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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$30.8K - $37.3K
|
160
$29.7K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
138+ 10.31% |
$26.6K - $32.2K
|
1.48K
$274K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$81.2K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
134+ 73.63% |
$25.8K - $31.2K
|
316
$58.6K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$24.1K - $29.2K
|
125
$23.2K
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
119+ 2.87% |
$22.9K - $27.8K
|
4.26K
$790K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 7.91% |
$22.9K - $27.8K
|
1.62K
$301K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 1.91% |
$22.1K - $26.8K
|
6.14K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
115+ 6.4% |
$22.1K - $26.8K
|
1.91K
$354K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
109+ 5.7% |
$21K - $25.4K
|
2.02K
$375K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
97+ 9.34% |
$18.7K - $22.6K
|
1.14K
$210K
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
70+ 0.21% |
$13.5K - $16.3K
|
33.9K
$6.28M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
70+ 7.45% |
$13.5K - $16.3K
|
1.01K
$187K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 0.24% |
$12.7K - $15.4K
|
27.4K
$5.07M
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
66+ 1.05% |
$12.7K - $15.4K
|
6.38K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
57+ 4.16% |
$11K - $13.3K
|
1.43K
$265K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
45+ 2.41% |
$8.67K - $10.5K
|
1.92K
$355K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$8.47K - $10.3K
|
44
$8.16K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 2.23% |
$8.28K - $10K
|
1.97K
$365K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 65.0% |
$7.51K - $9.09K
|
99
$18.4K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$5.38K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.27% |
$4.62K - $5.6K
|
1.91K
$354K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 7.73% |
$3.27K - $3.96K
|
237
$43.9K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$486K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$2.6K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$1.85K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.02% |
$1.35K - $1.63K
|
690
$128K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.19% |
$1.16K - $1.4K
|
3.09K
$574K
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5+ 0.4% |
$963 - $1.17K
|
1.27K
$235K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$963 - $1.17K
|
1.09K
$202K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.59K
$295K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.62K
$301K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.27K
$236K
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2+ 0.19% |
$385 - $466
|
1.03K
$191K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.43K
$266K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.01% |
$193 - $233
|
13.8K
$2.55M
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
5.99K
$1.11M
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.38K
$256K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.61% |
$193 - $233
|
164
$30.4K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$193 - $233
|
650
$121K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.36% |
$385 - $466
|
145
$26.9K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4- 0.16% |
$770 - $933
|
2.52K
$468K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.29% |
$770 - $933
|
1.38K
$256K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.98% |
$963 - $1.17K
|
247
$45.8K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 0.55% |
$1.16K - $1.4K
|
1.08K
$201K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 7.78% |
$2.7K - $3.26K
|
166
$30.8K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-15- 1.3% |
$2.89K - $3.5K
|
1.14K
$211K
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-15- 0.7% |
$2.89K - $3.5K
|
2.14K
$397K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.89% |
$3.85K - $4.66K
|
2.23K
$413K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.21% |
$4.04K - $4.9K
|
10.2K
$1.89M
|