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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-136K- 16.29% |
$26.5M - $32.5M
|
698K
$161M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$2.33M - $2.86M
|
12K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 18.2% |
$39K - $47.9K
|
899
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 1.92% |
$4.48K - $5.51K
|
1.18K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.19K+ 41.44% |
$426K - $524K
|
7.47K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
673+ 9.8% |
$131K - $161K
|
7.54K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
51+ 9.94% |
$9.93K - $12.2K
|
564
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-503- 9.24% |
$98K - $120K
|
4.94K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 5.0% |
$1.36K - $1.68K
|
147
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
958New |
$187K - $229K
|
958
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.9K+ 682.79% |
$12.6M - $15.5M
|
74.4K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 6.33% |
$21.4K - $26.3K
|
1.63K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 128.65% |
$335K - $412K
|
3.06K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 48.47% |
$253K - $311K
|
1.38K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$19.5K - $23.9K
|
11.7K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
950New |
$185K - $227K
|
950
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-973- 9.06% |
$190K - $233K
|
9.77K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-655- 10.72% |
$128K - $157K
|
5.46K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
461New |
$89.8K - $110K
|
461
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
103KNew |
$20.1M - $24.6M
|
103K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-67.4K- 6.49% |
$13.1M - $16.1M
|
972K
$224M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-375- 1.91% |
$73.1K - $89.8K
|
19.2K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
219+ 6.97% |
$42.7K - $52.4K
|
3.36K
$773K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.39K- 12.68% |
$661K - $813K
|
23.4K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5- 0.28% |
$974 - $1.2K
|
1.76K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 12.59% |
$375K - $461K
|
13.4K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.92KNew |
$375K - $460K
|
1.92K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 7.1% |
$16.4K - $20.1K
|
1.27K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 2.44% |
$19.5K - $23.9K
|
4.2K
$966K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
300New |
$58.4K - $71.8K
|
300
$69K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.18K- 3.03% |
$229K - $282K
|
37.7K
$8.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.25K+ 51.42% |
$244K - $300K
|
3.69K
$848K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 23.98% |
$622K - $764K
|
16.5K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3K+ 154.06% |
$3.95M - $4.85M
|
33.4K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 8.57% |
$24.9K - $30.6K
|
1.62K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
71K+ 1998.87% |
$13.8M - $17M
|
74.5K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
250+ 3.53% |
$48.7K - $59.9K
|
7.33K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-30- 1.75% |
$5.84K - $7.18K
|
1.68K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.05% |
$195 - $239
|
2.01K
$462K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
703+ 18.08% |
$137K - $168K
|
4.59K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
109+ 3.53% |
$21.2K - $26.1K
|
3.19K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$195 - $239
|
1.37K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.17K - $1.44K
|
18.9K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.22K+ 92.92% |
$1.6M - $1.97M
|
17.1K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 43.19% |
$3.1M - $3.81M
|
20.9K
$4.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.7K+ 751.39% |
$4.63M - $5.69M
|
26.9K
$6.19M
|