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 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-290- 18.66% |
$45.9K - $51.3K
|
1.26K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
28New |
$4.43K - $4.96K
|
28
$6.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-70- 77.78% |
$11.1K - $12.4K
|
20
$4.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118New |
$18.7K - $20.9K
|
118
$25.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.2K+ 59.84% |
$506K - $565K
|
8.53K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 1.19% |
$31.7K - $35.4K
|
16.6K
$3.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
502+ 11.45% |
$79.5K - $88.8K
|
4.89K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.17KNew |
$660K - $737K
|
4.17K
$900K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
95New |
$15K - $16.8K
|
95
$20.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
9.26KNew |
$1.47M - $1.64M
|
9.26K
$2M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
122+ 4.57% |
$19.3K - $21.6K
|
2.79K
$603K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
210+ 5.29% |
$33.3K - $37.2K
|
4.18K
$902K
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
3.14KNew |
$497K - $555K
|
3.14K
$678K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-60- 4.29% |
$9.5K - $10.6K
|
1.34K
$289K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
61+ 1.45% |
$9.66K - $10.8K
|
4.27K
$923K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41+ 341.67% |
$6.49K - $7.26K
|
53
$11.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29New |
$4.59K - $5.13K
|
29
$6.26K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.02KNew |
$1.11M - $1.24M
|
7.02K
$1.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-650- 27.02% |
$103K - $115K
|
1.76K
$379K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
16+ 1.16% |
$2.53K - $2.83K
|
1.39K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 54.05% |
$6.33K - $7.08K
|
34
$7.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.77K- 5.07% |
$439K - $491K
|
51.9K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21New |
$3.33K - $3.72K
|
21
$4.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
235New |
$37.2K - $41.6K
|
235
$50.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
317New |
$50.2K - $56.1K
|
317
$68.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-210- 8.86% |
$33.3K - $37.2K
|
2.16K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
125New |
$19.8K - $22.1K
|
125
$27K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 0.91% |
$144 - $170
|
109
$23.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-110- 3.82% |
$15.8K - $18.7K
|
2.77K
$599K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-107K- 98.68% |
$15.4M - $18.2M
|
1.44K
$310K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$26K - $30.7K
|
181
$39.1K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.79KNew |
$1.12M - $1.32M
|
7.79K
$1.68M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.33KNew |
$765K - $905K
|
5.33K
$1.15M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.56KNew |
$368K - $435K
|
2.56K
$554K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
133New |
$19.1K - $22.6K
|
133
$28.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.08K+ 47.33% |
$442K - $523K
|
9.59K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.85K- 31.24% |
$266K - $314K
|
4.07K
$879K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-99- 99.0% |
$14.2K - $16.8K
|
1
$216
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
PUT |
40KNew |
$5.74M - $6.79M
|
40K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$11.5K - $13.6K
|
80
$17.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
94+ 4.0% |
$13.5K - $16K
|
2.44K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-60.1K- 96.26% |
$8.62M - $10.2M
|
2.33K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.21KNew |
$173K - $205K
|
1.21K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
419New |
$60.1K - $71.2K
|
419
$90.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
272+ 6.49% |
$39K - $46.2K
|
4.46K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
152KNew |
$21.8M - $25.8M
|
152K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
300+ 60.0% |
$43.1K - $50.9K
|
800
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
952+ 11.28% |
$137K - $162K
|
9.39K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
PUT |
5KNew |
$718K - $849K
|
5K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
500K+ 16695.72% |
$71.7M - $84.9M
|
503K
$109M
|
|