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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
190+ 84.07% |
$37K - $45.5K
|
416
$89.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 81.45% |
$54.7K - $67.3K
|
64
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
64+ 1.53% |
$12.5K - $15.3K
|
4.24K
$917K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-305- 6.83% |
$59.4K - $73K
|
4.16K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
985New |
$192K - $236K
|
985
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-236- 0.22% |
$46K - $56.5K
|
106K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-348- 19.09% |
$67.8K - $83.3K
|
1.48K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
560+ 12.74% |
$109K - $134K
|
4.96K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.2K+ 186.82% |
$3.16M - $3.89M
|
24.9K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-3.43K- 3.81% |
$669K - $822K
|
86.7K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.58% |
$779 - $958
|
683
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
955New |
$186K - $229K
|
955
$206K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 38.07% |
$2.77M - $3.41M
|
51.6K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9- 0.42% |
$1.75K - $2.15K
|
2.16K
$466K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 2.64% |
$9.74K - $12K
|
1.84K
$398K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
914+ 11.69% |
$178K - $219K
|
8.74K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-35- 1.67% |
$6.82K - $8.38K
|
2.07K
$446K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-10.4K- 9.13% |
$2.02M - $2.49M
|
103K
$22.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-27- 1.37% |
$5.26K - $6.46K
|
1.94K
$419K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-918K- 99.55% |
$179M - $220M
|
4.14K
$895K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
976New |
$190K - $234K
|
976
$211K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.27K+ 306.86% |
$636K - $782K
|
4.33K
$935K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-477- 1.37% |
$92.9K - $114K
|
34.2K
$7.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 6.94% |
$24.4K - $29.9K
|
1.68K
$362K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
367+ 1.02% |
$71.5K - $87.9K
|
36.5K
$7.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 1.17% |
$7.01K - $8.62K
|
3.03K
$655K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-320- 3.54% |
$62.3K - $76.6K
|
8.72K
$1.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$779 - $958
|
4
$864
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.27K+ 236.31% |
$247K - $304K
|
1.81K
$390K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24.9K+ 1903.59% |
$4.86M - $5.97M
|
26.2K
$5.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.17K+ 150.77% |
$422K - $518K
|
3.6K
$778K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.39K+ 41.48% |
$271K - $333K
|
4.74K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-218- 1.77% |
$42.5K - $52.2K
|
12.1K
$2.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
48.9KNew |
$9.53M - $11.7M
|
48.9K
$10.6M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
12.2KNew |
$2.08M - $2.45M
|
12.2K
$2.64M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 3.06% |
$510 - $603
|
95
$20.5K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
546+ 18.01% |
$92.8K - $110K
|
3.58K
$772K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
29+ 1.73% |
$4.93K - $5.82K
|
1.71K
$369K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.28KClosed |
$558K - $659K
|
0
$0
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 2.66% |
$4.25K - $5.02K
|
915
$198K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.04K+ 7.44% |
$177K - $208K
|
15K
$3.24M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.21K+ 76.43% |
$205K - $242K
|
2.78K
$601K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
65.7KNew |
$11.2M - $13.2M
|
65.7K
$14.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
158+ 13.24% |
$26.9K - $31.7K
|
1.35K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
385KNew |
$65.5M - $77.3M
|
385K
$83.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
46.3KNew |
$7.88M - $9.3M
|
46.3K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 18.18% |
$3.74K - $4.42K
|
99
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$442K - $522K
|
2.6K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.94K- 37.94% |
$499K - $590K
|
4.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.78KNew |
$473K - $559K
|
2.78K
$601K
|
|