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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.45% |
$4.09K - $5.03K
|
4.63K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-649- 7.16% |
$126K - $155K
|
8.41K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-507- 4.35% |
$98.8K - $121K
|
11.1K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
39.9KNew |
$7.76M - $9.54M
|
39.9K
$8.61M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.49% |
$19.5K - $23.9K
|
2.77K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-309- 5.9% |
$60.2K - $74K
|
4.92K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.69% |
$20.8K - $25.6K
|
6.21K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
30.3KNew |
$5.91M - $7.26M
|
30.3K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-644- 3.18% |
$125K - $154K
|
19.6K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-251- 0.86% |
$48.9K - $60.1K
|
28.9K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
972New |
$189K - $233K
|
972
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
965New |
$188K - $231K
|
965
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-239- 1.87% |
$46.6K - $57.2K
|
12.6K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295- 9.59% |
$57.5K - $70.6K
|
2.78K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
504+ 4.44% |
$98.2K - $121K
|
11.8K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
931New |
$181K - $223K
|
931
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.16K+ 116.65% |
$420K - $517K
|
4.01K
$866K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-511- 3.84% |
$99.5K - $122K
|
12.8K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
913+ 4.12% |
$178K - $219K
|
23.1K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
46+ 2.05% |
$8.96K - $11K
|
2.29K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$9.16K - $11.3K
|
47
$10.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 3.33% |
$13.8K - $17K
|
2.06K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
668+ 7.38% |
$130K - $160K
|
9.71K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.49K- 5.18% |
$485K - $596K
|
45.6K
$9.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-254- 2.33% |
$49.5K - $60.8K
|
10.6K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
615+ 3.27% |
$120K - $147K
|
19.4K
$4.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
233+ 7.36% |
$45.4K - $55.8K
|
3.4K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.12K+ 1.47% |
$218K - $268K
|
77.3K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
376+ 3.86% |
$73.2K - $90K
|
10.1K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 3.25% |
$251K - $309K
|
40.9K
$8.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
26+ 1.73% |
$5.06K - $6.23K
|
1.53K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-68- 5.24% |
$13.2K - $16.3K
|
1.23K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.32K+ 67.46% |
$451K - $555K
|
5.75K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 1.62% |
$198K - $244K
|
63.8K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.51K+ 17.55% |
$684K - $840K
|
23.5K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.4K+ 1972.53% |
$6.7M - $8.24M
|
36.1K
$7.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
176+ 10.06% |
$34.3K - $42.1K
|
1.93K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.48KNew |
$1.07M - $1.31M
|
5.48K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-17- 1.21% |
$3.31K - $4.07K
|
1.39K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
9.96K+ 116.92% |
$1.94M - $2.39M
|
18.5K
$3.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
132+ 2.25% |
$25.7K - $31.6K
|
5.99K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
219+ 3.13% |
$42.7K - $52.4K
|
7.21K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.11% |
$195 - $239
|
914
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 62.15% |
$6.22M - $7.64M
|
83.3K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
274+ 12.69% |
$53.4K - $65.6K
|
2.43K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 1.25% |
$3.31K - $4.07K
|
1.38K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 592.0% |
$115K - $142K
|
692
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-346- 0.61% |
$67.4K - $82.8K
|
56.2K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-426- 10.63% |
$83K - $102K
|
3.58K
$773K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
9.81KNew |
$1.91M - $2.35M
|
9.81K
$2.12M
|