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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-88- 6.8% |
$16.9K - $20.5K
|
1.21K
$264K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-116- 1.54% |
$22.3K - $27.1K
|
7.4K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.55K- 46.35% |
$1.65M - $1.99M
|
9.89K
$2.17M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-55- 0.27% |
$10.6K - $12.8K
|
20K
$4.39M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-212- 19.79% |
$40.8K - $49.4K
|
859
$188K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 2.44% |
$1.54K - $1.87K
|
320
$70.1K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-500- 14.97% |
$96.3K - $117K
|
2.84K
$623K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
50+ 2.82% |
$9.63K - $11.7K
|
1.82K
$400K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$12.9K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-82- 0.42% |
$15.8K - $19.1K
|
19.6K
$4.31M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 0.94% |
$27.9K - $33.8K
|
15.6K
$3.41M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
569+ 30.19% |
$110K - $133K
|
2.45K
$538K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.12% |
$385 - $466
|
1.71K
$375K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
977+ 105.28% |
$188K - $228K
|
1.91K
$418K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
62New |
$11.9K - $14.5K
|
62
$13.6K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-124- 5.37% |
$23.9K - $28.9K
|
2.18K
$479K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.39K- 19.51% |
$1.42M - $1.72M
|
30.5K
$6.68M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
247+ 46.69% |
$47.6K - $57.6K
|
776
$170K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 14.14% |
$43.9K - $53.2K
|
1.39K
$304K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-520- 10.56% |
$100K - $121K
|
4.41K
$966K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
142+ 4.56% |
$27.3K - $33.1K
|
3.25K
$713K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-290- 4.08% |
$55.9K - $67.6K
|
6.82K
$1.49M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-97- 1.61% |
$18.7K - $22.6K
|
5.94K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 1.13% |
$7.51K - $9.09K
|
3.48K
$762K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 32.89% |
$4.82K - $5.83K
|
101
$22.1K
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-77- 1.24% |
$14.8K - $18K
|
6.14K
$1.35M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
658+ 4.12% |
$127K - $153K
|
16.6K
$3.65M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.2K- 7.92% |
$9.86M - $11.9M
|
595K
$130M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-21Closed |
$4.04K - $4.9K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
184+ 1.93% |
$35.4K - $42.9K
|
9.73K
$2.13M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-4.4K- 4.91% |
$847K - $1.03M
|
85.2K
$18.7M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
851New |
$164K - $198K
|
851
$187K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-19- 95.0% |
$3.66K - $4.43K
|
1
$219
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-515- 14.25% |
$99.2K - $120K
|
3.1K
$679K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
133+ 31.07% |
$25.6K - $31K
|
561
$123K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-260- 2.24% |
$50.1K - $60.6K
|
11.4K
$2.49M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-132- 5.13% |
$25.4K - $30.8K
|
2.44K
$535K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
454+ 18.55% |
$87.4K - $106K
|
2.9K
$636K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.86K+ 39.78% |
$744K - $901K
|
13.6K
$2.98M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-763- 10.57% |
$147K - $178K
|
6.46K
$1.42M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.28K- 39.06% |
$246K - $297K
|
1.99K
$436K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-94- 3.35% |
$18.1K - $21.9K
|
2.72K
$595K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48+ 2.21% |
$9.24K - $11.2K
|
2.22K
$487K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-62- 0.59% |
$11.9K - $14.5K
|
10.5K
$2.31M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.02KNew |
$195K - $237K
|
1.02K
$222K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 5.08% |
$17.3K - $21K
|
1.68K
$369K
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.07K- 76.94% |
$976K - $1.18M
|
1.52K
$333K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-195- 1.75% |
$37.6K - $45.5K
|
10.9K
$2.4M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-458- 6.15% |
$88.2K - $107K
|
6.99K
$1.53M
|