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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.27% |
$3.06K - $3.62K
|
6.57K
$1.31M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
399+ 1.5% |
$67.8K - $80.1K
|
27K
$5.39M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.5KNew |
$255K - $302K
|
1.5K
$300K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$22K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-788- 12.1% |
$134K - $158K
|
5.72K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
13+ 0.67% |
$2.21K - $2.61K
|
1.97K
$393K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.65K+ 30.98% |
$450K - $532K
|
11.2K
$2.23M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3+ 0.08% |
$510 - $603
|
3.96K
$790K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.81KNew |
$307K - $363K
|
1.81K
$361K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-145- 1.47% |
$24.7K - $29.1K
|
9.73K
$1.94M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 19.0% |
$6.46K - $7.63K
|
238
$47.5K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60+ 1.9% |
$10.2K - $12.1K
|
3.21K
$641K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$9.58K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-783- 16.75% |
$133K - $157K
|
3.89K
$777K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
7.04KNew |
$1.2M - $1.41M
|
7.04K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 2.16% |
$4.08K - $4.82K
|
1.09K
$217K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-80.2K- 76.76% |
$13.6M - $16.1M
|
24.3K
$4.84M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$170 - $201
|
423
$84.4K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 1100.0% |
$1.87K - $2.21K
|
12
$2.4K
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.78K- 21.21% |
$303K - $357K
|
6.61K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-227- 3.41% |
$38.6K - $45.6K
|
6.43K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
75+ 5.76% |
$12.8K - $15.1K
|
1.38K
$275K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$200K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-167- 2.13% |
$28.4K - $33.5K
|
7.68K
$1.53M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
19.1KNew |
$3.24M - $3.83M
|
19.1K
$3.81M
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-84- 6.65% |
$14.3K - $16.9K
|
1.18K
$236K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 10.78% |
$4.33M - $5.12M
|
211K
$42.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.4K+ 2.03% |
$5.85M - $6.91M
|
1.73M
$346M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 1.18% |
$1.36K - $1.61K
|
672
$134K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 3.69% |
$2.42M - $2.86M
|
371K
$74M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-290- 2.48% |
$49.3K - $58.2K
|
11.4K
$2.28M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.2K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
80New |
$13.6K - $16.1K
|
80
$16K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
759+ 8.62% |
$129K - $152K
|
9.57K
$1.91M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 9.73% |
$7.31K - $8.64K
|
399
$79.7K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.46K- 3.13% |
$248K - $293K
|
45.2K
$9.02M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.31K- 2.63% |
$392K - $463K
|
85.3K
$17M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
210+ 7.16% |
$35.7K - $42.2K
|
3.14K
$627K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-49- 3.88% |
$8.33K - $9.84K
|
1.21K
$242K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
85+ 2.19% |
$14.5K - $17.1K
|
3.98K
$794K
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.02K- 8.4% |
$343K - $405K
|
22K
$4.39M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-12- 0.69% |
$2.04K - $2.41K
|
1.72K
$342K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-559- 15.03% |
$95.1K - $112K
|
3.16K
$631K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$207K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25New |
$4.25K - $5.02K
|
25
$4.99K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.14K- 5.7% |
$194K - $229K
|
18.9K
$3.77M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2+ 0.16% |
$340 - $402
|
1.26K
$251K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
90+ 6.71% |
$15.3K - $18.1K
|
1.43K
$286K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-20- 0.41% |
$3.4K - $4.02K
|
4.82K
$962K
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-55- 0.45% |
$9.35K - $11K
|
12.1K
$2.41M
|