Purchases and Sales Made in Q3 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$840 - $1.04K
|
6
$1.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.15% |
$840 - $1.04K
|
4.02K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 1.12% |
$700 - $865
|
453
$97.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5New |
$700 - $865
|
5
$1.08K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 3.65% |
$700 - $865
|
142
$30.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$420 - $519
|
3
$648
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.17% |
$420 - $519
|
1.73K
$374K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 3.85% |
$420 - $519
|
81
$17.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3+ 0.14% |
$420 - $519
|
2.1K
$453K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.05% |
$420 - $519
|
5.58K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2+ 0.11% |
$280 - $346
|
1.75K
$377K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$280 - $346
|
897
$194K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$280 - $346
|
1.57K
$340K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.34% |
$280 - $346
|
582
$126K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.24% |
$280 - $346
|
828
$179K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.19% |
$140 - $173
|
519
$112K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $173
|
2.94K
$634K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $173
|
3.16K
$682K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$140 - $173
|
9.59K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
1+ 0.05% |
$140 - $173
|
1.93K
$416K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$140 - $173
|
2.25K
$485K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$140 - $173
|
4.58K
$988K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$140 - $173
|
2.59K
$559K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.03% |
$140 - $173
|
3.17K
$685K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$140 - $173
|
290
$62.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.81% |
$140 - $173
|
125
$27K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$140 - $173
|
1.64K
$353K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$140 - $173
|
413
$89.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$140 - $173
|
4.68K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.25% |
$140 - $173
|
392
$84.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.57% |
$140 - $173
|
173
$37.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.02% |
$140 - $173
|
4.88K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1- 0.01% |
$140 - $173
|
19.3K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 28.57% |
$280 - $346
|
5
$1.08K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2- 0.65% |
$280 - $346
|
305
$65.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$420 - $519
|
3.9K
$843K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.06% |
$420 - $519
|
4.96K
$1.07M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-4- 0.21% |
$560 - $692
|
1.93K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.17% |
$700 - $865
|
2.92K
$631K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 4.17% |
$840 - $1.04K
|
138
$29.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6- -0.0% |
$840 - $1.04K
|
241K
$52M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-7- 0.13% |
$980 - $1.21K
|
5.5K
$1.19M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 1.77% |
$1.12K - $1.38K
|
444
$95.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.56% |
$1.26K - $1.56K
|
1.61K
$348K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9- 0.13% |
$1.26K - $1.56K
|
7.12K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 5.22% |
$1.68K - $2.08K
|
218
$47.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-12- 0.15% |
$1.68K - $2.08K
|
8.25K
$1.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 6.74% |
$1.82K - $2.25K
|
180
$38.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.15% |
$2.1K - $2.59K
|
10.2K
$2.21M
|