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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6- -0.0% |
$840 - $1.04K
|
241K
$52M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
25New |
$3.5K - $4.32K
|
25
$5.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58Closed |
$8.12K - $10K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$140 - $173
|
290
$62.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$4.34K - $5.36K
|
31
$6.69K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-55K- 50.0% |
$7.7M - $9.51M
|
55K
$11.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-711Closed |
$99.5K - $123K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
390New |
$54.6K - $67.5K
|
390
$84.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.5K+ 63.78% |
$1.47M - $1.82M
|
27K
$5.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-64- 9.55% |
$8.96K - $11.1K
|
606
$131K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-415- 0.99% |
$58.1K - $71.8K
|
41.4K
$8.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
BUY
|
- |
3.1KNew |
$434K - $536K
|
3.1K
$669K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$840 - $1.04K
|
6
$1.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.44KNew |
$201K - $249K
|
1.44K
$311K
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 17.5% |
$49K - $60.5K
|
1.65K
$356K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 50.0% |
$7K - $8.65K
|
50
$10.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75New |
$10.5K - $13K
|
75
$16.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$28K - $34.6K
|
200
$43.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.05% |
$420 - $519
|
5.58K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-609- 7.11% |
$85.3K - $105K
|
7.95K
$1.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-17- 22.67% |
$2.38K - $2.94K
|
58
$12.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.84KNew |
$257K - $318K
|
1.84K
$397K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.11K- 18.3% |
$155K - $192K
|
4.96K
$1.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61- 1.52% |
$8.54K - $10.6K
|
3.94K
$852K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 3.85% |
$420 - $519
|
81
$17.5K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
51New |
$7.14K - $8.82K
|
51
$11K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.19KNew |
$307K - $379K
|
2.19K
$473K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$7.56K - $9.34K
|
54
$11.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
64New |
$8.96K - $11.1K
|
64
$13.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-513- 21.13% |
$71.8K - $88.7K
|
1.92K
$414K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-340- 5.74% |
$47.6K - $58.8K
|
5.59K
$1.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
1.31K+ 27.61% |
$183K - $226K
|
6.05K
$1.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
26.1KNew |
$3.65M - $4.51M
|
26.1K
$5.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.53KNew |
$355K - $438K
|
2.53K
$547K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-130- 56.03% |
$18.2K - $22.5K
|
102
$22K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$223K - $275K
|
1.59K
$343K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-48- 27.59% |
$6.72K - $8.3K
|
126
$27.2K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 61.67% |
$4.98K - $7.01K
|
97
$20.9K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.58KClosed |
$213K - $299K
|
0
$0
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-12.9K- 9.66% |
$1.74M - $2.44M
|
121K
$26.1M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-11.1K- 77.16% |
$1.49M - $2.1M
|
3.27K
$707K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-344- 13.44% |
$46.3K - $65.2K
|
2.22K
$478K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-366Closed |
$49.3K - $69.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-36Closed |
$4.85K - $6.82K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.48K- 77.45% |
$199K - $280K
|
431
$93.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.06KClosed |
$142K - $200K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.9KClosed |
$3.76M - $5.29M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-135- 8.43% |
$18.2K - $25.6K
|
1.47K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-17Closed |
$2.29K - $3.22K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-716Closed |
$96.4K - $136K
|
0
$0
|
|