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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
787+ 0.83% |
$117K - $143K
|
95.1K
$20.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.18K- 2.92% |
$174K - $214K
|
39.2K
$8.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$4.66M - $5.72M
|
31.5K
$6.8M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 35.56% |
$11.8K - $14.5K
|
145
$31.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
25+ 0.5% |
$3.7K - $4.54K
|
5.02K
$1.08M
|
|
| Q3 2023 | |||||||
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$438K - $490K
|
2.77K
$598K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 32.42% |
$30.1K - $33.6K
|
396
$85.5K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.6KNew |
$5.01M - $5.6M
|
31.6K
$6.83M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
977New |
$155K - $173K
|
977
$211K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32New |
$5.07K - $5.66K
|
32
$6.91K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
159K+ 283.65% |
$25.2M - $28.2M
|
216K
$46.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 2.91% |
$2.38K - $2.65K
|
500
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
20.3KNew |
$3.21M - $3.59M
|
20.3K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-84- 5.12% |
$13.3K - $14.9K
|
1.56K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-25.3K- 75.75% |
$4.01M - $4.48M
|
8.1K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 50.0% |
$7.92K - $8.85K
|
50
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.57KNew |
$724K - $809K
|
4.57K
$988K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
68.9K+ 97.89% |
$10.9M - $12.2M
|
139K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.26K- 33.82% |
$199K - $223K
|
2.46K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-106- 86.89% |
$16.8K - $18.8K
|
16
$3.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
7.1KNew |
$1.12M - $1.26M
|
7.1K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$1.74K - $1.95K
|
1.79K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
450New |
$71.3K - $79.6K
|
450
$97.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-898- 96.15% |
$142K - $159K
|
36
$7.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
72.3KNew |
$11.4M - $12.8M
|
72.3K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-11- 6.18% |
$1.74K - $1.95K
|
167
$36.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
547New |
$86.6K - $96.8K
|
547
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
55.3KNew |
$8.76M - $9.79M
|
55.3K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$158 - $177
|
1
$216
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3K+ 14.8% |
$475K - $531K
|
23.2K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.25KNew |
$356K - $398K
|
2.25K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$486K - $544K
|
3.07K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 111.76% |
$27.1K - $30.3K
|
324
$70K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 49.02% |
$11.9K - $13.3K
|
78
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-76.4KClosed |
$12.1M - $13.5M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$207K - $232K
|
1.31K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
39.7KNew |
$6.29M - $7.03M
|
39.7K
$8.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
41New |
$6.49K - $7.26K
|
41
$8.85K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.07K- 3.54% |
$487K - $544K
|
83.7K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-49- 2.07% |
$7.76K - $8.67K
|
2.32K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.27K+ 20.01% |
$200K - $224K
|
7.59K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
174New |
$27.6K - $30.8K
|
174
$37.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-93- 6.4% |
$14.7K - $16.5K
|
1.36K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
24New |
$3.8K - $4.25K
|
24
$5.18K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.26K+ 1314.58% |
$200K - $223K
|
1.36K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.44KNew |
$227K - $254K
|
1.44K
$310K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.94KNew |
$466K - $521K
|
2.94K
$636K
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
121K+ 76.34% |
$19.2M - $21.4M
|
280K
$60.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.41KNew |
$223K - $249K
|
1.41K
$304K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
79+ 6.37% |
$12.5K - $14K
|
1.32K
$285K
|
|