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 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
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 3.45% |
$882 - $1.09K
|
140
$32.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1K- 85.11% |
$176K - $219K
|
175
$40.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.12K- 0.21% |
$374K - $464K
|
1M
$232M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 8.53% |
$23.3K - $28.9K
|
1.42K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-345- 16.44% |
$60.8K - $75.4K
|
1.75K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 18.91% |
$19K - $23.6K
|
463
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-80- 1.54% |
$14.1K - $17.5K
|
5.12K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 28.8% |
$70.5K - $87.4K
|
989
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
33New |
$5.82K - $7.21K
|
33
$7.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.21% |
$1.41K - $1.75K
|
3.86K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-652- 28.23% |
$115K - $143K
|
1.66K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-63- 1.0% |
$11.1K - $13.8K
|
6.25K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 20.33% |
$8.82K - $10.9K
|
196
$45.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
716New |
$126K - $157K
|
716
$165K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.42K- 87.89% |
$1.48M - $1.84M
|
1.16K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 9.43% |
$4.06K - $5.03K
|
221
$51K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-423- 99.53% |
$74.6K - $92.5K
|
2
$462
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 10.78% |
$7.58K - $9.4K
|
356
$82.2K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-110- 22.73% |
$19.4K - $24K
|
374
$86.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62+ 92.54% |
$10.9K - $13.6K
|
129
$29.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-754- 34.62% |
$133K - $165K
|
1.42K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-434- 50.58% |
$76.5K - $94.9K
|
424
$97.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
113New |
$19.9K - $24.7K
|
113
$26.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.56K- 1.63% |
$276K - $342K
|
94.2K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
200+ 15.7% |
$35.3K - $43.7K
|
1.47K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-41- 1.43% |
$7.23K - $8.96K
|
2.82K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.37K- 16.1% |
$241K - $299K
|
7.12K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
161+ 14.19% |
$28.4K - $35.2K
|
1.3K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
246+ 492.0% |
$43.4K - $53.8K
|
296
$68.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
18New |
$3.17K - $3.93K
|
18
$4.16K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-46- 1.69% |
$8.11K - $10.1K
|
2.67K
$616K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.07% |
$176 - $219
|
1.39K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 86.16% |
$72.5K - $89.8K
|
66
$15.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.41% |
$176 - $219
|
72
$16.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
96New |
$16.9K - $21K
|
96
$22.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
58+ 145.0% |
$10.2K - $12.7K
|
98
$22.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
999New |
$176K - $218K
|
999
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-333- 3.04% |
$58.7K - $72.8K
|
10.6K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-15- 51.72% |
$2.65K - $3.28K
|
14
$3.23K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-582- 47.74% |
$103K - $127K
|
637
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-3- 1.63% |
$529 - $656
|
181
$41.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40.4K- 97.73% |
$7.12M - $8.83M
|
940
$217K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.51KNew |
$266K - $329K
|
1.51K
$348K
|
|
| Q1 2025 | |||||||
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-1.55K- 15.22% |
$299K - $362K
|
8.65K
$2M
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.12K+ 122.16% |
$216K - $261K
|
2.04K
$470K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$14.3K - $17.3K
|
74
$17.1K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
616New |
$119K - $144K
|
616
$142K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.5K+ 38.19% |
$288K - $349K
|
5.41K
$1.25M
|
|