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 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 84.41% |
$209K - $247K
|
2.69K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 9.0% |
$179K - $211K
|
10.6K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47+ 3.94% |
$7.99K - $9.44K
|
1.24K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
387+ 14.79% |
$65.8K - $77.7K
|
3K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 1.2% |
$15.8K - $18.7K
|
7.64K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.08K+ 10.45% |
$354K - $418K
|
22K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.26% |
$510 - $603
|
1.16K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.06% |
$170 - $201
|
1.74K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-239- 15.16% |
$40.6K - $48K
|
1.34K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 3.53% |
$4.25K - $5.02K
|
683
$160K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-608- 8.0% |
$103K - $122K
|
6.99K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
25+ 0.75% |
$4.25K - $5.02K
|
3.35K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-77- 3.76% |
$13.1K - $15.5K
|
1.97K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-2.98K- 28.17% |
$506K - $598K
|
7.59K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 116.67% |
$3.57K - $4.22K
|
39
$9.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 30.23% |
$2.21K - $2.61K
|
30
$7.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128+ 8.34% |
$21.8K - $25.7K
|
1.66K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-500- 4.85% |
$85K - $100K
|
9.81K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
190+ 7.38% |
$32.3K - $38.2K
|
2.77K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.36KNew |
$741K - $875K
|
4.36K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.16K- 9.36% |
$878K - $1.04M
|
50K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 9.43% |
$2.55K - $3.01K
|
174
$40.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
276+ 0.2% |
$46.9K - $55.4K
|
139K
$32.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-79- 3.65% |
$13.4K - $15.9K
|
2.08K
$489K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
175+ 3.13% |
$29.8K - $35.2K
|
5.76K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32+ 0.55% |
$5.44K - $6.43K
|
5.86K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.54K- 17.84% |
$602K - $711K
|
16.3K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-865- 0.7% |
$147K - $174K
|
123K
$28.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
14.9KNew |
$2.54M - $3M
|
14.9K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$16.8K - $19.9K
|
99
$23.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
272+ 7.52% |
$46.3K - $54.6K
|
3.89K
$912K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
94+ 4.48% |
$16K - $18.9K
|
2.19K
$514K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.66KNew |
$622K - $735K
|
3.66K
$858K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
59+ 2.21% |
$10K - $11.9K
|
2.73K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-1.32K- 1.14% |
$224K - $264K
|
114K
$26.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-134- 0.6% |
$22.8K - $26.9K
|
22.4K
$5.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-805- 15.48% |
$137K - $162K
|
4.4K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 8.0% |
$1.02K - $1.21K
|
69
$16.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.91K- 3.61% |
$325K - $384K
|
51.1K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
44+ 0.29% |
$7.48K - $8.84K
|
15.4K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.74% |
$22.1K - $26.1K
|
7.32K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
447+ 1.14% |
$76K - $89.8K
|
39.6K
$9.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-4- 0.31% |
$680 - $803
|
1.28K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15+ 0.85% |
$2.55K - $3.01K
|
1.78K
$417K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
313+ 4.71% |
$53.2K - $62.9K
|
6.96K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6- 0.22% |
$1.02K - $1.21K
|
2.68K
$627K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$170 - $201
|
907
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
131+ 11.11% |
$22.3K - $26.3K
|
1.31K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 4.47% |
$5.1K - $6.03K
|
641
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-24.9K- 95.01% |
$4.24M - $5.01M
|
1.31K
$307K
|