Purchases and Sales Made in Q1 2023 in Select Sector Spdr Consumer Di (XLY)

XLY Quotes by TradingView

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 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
7.21K
+ 28.69%
$925K - $1.13M
32.3K $7.51M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
6.53K
+ 172.54%
$838K - $1.02M
10.3K $2.39M
Jul 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
6.35K
+ 36.99%
$815K - $991K
23.5K $5.46M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
6.31K
+ 13.58%
$809K - $985K
52.7K $12.2M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
6.27K
+ 61.1%
$804K - $978K
16.5K $3.84M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
6.25K
New
$803K - $977K
6.25K $1.45M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
6.23K
+ 3.74%
$800K - $973K
173K $40.1M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
6.2K
+ 59.32%
$796K - $969K
16.7K $3.87M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
6.04K
New
$776K - $944K
6.04K $1.4M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.94K
+ 9.24%
$763K - $928K
70.2K $16.3M
Apr 14, 2023 Q1 2023
Kessler Investment Group, LLC

BUY
 -
5.51K
+ 25059.09%
$708K - $861K
5.54K $1.29M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.29K
+ 29.08%
$679K - $826K
23.5K $5.45M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
5.22K
New
$670K - $815K
5.22K $1.21M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
5.18K
New
$665K - $808K
5.18K $1.2M
May 01, 2023 Q1 2023
Oak Family Advisors, LLC

BUY
 -
4.95K
+ 98.86%
$636K - $773K
9.96K $2.31M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
4.91K
New
$631K - $767K
4.91K $1.14M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
4.74K
New
$608K - $740K
4.74K $1.1M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
4.67K
New
$600K - $729K
4.67K $1.08M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
4.52K
+ 5.09%
$580K - $706K
93.4K $21.7M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.43K
+ 15.13%
$569K - $692K
33.7K $7.83M
May 15, 2023 Q1 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
4.42K
New
$568K - $690K
4.42K $1.03M
Nov 21, 2023 Q1 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
4.42K
New
$568K - $690K
4.42K $1.03M
May 04, 2023 Q1 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
4.2K
+ 9.8%
$539K - $656K
47K $10.9M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.17K
+ 143.03%
$535K - $650K
7.08K $1.64M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.14K
+ 63.16%
$532K - $647K
10.7K $2.48M
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
4.07K
+ 22.42%
$523K - $636K
22.2K $5.16M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
3.88K
+ 12.89%
$498K - $605K
33.9K $7.88M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
3.78K
+ 6876.36%
$486K - $591K
3.84K $891K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
3.75K
New
$481K - $585K
3.75K $870K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
3.75K
+ 7.3%
$481K - $585K
55K $12.8M
May 15, 2023 Q1 2023
Eschler Asset Management LLP

Cambridge, X0
BUY
 -
3.72K
New
$478K - $581K
3.72K $864K
May 10, 2023 Q1 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
3.57K
+ 11.65%
$458K - $557K
34.2K $7.94M
Apr 13, 2023 Q1 2023
Country Trust Bank

BUY
 -
3.57K
+ 2.69%
$458K - $557K
136K $31.7M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
3.5K
+ 3.21%
$449K - $547K
112K $26.1M
May 15, 2023 Q1 2023
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
3.5K
+ 197.74%
$449K - $546K
5.26K $1.22M
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
3.39K
New
$435K - $529K
3.39K $787K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.34K
+ 1.89%
$429K - $521K
180K $41.7M
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
3.31K
+ 11.74%
$425K - $516K
31.5K $7.31M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
3.22K
+ 45.02%
$414K - $503K
10.4K $2.41M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
3.21K
+ 34.08%
$412K - $501K
12.6K $2.93M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
3.2K
New
$411K - $500K
3.2K $744K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
3.16K
New
$405K - $493K
3.16K $733K
Apr 20, 2023 Q1 2023
Fenimore Asset Management Inc

BUY
 -
3.14K
New
$403K - $490K
3.14K $729K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
3.11K
New
$399K - $485K
3.11K $721K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
3.11K
New
$399K - $485K
3.11K $721K
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
3.09K
+ 33.79%
$396K - $482K
12.2K $2.84M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.01K
+ 5.32%
$386K - $469K
59.5K $13.8M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
2.95K
+ 153.64%
$379K - $461K
4.88K $1.13M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.95K
+ 12.82%
$379K - $461K
26K $6.03M

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