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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.7K - $2.01K
|
10
$2.34K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-50- 1.39% |
$8.5K - $10K
|
3.54K
$829K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.78K- 57.05% |
$983K - $1.16M
|
4.35K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-135- 21.19% |
$23K - $27.1K
|
502
$118K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.07K+ 13.49% |
$183K - $216K
|
9.03K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.08% |
$170 - $201
|
1.21K
$285K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 14.17% |
$171K - $202K
|
6.09K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.2K- 13.27% |
$1.74M - $2.06M
|
67K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 2.5% |
$17K - $20.1K
|
4.1K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-247- 17.95% |
$42K - $49.6K
|
1.13K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-828- 41.59% |
$141K - $166K
|
1.16K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80+ 1.07% |
$13.6K - $16.1K
|
7.53K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 7.92% |
$359K - $424K
|
24.6K
$5.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21- 1.48% |
$3.57K - $4.22K
|
1.4K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-70- 3.07% |
$11.9K - $14.1K
|
2.21K
$519K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8- 0.11% |
$1.36K - $1.61K
|
7.18K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.36K- 9.03% |
$232K - $274K
|
13.7K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.5K- 1.26% |
$255K - $301K
|
118K
$27.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 9.7% |
$4.42K - $5.22K
|
242
$56.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-192- 0.73% |
$32.6K - $38.6K
|
26K
$6.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-944- 1.05% |
$161K - $190K
|
89K
$20.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-223- 12.82% |
$37.9K - $44.8K
|
1.52K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.37KNew |
$232K - $274K
|
1.37K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-33- 5.15% |
$5.61K - $6.63K
|
608
$143K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-845- 47.66% |
$144K - $170K
|
928
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
10.8K+ 3.4% |
$1.83M - $2.16M
|
327K
$76.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3+ 0.05% |
$510 - $603
|
6.03K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.08% |
$340 - $402
|
2.5K
$585K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
618K+ 285.57% |
$105M - $124M
|
834K
$196M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.51% |
$11.4K - $13.5K
|
4.36K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.26K- 63.82% |
$555K - $655K
|
1.85K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43New |
$7.31K - $8.64K
|
43
$10.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-105- 3.9% |
$17.9K - $21.1K
|
2.59K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-15- 75.0% |
$2.55K - $3.01K
|
5
$1.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 5.74% |
$181K - $214K
|
19.6K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
12.3K+ 30.33% |
$2.09M - $2.47M
|
52.8K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
36K+ 31.16% |
$6.12M - $7.23M
|
152K
$35.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-191- 10.02% |
$32.5K - $38.4K
|
1.72K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-130- 7.15% |
$22.1K - $26.1K
|
1.69K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.04K+ 9.78% |
$177K - $209K
|
11.7K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-118- 0.72% |
$20.1K - $23.7K
|
16.4K
$3.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.56% |
$3.74K - $4.42K
|
1.44K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.5K- 8.67% |
$425K - $502K
|
26.3K
$6.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.82K- 16.27% |
$309K - $365K
|
9.35K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-108- 4.22% |
$18.4K - $21.7K
|
2.45K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.12KNew |
$531K - $627K
|
3.12K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
451+ 3.96% |
$76.7K - $90.6K
|
11.8K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
534+ 12.21% |
$90.8K - $107K
|
4.91K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9- 20.45% |
$1.53K - $1.81K
|
35
$8.21K
|