Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
198+ 7.86% |
$34.9K - $43.3K
|
2.72K
$596K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-335- 1.79% |
$59.1K - $73.2K
|
18.4K
$4.03M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 19.64% |
$337K - $418K
|
7.82K
$1.71M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
18New |
$3.17K - $3.93K
|
18
$3.95K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 0.37% |
$5.47K - $6.78K
|
8.36K
$1.83M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-112- 9.82% |
$19.8K - $24.5K
|
1.03K
$225K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5K- 18.29% |
$882K - $1.09M
|
22.3K
$4.9M
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
51+ 3.25% |
$8.99K - $11.1K
|
1.62K
$355K
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-461- 4.81% |
$81.3K - $101K
|
9.12K
$2M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
220+ 33.9% |
$38.8K - $48.1K
|
869
$190K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.14K+ 1.42% |
$378K - $468K
|
153K
$33.5M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21- 1.67% |
$3.7K - $4.59K
|
1.23K
$270K
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.09K- 2.68% |
$192K - $238K
|
39.6K
$8.67M
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.59K+ 127.66% |
$1.16M - $1.44M
|
11.7K
$2.57M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
150+ 3.76% |
$26.5K - $32.8K
|
4.14K
$906K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.36K+ 61.02% |
$240K - $298K
|
3.59K
$788K
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-46- 1.69% |
$8.11K - $10.1K
|
2.67K
$585K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
233+ 1.05% |
$41.1K - $50.9K
|
22.4K
$4.91M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.05% |
$176 - $219
|
1.97K
$431K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
123+ 3.48% |
$21.7K - $26.9K
|
3.66K
$803K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.07% |
$176 - $219
|
1.39K
$304K
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$227K - $282K
|
1.29K
$283K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-500- 78.13% |
$88.2K - $109K
|
140
$30.7K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
723+ 5.68% |
$127K - $158K
|
13.4K
$2.95M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-914- 8.03% |
$161K - $200K
|
10.5K
$2.29M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 86.16% |
$72.5K - $89.8K
|
66
$14.5K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.17K- 34.51% |
$560K - $694K
|
6.02K
$1.32M
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-255- 4.08% |
$45K - $55.7K
|
5.99K
$1.31M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-269- 6.03% |
$47.4K - $58.8K
|
4.2K
$920K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 9.15% |
$30.9K - $38.3K
|
2.09K
$458K
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
9+ 16.07% |
$1.59K - $1.97K
|
65
$14.2K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
89+ 8.56% |
$15.7K - $19.5K
|
1.13K
$247K
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.53K+ 2.89% |
$270K - $334K
|
54.4K
$11.9M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.41% |
$176 - $219
|
72
$15.8K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.96K- 15.72% |
$346K - $428K
|
10.5K
$2.3M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-125- 46.47% |
$22K - $27.3K
|
144
$31.6K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-214- 1.89% |
$37.7K - $46.8K
|
11.1K
$2.44M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-12- 0.63% |
$2.12K - $2.62K
|
1.9K
$416K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 1.67% |
$6.88K - $8.53K
|
2.37K
$519K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.03K+ 5.97% |
$534K - $662K
|
53.7K
$11.8M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
288+ 3.97% |
$50.8K - $63K
|
7.53K
$1.65M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
976New |
$172K - $213K
|
976
$214K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-4K- 62.64% |
$704K - $873K
|
2.38K
$522K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70.8KNew |
$12.5M - $15.5M
|
70.8K
$15.5M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
164+ 11.09% |
$28.9K - $35.8K
|
1.64K
$360K
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1K- 26.87% |
$177K - $219K
|
2.72K
$597K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-46- 2.28% |
$8.11K - $10.1K
|
1.97K
$433K
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.68% |
$1.76K - $2.19K
|
1.46K
$319K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-387- 1.84% |
$68.2K - $84.6K
|
20.7K
$4.53M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$206K - $255K
|
1.17K
$256K
|