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 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
92+ 1.31% |
$17.9K - $22K
|
7.13K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-174- 15.06% |
$33.9K - $41.7K
|
981
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 4.04% |
$14K - $17.2K
|
1.71K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.05K+ 2.56% |
$205K - $252K
|
42.1K
$9.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
927New |
$181K - $222K
|
927
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-99- 49.01% |
$19.3K - $23.7K
|
103
$22.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.41% |
$6.82K - $8.38K
|
8.44K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-522- 7.62% |
$102K - $125K
|
6.33K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-454- 26.47% |
$88.4K - $109K
|
1.26K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-344- 1.21% |
$67K - $82.4K
|
28.2K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
904+ 8.29% |
$176K - $216K
|
11.8K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.18KNew |
$425K - $522K
|
2.18K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 2.55% |
$905K - $1.11M
|
178K
$38.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$2.53K - $3.11K
|
16K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-84- 2.5% |
$16.4K - $20.1K
|
3.28K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
20.2KNew |
$3.93M - $4.83M
|
20.2K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 26.79% |
$5.84K - $7.18K
|
142
$30.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
505+ 5.57% |
$98.4K - $121K
|
9.57K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114K- 8.08% |
$22.1M - $27.2M
|
1.29M
$279M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.03% |
$1.95K - $2.39K
|
35.9K
$7.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
533New |
$104K - $128K
|
533
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-255K- 80.54% |
$49.7M - $61.1M
|
61.7K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-49- 2.9% |
$9.55K - $11.7K
|
1.64K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-18- 24.32% |
$3.51K - $4.31K
|
56
$12.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
643+ 3.93% |
$125K - $154K
|
17K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-726- 26.26% |
$141K - $174K
|
2.04K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
303+ 2.61% |
$59K - $72.5K
|
11.9K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.75% |
$29K - $35.7K
|
8.39K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
15+ 1.14% |
$2.92K - $3.59K
|
1.33K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 10.55% |
$24.9K - $30.6K
|
1.09K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 109.94% |
$315K - $387K
|
3.08K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 3.07% |
$43.8K - $53.9K
|
7.1K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
152+ 14.95% |
$29.6K - $36.4K
|
1.17K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
5.59K+ 109.98% |
$1.09M - $1.34M
|
10.7K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-461- 2.11% |
$89.8K - $110K
|
21.4K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.3KNew |
$448K - $551K
|
2.3K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-129- 2.36% |
$25.1K - $30.9K
|
5.34K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-55- 4.41% |
$10.7K - $13.2K
|
1.19K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-888- 8.17% |
$173K - $213K
|
9.98K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-63- 3.61% |
$12.3K - $15.1K
|
1.68K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.44% |
$13.6K - $16.8K
|
15.9K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.35% |
$55.5K - $68.2K
|
11.8K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
643+ 12.3% |
$125K - $154K
|
5.87K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.61KNew |
$507K - $624K
|
2.61K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-507- 88.48% |
$98.8K - $121K
|
66
$14.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 10.68% |
$4.87K - $5.99K
|
259
$55.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.58K+ 115.86% |
$697K - $857K
|
6.67K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-332- 7.62% |
$64.7K - $79.5K
|
4.02K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 0.21% |
$1.75K - $2.15K
|
4.26K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
186+ 4.82% |
$36.2K - $44.5K
|
4.04K
$873K
|