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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.76% |
$3.06K - $3.62K
|
2.34K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
42.9KNew |
$7.29M - $8.61M
|
42.9K
$9.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
120+ 38.96% |
$20.4K - $24.1K
|
428
$92.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
154+ 5.98% |
$26.2K - $30.9K
|
2.73K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-31.4K- 99.66% |
$5.34M - $6.3M
|
108
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1K- 11.56% |
$170K - $201K
|
7.65K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.75KNew |
$297K - $351K
|
1.75K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-18- 8.78% |
$3.06K - $3.62K
|
187
$40.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.9K+ 27.31% |
$1M - $1.19M
|
27.5K
$5.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.44K+ 38.74% |
$755K - $892K
|
15.9K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 2.04% |
$10K - $11.9K
|
2.95K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 8.79% |
$8.16K - $9.64K
|
594
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.12KNew |
$190K - $224K
|
1.12K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1- 0.25% |
$170 - $201
|
400
$86.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 0.49% |
$9.35K - $11K
|
11.4K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
77+ 6.6% |
$13.1K - $15.5K
|
1.24K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.2KNew |
$544K - $643K
|
3.2K
$691K
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
300KNew |
$51M - $60.3M
|
300K
$64.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 357.95% |
$815K - $963K
|
6.13K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-96- 4.27% |
$16.3K - $19.3K
|
2.15K
$465K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.09KNew |
$185K - $219K
|
1.09K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.07K+ 13.49% |
$183K - $216K
|
9.03K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.37KNew |
$232K - $274K
|
1.37K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.08% |
$340 - $402
|
2.5K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43New |
$7.31K - $8.64K
|
43
$9.29K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-15- 75.0% |
$2.55K - $3.01K
|
5
$1.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.56% |
$3.74K - $4.42K
|
1.44K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.12KNew |
$531K - $627K
|
3.12K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9- 20.45% |
$1.53K - $1.81K
|
35
$7.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 3.53% |
$4.25K - $5.02K
|
683
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-77- 3.76% |
$13.1K - $15.5K
|
1.97K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128+ 8.34% |
$21.8K - $25.7K
|
1.66K
$359K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 9.43% |
$2.55K - $3.01K
|
174
$37.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
14.9KNew |
$2.54M - $3M
|
14.9K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$16.8K - $19.9K
|
99
$21.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.66KNew |
$622K - $735K
|
3.66K
$790K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 4.47% |
$5.1K - $6.03K
|
641
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-196- 6.51% |
$33.3K - $39.4K
|
2.82K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-74- 0.68% |
$12.6K - $14.9K
|
10.8K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 1.59% |
$5.1K - $6.03K
|
1.86K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-315- 30.23% |
$53.6K - $63.3K
|
727
$157K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-655- 24.74% |
$111K - $132K
|
1.99K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$170 - $201
|
6.02K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.4% |
$1.87K - $2.21K
|
448
$96.8K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
672New |
$114K - $135K
|
672
$145K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $201
|
1.38K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 27.5% |
$5.61K - $6.63K
|
87
$18.8K
|