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 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 1.82% |
$3.9K - $4.79K
|
1.08K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
608New |
$118K - $146K
|
608
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 33.21% |
$4.33M - $5.32M
|
89.2K
$19.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
139+ 5.07% |
$27.1K - $33.3K
|
2.88K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-23- 0.35% |
$4.48K - $5.51K
|
6.59K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
638+ 23.76% |
$124K - $153K
|
3.32K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
352+ 14.37% |
$68.6K - $84.3K
|
2.8K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
25+ 0.26% |
$4.87K - $5.99K
|
9.49K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$872K - $1.07M
|
4.48K
$967K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
825+ 80.1% |
$161K - $198K
|
1.86K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
156+ 1.67% |
$30.4K - $37.4K
|
9.51K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-634- 5.5% |
$124K - $152K
|
10.9K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 5.1% |
$6.23K - $7.66K
|
596
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-3.65K- 49.32% |
$711K - $874K
|
3.75K
$810K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-37- 1.7% |
$7.21K - $8.86K
|
2.14K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.84K+ 2.01% |
$1.14M - $1.4M
|
297K
$64.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-33.4K- 3.7% |
$6.51M - $8M
|
869K
$188M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 0.92% |
$12.7K - $15.6K
|
7.14K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
128+ 8.52% |
$24.9K - $30.6K
|
1.63K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 8.7% |
$7.79K - $9.58K
|
500
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 9.28% |
$1.75K - $2.15K
|
106
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.45KNew |
$478K - $587K
|
2.45K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
17.3KNew |
$3.37M - $4.15M
|
17.3K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
230+ 4.75% |
$44.8K - $55.1K
|
5.07K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 55.13% |
$586K - $720K
|
2.45K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 85.28% |
$32.7K - $40.2K
|
365
$78.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$3.31K - $4.07K
|
17
$3.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 9.46% |
$1.36K - $1.68K
|
81
$17.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$338K - $415K
|
1.74K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
504New |
$98.2K - $121K
|
504
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$584 - $718
|
1.62K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-471- 7.81% |
$91.8K - $113K
|
5.56K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-177- 10.73% |
$34.5K - $42.4K
|
1.47K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.57K+ 38.6% |
$1.48M - $1.81M
|
27.2K
$5.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
886New |
$173K - $212K
|
886
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.1KNew |
$3.92M - $4.82M
|
20.1K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$41.3K - $50.8K
|
212
$45.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.63KNew |
$318K - $390K
|
1.63K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-952- 16.33% |
$185K - $228K
|
4.88K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.31KNew |
$644K - $792K
|
3.31K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.65K+ 13.07% |
$711K - $874K
|
31.6K
$6.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 17.54% |
$209K - $256K
|
7.18K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 1.36% |
$17.5K - $21.5K
|
6.72K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-68.3K- 55.32% |
$13.3M - $16.3M
|
55.1K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-201- 0.55% |
$39.2K - $48.1K
|
36.3K
$7.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.83KNew |
$746K - $917K
|
3.83K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
907New |
$177K - $217K
|
907
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.14K- 14.32% |
$222K - $272K
|
6.81K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
23New |
$4.48K - $5.51K
|
23
$4.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.07K+ 15.29% |
$402K - $494K
|
15.6K
$3.36M
|