Purchases and Sales Made in Q4 2022 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
12+ 0.09% |
$1.52K - $1.77K
|
13.5K
$2.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.38% |
$1.52K - $1.77K
|
3.13K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$1.26K - $1.48K
|
10
$2.16K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.26% |
$1.26K - $1.48K
|
3.84K
$830K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10+ 0.03% |
$1.26K - $1.48K
|
31K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.22% |
$1.14K - $1.33K
|
4.03K
$869K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9+ 0.44% |
$1.14K - $1.33K
|
2.05K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.3% |
$1.01K - $1.18K
|
2.71K
$585K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
8+ 0.37% |
$1.01K - $1.18K
|
2.18K
$471K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
8New |
$1.01K - $1.18K
|
8
$1.73K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.81% |
$884 - $1.03K
|
867
$187K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
7+ 0.37% |
$884 - $1.03K
|
1.92K
$414K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$884 - $1.03K
|
5.56K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7+ 0.09% |
$884 - $1.03K
|
7.71K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.11% |
$758 - $885
|
5.29K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$505 - $590
|
4
$864
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.28% |
$379 - $443
|
1.07K
$232K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$253 - $295
|
899
$194K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$253 - $295
|
939
$203K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $148
|
4.58K
$988K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$126 - $148
|
414
$89.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.05% |
$126 - $148
|
96
$20.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $148
|
5.08K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.22% |
$126 - $148
|
454
$98K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.45% |
$126 - $148
|
222
$47.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.65% |
$126 - $148
|
154
$33.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.04% |
$126 - $148
|
2.26K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.36% |
$126 - $148
|
280
$60.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $148
|
4.97K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.94% |
$126 - $148
|
107
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 20.0% |
$126 - $148
|
4
$864
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$253 - $295
|
16.3K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2- 7.41% |
$253 - $295
|
25
$5.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 1.45% |
$379 - $443
|
204
$44.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
SELL
|
- |
-3- 0.15% |
$379 - $443
|
2K
$433K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5- 0.22% |
$631 - $738
|
2.26K
$488K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5- 0.16% |
$631 - $738
|
3.21K
$693K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-6- 0.08% |
$758 - $885
|
7.77K
$1.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.37% |
$1.01K - $1.18K
|
2.17K
$468K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 0.83% |
$1.14K - $1.33K
|
1.07K
$231K
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-9- 0.3% |
$1.14K - $1.33K
|
2.99K
$645K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 2.55% |
$1.26K - $1.48K
|
382
$82.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14- 34.15% |
$1.77K - $2.07K
|
27
$5.83K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-15- 0.43% |
$1.89K - $2.21K
|
3.49K
$754K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15- 15.46% |
$1.89K - $2.21K
|
82
$17.7K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-15- 0.36% |
$1.89K - $2.21K
|
4.1K
$885K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16- 0.54% |
$2.02K - $2.36K
|
2.96K
$639K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-20- 0.92% |
$2.53K - $2.95K
|
2.16K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-20- 0.68% |
$2.53K - $2.95K
|
2.94K
$634K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-23Closed |
$2.9K - $3.39K
|
0
$0
|