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 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-400- 1.35% |
$57.4K - $67.9K
|
29.3K
$6.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 11.64% |
$57.4K - $67.9K
|
3.04K
$656K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-404- 20.44% |
$58K - $68.6K
|
1.57K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-408- 8.33% |
$58.6K - $69.3K
|
4.49K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-410- 5.19% |
$58.9K - $69.6K
|
7.49K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-410- 9.21% |
$58.9K - $69.6K
|
4.04K
$872K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-415- 16.75% |
$59.6K - $70.5K
|
2.06K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-418- 25.53% |
$60K - $71K
|
1.22K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-446- 8.81% |
$64K - $75.7K
|
4.62K
$998K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-447- 2.2% |
$64.2K - $75.9K
|
19.8K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-469- 4.09% |
$67.3K - $79.6K
|
11K
$2.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-469- 39.44% |
$67.3K - $79.6K
|
720
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-480- 4.33% |
$68.9K - $81.5K
|
10.6K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-485- 1.32% |
$69.6K - $82.4K
|
36.3K
$7.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-487- 8.03% |
$69.9K - $82.7K
|
5.58K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 2.89% |
$71.8K - $84.9K
|
16.8K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-529- 24.6% |
$75.9K - $89.8K
|
1.62K
$350K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-562- 4.95% |
$80.7K - $95.4K
|
10.8K
$2.33M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-566- 3.17% |
$81.2K - $96.1K
|
17.3K
$3.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-576- 29.89% |
$82.7K - $97.8K
|
1.35K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-590- 3.93% |
$84.7K - $100K
|
14.4K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-596- 2.53% |
$85.5K - $101K
|
22.9K
$4.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-606- 22.28% |
$87K - $103K
|
2.11K
$457K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-607- 6.11% |
$87.1K - $103K
|
9.33K
$2.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-626- 8.43% |
$89.9K - $106K
|
6.8K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-633- 3.12% |
$90.9K - $107K
|
19.6K
$4.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-635- 27.73% |
$91.1K - $108K
|
1.66K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-675- 24.06% |
$96.9K - $115K
|
2.13K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-722- 17.67% |
$104K - $123K
|
3.36K
$726K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-747- 9.6% |
$107K - $127K
|
7.04K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-756- 14.13% |
$109K - $128K
|
4.59K
$992K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-764- 7.67% |
$110K - $130K
|
9.2K
$1.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-781- 8.61% |
$112K - $133K
|
8.3K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-800- 1.44% |
$115K - $136K
|
54.7K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-821- 33.05% |
$118K - $139K
|
1.66K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-835- 14.37% |
$120K - $142K
|
4.98K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-869- 26.88% |
$125K - $148K
|
2.36K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-870- 22.65% |
$125K - $148K
|
2.97K
$642K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-897- 5.75% |
$129K - $152K
|
14.7K
$3.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-916- 1.26% |
$131K - $156K
|
71.9K
$15.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-922- 3.46% |
$132K - $157K
|
25.8K
$5.56M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-935- 12.01% |
$134K - $159K
|
6.85K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-973- 27.19% |
$140K - $165K
|
2.61K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-975- 4.04% |
$140K - $166K
|
23.2K
$5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-994- 12.64% |
$143K - $169K
|
6.87K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-996- 7.43% |
$143K - $169K
|
12.4K
$2.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-1.02K- 20.21% |
$146K - $172K
|
4.01K
$865K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.02K- 5.28% |
$147K - $173K
|
18.3K
$3.95M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 72.34% |
$147K - $174K
|
392
$84.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.06K- 13.29% |
$152K - $179K
|
6.9K
$1.49M
|