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 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$5.27K - $6.23K
|
31
$6.69K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.25K- 34.64% |
$382K - $451K
|
4.24K
$915K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$103K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.46% |
$170 - $201
|
220
$47.5K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.5K - $10K
|
50
$10.8K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 5.84% |
$22.1K - $26.1K
|
2.36K
$509K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.5K- 13.07% |
$255K - $301K
|
9.97K
$2.15M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3- 9.38% |
$510 - $603
|
29
$6.26K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-160- 59.48% |
$27.2K - $32.1K
|
109
$23.5K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 40.53% |
$36.7K - $43.4K
|
317
$68.5K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
55+ 4.44% |
$9.35K - $11K
|
1.3K
$280K
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-580- 3.77% |
$98.6K - $116K
|
14.8K
$3.19M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
107+ 16.19% |
$18.2K - $21.5K
|
768
$166K
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 17.62% |
$689K - $813K
|
18.9K
$4.09M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$850 - $1K
|
2.17K
$469K
|
|
Q2 2024 | |||||||
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-27- 1.43% |
$4.58K - $4.98K
|
1.86K
$401K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.78% |
$2.04K - $2.21K
|
444
$95.9K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-69- 12.41% |
$11.7K - $12.7K
|
487
$105K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-48- 3.91% |
$8.15K - $8.85K
|
1.18K
$255K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
534+ 23.1% |
$90.7K - $98.5K
|
2.85K
$615K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
41.4KNew |
$7.03M - $7.63M
|
41.4K
$8.94M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
43.5K+ 133.2% |
$7.38M - $8.02M
|
76.1K
$16.4M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 0.37% |
$1.19K - $1.29K
|
1.91K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 3.6% |
$14.1K - $15.3K
|
2.22K
$480K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.91KNew |
$494K - $537K
|
2.91K
$628K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14New |
$2.38K - $2.58K
|
14
$3.02K
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
200KNew |
$34M - $36.9M
|
200K
$43.2M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-99.9K- 14.27% |
$17M - $18.4M
|
600K
$130M
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
6.14KNew |
$1.04M - $1.13M
|
6.14K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
150KNew |
$25.5M - $27.7M
|
150K
$32.4M
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-43.9K- 67.42% |
$7.45M - $8.1M
|
21.2K
$4.58M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
45New |
$7.64K - $8.3K
|
45
$9.72K
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.94K+ 26.48% |
$498K - $542K
|
14K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.09K- 66.61% |
$524K - $569K
|
1.55K
$334K
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
1.73KNew |
$294K - $320K
|
1.73K
$374K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46New |
$7.81K - $8.48K
|
46
$9.93K
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.37KNew |
$232K - $253K
|
1.37K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
168+ 2.89% |
$28.5K - $31K
|
5.99K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-6.52KClosed |
$1.11M - $1.2M
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
5.5KNew |
$934K - $1.01M
|
5.5K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-378K- 31.3% |
$64.1M - $69.7M
|
829K
$179M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
852+ 69.21% |
$145K - $157K
|
2.08K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.59KNew |
$1.29M - $1.4M
|
7.59K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-223- 7.64% |
$37.9K - $41.1K
|
2.7K
$582K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-322- 13.2% |
$54.7K - $59.4K
|
2.12K
$457K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 4.44% |
$10.4K - $11.3K
|
1.31K
$284K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.37% |
$170 - $184
|
74
$16K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.24K - $4.61K
|
25
$5.4K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500+ 161.29% |
$84.9K - $92.2K
|
810
$175K
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
200K+ 400.0% |
$34M - $36.9M
|
250K
$54M
|