Purchases and Sales Made in Q1 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.1% |
$6.84K - $7.4K
|
38.2K
$8.25M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39+ 0.49% |
$6.67K - $7.22K
|
7.92K
$1.71M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
38+ 12.22% |
$6.49K - $7.03K
|
349
$75.4K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
37+ 2.09% |
$6.32K - $6.85K
|
1.81K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$6.32K - $6.85K
|
37
$7.99K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
32+ 2.24% |
$5.47K - $5.92K
|
1.46K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
31+ 0.5% |
$5.3K - $5.74K
|
6.22K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
29+ 0.18% |
$4.96K - $5.37K
|
15.8K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
29+ 0.44% |
$4.96K - $5.37K
|
6.64K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 11.25% |
$4.61K - $5K
|
267
$57.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 5.03% |
$4.61K - $5K
|
564
$122K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 8.93% |
$4.44K - $4.81K
|
317
$68.5K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25+ 23.81% |
$4.27K - $4.63K
|
130
$28.1K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24+ 0.09% |
$4.1K - $4.44K
|
28.2K
$6.09M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 36.67% |
$3.76K - $4.07K
|
82
$17.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 1.17% |
$3.76K - $4.07K
|
1.91K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 1.85% |
$3.76K - $4.07K
|
1.21K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
22+ 0.33% |
$3.76K - $4.07K
|
6.65K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21+ 1.0% |
$3.59K - $3.89K
|
2.12K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 1.63% |
$3.59K - $3.89K
|
1.31K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 1.47% |
$3.59K - $3.89K
|
1.45K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
21+ 0.04% |
$3.59K - $3.89K
|
53.8K
$11.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
21+ 1.78% |
$3.59K - $3.89K
|
1.2K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20+ 1.96% |
$3.42K - $3.7K
|
1.04K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
20+ 0.24% |
$3.42K - $3.7K
|
8.19K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 8.23% |
$3.42K - $3.7K
|
263
$56.8K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 5.81% |
$3.42K - $3.7K
|
364
$78.6K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
19+ 47.5% |
$3.25K - $3.52K
|
59
$12.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19+ 0.71% |
$3.25K - $3.52K
|
2.69K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18+ 51.43% |
$3.08K - $3.33K
|
53
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
17+ 1.05% |
$2.91K - $3.15K
|
1.63K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16+ 0.64% |
$2.73K - $2.96K
|
2.52K
$543K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 27.12% |
$2.73K - $2.96K
|
75
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 3.35% |
$2.39K - $2.59K
|
432
$93.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12+ 0.24% |
$2.05K - $2.22K
|
5.07K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.52% |
$2.05K - $2.22K
|
2.31K
$498K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12+ 0.4% |
$2.05K - $2.22K
|
3.01K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12New |
$2.05K - $2.22K
|
12
$2.59K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.17% |
$1.88K - $2.04K
|
6.47K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.61% |
$1.88K - $2.04K
|
1.81K
$391K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
10+ 0.14% |
$1.71K - $1.85K
|
7.11K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10+ 0.18% |
$1.71K - $1.85K
|
5.69K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.26% |
$1.37K - $1.48K
|
3.09K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.72% |
$1.2K - $1.3K
|
264
$57K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 23.33% |
$1.2K - $1.3K
|
37
$7.99K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.2% |
$1.03K - $1.11K
|
3.03K
$654K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 0.15% |
$855 - $925
|
3.45K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$855 - $925
|
3.62K
$782K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$855 - $925
|
2.17K
$468K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$855 - $925
|
4.66K
$1.01M
|