Latest Institutional Purchases of Select Sector Spdr Consumer Di (XLY)
This list provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
25+ 0.26% |
$4.87K - $5.99K
|
9.49K
$2.05M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 10.68% |
$4.87K - $5.99K
|
259
$55.9K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
23New |
$4.48K - $5.51K
|
23
$4.97K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.18% |
$4.48K - $5.51K
|
1.08K
$233K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
23New |
$4.48K - $5.51K
|
23
$4.97K
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
22+ 0.96% |
$4.29K - $5.27K
|
2.31K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 0.79% |
$3.9K - $4.79K
|
2.54K
$549K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
20New |
$3.9K - $4.79K
|
20
$4.32K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 41.3% |
$3.7K - $4.55K
|
65
$14K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 43.59% |
$3.31K - $4.07K
|
56
$12.1K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 1.87% |
$3.31K - $4.07K
|
924
$200K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$3.31K - $4.07K
|
17
$3.67K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 1.25% |
$3.31K - $4.07K
|
1.38K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.07% |
$2.92K - $3.59K
|
1.42K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
15+ 1.14% |
$2.92K - $3.59K
|
1.33K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 0.78% |
$2.73K - $3.35K
|
1.81K
$390K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13New |
$2.53K - $3.11K
|
13
$2.81K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 1.26% |
$2.53K - $3.11K
|
1.05K
$226K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.65% |
$2.53K - $3.11K
|
2.03K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
10+ 0.66% |
$1.95K - $2.39K
|
1.52K
$328K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.25% |
$1.95K - $2.39K
|
3.99K
$861K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 4.79% |
$1.75K - $2.15K
|
197
$42.5K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 9.28% |
$1.75K - $2.15K
|
106
$22.9K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
7+ 0.65% |
$1.36K - $1.68K
|
1.09K
$235K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 9.46% |
$1.36K - $1.68K
|
81
$17.5K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.06% |
$1.36K - $1.68K
|
11.9K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 5.0% |
$1.36K - $1.68K
|
147
$31.7K
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$1.36K - $1.68K
|
3.71K
$802K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.17K - $1.44K
|
18.9K
$4.08M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5+ 5.26% |
$974 - $1.2K
|
100
$21.6K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$974 - $1.2K
|
5
$1.08K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.18% |
$974 - $1.2K
|
2.74K
$591K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.17% |
$974 - $1.2K
|
3.01K
$650K
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.19% |
$779 - $958
|
2.09K
$451K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$779 - $958
|
4
$864
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$584 - $718
|
3
$648
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$584 - $718
|
1.62K
$350K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.19% |
$584 - $718
|
1.59K
$343K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.08% |
$584 - $718
|
3.57K
$770K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$584 - $718
|
2.45K
$530K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.9% |
$390 - $479
|
71
$15.3K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.12% |
$390 - $479
|
1.71K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$390 - $479
|
1.22K
$263K
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.14% |
$390 - $479
|
1.47K
$318K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$390 - $479
|
1.04K
$224K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.16% |
$390 - $479
|
1.27K
$274K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$195 - $239
|
424
$91.6K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.09% |
$195 - $239
|
1.17K
$253K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$195 - $239
|
1.62K
$350K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$195 - $239
|
343
$74.1K
|