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 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
6.3K+ 110.56% |
$1.23M - $1.51M
|
12K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.25KNew |
$1.22M - $1.5M
|
6.25K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.17K+ 625.86% |
$1.2M - $1.48M
|
7.16K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.08K+ 2.55% |
$1.18M - $1.46M
|
245K
$52.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.84K+ 2.01% |
$1.14M - $1.4M
|
297K
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.75KNew |
$1.12M - $1.38M
|
5.75K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
5.59K+ 109.98% |
$1.09M - $1.34M
|
10.7K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.48KNew |
$1.07M - $1.31M
|
5.48K
$1.18M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
5.34KNew |
$1.04M - $1.28M
|
5.34K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 23.32% |
$1M - $1.23M
|
27.1K
$5.86M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.1K+ 56.93% |
$994K - $1.22M
|
14.1K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.04K+ 21.9% |
$981K - $1.21M
|
28K
$6.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.01K+ 177.69% |
$976K - $1.2M
|
7.83K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.9KNew |
$954K - $1.17M
|
4.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.86KNew |
$947K - $1.16M
|
4.86K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.73KNew |
$921K - $1.13M
|
4.73K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$872K - $1.07M
|
4.48K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.39K+ 114.1% |
$854K - $1.05M
|
8.23K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 17.77% |
$850K - $1.04M
|
28.9K
$6.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.35K+ 2.98% |
$848K - $1.04M
|
151K
$32.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.17KNew |
$813K - $999K
|
4.17K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
4.17KNew |
$812K - $998K
|
4.17K
$900K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.16KNew |
$811K - $997K
|
4.16K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.14KNew |
$806K - $991K
|
4.14K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.04K+ 4.72% |
$786K - $966K
|
89.6K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.02K+ 43.46% |
$783K - $963K
|
13.3K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.01K+ 1.71% |
$781K - $960K
|
238K
$51.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.96KNew |
$772K - $949K
|
3.96K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.94KNew |
$767K - $943K
|
3.94K
$851K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.83KNew |
$746K - $917K
|
3.83K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.8K+ 23.2% |
$741K - $911K
|
20.2K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.77K+ 11.46% |
$734K - $902K
|
36.7K
$7.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.65K+ 13.07% |
$711K - $874K
|
31.6K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.64K+ 33.28% |
$710K - $872K
|
14.6K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.58K+ 115.86% |
$697K - $857K
|
6.67K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.55KNew |
$692K - $850K
|
3.55K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.53KNew |
$688K - $845K
|
3.53K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.53KNew |
$688K - $845K
|
3.53K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.52KNew |
$685K - $842K
|
3.52K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.51K+ 17.55% |
$684K - $840K
|
23.5K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.48K+ 6.02% |
$679K - $834K
|
61.4K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.43K+ 31.08% |
$668K - $821K
|
14.5K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.31KNew |
$644K - $792K
|
3.31K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 19.66% |
$642K - $789K
|
20.1K
$4.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.27K+ 306.86% |
$636K - $782K
|
4.33K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
3.25K+ 16.71% |
$634K - $779K
|
22.7K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.2KNew |
$623K - $766K
|
3.2K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2K+ 17.71% |
$623K - $765K
|
21.3K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 23.98% |
$622K - $764K
|
16.5K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.18KNew |
$619K - $761K
|
3.18K
$687K
|