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
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
314+ 25.55% |
$60.5K - $73.2K
|
1.54K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
311+ 24.55% |
$59.9K - $72.5K
|
1.58K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
305New |
$58.7K - $71.1K
|
305
$65.2K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
302+ 10.4% |
$58.2K - $70.4K
|
3.21K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
295+ 18.2% |
$56.8K - $68.8K
|
1.92K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
264+ 14.61% |
$50.8K - $61.6K
|
2.07K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
261+ 7.96% |
$50.3K - $60.9K
|
3.54K
$757K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
257+ 4.63% |
$49.5K - $59.9K
|
5.81K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
256+ 16.92% |
$49.3K - $59.7K
|
1.77K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
255+ 23.63% |
$49.1K - $59.5K
|
1.33K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
254+ 27.4% |
$48.9K - $59.2K
|
1.18K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
247+ 46.69% |
$47.6K - $57.6K
|
776
$166K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
240New |
$46.2K - $56K
|
240
$51.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
235+ 3.05% |
$45.3K - $54.8K
|
7.93K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
233+ 2.37% |
$44.9K - $54.3K
|
10K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
230+ 0.44% |
$44.3K - $53.6K
|
52.3K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
227+ 9.9% |
$43.7K - $52.9K
|
2.52K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
226+ 3.4% |
$43.5K - $52.7K
|
6.88K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
225+ 1.11% |
$43.3K - $52.5K
|
20.4K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222+ 1305.88% |
$42.8K - $51.8K
|
239
$51.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
218+ 2.61% |
$42K - $50.8K
|
8.57K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
215+ 106.97% |
$41.4K - $50.1K
|
416
$88.9K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
214+ 1.6% |
$41.2K - $49.9K
|
13.6K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
214+ 1.77% |
$41.2K - $49.9K
|
12.3K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
213+ 1.92% |
$41K - $49.7K
|
11.3K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
210+ 0.56% |
$40.4K - $49K
|
37.4K
$8M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
200+ 4.76% |
$38.5K - $46.6K
|
4.4K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200+ 56.18% |
$38.5K - $46.6K
|
556
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
198New |
$38.1K - $46.2K
|
198
$42.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
198+ 8.44% |
$38.1K - $46.2K
|
2.54K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
190+ 12.8% |
$36.6K - $44.3K
|
1.67K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
187+ 15.97% |
$36K - $43.6K
|
1.36K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 9.13% |
$35.6K - $43.1K
|
2.21K
$473K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
184+ 1.93% |
$35.4K - $42.9K
|
9.73K
$2.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 2.16% |
$31.8K - $38.5K
|
7.82K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$30.8K - $37.3K
|
160
$34.2K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
156+ 866.67% |
$30K - $36.4K
|
174
$37.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155New |
$29.9K - $36.1K
|
155
$33.1K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
154+ 12.05% |
$29.7K - $35.9K
|
1.43K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
149+ 2.31% |
$28.7K - $34.7K
|
6.6K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
148+ 1.8% |
$28.5K - $34.5K
|
8.36K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 1.94% |
$28.1K - $34K
|
7.69K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 0.94% |
$27.9K - $33.8K
|
15.6K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
142+ 4.56% |
$27.3K - $33.1K
|
3.25K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 6.41% |
$27.3K - $33.1K
|
2.36K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 7.8% |
$27K - $32.6K
|
1.94K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139+ 0.0% |
$26.8K - $32.4K
|
2.96M
$633M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
138+ 10.31% |
$26.6K - $32.2K
|
1.48K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$93.6K
|