.99% |
$166K - $202K
|
6.32K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.29K- 37.62% |
$166K - $202K
|
2.15K
$484K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 88.75% |
$168K - $205K
|
166
$37.4K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.32K- 10.58% |
$169K - $206K
|
11.1K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.38K- 27.19% |
$177K - $216K
|
3.7K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.4K- 33.65% |
$179K - $218K
|
2.75K
$621K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 12.69% |
$185K - $225K
|
9.93K
$2.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 3.71% |
$187K - $228K
|
37.9K
$8.55M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.46K- 0.59% |
$188K - $229K
|
246K
$55.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.49K- 7.12% |
$191K - $233K
|
19.4K
$4.38M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.52K- 46.4% |
$195K - $237K
|
1.76K
$396K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.58K- 6.63% |
$203K - $247K
|
22.3K
$5.02M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.6KClosed |
$206K - $250K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.61K- 4.94% |
$207K - $252K
|
31.1K
$7.01M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.66K- 24.6% |
$213K - $259K
|
5.09K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.68K- 7.17% |
$215K - $262K
|
21.7K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.69K- 6.73% |
$216K - $263K
|
23.4K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 0.69% |
$221K - $269K
|
248K
$55.9M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.78K- 6.88% |
$229K - $278K
|
24.1K
$5.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.8K- 67.39% |
$231K - $280K
|
869
$196K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.8K- 19.86% |
$231K - $281K
|
7.26K
$1.64M
|