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 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$438K - $490K
|
2.77K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.25KNew |
$356K - $398K
|
2.25K
$520K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.44KNew |
$227K - $254K
|
1.44K
$331K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.27K+ 20.01% |
$200K - $224K
|
7.59K
$1.75M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
977New |
$155K - $173K
|
977
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
547New |
$86.6K - $96.8K
|
547
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
502+ 11.45% |
$79.5K - $88.8K
|
4.89K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
450New |
$71.3K - $79.6K
|
450
$104K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
235New |
$37.2K - $41.6K
|
235
$54.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
210+ 5.29% |
$33.3K - $37.2K
|
4.18K
$965K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
174New |
$27.6K - $30.8K
|
174
$40.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 111.76% |
$27.1K - $30.3K
|
324
$74.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
125New |
$19.8K - $22.1K
|
125
$28.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
122+ 4.57% |
$19.3K - $21.6K
|
2.79K
$644K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118New |
$18.7K - $20.9K
|
118
$27.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
95New |
$15K - $16.8K
|
95
$21.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
79+ 6.37% |
$12.5K - $14K
|
1.32K
$305K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
61+ 1.45% |
$9.66K - $10.8K
|
4.27K
$986K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
41New |
$6.49K - $7.26K
|
41
$9.47K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41+ 341.67% |
$6.49K - $7.26K
|
53
$12.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29New |
$4.59K - $5.13K
|
29
$6.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
24New |
$3.8K - $4.25K
|
24
$5.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21New |
$3.33K - $3.72K
|
21
$4.85K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
16+ 1.16% |
$2.53K - $2.83K
|
1.39K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$1.74K - $1.95K
|
1.79K
$414K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$28.7M - $34M
|
200K
$46.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
PUT |
40KNew |
$5.74M - $6.79M
|
40K
$9.24M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.79KNew |
$1.12M - $1.32M
|
7.79K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.32KNew |
$907K - $1.07M
|
6.32K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
PUT |
5KNew |
$718K - $849K
|
5K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.26KNew |
$612K - $724K
|
4.26K
$984K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.08K+ 47.33% |
$442K - $523K
|
9.59K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.81KNew |
$404K - $478K
|
2.81K
$650K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.56KNew |
$368K - $435K
|
2.56K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.38KNew |
$341K - $403K
|
2.38K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.27KNew |
$182K - $215K
|
1.27K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
952+ 11.28% |
$137K - $162K
|
9.39K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
747+ 4.02% |
$107K - $127K
|
19.3K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
575New |
$82.5K - $97.6K
|
575
$133K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
530New |
$76.1K - $90K
|
530
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
300+ 60.0% |
$43.1K - $50.9K
|
800
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
272+ 6.49% |
$39K - $46.2K
|
4.46K
$1.03M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$26K - $30.7K
|
181
$41.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
133New |
$19.1K - $22.6K
|
133
$30.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
126+ 0.15% |
$18.1K - $21.4K
|
86.3K
$19.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
115+ 1.9% |
$16.5K - $19.5K
|
6.16K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
97New |
$13.9K - $16.5K
|
97
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
94+ 4.0% |
$13.5K - $16K
|
2.44K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$11.5K - $13.6K
|
80
$18.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.05% |
$8.61K - $10.2K
|
5.79K
$1.34M
|
|