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
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77KNew |
$345K - $424K
|
1.77K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.77KNew |
$345K - $424K
|
1.77K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.77K+ 8.38% |
$344K - $423K
|
22.8K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.76KNew |
$342K - $420K
|
1.76K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.75K+ 25.31% |
$340K - $418K
|
8.65K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.74K+ 9.98% |
$339K - $417K
|
19.2K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$338K - $415K
|
1.74K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73K+ 7.29% |
$337K - $415K
|
25.5K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 128.65% |
$335K - $412K
|
3.06K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 12.78% |
$331K - $406K
|
15K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.7KNew |
$330K - $406K
|
1.7K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.68KNew |
$327K - $402K
|
1.68K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
1.67KNew |
$325K - $400K
|
1.67K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63KNew |
$318K - $391K
|
1.63K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.63KNew |
$318K - $390K
|
1.63K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.62KNew |
$316K - $388K
|
1.62K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 109.94% |
$315K - $387K
|
3.08K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.61KNew |
$313K - $385K
|
1.61K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.59KNew |
$310K - $381K
|
1.59K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.59K+ 0.9% |
$310K - $380K
|
179K
$38.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.56KNew |
$303K - $372K
|
1.56K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.54K+ 30.22% |
$301K - $370K
|
6.65K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.53KNew |
$297K - $365K
|
1.53K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.52KNew |
$296K - $363K
|
1.52K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.5KNew |
$293K - $360K
|
1.5K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.68% |
$288K - $353K
|
27.5K
$5.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.47KNew |
$286K - $352K
|
1.47K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$276K - $340K
|
1.42K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 13.02% |
$275K - $338K
|
12.3K
$2.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.39K+ 41.48% |
$271K - $333K
|
4.74K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.38KNew |
$269K - $330K
|
1.38K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 145.81% |
$268K - $329K
|
2.32K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37KNew |
$267K - $328K
|
1.37K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.37K+ 19.03% |
$266K - $327K
|
8.55K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34KNew |
$262K - $322K
|
1.34K
$290K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.34KNew |
$261K - $321K
|
1.34K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.33K+ 5.13% |
$258K - $317K
|
27.2K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$258K - $317K
|
1.32K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.3KNew |
$252K - $310K
|
1.3K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.29K+ 5.78% |
$252K - $310K
|
23.7K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 3.25% |
$251K - $309K
|
40.9K
$8.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.27K+ 236.31% |
$247K - $304K
|
1.81K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 11.16% |
$246K - $302K
|
12.6K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.25K+ 51.42% |
$244K - $300K
|
3.69K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.24KNew |
$242K - $298K
|
1.24K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.24K+ 27.63% |
$242K - $298K
|
5.74K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.23K+ 4.79% |
$239K - $293K
|
26.8K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.22KNew |
$238K - $293K
|
1.22K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.19KNew |
$231K - $284K
|
1.19K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.17KNew |
$228K - $280K
|
1.17K
$253K
|