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 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
657+ 13.26% |
$127K - $153K
|
5.61K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
629+ 2.27% |
$121K - $147K
|
28.3K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
600+ 0.03% |
$116K - $140K
|
2.04M
$436M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599+ 0.81% |
$115K - $140K
|
75K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
597+ 5.03% |
$115K - $139K
|
12.5K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
593+ 44.12% |
$114K - $138K
|
1.94K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
591+ 20.95% |
$114K - $138K
|
3.41K
$729K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
591+ 3.07% |
$114K - $138K
|
19.8K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
590+ 22.07% |
$114K - $138K
|
3.26K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
569+ 30.19% |
$110K - $133K
|
2.45K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
543+ 13.44% |
$105K - $127K
|
4.58K
$980K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
540+ 3.9% |
$104K - $126K
|
14.4K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
532+ 15.65% |
$102K - $124K
|
3.93K
$841K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
527+ 76.16% |
$102K - $123K
|
1.22K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
513+ 8.49% |
$98.8K - $120K
|
6.56K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
511+ 18.18% |
$98.4K - $119K
|
3.32K
$710K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
507+ 9.29% |
$97.6K - $118K
|
5.96K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
497+ 9.08% |
$95.7K - $116K
|
5.97K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
479+ 1.44% |
$92.3K - $112K
|
33.7K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
469+ 50.38% |
$90.3K - $109K
|
1.4K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
469+ 9.61% |
$90.3K - $109K
|
5.35K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
468+ 40.45% |
$90.1K - $109K
|
1.63K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
459+ 23.03% |
$88.4K - $107K
|
2.45K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
454+ 18.55% |
$87.4K - $106K
|
2.9K
$620K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
445+ 32.94% |
$85.7K - $104K
|
1.8K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
443+ 7.72% |
$85.3K - $103K
|
6.18K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
443+ 6.74% |
$85.3K - $103K
|
7.01K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
429+ 36.7% |
$82.6K - $100K
|
1.6K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
414+ 2.02% |
$79.7K - $96.5K
|
20.9K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
412+ 36.69% |
$79.4K - $96.1K
|
1.54K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
411+ 622.73% |
$79.2K - $95.8K
|
477
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
406+ 4.26% |
$78.2K - $94.7K
|
9.95K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
406+ 0.93% |
$78.2K - $94.7K
|
44.3K
$9.47M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
403+ 16.5% |
$77.6K - $94K
|
2.85K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
398+ 10.33% |
$76.7K - $92.8K
|
4.25K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
389+ 4.09% |
$74.9K - $90.7K
|
9.91K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
388+ 10.35% |
$74.7K - $90.5K
|
4.14K
$885K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 20.3% |
$74K - $89.5K
|
2.28K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
374+ 37400.0% |
$72K - $87.2K
|
375
$80.2K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
374+ 20.63% |
$72K - $87.2K
|
2.19K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
373+ 14.67% |
$71.8K - $87K
|
2.92K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
370+ 12.84% |
$71.3K - $86.3K
|
3.25K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
367+ 6.19% |
$70.7K - $85.6K
|
6.3K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
364+ 31.57% |
$70.1K - $84.9K
|
1.52K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
359+ 28.65% |
$69.1K - $83.7K
|
1.61K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
358+ 1.13% |
$69K - $83.5K
|
31.9K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
342+ 3.18% |
$65.9K - $79.8K
|
11.1K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.75% |
$63.4K - $76.7K
|
12.3K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
315+ 1.82% |
$60.7K - $73.5K
|
17.6K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
314+ 22.99% |
$60.5K - $73.2K
|
1.68K
$359K
|