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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
CALL |
-400- 66.67% |
$59.2K - $72.6K
|
200
$43.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.45KNew |
$215K - $263K
|
1.45K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
33New |
$4.89K - $5.99K
|
33
$7.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.91K+ 34.3% |
$283K - $346K
|
7.48K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 51.29% |
$488K - $598K
|
3.13K
$676K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$33.3K - $40.8K
|
225
$48.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.76K- 5.03% |
$260K - $319K
|
33.2K
$7.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-276- 4.98% |
$40.9K - $50.1K
|
5.27K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$9.92K - $12.2K
|
67
$14.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$3.4K - $4.17K
|
23
$4.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.51KNew |
$224K - $274K
|
1.51K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$29.6K - $36.3K
|
200
$43.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94New |
$13.9K - $17.1K
|
94
$20.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
354+ 26.11% |
$52.4K - $64.2K
|
1.71K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.14K - $9.98K
|
55
$11.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.54KNew |
$228K - $279K
|
1.54K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-50- 32.47% |
$7.4K - $9.07K
|
104
$22.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
61+ 0.78% |
$9.03K - $11.1K
|
7.89K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.15% |
$444 - $544
|
2.01K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$148 - $181
|
2.25K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.93K- 53.27% |
$434K - $532K
|
2.57K
$555K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-28.9K- 99.38% |
$4.28M - $5.24M
|
179
$38.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$19.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15- 0.85% |
$2.22K - $2.72K
|
1.75K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42KNew |
$211K - $258K
|
1.42K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.02K- 7.56% |
$151K - $185K
|
12.5K
$2.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.13KNew |
$167K - $205K
|
1.13K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.86K- 15.78% |
$571K - $700K
|
20.6K
$4.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.51K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-558- 7.37% |
$82.6K - $101K
|
7.01K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-489- 9.97% |
$72.4K - $88.7K
|
4.42K
$954K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87KNew |
$277K - $339K
|
1.87K
$404K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 1.26% |
$1.63K - $2K
|
860
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-465- 85.95% |
$68.8K - $84.4K
|
76
$16.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51+ 2.78% |
$7.55K - $9.25K
|
1.89K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 6.73% |
$2.07K - $2.54K
|
222
$47.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 0.51% |
$1.04K - $1.27K
|
1.39K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$391K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-75- 5.2% |
$11.1K - $13.6K
|
1.37K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 55.56% |
$7.4K - $9.07K
|
40
$8.64K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
43New |
$6.37K - $7.8K
|
43
$9.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$22.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.76KNew |
$260K - $319K
|
1.76K
$380K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.02KNew |
$299K - $366K
|
2.02K
$436K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.25KClosed |
$332K - $407K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-140- 10.29% |
$20.7K - $25.4K
|
1.22K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$580K - $711K
|
3.92K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$27.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 52.01% |
$182K - $223K
|
3.6K
$776K
|