Purchases and Sales Made in Q1 2025 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
127K+ 16586.46% |
$24.5M - $29.7M
|
128K
$23.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
58.9K+ 95.56% |
$11.3M - $13.7M
|
121K
$22.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
30.8KNew |
$5.93M - $7.18M
|
30.8K
$5.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6K+ 7864.52% |
$2.82M - $3.41M
|
14.8K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.4K+ 14.29% |
$2.39M - $2.89M
|
99.1K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.44KNew |
$1.63M - $1.97M
|
8.44K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.92K+ 1903.13% |
$1.52M - $1.85M
|
8.33K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.8KNew |
$1.31M - $1.59M
|
6.8K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.69KNew |
$1.29M - $1.56M
|
6.69K
$1.24M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
6.4K+ 18.68% |
$1.23M - $1.49M
|
40.6K
$7.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.82K+ 137.11% |
$1.12M - $1.36M
|
10.1K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 30.87% |
$979K - $1.19M
|
21.6K
$4M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.19K+ 236.55% |
$615K - $744K
|
4.54K
$842K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.16K+ 40.39% |
$609K - $737K
|
11K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$516K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.47K+ 10.71% |
$475K - $575K
|
25.5K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$419K - $508K
|
2.18K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.92K+ 3.78% |
$371K - $449K
|
52.9K
$9.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.77K+ 24.5% |
$340K - $412K
|
8.98K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.61K+ 73.07% |
$310K - $375K
|
3.81K
$707K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.6K+ 8.69% |
$309K - $374K
|
20K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.57K+ 25.09% |
$302K - $365K
|
7.81K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54KNew |
$297K - $359K
|
1.54K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 16.08% |
$271K - $328K
|
10.1K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 10.28% |
$265K - $321K
|
14.7K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 2.75% |
$239K - $290K
|
46.5K
$8.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.05KNew |
$202K - $244K
|
1.05K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
956+ 11.6% |
$184K - $223K
|
9.2K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
834+ 77.29% |
$161K - $194K
|
1.91K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
779+ 21.85% |
$150K - $182K
|
4.35K
$806K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
762+ 12.72% |
$147K - $178K
|
6.75K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
761+ 1.19% |
$147K - $177K
|
64.5K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
706+ 2.64% |
$136K - $165K
|
27.5K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
597+ 5.03% |
$115K - $139K
|
12.5K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
591+ 3.07% |
$114K - $138K
|
19.8K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
540+ 3.9% |
$104K - $126K
|
14.4K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
527+ 76.16% |
$102K - $123K
|
1.22K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
497+ 9.08% |
$95.7K - $116K
|
5.97K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
469+ 50.38% |
$90.3K - $109K
|
1.4K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
429+ 36.7% |
$82.6K - $100K
|
1.6K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
411+ 622.73% |
$79.2K - $95.8K
|
477
$88.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 20.3% |
$74K - $89.5K
|
2.28K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
370+ 12.84% |
$71.3K - $86.3K
|
3.25K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.75% |
$63.4K - $76.7K
|
12.3K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
257+ 4.63% |
$49.5K - $59.9K
|
5.81K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
254+ 27.4% |
$48.9K - $59.2K
|
1.18K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
233+ 2.37% |
$44.9K - $54.3K
|
10K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
214+ 1.77% |
$41.2K - $49.9K
|
12.3K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 9.13% |
$35.6K - $43.1K
|
2.21K
$410K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$90.1K
|