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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-20- 58.82% |
$3.53K - $4.37K
|
14
$3.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
37+ 0.69% |
$6.52K - $8.09K
|
5.43K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
155+ 13.37% |
$27.3K - $33.9K
|
1.31K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-431- 22.25% |
$76K - $94.2K
|
1.51K
$346K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
439+ 0.09% |
$77.4K - $96K
|
482K
$111M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
83+ 6.53% |
$14.6K - $18.1K
|
1.36K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 33.31% |
$103K - $127K
|
1.17K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-448- 2.56% |
$79K - $97.9K
|
17.1K
$3.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
145+ 0.84% |
$25.6K - $31.7K
|
17.4K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-149- 5.14% |
$26.3K - $32.6K
|
2.75K
$633K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 36.92% |
$214K - $266K
|
2.08K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
31.7KNew |
$5.59M - $6.93M
|
31.7K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.31% |
$176 - $219
|
326
$75K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
436+ 24.8% |
$76.9K - $95.3K
|
2.19K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-608- 29.49% |
$107K - $133K
|
1.45K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
430+ 23.94% |
$75.8K - $94K
|
2.23K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.6K+ 28.77% |
$3.64M - $4.51M
|
92.3K
$21.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-31- 0.48% |
$5.47K - $6.78K
|
6.43K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.18% |
$882 - $1.09K
|
2.75K
$632K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.89K- 8.36% |
$1.04M - $1.29M
|
64.5K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
205+ 45.25% |
$36.1K - $44.8K
|
658
$151K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-146- 10.41% |
$25.7K - $31.9K
|
1.26K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-14.3K- 72.58% |
$2.53M - $3.13M
|
5.41K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
820+ 7.17% |
$145K - $179K
|
12.3K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
241+ 1.9% |
$42.5K - $52.7K
|
12.9K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$176K - $219K
|
1K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
32+ 0.33% |
$5.64K - $6.99K
|
9.76K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 28.75% |
$197K - $244K
|
2.77K
$637K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
106+ 2.76% |
$18.7K - $23.2K
|
3.95K
$909K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
152KNew |
$26.8M - $33.2M
|
152K
$34.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.28K- 81.89% |
$755K - $936K
|
947
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-91- 0.7% |
$16K - $19.9K
|
12.9K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.24K+ 15.69% |
$395K - $490K
|
16.5K
$3.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.09K+ 461.6% |
$193K - $239K
|
1.33K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-241- 1.16% |
$42.5K - $52.7K
|
20.5K
$4.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-610- 2.45% |
$108K - $133K
|
24.3K
$5.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-91- 0.86% |
$16K - $19.9K
|
10.4K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09K+ 7.25% |
$192K - $238K
|
16.1K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-73- 3.1% |
$12.9K - $16K
|
2.28K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-60- 37.04% |
$10.6K - $13.1K
|
102
$23.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.03KNew |
$181K - $225K
|
1.03K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
247K+ 27.09% |
$43.6M - $54.1M
|
1.16M
$267M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.13K- 18.45% |
$199K - $247K
|
5K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
290+ 4.42% |
$51.1K - $63.4K
|
6.85K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.38K- 15.85% |
$242K - $301K
|
7.3K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
608+ 4.48% |
$107K - $133K
|
14.2K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.41K- 27.39% |
$953K - $1.18M
|
14.3K
$3.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-157- 10.32% |
$27.7K - $34.3K
|
1.37K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.45K- 1.4% |
$256K - $317K
|
102K
$23.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-30- 1.37% |
$5.29K - $6.56K
|
2.16K
$496K
|