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 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.84KNew |
$358K - $440K
|
1.84K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34KNew |
$262K - $322K
|
1.34K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-209- 2.15% |
$40.7K - $50K
|
9.52K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-205- 15.23% |
$39.9K - $49.1K
|
1.14K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.53KNew |
$297K - $365K
|
1.53K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$9.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
35.1KNew |
$6.84M - $8.4M
|
35.1K
$7.58M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-348- 4.46% |
$67.8K - $83.3K
|
7.45K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-641- 1.62% |
$125K - $153K
|
38.9K
$8.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-202- 14.12% |
$39.3K - $48.4K
|
1.23K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-69- 5.56% |
$13.4K - $16.5K
|
1.17K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
919New |
$179K - $220K
|
919
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.57KNew |
$1.28M - $1.57M
|
6.57K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
19.4KNew |
$3.77M - $4.64M
|
19.4K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.44K- 4.67% |
$281K - $345K
|
29.5K
$6.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
900New |
$175K - $215K
|
900
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
222New |
$43.2K - $53.2K
|
222
$47.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.87KNew |
$365K - $448K
|
1.87K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-32.8K- 12.49% |
$6.39M - $7.86M
|
230K
$49.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-61- 0.94% |
$11.9K - $14.6K
|
6.43K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.24K+ 27.63% |
$242K - $298K
|
5.74K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.6K+ 1.7% |
$4.98M - $6.12M
|
1.53M
$330M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100K+ 22.22% |
$19.5M - $23.9M
|
550K
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
206KNew |
$40.1M - $49.3M
|
206K
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-217- 59.62% |
$42.3K - $52K
|
147
$31.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-140- 5.11% |
$27.3K - $33.5K
|
2.6K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
767+ 14.85% |
$149K - $184K
|
5.93K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
578K+ 47.43% |
$113M - $138M
|
1.8M
$388M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
176K+ 134.97% |
$34.3M - $42.1M
|
306K
$66.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
92+ 0.46% |
$17.9K - $22K
|
20.2K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
7+ 0.65% |
$1.36K - $1.68K
|
1.09K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
42New |
$8.18K - $10.1K
|
42
$9.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.05K+ 26.93% |
$205K - $252K
|
4.96K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
175+ 3.57% |
$34.1K - $41.9K
|
5.08K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 1.07% |
$37.4K - $46K
|
17.8K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$390 - $479
|
1.22K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-177- 0.74% |
$34.5K - $42.4K
|
23.8K
$5.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
6.3K+ 110.56% |
$1.23M - $1.51M
|
12K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
336+ 14.38% |
$65.5K - $80.4K
|
2.67K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-32- 2.44% |
$6.23K - $7.66K
|
1.28K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09KNew |
$213K - $261K
|
1.09K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-8.46K- 36.06% |
$1.65M - $2.02M
|
15K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.03KNew |
$200K - $246K
|
1.03K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 17.05% |
$115K - $142K
|
2.88K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
356New |
$69.3K - $85.2K
|
356
$76.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-10.4K- 19.74% |
$2.03M - $2.5M
|
42.4K
$9.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-30.3K- 19.98% |
$5.9M - $7.25M
|
121K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 80.0% |
$1.56K - $1.92K
|
2
$432
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-33- 2.17% |
$6.43K - $7.9K
|
1.49K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
144+ 9.49% |
$28.1K - $34.5K
|
1.66K
$359K
|