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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.19K+ 236.55% |
$615K - $744K
|
4.54K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.77K+ 24.5% |
$340K - $412K
|
8.98K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-773- 17.19% |
$149K - $180K
|
3.73K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 24.99% |
$112K - $136K
|
1.75K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
70+ 0.21% |
$13.5K - $16.3K
|
33.9K
$6.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-3.95K- 45.39% |
$761K - $922K
|
4.76K
$937K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6K+ 7864.52% |
$2.82M - $3.41M
|
14.8K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$963 - $1.17K
|
1.09K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 30.87% |
$979K - $1.19M
|
21.6K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.17K- 38.0% |
$226K - $273K
|
1.91K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-522- 14.79% |
$101K - $122K
|
3.01K
$593K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-72- 4.11% |
$13.9K - $16.8K
|
1.68K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
5.99K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-52- 3.4% |
$10K - $12.1K
|
1.48K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
527+ 76.16% |
$102K - $123K
|
1.22K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
214+ 1.77% |
$41.2K - $49.9K
|
12.3K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-42- 2.04% |
$8.09K - $9.79K
|
2.02K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.47K+ 10.71% |
$475K - $575K
|
25.5K
$5.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$419K - $508K
|
2.18K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-153- 12.82% |
$29.5K - $35.7K
|
1.04K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.65K- 26.65% |
$1.28M - $1.55M
|
18.3K
$3.6M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-85- 6.88% |
$16.4K - $19.8K
|
1.15K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 10.28% |
$265K - $321K
|
14.7K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$30.8K - $37.3K
|
160
$31.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-713- 39.72% |
$137K - $166K
|
1.08K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.4K+ 14.29% |
$2.39M - $2.89M
|
99.1K
$19.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-99- 2.32% |
$19.1K - $23.1K
|
4.16K
$820K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
134+ 73.63% |
$25.8K - $31.2K
|
316
$62.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.05KNew |
$202K - $244K
|
1.05K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-15- 1.3% |
$2.89K - $3.5K
|
1.14K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-427- 9.89% |
$82.2K - $99.6K
|
3.89K
$766K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 16.08% |
$271K - $328K
|
10.1K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-216- 0.94% |
$41.6K - $50.4K
|
22.9K
$4.51M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 17.24% |
$4.82K - $5.83K
|
120
$23.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.61K+ 73.07% |
$310K - $375K
|
3.81K
$751K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 2.75% |
$239K - $290K
|
46.5K
$9.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.5K- 56.64% |
$2.99M - $3.62M
|
11.9K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.61% |
$193 - $233
|
164
$32.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-67- 2.3% |
$12.9K - $15.6K
|
2.85K
$561K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-90.1K- 50.72% |
$17.3M - $21M
|
87.5K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-9.38K- 34.52% |
$1.81M - $2.19M
|
17.8K
$3.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.07K- 7.76% |
$206K - $249K
|
12.7K
$2.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.09K- 41.06% |
$403K - $488K
|
3.01K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
762+ 12.72% |
$147K - $178K
|
6.75K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.14K- 59.29% |
$411K - $498K
|
1.47K
$289K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.01% |
$77K - $93.3K
|
9.58K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-48- 4.3% |
$9.24K - $11.2K
|
1.07K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
257+ 4.63% |
$49.5K - $59.9K
|
5.81K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.92K+ 1903.13% |
$1.52M - $1.85M
|
8.33K
$1.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
127K+ 16586.46% |
$24.5M - $29.7M
|
128K
$25.3M
|