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 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
3.4KNew |
$429K - $501K
|
3.4K
$734K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 1.45% |
$379 - $443
|
204
$44.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$2.02K - $2.36K
|
16
$3.46K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-711- 3.04% |
$89.8K - $105K
|
22.7K
$4.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
170+ 10.11% |
$21.5K - $25.1K
|
1.85K
$400K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.05KNew |
$385K - $449K
|
3.05K
$658K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-9.7K- 31.91% |
$1.22M - $1.43M
|
20.7K
$4.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
38.5KNew |
$4.86M - $5.68M
|
38.5K
$8.31M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
8New |
$1.01K - $1.18K
|
8
$1.73K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
723New |
$91.3K - $107K
|
723
$156K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
655New |
$82.7K - $96.7K
|
655
$141K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
372New |
$47K - $54.9K
|
372
$80.3K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
CALL |
-200- 28.57% |
$25.3K - $29.5K
|
500
$108K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$8.4K - $10.4K
|
60
$13K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-222Closed |
$31.1K - $38.4K
|
0
$0
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$140 - $173
|
1.64K
$353K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.04K- 19.79% |
$1.13M - $1.39M
|
32.6K
$7.04M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
30.8K+ 42.96% |
$4.31M - $5.33M
|
103K
$22.1M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-4- 0.21% |
$560 - $692
|
1.93K
$416K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36- 0.57% |
$5.04K - $6.23K
|
6.25K
$1.35M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
500+ 92.08% |
$70K - $86.5K
|
1.04K
$225K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
661+ 629.52% |
$92.5K - $114K
|
766
$165K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.19KClosed |
$446K - $551K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.38K- 63.2% |
$893K - $1.1M
|
3.72K
$802K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
815New |
$114K - $141K
|
815
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.1K- 17.51% |
$154K - $190K
|
5.18K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.23KNew |
$312K - $385K
|
2.23K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-53- 15.54% |
$7.42K - $9.17K
|
288
$62.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 24.64% |
$70K - $86.5K
|
1.53K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 4.94% |
$1.82K - $2.25K
|
276
$59.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-122- 3.77% |
$17.1K - $21.1K
|
3.11K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.53K+ 292.32% |
$634K - $783K
|
6.08K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.63KClosed |
$649K - $801K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
310+ 11.36% |
$43.4K - $53.6K
|
3.04K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
47.5KNew |
$6.65M - $8.22M
|
47.5K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.27K- 4.92% |
$458K - $566K
|
63.2K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.09K- 7.63% |
$1.13M - $1.4M
|
98K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$2M - $2.47M
|
14.3K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$391K - $484K
|
2.8K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
160K+ 553.82% |
$22.3M - $27.6M
|
188K
$40.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-87.1K- 91.47% |
$12.2M - $15.1M
|
8.12K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.36K- 33.37% |
$1.31M - $1.62M
|
18.7K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 94.12% |
$2.24K - $2.77K
|
1
$216
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.5K+ 9.41% |
$630K - $779K
|
52.3K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-202- 8.22% |
$28.3K - $34.9K
|
2.25K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
806KNew |
$113M - $139M
|
806K
$174M
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.34K- 7.27% |
$887K - $1.1M
|
80.8K
$17.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
523+ 15.75% |
$73.2K - $90.5K
|
3.84K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.23KNew |
$452K - $558K
|
3.23K
$697K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.54K- 10.38% |
$635K - $784K
|
39.2K
$8.46M
|
|