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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-815- 6.88% |
$159K - $195K
|
11K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
89.1KNew |
$17.4M - $21.3M
|
89.1K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
22+ 0.96% |
$4.29K - $5.27K
|
2.31K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25New |
$4.87K - $5.99K
|
25
$5.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.11K+ 51.43% |
$411K - $505K
|
6.22K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-298- 14.12% |
$58.1K - $71.4K
|
1.81K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.7KNew |
$330K - $406K
|
1.7K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
68.2K+ 17.12% |
$13.3M - $16.3M
|
467K
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
914New |
$178K - $219K
|
914
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
599+ 8.69% |
$117K - $143K
|
7.49K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
308+ 15.44% |
$60K - $73.7K
|
2.3K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
518+ 16.12% |
$101K - $124K
|
3.73K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.01K- 2.83% |
$1.56M - $1.92M
|
275K
$59.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
111+ 5.28% |
$21.6K - $26.6K
|
2.22K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 1.97% |
$5.06K - $6.23K
|
1.35K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
660+ 111.3% |
$129K - $158K
|
1.25K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.22K- 29.74% |
$823K - $1.01M
|
9.98K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-681- 4.16% |
$133K - $163K
|
15.7K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19- 1.38% |
$3.7K - $4.55K
|
1.36K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
16.3KNew |
$3.18M - $3.91M
|
16.3K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.18% |
$4.48K - $5.51K
|
1.08K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.19KNew |
$231K - $284K
|
1.19K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
308+ 1.02% |
$60K - $73.7K
|
30.4K
$6.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 31.55% |
$168K - $206K
|
1.87K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 0.52% |
$10.9K - $13.4K
|
10.8K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
956New |
$186K - $229K
|
956
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.63K+ 15.94% |
$1.88M - $2.31M
|
70.1K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.14% |
$390 - $479
|
1.47K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.7K- 5.93% |
$7.93M - $9.75M
|
646K
$140M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
394New |
$76.8K - $94.3K
|
394
$85.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 1.09% |
$7.21K - $8.86K
|
3.44K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
13.4KNew |
$2.61M - $3.21M
|
13.4K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-645- 11.27% |
$126K - $154K
|
5.08K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.75K- 1.76% |
$1.12M - $1.38M
|
321K
$69.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-61- 10.03% |
$11.9K - $14.6K
|
547
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.29K+ 5.78% |
$252K - $310K
|
23.7K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
812New |
$158K - $194K
|
812
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
150+ 1.93% |
$29.2K - $35.9K
|
7.93K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
72.4K+ 52.1% |
$14.1M - $17.3M
|
211K
$45.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.98K- 11.95% |
$1.16M - $1.43M
|
44K
$9.51M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
378+ 1260.0% |
$73.6K - $90.5K
|
408
$88.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
74+ 3.23% |
$14.4K - $17.7K
|
2.37K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.04MNew |
$397M - $488M
|
2.04M
$440M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
339New |
$66K - $81.2K
|
339
$73.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
359+ 16.71% |
$69.9K - $86K
|
2.51K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.17KNew |
$813K - $999K
|
4.17K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-430- 2.6% |
$83.8K - $103K
|
16.1K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 4.32% |
$8.77K - $10.8K
|
996
$215K
|