Purchases and Sales Made in Q4 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
265+ 2.54% |
$51.6K - $63.4K
|
10.7K
$2.31M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
262+ 4.22% |
$51K - $62.7K
|
6.48K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
255+ 4.22% |
$49.7K - $61.1K
|
6.3K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
251+ 8.9% |
$48.9K - $60.1K
|
3.07K
$663K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
250+ 3.53% |
$48.7K - $59.9K
|
7.33K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
244New |
$47.5K - $58.4K
|
244
$52.7K
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
243+ 1.15% |
$47.3K - $58.2K
|
21.4K
$4.61M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
233+ 7.36% |
$45.4K - $55.8K
|
3.4K
$734K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
230+ 4.75% |
$44.8K - $55.1K
|
5.07K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
225+ 5.75% |
$43.8K - $53.9K
|
4.14K
$894K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
225+ 13.42% |
$43.8K - $53.9K
|
1.9K
$411K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
224+ 16.36% |
$43.6K - $53.6K
|
1.59K
$344K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
223+ 10.5% |
$43.4K - $53.4K
|
2.35K
$507K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
222New |
$43.2K - $53.2K
|
222
$47.9K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 12.07% |
$43.1K - $52.9K
|
2.05K
$443K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 13.23% |
$43.1K - $52.9K
|
1.89K
$409K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
221New |
$43.1K - $52.9K
|
221
$47.7K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
220+ 3.62% |
$42.9K - $52.7K
|
6.31K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
219+ 3.13% |
$42.7K - $52.4K
|
7.21K
$1.56M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
219+ 6.97% |
$42.7K - $52.4K
|
3.36K
$726K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
216+ 8.65% |
$42.1K - $51.7K
|
2.71K
$586K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$41.3K - $50.8K
|
212
$45.8K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
204+ 11.87% |
$39.7K - $48.8K
|
1.92K
$415K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
202+ 4.63% |
$39.3K - $48.4K
|
4.56K
$986K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
200New |
$39K - $47.9K
|
200
$43.2K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
200+ 61.16% |
$39K - $47.9K
|
527
$114K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
197+ 6.99% |
$38.4K - $47.2K
|
3.02K
$651K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
194+ 2.36% |
$37.8K - $46.4K
|
8.43K
$1.82M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
190+ 84.07% |
$37K - $45.5K
|
416
$89.8K
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
190+ 0.95% |
$37K - $45.5K
|
20.1K
$4.34M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
186+ 4.82% |
$36.2K - $44.5K
|
4.04K
$873K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
183+ 11.35% |
$35.6K - $43.8K
|
1.8K
$388K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
182New |
$35.5K - $43.6K
|
182
$39.3K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
176+ 10.06% |
$34.3K - $42.1K
|
1.93K
$416K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
175+ 3.57% |
$34.1K - $41.9K
|
5.08K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170+ 0.84% |
$33.1K - $40.7K
|
20.5K
$4.42M
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
170+ 0.31% |
$33.1K - $40.7K
|
55.2K
$11.9M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 85.28% |
$32.7K - $40.2K
|
365
$78.8K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
165+ 2.26% |
$32.1K - $39.5K
|
7.48K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
160+ 3.37% |
$31.2K - $38.3K
|
4.91K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
160New |
$31.2K - $38.3K
|
160
$34.6K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158+ 13.27% |
$30.8K - $37.8K
|
1.35K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
158+ 2.21% |
$30.8K - $37.8K
|
7.31K
$1.58M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
156+ 1.67% |
$30.4K - $37.4K
|
9.51K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
156+ 5.75% |
$30.4K - $37.4K
|
2.87K
$620K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
152+ 14.95% |
$29.6K - $36.4K
|
1.17K
$252K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
150+ 1.93% |
$29.2K - $35.9K
|
7.93K
$1.71M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
150+ 6.63% |
$29.2K - $35.9K
|
2.41K
$521K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
144+ 9.49% |
$28.1K - $34.5K
|
1.66K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
142+ 15.29% |
$27.7K - $34K
|
1.07K
$231K
|