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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.51KNew |
$257K - $304K
|
1.51K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
274+ 2.09% |
$46.6K - $55K
|
13.4K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-437- 6.61% |
$74.3K - $87.8K
|
6.17K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 15.84% |
$5.95K - $7.03K
|
186
$40.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 1.86% |
$1.87K - $2.21K
|
580
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3K- 34.0% |
$510K - $603K
|
5.82K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.91% |
$9.35K - $11K
|
6.12K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-107- 5.69% |
$18.2K - $21.5K
|
1.77K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10- 1.72% |
$1.7K - $2.01K
|
573
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-275- 5.05% |
$46.8K - $55.2K
|
5.17K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-374- 17.23% |
$63.6K - $75.1K
|
1.8K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-960- 81.98% |
$163K - $193K
|
211
$45.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-45- 3.46% |
$7.65K - $9.04K
|
1.26K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.6KNew |
$1.46M - $1.73M
|
8.6K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.84KNew |
$654K - $772K
|
3.84K
$830K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12New |
$2.04K - $2.41K
|
12
$2.59K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 6.85% |
$38.8K - $45.8K
|
3.56K
$768K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$264K - $312K
|
1.56K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.27% |
$3.06K - $3.62K
|
6.57K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$23.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$10.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
7.04KNew |
$1.2M - $1.41M
|
7.04K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 1100.0% |
$1.87K - $2.21K
|
12
$2.59K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.4K+ 2.03% |
$5.85M - $6.91M
|
1.73M
$374M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 3.69% |
$2.42M - $2.86M
|
371K
$80.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
80New |
$13.6K - $16.1K
|
80
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 9.73% |
$7.31K - $8.64K
|
399
$86.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25New |
$4.25K - $5.02K
|
25
$5.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
90+ 6.71% |
$15.3K - $18.1K
|
1.43K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 8.4% |
$1.87K - $2.21K
|
120
$25.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.03KNew |
$175K - $207K
|
1.03K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-148- 12.49% |
$25.2K - $29.7K
|
1.04K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28+ 2.07% |
$4.76K - $5.62K
|
1.38K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.53% |
$1.02K - $1.21K
|
1.12K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.07KNew |
$182K - $215K
|
1.07K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$170 - $201
|
651
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 20.85% |
$32.5K - $38.4K
|
725
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64K+ 293.56% |
$279K - $330K
|
2.2K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-456- 10.56% |
$77.5K - $91.6K
|
3.86K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-377- 15.46% |
$64.1K - $75.7K
|
2.06K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$15.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-20- 0.67% |
$3.4K - $4.02K
|
2.96K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$180K - $213K
|
1.06K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$91.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
87+ 10.14% |
$14.8K - $17.5K
|
945
$204K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.05KNew |
$179K - $211K
|
1.05K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29- 5.69% |
$4.93K - $5.82K
|
481
$104K
|