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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-147- 4.43% |
$25.9K - $32.1K
|
3.18K
$733K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
800+ 14.16% |
$141K - $175K
|
6.45K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
19+ 1900.0% |
$3.35K - $4.15K
|
20
$4.62K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-99- 6.66% |
$17.5K - $21.6K
|
1.39K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
12+ 1.18% |
$2.12K - $2.62K
|
1.03K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3K+ 128.26% |
$529K - $656K
|
5.34K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
408+ 9.16% |
$71.9K - $89.2K
|
4.86K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
255New |
$45K - $55.7K
|
255
$58.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.9% |
$3.53K - $4.37K
|
2.21K
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-56- 1.64% |
$9.88K - $12.2K
|
3.35K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
156New |
$27.5K - $34.1K
|
156
$36K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
31.7KNew |
$5.59M - $6.93M
|
31.7K
$7.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
312+ 10.73% |
$55K - $68.2K
|
3.22K
$743K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
948New |
$167K - $207K
|
948
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
365+ 121.67% |
$64.4K - $79.8K
|
665
$154K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52+ 167.74% |
$9.17K - $11.4K
|
83
$19.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.45KNew |
$433K - $536K
|
2.45K
$566K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.03K- 51.1% |
$534K - $661K
|
2.9K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
928New |
$164K - $203K
|
928
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.17KNew |
$912K - $1.13M
|
5.17K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$519K - $644K
|
2.95K
$680K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.31% |
$176 - $219
|
321
$74.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
934New |
$165K - $204K
|
934
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-128- 7.68% |
$22.6K - $28K
|
1.54K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-12- 0.81% |
$2.12K - $2.62K
|
1.47K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3New |
$529 - $656
|
3
$693
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
180+ 1.7% |
$31.7K - $39.3K
|
10.7K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-21- 0.19% |
$3.7K - $4.59K
|
10.9K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-60- 3.58% |
$10.6K - $13.1K
|
1.62K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 56.92% |
$3.06M - $3.79M
|
13.1K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.85KNew |
$326K - $404K
|
1.85K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.05% |
$176 - $219
|
1.98K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
52+ 83.87% |
$9.17K - $11.4K
|
114
$26.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
964New |
$170K - $211K
|
964
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-17- 0.91% |
$3K - $3.72K
|
1.85K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
192New |
$33.9K - $42K
|
192
$44.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
959New |
$169K - $210K
|
959
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-55- 0.52% |
$9.7K - $12K
|
10.6K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
39New |
$6.88K - $8.53K
|
39
$9K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$383K - $475K
|
2.17K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-167- 2.65% |
$29.4K - $36.5K
|
6.13K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-406- 6.78% |
$71.6K - $88.7K
|
5.58K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-200- 8.25% |
$35.3K - $43.7K
|
2.22K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.23K - $5.25K
|
24
$5.54K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-820- 19.25% |
$145K - $179K
|
3.44K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.01KNew |
$178K - $220K
|
1.01K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
846+ 24.49% |
$149K - $185K
|
4.3K
$993K
|
|