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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$226K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.04K+ 7.44% |
$177K - $208K
|
15K
$3.24M
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$224K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$224K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.03KNew |
$175K - $207K
|
1.03K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.03KNew |
$175K - $206K
|
1.03K
$222K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$216K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$216K
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
672New |
$114K - $135K
|
672
$145K
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
546+ 18.01% |
$92.8K - $110K
|
3.58K
$772K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
530+ 42.5% |
$90.1K - $106K
|
1.78K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
500+ 9.09% |
$85K - $100K
|
6K
$1.3M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$103K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$91.1K
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
274+ 2.09% |
$46.6K - $55K
|
13.4K
$2.89M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 6.85% |
$38.8K - $45.8K
|
3.56K
$768K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
221+ 35.7% |
$37.6K - $44.4K
|
840
$181K
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
200+ 4.17% |
$34K - $40.2K
|
5K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
196+ 3.97% |
$33.3K - $39.4K
|
5.14K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
180New |
$30.6K - $36.2K
|
180
$38.9K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
158+ 13.24% |
$26.9K - $31.7K
|
1.35K
$292K
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
154+ 5.98% |
$26.2K - $30.9K
|
2.73K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
142+ 4.1% |
$24.1K - $28.5K
|
3.6K
$778K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 5.84% |
$22.1K - $26.1K
|
2.36K
$509K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128+ 8.34% |
$21.8K - $25.7K
|
1.66K
$359K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
125+ 16.67% |
$21.3K - $25.1K
|
875
$189K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
122New |
$20.7K - $24.5K
|
122
$26.3K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
120+ 38.96% |
$20.4K - $24.1K
|
428
$92.4K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$23.8K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
107+ 16.19% |
$18.2K - $21.5K
|
768
$166K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$16.8K - $19.9K
|
99
$21.4K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
97+ 1.55% |
$16.5K - $19.5K
|
6.37K
$1.37M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
90+ 6.71% |
$15.3K - $18.1K
|
1.43K
$309K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
87+ 10.14% |
$14.8K - $17.5K
|
945
$204K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
80New |
$13.6K - $16.1K
|
80
$17.3K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
77+ 6.6% |
$13.1K - $15.5K
|
1.24K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 127.78% |
$11.7K - $13.9K
|
123
$26.6K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 2.04% |
$10K - $11.9K
|
2.95K
$638K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 0.49% |
$9.35K - $11K
|
11.4K
$2.46M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.91% |
$9.35K - $11K
|
6.12K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
55+ 4.44% |
$9.35K - $11K
|
1.3K
$280K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.5K - $10K
|
50
$10.8K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 8.79% |
$8.16K - $9.64K
|
594
$128K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$10.4K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43New |
$7.31K - $8.64K
|
43
$9.29K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$15.3K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38+ 71.7% |
$6.46K - $7.63K
|
91
$19.7K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$5.27K - $6.23K
|
31
$6.69K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
29+ 1.73% |
$4.93K - $5.82K
|
1.71K
$369K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28+ 2.07% |
$4.76K - $5.62K
|
1.38K
$299K
|