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 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3- 0.12% |
$578 - $700
|
2.45K
$524K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.29% |
$770 - $933
|
1.38K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4- 0.16% |
$770 - $933
|
2.52K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-4- 0.24% |
$770 - $933
|
1.68K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-5- 0.01% |
$963 - $1.17K
|
67.5K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 21.74% |
$963 - $1.17K
|
18
$3.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.98% |
$963 - $1.17K
|
247
$52.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 0.55% |
$1.16K - $1.4K
|
1.08K
$232K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.5% |
$1.35K - $1.63K
|
1.39K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-7- 0.68% |
$1.35K - $1.63K
|
1.02K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 2.44% |
$1.54K - $1.87K
|
320
$68.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 7.55% |
$1.54K - $1.87K
|
98
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9- 0.45% |
$1.73K - $2.1K
|
2K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.02% |
$1.73K - $2.1K
|
877
$188K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 2.78% |
$1.93K - $2.33K
|
350
$74.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12- 0.88% |
$2.31K - $2.8K
|
1.36K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.8% |
$2.31K - $2.8K
|
1.48K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.34% |
$2.31K - $2.8K
|
3.47K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13- 0.68% |
$2.5K - $3.03K
|
1.89K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 7.78% |
$2.7K - $3.26K
|
166
$35.5K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14- 0.86% |
$2.7K - $3.26K
|
1.62K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 1.52% |
$2.7K - $3.26K
|
910
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-14- 0.81% |
$2.7K - $3.26K
|
1.73K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15- 0.6% |
$2.89K - $3.5K
|
2.47K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.24% |
$2.89K - $3.5K
|
6.3K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-15- 1.3% |
$2.89K - $3.5K
|
1.14K
$244K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-15- 0.7% |
$2.89K - $3.5K
|
2.14K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 19.75% |
$3.08K - $3.73K
|
65
$13.9K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16- 0.55% |
$3.08K - $3.73K
|
2.87K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-19- 1.61% |
$3.66K - $4.43K
|
1.16K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-19- 95.0% |
$3.66K - $4.43K
|
1
$214
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.89% |
$3.85K - $4.66K
|
2.23K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.21% |
$4.04K - $4.9K
|
10.2K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-21Closed |
$4.04K - $4.9K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-21- 95.45% |
$4.04K - $4.9K
|
1
$214
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-21- 0.63% |
$4.04K - $4.9K
|
3.29K
$704K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-22- 7.56% |
$4.24K - $5.13K
|
269
$57.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 9.73% |
$4.24K - $5.13K
|
204
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 1.56% |
$4.24K - $5.13K
|
1.39K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 3.87% |
$4.43K - $5.36K
|
571
$122K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 17.24% |
$4.82K - $5.83K
|
120
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-25- 0.45% |
$4.82K - $5.83K
|
5.53K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 7.69% |
$4.82K - $5.83K
|
300
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-25- 1.32% |
$4.82K - $5.83K
|
1.87K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 41.54% |
$5.2K - $6.3K
|
38
$8.12K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-28- 39.44% |
$5.39K - $6.53K
|
43
$9.19K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 0.7% |
$5.59K - $6.76K
|
4.13K
$884K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.65% |
$5.78K - $7K
|
4.6K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-30- 0.3% |
$5.78K - $7K
|
9.97K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-30- 2.25% |
$5.78K - $7K
|
1.3K
$279K
|