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 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
140+ 8.57% |
$27.3K - $33.5K
|
1.77K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
139+ 5.07% |
$27.1K - $33.3K
|
2.88K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
132+ 2.25% |
$25.7K - $31.6K
|
5.99K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
132+ 5.15% |
$25.7K - $31.6K
|
2.7K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
131+ 11.26% |
$25.5K - $31.4K
|
1.29K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
130New |
$25.3K - $31.1K
|
130
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
130New |
$25.3K - $31.1K
|
130
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 8.57% |
$24.9K - $30.6K
|
1.62K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 3.12% |
$24.9K - $30.6K
|
4.23K
$913K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
128+ 8.52% |
$24.9K - $30.6K
|
1.63K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 1.33% |
$24.7K - $30.4K
|
9.69K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
126+ 7.92% |
$24.5K - $30.2K
|
1.72K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
126+ 8.46% |
$24.5K - $30.2K
|
1.62K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
125+ 0.21% |
$24.4K - $29.9K
|
59K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
122+ 1.51% |
$23.8K - $29.2K
|
8.21K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
119+ 1.02% |
$23.2K - $28.5K
|
11.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
119New |
$23.2K - $28.5K
|
119
$25.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
115+ 2.07% |
$22.4K - $27.5K
|
5.68K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
112+ 8.12% |
$21.8K - $26.8K
|
1.49K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
111+ 5.28% |
$21.6K - $26.6K
|
2.22K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
109+ 1.44% |
$21.2K - $26.1K
|
7.7K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
109+ 3.53% |
$21.2K - $26.1K
|
3.19K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
109+ 4.02% |
$21.2K - $26.1K
|
2.82K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
106+ 7.69% |
$20.6K - $25.4K
|
1.48K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
106+ 7.58% |
$20.6K - $25.4K
|
1.51K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101+ 2.36% |
$19.7K - $24.2K
|
4.39K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 2.44% |
$19.5K - $23.9K
|
4.2K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
99+ 7.14% |
$19.3K - $23.7K
|
1.49K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 1.48% |
$19.1K - $23.5K
|
6.72K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
97+ 6.4% |
$18.9K - $23.2K
|
1.61K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
92+ 1.31% |
$17.9K - $22K
|
7.13K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
92+ 42.01% |
$17.9K - $22K
|
311
$67.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
92+ 0.46% |
$17.9K - $22K
|
20.2K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 1.36% |
$17.5K - $21.5K
|
6.72K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
86New |
$16.8K - $20.6K
|
86
$18.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
85+ 1.13% |
$16.6K - $20.4K
|
7.62K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
85+ 10.52% |
$16.6K - $20.4K
|
893
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 7.1% |
$16.4K - $20.1K
|
1.27K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
81+ 0.77% |
$15.8K - $19.4K
|
10.6K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 0.74% |
$15.4K - $18.9K
|
10.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
78+ 4.17% |
$15.2K - $18.7K
|
1.95K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
77+ 4.56% |
$15K - $18.4K
|
1.77K
$381K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
77New |
$15K - $18.4K
|
77
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
75+ 1.53% |
$14.6K - $18K
|
4.99K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 4.41% |
$14.6K - $18K
|
1.78K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
74+ 3.23% |
$14.4K - $17.7K
|
2.37K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
71+ 0.52% |
$13.8K - $17K
|
13.7K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 11.11% |
$13.8K - $17K
|
710
$153K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$13.8K - $17K
|
71
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.44% |
$13.6K - $16.8K
|
15.9K
$3.43M
|