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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
742+ 2.51% |
$160K - $180K
|
30.3K
$7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
397K+ 17.59% |
$85.8M - $96.1M
|
2.65M
$613M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 38.46% |
$5.4K - $6.05K
|
40
$9.24K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-362- 2.57% |
$78.2K - $87.7K
|
13.7K
$3.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-50- 2.54% |
$10.8K - $12.1K
|
1.92K
$444K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 0.56% |
$1.08K - $1.21K
|
883
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
71+ 3.52% |
$15.3K - $17.2K
|
2.09K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.09% |
$216 - $242
|
1.12K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-156- 4.85% |
$33.7K - $37.8K
|
3.06K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-180K- 95.25% |
$39M - $43.7M
|
9K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-91- 1.49% |
$19.7K - $22K
|
6K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-176- 16.07% |
$38K - $42.6K
|
919
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.2K- 3.48% |
$8.47M - $9.49M
|
1.09M
$251M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
11.5K+ 19.06% |
$2.48M - $2.78M
|
71.6K
$16.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 3.46% |
$15.6K - $17.4K
|
2.01K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
42New |
$9.08K - $10.2K
|
42
$9.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 8.12% |
$227K - $255K
|
11.9K
$2.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
550+ 68.75% |
$119K - $133K
|
1.35K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.17% |
$1.3K - $1.45K
|
3.52K
$814K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.92K+ 14.19% |
$1.06M - $1.19M
|
39.6K
$9.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-106- 50.24% |
$22.9K - $25.7K
|
105
$24.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68+ 7.47% |
$14.7K - $16.5K
|
978
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
472+ 4.0% |
$102K - $114K
|
12.3K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-47- 0.22% |
$10.2K - $11.4K
|
21.1K
$4.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
686+ 1.52% |
$148K - $166K
|
45.8K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
205+ 28.87% |
$44.3K - $49.6K
|
915
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-592- 7.75% |
$128K - $143K
|
7.05K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-38.1K- 28.69% |
$8.22M - $9.22M
|
94.6K
$21.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.02% |
$216 - $242
|
4.91K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.2% |
$864 - $969
|
2.03K
$469K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
31New |
$6.7K - $7.51K
|
31
$7.16K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 3.12% |
$6.7K - $7.51K
|
1.03K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-240- 7.09% |
$51.9K - $58.1K
|
3.15K
$727K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 49.52% |
$243K - $273K
|
3.4K
$785K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-369- 1.78% |
$79.7K - $89.4K
|
20.4K
$4.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 2.25% |
$7.35K - $8.23K
|
1.48K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 2.28% |
$7.35K - $8.23K
|
1.52K
$352K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-709- 4.97% |
$153K - $172K
|
13.6K
$3.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
835+ 9.34% |
$180K - $202K
|
9.78K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
910New |
$197K - $220K
|
910
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-365- 5.74% |
$78.9K - $88.4K
|
5.99K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.78K+ 2.65% |
$817K - $915K
|
147K
$33.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
118+ 2.66% |
$25.5K - $28.6K
|
4.56K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
92+ 52.57% |
$19.9K - $22.3K
|
267
$61.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.18% |
$216 - $242
|
565
$130K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
936+ 39.13% |
$202K - $227K
|
3.33K
$768K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-185- 1.87% |
$40K - $44.8K
|
9.72K
$2.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-711- 10.14% |
$154K - $172K
|
6.3K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
260+ 3.63% |
$56.2K - $63K
|
7.41K
$1.71M
|
|