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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
264+ 14.61% |
$50.8K - $61.6K
|
2.07K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$13.6K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
569+ 30.19% |
$110K - $133K
|
2.45K
$567K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
977+ 105.28% |
$188K - $228K
|
1.91K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.07K- 76.94% |
$976K - $1.18M
|
1.52K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-689- 82.12% |
$133K - $161K
|
150
$34.6K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.9KNew |
$2.1M - $2.54M
|
10.9K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-10.6K- 24.98% |
$2.04M - $2.47M
|
31.8K
$7.35M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-30.9K- 25.48% |
$5.95M - $7.21M
|
90.4K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.9K- 85.39% |
$366K - $443K
|
325
$75K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$11.6K - $14K
|
60
$13.9K
|
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
40KNew |
$7.7M - $9.33M
|
40K
$9.24M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.05KNew |
$202K - $245K
|
1.05K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
79+ 2.06% |
$15.2K - $18.4K
|
3.91K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
256+ 16.92% |
$49.3K - $59.7K
|
1.77K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-19.4K- 99.94% |
$3.73M - $4.51M
|
12
$2.77K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155New |
$29.9K - $36.1K
|
155
$35.8K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 88.35% |
$17.5K - $21.2K
|
12
$2.77K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
214+ 1.6% |
$41.2K - $49.9K
|
13.6K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.8% |
$2.31K - $2.8K
|
1.48K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-650- 1.51% |
$125K - $152K
|
42.5K
$9.82M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.61KNew |
$1.08M - $1.31M
|
5.61K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-7- 0.68% |
$1.35K - $1.63K
|
1.02K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-54- 49.54% |
$10.4K - $12.6K
|
55
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43New |
$8.28K - $10K
|
43
$9.93K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.9K+ 4540.23% |
$1.52M - $1.84M
|
8.07K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6K+ 368.28% |
$1.16M - $1.4M
|
7.63K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-151- 23.56% |
$29.1K - $35.2K
|
490
$113K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
255+ 23.63% |
$49.1K - $59.5K
|
1.33K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.52% |
$578 - $700
|
570
$132K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-33- 2.8% |
$6.36K - $7.7K
|
1.14K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.1% |
$963 - $1.17K
|
4.78K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.18KNew |
$228K - $276K
|
1.18K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-205- 13.62% |
$39.5K - $47.8K
|
1.3K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
19+ 82.61% |
$3.66K - $4.43K
|
42
$9.7K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 7.69% |
$4.82K - $5.83K
|
300
$69.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$25.2K - $30.5K
|
131
$30.2K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.34KNew |
$450K - $545K
|
2.34K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 81.07% |
$289K - $350K
|
351
$81K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
198New |
$38.1K - $46.2K
|
198
$45.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 2.78% |
$1.93K - $2.33K
|
350
$80.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.23% |
$193 - $233
|
429
$99.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-164- 0.69% |
$31.6K - $38.2K
|
23.6K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-21- 95.45% |
$4.04K - $4.9K
|
1
$231
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-330- 0.96% |
$63.6K - $77K
|
34K
$7.84M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.34K+ 348.66% |
$451K - $546K
|
3.02K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.09KNew |
$210K - $255K
|
1.09K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-101- 25.63% |
$19.5K - $23.6K
|
293
$67.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1K+ 292.4% |
$193K - $233K
|
1.34K
$310K
|
|