Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
1.94K+ 60.91% |
$443K - $469K
|
5.11K
$1.18M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
181+ 100.0% |
$41.4K - $43.8K
|
362
$83.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.21K+ 68.0% |
$1.19M - $1.26M
|
12.9K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.69K+ 114.78% |
$385K - $408K
|
3.15K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
990+ 97.06% |
$226K - $240K
|
2.01K
$464K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
130New |
$29.7K - $31.5K
|
130
$30K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$897K - $950K
|
3.92K
$906K
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.66K+ 100.0% |
$379K - $402K
|
3.32K
$766K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.4K+ 710.11% |
$2.84M - $3.01M
|
14.2K
$3.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
12.6K+ 104.85% |
$2.89M - $3.06M
|
24.7K
$5.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.13K+ 183.62% |
$487K - $516K
|
3.29K
$760K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
374+ 100.0% |
$85.6K - $90.6K
|
748
$173K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
96.2K+ 93.84% |
$22M - $23.3M
|
199K
$45.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 93.98% |
$575K - $609K
|
5.19K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
946+ 108.99% |
$216K - $229K
|
1.81K
$419K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 242.44% |
$2.71M - $2.87M
|
16.7K
$3.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.15K+ 18.63% |
$264K - $279K
|
7.35K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.21K+ 82.7% |
$276K - $292K
|
2.66K
$615K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7.45K+ 100.58% |
$1.71M - $1.81M
|
14.9K
$3.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
16.5K+ 97.01% |
$3.79M - $4.01M
|
33.6K
$7.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.3KNew |
$6.24M - $6.61M
|
27.3K
$6.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.92K+ 115.44% |
$440K - $465K
|
3.59K
$828K
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7.47K+ 68.47% |
$1.71M - $1.81M
|
18.4K
$4.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
BUY
|
- |
2.3K+ 100.0% |
$526K - $557K
|
4.6K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.2K+ 96.23% |
$2.34M - $2.48M
|
20.8K
$4.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.44K- 11.76% |
$788K - $834K
|
25.8K
$5.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
33.2K+ 95.53% |
$7.6M - $8.05M
|
68K
$15.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 103.8% |
$262K - $278K
|
2.25K
$520K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4+ 100.0% |
$915 - $969
|
8
$1.85K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6K+ 354.09% |
$2.88M - $3.05M
|
16.2K
$3.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
12.5K+ 92.99% |
$2.86M - $3.03M
|
25.9K
$5.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13.7K+ 793.76% |
$3.14M - $3.33M
|
15.5K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.86K+ 99.97% |
$883K - $935K
|
7.73K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
2.85K+ 159.97% |
$652K - $690K
|
4.63K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.63K+ 103.37% |
$1.75M - $1.85M
|
15K
$3.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.18K+ 235.17% |
$956K - $1.01M
|
5.96K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.76K+ 100.22% |
$631K - $668K
|
5.51K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.68KNew |
$384K - $406K
|
1.68K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.4K+ 100.0% |
$1.92M - $2.03M
|
16.8K
$3.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.89K+ 101.75% |
$890K - $942K
|
7.71K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.26K+ 90.88% |
$287K - $304K
|
2.64K
$609K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.64K+ 99.51% |
$374K - $396K
|
3.28K
$758K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.71K+ 1355.0% |
$620K - $656K
|
2.91K
$672K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 11.11% |
$2.75K - $2.91K
|
120
$27.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.2K+ 99.05% |
$2.55M - $2.7M
|
22.4K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.88K+ 100.32% |
$431K - $456K
|
3.76K
$868K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 105.12% |
$2.94M - $3.12M
|
25.1K
$5.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.54% |
$6.63K - $7.02K
|
5.35K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
59.6K+ 98.14% |
$13.6M - $14.4M
|
120K
$27.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-60.1K- 99.92% |
$13.8M - $14.6M
|
48
$11.1K
|
|