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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.93K+ 5.05% |
$417K - $467K
|
40.2K
$9.27M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-101- 1.63% |
$21.8K - $24.5K
|
6.08K
$1.4M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
599+ 4.47% |
$129K - $145K
|
14K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-17- 0.75% |
$3.67K - $4.12K
|
2.25K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
288+ 25.53% |
$62.2K - $69.7K
|
1.42K
$327K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.23KNew |
$266K - $298K
|
1.23K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 1.3% |
$6.48K - $7.27K
|
2.28K
$526K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
368+ 141.0% |
$79.5K - $89.1K
|
629
$145K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
564+ 9.49% |
$122K - $137K
|
6.51K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
45.8K+ 3.94% |
$9.89M - $11.1M
|
1.21M
$279M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-105- 0.61% |
$22.7K - $25.4K
|
17K
$3.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-708- 8.14% |
$153K - $171K
|
7.99K
$1.84M
|
|