Purchases and Sales Made in Q2 2025 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
31.2M+ 592489.38% |
$5.5B - $6.81B
|
31.2M
$7.03B
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
310KNew |
$54.7M - $67.8M
|
310K
$69.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
135KNew |
$23.7M - $29.4M
|
135K
$30.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70.8KNew |
$12.5M - $15.5M
|
70.8K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
55.8K+ 6.03% |
$9.85M - $12.2M
|
982K
$221M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
48K+ 4.46% |
$8.47M - $10.5M
|
1.12M
$254M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
44.9KNew |
$7.91M - $9.81M
|
44.9K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.4K+ 3.05% |
$6.78M - $8.4M
|
1.3M
$293M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.2K+ 2821.66% |
$5.14M - $6.38M
|
30.2K
$6.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
20.8KNew |
$3.67M - $4.55M
|
20.8K
$4.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 166.61% |
$2.48M - $3.07M
|
22.5K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.23K+ 9.2% |
$1.63M - $2.02M
|
110K
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
8.94KNew |
$1.58M - $1.95M
|
8.94K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.59K+ 127.66% |
$1.16M - $1.44M
|
11.7K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.13K+ 4.73% |
$1.08M - $1.34M
|
136K
$30.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
5.68KNew |
$1M - $1.24M
|
5.68K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.5K+ 67.23% |
$793K - $983K
|
11.2K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.05K+ 5.29% |
$714K - $885K
|
80.6K
$18.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.99KNew |
$704K - $872K
|
3.99K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.94KNew |
$695K - $861K
|
3.94K
$888K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.8K+ 16.57% |
$670K - $831K
|
26.7K
$6.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.5K+ 12.36% |
$617K - $765K
|
31.8K
$7.18M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.34KNew |
$589K - $730K
|
3.34K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.33K+ 12.09% |
$586K - $727K
|
30.8K
$6.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.27K+ 43.81% |
$576K - $714K
|
10.7K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.03K+ 5.97% |
$534K - $662K
|
53.7K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 7.96% |
$460K - $571K
|
35.4K
$7.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$442K - $548K
|
2.51K
$566K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.29K+ 4.68% |
$405K - $501K
|
51.3K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 8.57% |
$401K - $497K
|
28.8K
$6.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.25KNew |
$397K - $492K
|
2.25K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$383K - $475K
|
2.17K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.14K+ 1.42% |
$378K - $468K
|
153K
$34.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.02K+ 126.33% |
$356K - $442K
|
3.62K
$816K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.97KNew |
$348K - $431K
|
1.97K
$444K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.85KNew |
$326K - $404K
|
1.85K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.69KNew |
$298K - $369K
|
1.69K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.53K+ 2.89% |
$270K - $334K
|
54.4K
$12.3M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.51KNew |
$266K - $329K
|
1.51K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.49K+ 46.61% |
$263K - $326K
|
4.69K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 11.56% |
$250K - $310K
|
13.7K
$3.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.36K+ 61.02% |
$240K - $298K
|
3.59K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.3K+ 38.64% |
$229K - $284K
|
4.66K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$227K - $282K
|
1.29K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.25K+ 40.29% |
$220K - $273K
|
4.35K
$981K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.24K+ 8.91% |
$218K - $270K
|
15.1K
$3.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$206K - $255K
|
1.17K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16K+ 2.8% |
$204K - $253K
|
42.6K
$9.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 454.39% |
$192K - $237K
|
1.33K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.08KNew |
$190K - $235K
|
1.08K
$243K
|