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
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 0.78% |
$2.73K - $3.35K
|
1.81K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.65% |
$2.53K - $3.11K
|
2.03K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 1.26% |
$2.53K - $3.11K
|
1.05K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13New |
$2.53K - $3.11K
|
13
$2.81K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.25% |
$1.95K - $2.39K
|
3.99K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
10+ 0.66% |
$1.95K - $2.39K
|
1.52K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 9.28% |
$1.75K - $2.15K
|
106
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 4.79% |
$1.75K - $2.15K
|
197
$42.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$1.36K - $1.68K
|
3.71K
$802K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 5.0% |
$1.36K - $1.68K
|
147
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.06% |
$1.36K - $1.68K
|
11.9K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 9.46% |
$1.36K - $1.68K
|
81
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
7+ 0.65% |
$1.36K - $1.68K
|
1.09K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.17K - $1.44K
|
18.9K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.17% |
$974 - $1.2K
|
3.01K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.18% |
$974 - $1.2K
|
2.74K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$974 - $1.2K
|
5
$1.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5+ 5.26% |
$974 - $1.2K
|
100
$21.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$779 - $958
|
4
$864
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.19% |
$779 - $958
|
2.09K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.08% |
$584 - $718
|
3.57K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$584 - $718
|
2.45K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.19% |
$584 - $718
|
1.59K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$584 - $718
|
1.62K
$350K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$584 - $718
|
3
$648
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.16% |
$390 - $479
|
1.27K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$390 - $479
|
1.04K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.14% |
$390 - $479
|
1.47K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$390 - $479
|
1.22K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.12% |
$390 - $479
|
1.71K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.9% |
$390 - $479
|
71
$15.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.11% |
$195 - $239
|
914
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1+ 0.08% |
$195 - $239
|
1.27K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$195 - $239
|
1.37K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.56% |
$195 - $239
|
180
$38.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$195 - $239
|
343
$74.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$195 - $239
|
1.62K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$195 - $239
|
424
$91.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.09% |
$195 - $239
|
1.17K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1- 0.08% |
$195 - $239
|
1.26K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.05% |
$195 - $239
|
2.01K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.17% |
$390 - $479
|
1.18K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.58% |
$779 - $958
|
683
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5- 0.28% |
$974 - $1.2K
|
1.76K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.16% |
$974 - $1.2K
|
3.16K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.94% |
$974 - $1.2K
|
529
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 1.46% |
$974 - $1.2K
|
337
$72.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.94% |
$1.36K - $1.68K
|
231
$49.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 80.0% |
$1.56K - $1.92K
|
2
$432
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9- 0.42% |
$1.75K - $2.15K
|
2.16K
$466K
|