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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$216 - $242
|
204
$47.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-638- 15.21% |
$138K - $155K
|
3.56K
$821K
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
13KNew |
$2.81M - $3.15M
|
13K
$3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.4K- 17.45% |
$519K - $581K
|
11.4K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.05K+ 415.32% |
$1.96M - $2.19M
|
11.2K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.09K+ 1875.86% |
$235K - $263K
|
1.15K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.43KNew |
$526K - $589K
|
2.43K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-362- 7.9% |
$78.2K - $87.7K
|
4.22K
$975K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 20.92% |
$10.8K - $12.1K
|
289
$66.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89.8K+ 9842.87% |
$19.4M - $21.7M
|
90.7K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.14K+ 2.35% |
$246K - $276K
|
49.7K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-53- 4.2% |
$11.5K - $12.8K
|
1.21K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-19- 3.0% |
$4.11K - $4.6K
|
615
$142K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.82K- 38.29% |
$1.04M - $1.17M
|
7.77K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-543- 6.13% |
$117K - $132K
|
8.32K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-284- 9.15% |
$61.4K - $68.8K
|
2.82K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.33% |
$864 - $969
|
1.2K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
617+ 9.12% |
$133K - $149K
|
7.38K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
202+ 6.79% |
$43.7K - $48.9K
|
3.18K
$734K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
229+ 1.83% |
$49.5K - $55.5K
|
12.8K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.65K- 16.51% |
$1M - $1.12M
|
23.5K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-65- 2.65% |
$14K - $15.7K
|
2.39K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
92+ 1.18% |
$19.9K - $22.3K
|
7.91K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
120+ 2.57% |
$25.9K - $29.1K
|
4.78K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
148+ 6.67% |
$32K - $35.8K
|
2.37K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$278K - $311K
|
1.29K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
320+ 2.8% |
$69.1K - $77.5K
|
11.7K
$2.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-64- 5.29% |
$13.8K - $15.5K
|
1.15K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.63K+ 8.02% |
$353K - $395K
|
22K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-76- 47.5% |
$16.4K - $18.4K
|
84
$19.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.95K+ 9.26% |
$637K - $714K
|
34.8K
$8.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
841New |
$182K - $204K
|
841
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25KNew |
$5.4M - $6.05M
|
25K
$5.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
109KNew |
$23.5M - $26.3M
|
109K
$25.1M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
228+ 5.51% |
$49.3K - $55.2K
|
4.36K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-200- 8.88% |
$43.2K - $48.4K
|
2.05K
$474K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.93K+ 2.51% |
$418K - $468K
|
79.1K
$18.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
317New |
$68.5K - $76.8K
|
317
$73.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140+ 2.95% |
$30.3K - $33.9K
|
4.89K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-123- 1.17% |
$26.6K - $29.8K
|
10.4K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
270+ 23.14% |
$58.3K - $65.4K
|
1.44K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 2.19% |
$2.81K - $3.15K
|
580
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.14% |
$432 - $484
|
1.48K
$341K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-132- 2.61% |
$28.5K - $32K
|
4.93K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
15.8K+ 219.17% |
$3.42M - $3.83M
|
23.1K
$5.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 7.79% |
$19K - $21.3K
|
1.04K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.19% |
$648 - $727
|
1.6K
$369K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-88- 65.67% |
$19K - $21.3K
|
46
$10.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
250+ 7.57% |
$54K - $60.5K
|
3.55K
$820K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-363- 5.09% |
$78.4K - $87.9K
|
6.78K
$1.56M
|
|