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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-78- 4.65% |
$15K - $18.2K
|
1.6K
$315K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.16K+ 40.39% |
$609K - $737K
|
11K
$2.17M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-15- 0.7% |
$2.89K - $3.5K
|
2.14K
$422K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
6.4K+ 18.68% |
$1.23M - $1.49M
|
40.6K
$8.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$95.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.61K- 15.54% |
$1.46M - $1.77M
|
41.3K
$8.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$1.97K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 0.7% |
$5.59K - $6.76K
|
4.13K
$815K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-325- 1.72% |
$62.6K - $75.8K
|
18.6K
$3.67M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-44- 16.99% |
$8.47K - $10.3K
|
215
$42.4K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 6.98% |
$584 - $718
|
40
$7.88K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.15KNew |
$1.39M - $1.71M
|
7.15K
$1.41M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.51K+ 197.95% |
$1.07M - $1.32M
|
8.3K
$1.63M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6- 0.21% |
$1.17K - $1.44K
|
2.88K
$568K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$8.47K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
9.45KNew |
$1.84M - $2.26M
|
9.45K
$1.86M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
197+ 2.29% |
$38.4K - $47.2K
|
8.8K
$1.73M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
914New |
$178K - $219K
|
914
$180K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.79K+ 15.1% |
$1.52M - $1.87M
|
59.4K
$11.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
970New |
$189K - $232K
|
970
$191K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.36K- 40.98% |
$1.43M - $1.76M
|
10.6K
$2.09M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.67KNew |
$325K - $400K
|
1.67K
$329K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
22New |
$4.29K - $5.27K
|
22
$4.33K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3New |
$584 - $718
|
3
$591
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8.71KNew |
$1.7M - $2.08M
|
8.71K
$1.72M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
959New |
$187K - $230K
|
959
$189K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
152+ 14.95% |
$29.6K - $36.4K
|
1.17K
$230K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15Closed |
$2.92K - $3.59K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$584 - $718
|
3
$591
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.34KNew |
$261K - $321K
|
1.34K
$264K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
77New |
$15K - $18.4K
|
77
$15.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.9K+ 61.04% |
$1.93M - $2.37M
|
26.1K
$5.15M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-275- 0.99% |
$53.6K - $65.8K
|
27.5K
$5.41M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 12.07% |
$43.1K - $52.9K
|
2.05K
$404K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
725New |
$141K - $174K
|
725
$143K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
337+ 4.9% |
$65.6K - $80.7K
|
7.22K
$1.42M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
903New |
$176K - $216K
|
903
$178K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.19K- 7.92% |
$231K - $284K
|
13.8K
$2.71M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
197+ 6.99% |
$38.4K - $47.2K
|
3.02K
$594K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
37.4K+ 1096.54% |
$7.29M - $8.96M
|
40.8K
$8.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
72.6KNew |
$14.1M - $17.4M
|
72.6K
$14.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
5.34KNew |
$1.04M - $1.28M
|
5.34K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-298- 2.74% |
$58.1K - $71.4K
|
10.6K
$2.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12.9KNew |
$2.5M - $3.08M
|
12.9K
$2.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
968+ 4.39% |
$189K - $232K
|
23K
$4.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
975New |
$190K - $233K
|
975
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
556+ 107.75% |
$108K - $133K
|
1.07K
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.29K- 67.56% |
$1.22M - $1.51M
|
3.02K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.01K- 97.83% |
$781K - $960K
|
89
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.26K+ 29.09% |
$1.41M - $1.74M
|
32.2K
$6.35M
|
|