Purchases and Sales Made in Q3 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.28% |
$6.63K - $7.83K
|
13.8K
$3.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 19.0% |
$6.46K - $7.63K
|
238
$54.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38+ 71.7% |
$6.46K - $7.63K
|
91
$20.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37+ 1.64% |
$6.29K - $7.43K
|
2.29K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.9% |
$5.95K - $7.03K
|
3.92K
$900K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32+ 0.55% |
$5.44K - $6.43K
|
5.86K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$5.27K - $6.23K
|
31
$7.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.5% |
$5.1K - $6.03K
|
6.05K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28+ 0.05% |
$4.76K - $5.62K
|
53.4K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28+ 2.07% |
$4.76K - $5.62K
|
1.38K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
25+ 0.75% |
$4.25K - $5.02K
|
3.35K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.15% |
$4.25K - $5.02K
|
16.3K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 1.85% |
$4.25K - $5.02K
|
1.38K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25New |
$4.25K - $5.02K
|
25
$5.75K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 1.51% |
$4.08K - $4.82K
|
1.62K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.56% |
$3.74K - $4.42K
|
1.44K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 116.67% |
$3.57K - $4.22K
|
39
$8.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
21+ 1.41% |
$3.57K - $4.22K
|
1.51K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 9.18% |
$3.23K - $3.82K
|
226
$52K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 32.08% |
$2.89K - $3.41K
|
70
$16.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 0.84% |
$2.55K - $3.01K
|
1.8K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 11.9% |
$2.55K - $3.01K
|
141
$32.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15+ 0.85% |
$2.55K - $3.01K
|
1.78K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 9.43% |
$2.55K - $3.01K
|
174
$40K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
13+ 0.67% |
$2.21K - $2.61K
|
1.97K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
13+ 1.0% |
$2.21K - $2.61K
|
1.32K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.11% |
$2.04K - $2.41K
|
10.8K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12New |
$2.04K - $2.41K
|
12
$2.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.16% |
$2.04K - $2.41K
|
1.05K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 1100.0% |
$1.87K - $2.21K
|
12
$2.76K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.7K - $2.01K
|
10
$2.3K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.52% |
$1.7K - $2.01K
|
1.92K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.44% |
$1.19K - $1.41K
|
1.59K
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$1.19K - $1.41K
|
3.71K
$853K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.22% |
$1.02K - $1.21K
|
2.73K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6+ 0.12% |
$1.02K - $1.21K
|
4.88K
$1.12M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$850 - $1K
|
2.17K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 8.47% |
$850 - $1K
|
64
$14.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.17% |
$850 - $1K
|
2.95K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.03% |
$680 - $803
|
393
$90.4K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.22% |
$510 - $603
|
1.36K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3+ 0.08% |
$510 - $603
|
3.96K
$910K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$510 - $603
|
1.27K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.2% |
$510 - $603
|
1.47K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3+ 0.05% |
$510 - $603
|
6.03K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.17% |
$510 - $603
|
1.74K
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.08% |
$340 - $402
|
2.5K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.1% |
$340 - $402
|
1.94K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$340 - $402
|
913
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2+ 0.16% |
$340 - $402
|
1.26K
$289K
|