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 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
175+ 5.81% |
$22.5K - $27.3K
|
3.19K
$740K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
175New |
$22.5K - $27.3K
|
175
$40.6K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
168+ 7.43% |
$21.6K - $26.2K
|
2.43K
$564K
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
162+ 3.78% |
$20.8K - $25.3K
|
4.45K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
159+ 6.2% |
$20.4K - $24.8K
|
2.73K
$633K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
158+ 8.4% |
$20.3K - $24.7K
|
2.04K
$474K
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
150+ 0.96% |
$19.3K - $23.4K
|
15.8K
$3.68M
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
150+ 9.33% |
$19.3K - $23.4K
|
1.76K
$408K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140+ 100.0% |
$18K - $21.9K
|
280
$65K
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
134+ 1.13% |
$17.2K - $20.9K
|
12K
$2.79M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
133+ 1.27% |
$17.1K - $20.8K
|
10.6K
$2.47M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 7.8% |
$16.7K - $20.3K
|
1.8K
$417K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
128+ 3.05% |
$16.4K - $20K
|
4.32K
$1M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
125New |
$16K - $19.5K
|
125
$29K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
125+ 59.24% |
$16K - $19.5K
|
336
$78K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
123+ 2.37% |
$15.8K - $19.2K
|
5.31K
$1.23M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
121New |
$15.5K - $18.9K
|
121
$28.1K
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
120+ 0.97% |
$15.4K - $18.7K
|
12.5K
$2.9M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
115+ 1.32% |
$14.8K - $18K
|
8.81K
$2.05M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110+ 1.48% |
$14.1K - $17.2K
|
7.54K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108+ 10.44% |
$13.9K - $16.9K
|
1.14K
$265K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
106+ 5.73% |
$13.6K - $16.6K
|
1.96K
$454K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
105+ 2.07% |
$13.5K - $16.4K
|
5.17K
$1.2M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
97New |
$12.5K - $15.1K
|
97
$22.5K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 0.62% |
$12.3K - $15K
|
15.7K
$3.64M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
89+ 4.35% |
$11.4K - $13.9K
|
2.14K
$496K
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
81+ 5.15% |
$10.4K - $12.6K
|
1.66K
$384K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
77+ 0.6% |
$9.89K - $12K
|
13K
$3.01M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
77+ 1.0% |
$9.89K - $12K
|
7.77K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
75+ 1.53% |
$9.63K - $11.7K
|
4.97K
$1.15M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 84.27% |
$9.63K - $11.7K
|
164
$38.1K
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
74+ 2.12% |
$9.5K - $11.6K
|
3.56K
$827K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 18.85% |
$9.24K - $11.2K
|
454
$105K
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
71New |
$9.12K - $11.1K
|
71
$16.5K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 26.52% |
$8.99K - $10.9K
|
334
$77.5K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
65+ 120.37% |
$8.35K - $10.2K
|
119
$27.6K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
63+ 0.47% |
$8.09K - $9.84K
|
13.6K
$3.15M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 58.1% |
$7.83K - $9.53K
|
166
$38.5K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
59+ 190.32% |
$7.58K - $9.21K
|
90
$20.9K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
53+ 0.62% |
$6.8K - $8.28K
|
8.56K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51New |
$6.55K - $7.96K
|
51
$11.8K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
51+ 39.53% |
$6.55K - $7.96K
|
180
$41.8K
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
50+ 0.64% |
$6.42K - $7.81K
|
7.83K
$1.82M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 12.95% |
$6.42K - $7.81K
|
436
$101K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$5.65K - $6.87K
|
44
$10.2K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
44New |
$5.65K - $6.87K
|
44
$10.2K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
38+ 0.66% |
$4.88K - $5.93K
|
5.77K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37+ 0.96% |
$4.75K - $5.78K
|
3.91K
$907K
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
31+ 0.21% |
$3.98K - $4.84K
|
15.1K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28+ 5.6% |
$3.59K - $4.37K
|
528
$123K
|