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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
112+ 8.12% |
$21.8K - $26.8K
|
1.49K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.14KNew |
$806K - $991K
|
4.14K
$894K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 19.66% |
$642K - $789K
|
20.1K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-84- 4.77% |
$16.4K - $20.1K
|
1.68K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
843+ 175.26% |
$164K - $202K
|
1.32K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-181- 5.58% |
$35.3K - $43.3K
|
3.06K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.7K+ 724.89% |
$3.26M - $4M
|
19K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
301+ 8.04% |
$58.6K - $72.1K
|
4.05K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-61- 1.9% |
$11.9K - $14.6K
|
3.14K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.99% |
$3.31K - $4.07K
|
1.7K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 48.98% |
$14K - $17.2K
|
75
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-184- 6.43% |
$35.8K - $44.1K
|
2.68K
$578K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
948New |
$185K - $227K
|
948
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-154- 4.91% |
$30K - $36.9K
|
2.98K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.62KNew |
$316K - $388K
|
1.62K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 0.54% |
$12.7K - $15.6K
|
12K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 13.23% |
$43.1K - $52.9K
|
1.89K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.25% |
$1.95K - $2.39K
|
3.99K
$861K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-38- 1.48% |
$7.4K - $9.1K
|
2.53K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1+ 0.08% |
$195 - $239
|
1.27K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
639+ 35.8% |
$124K - $153K
|
2.42K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-29- 5.78% |
$5.65K - $6.94K
|
473
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-323- 5.02% |
$62.9K - $77.3K
|
6.11K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.77K+ 179.9% |
$540K - $664K
|
4.32K
$932K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.88KNew |
$1.53M - $1.89M
|
7.88K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12- 0.64% |
$2.34K - $2.87K
|
1.85K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36- 0.04% |
$7.01K - $8.62K
|
85.3K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
479+ 1.91% |
$93.3K - $115K
|
25.6K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10KNew |
$1.95M - $2.4M
|
10K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.73KNew |
$921K - $1.13M
|
4.73K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41+ 2.75% |
$7.99K - $9.82K
|
1.53K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
499+ 10.85% |
$97.2K - $119K
|
5.1K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 3.86% |
$198K - $243K
|
27.3K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.74K- 28.88% |
$729K - $896K
|
9.22K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.35K- 4.91% |
$458K - $563K
|
45.6K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$276K - $340K
|
1.42K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-649K- 47.6% |
$126M - $155M
|
714K
$154M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
900New |
$175K - $215K
|
900
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-11.5K- 14.57% |
$2.24M - $2.75M
|
67.5K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
75+ 1.53% |
$14.6K - $18K
|
4.99K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 1.33% |
$24.7K - $30.4K
|
9.69K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61.3K+ 2741.98% |
$11.9M - $14.7M
|
63.6K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.39K+ 114.1% |
$854K - $1.05M
|
8.23K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.64K+ 33.28% |
$710K - $872K
|
14.6K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$1.36K - $1.68K
|
3.71K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
48+ 2.24% |
$9.35K - $11.5K
|
2.19K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
47+ 1.84% |
$9.16K - $11.3K
|
2.6K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
225+ 13.42% |
$43.8K - $53.9K
|
1.9K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 3.31% |
$8.77K - $10.8K
|
1.31K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24.2K+ 46611.54% |
$4.72M - $5.8M
|
24.3K
$5.25M
|