Purchases and Sales Made in Q2 2023 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.14% |
$1.15K - $1.36K
|
5.91K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
7+ 0.13% |
$1K - $1.19K
|
5.27K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.08% |
$1K - $1.19K
|
8.51K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
7+ 0.07% |
$1K - $1.19K
|
10.2K
$2.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 2.88% |
$861 - $1.02K
|
214
$46.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.16% |
$861 - $1.02K
|
3.74K
$807K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
$861 - $1.02K
|
1.44K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6+ 0.42% |
$861 - $1.02K
|
1.44K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 3.68% |
$718 - $849
|
141
$30.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.8% |
$574 - $679
|
505
$109K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.2% |
$574 - $679
|
1.99K
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.08% |
$574 - $679
|
4.96K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$431 - $509
|
1.53K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.22% |
$431 - $509
|
1.34K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.19% |
$431 - $509
|
1.61K
$347K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$431 - $509
|
3
$648
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.13% |
$431 - $509
|
2.29K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.39% |
$287 - $340
|
515
$111K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$287 - $340
|
1.65K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2+ 0.13% |
$287 - $340
|
1.53K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$287 - $340
|
2
$432
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$287 - $340
|
904
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$144 - $170
|
424
$91.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.18% |
$144 - $170
|
565
$122K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.09% |
$144 - $170
|
1.14K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$144 - $170
|
5.69K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.8% |
$144 - $170
|
126
$27.2K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1- 0.01% |
$144 - $170
|
9.7K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.65% |
$144 - $170
|
153
$33K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 0.91% |
$144 - $170
|
109
$23.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.04% |
$144 - $170
|
2.78K
$600K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.01% |
$287 - $340
|
15.4K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2- 0.11% |
$287 - $340
|
1.79K
$387K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.06% |
$431 - $509
|
4.87K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.06% |
$431 - $509
|
4.87K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5- 0.28% |
$718 - $849
|
1.78K
$385K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5- 0.33% |
$718 - $849
|
1.49K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-6- 0.43% |
$861 - $1.02K
|
1.41K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.33% |
$1.15K - $1.36K
|
2.44K
$528K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-10- 0.02% |
$1.44K - $1.7K
|
52.9K
$11.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.84% |
$1.44K - $1.7K
|
1.18K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.25% |
$1.44K - $1.7K
|
3.93K
$849K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.29% |
$1.44K - $1.7K
|
3.42K
$738K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-10- 0.06% |
$1.44K - $1.7K
|
16.4K
$3.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.17% |
$1.44K - $1.7K
|
5.84K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-10- 0.17% |
$1.44K - $1.7K
|
5.87K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-10- 0.98% |
$1.44K - $1.7K
|
1.01K
$218K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-11- 0.05% |
$1.58K - $1.87K
|
23.5K
$5.07M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-12- 0.97% |
$1.72K - $2.04K
|
1.23K
$266K
|