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 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
944New |
$166K - $206K
|
944
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 8.82% |
$2.39M - $2.96M
|
140K
$32.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
354+ 1.59% |
$62.4K - $77.4K
|
22.7K
$5.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-500- 31.77% |
$88.2K - $109K
|
1.07K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.3K- 2.61% |
$229K - $284K
|
48.5K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.74K+ 13.54% |
$836K - $1.04M
|
39.8K
$9.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-100- 1.42% |
$17.6K - $21.9K
|
6.94K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.63K- 22.01% |
$816K - $1.01M
|
16.4K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-508- 1.58% |
$89.6K - $111K
|
31.7K
$7.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.15% |
$4.41K - $5.46K
|
16.1K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.53K- 57.7% |
$445K - $552K
|
1.85K
$426K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47.6K+ 4032.51% |
$8.4M - $10.4M
|
48.8K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-422- 6.0% |
$74.4K - $92.2K
|
6.61K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 4.6% |
$705 - $874
|
83
$19.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.55K- 32.88% |
$802K - $994K
|
9.29K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-243- 9.01% |
$42.9K - $53.1K
|
2.45K
$564K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-673- 14.54% |
$119K - $147K
|
3.96K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 0.69% |
$17.6K - $21.9K
|
14.4K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-243- 2.2% |
$42.9K - $53.1K
|
10.8K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
998New |
$176K - $218K
|
998
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.55KNew |
$273K - $339K
|
1.55K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-48.2K- 42.7% |
$8.5M - $10.5M
|
64.7K
$14.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-279- 1.59% |
$49.2K - $61K
|
17.2K
$3.97M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118+ 82.52% |
$20.8K - $25.8K
|
261
$60K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22- 4.13% |
$3.88K - $4.81K
|
511
$118K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.22% |
$1.06K - $1.31K
|
2.69K
$618K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
374+ 22.3% |
$66K - $81.8K
|
2.05K
$472K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.2K+ 92.3% |
$565K - $700K
|
6.67K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-132- 0.63% |
$23.3K - $28.9K
|
20.8K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
416+ 30.52% |
$73.4K - $90.9K
|
1.78K
$409K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 0.55% |
$195K - $241K
|
202K
$46.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-93- 2.5% |
$16.4K - $20.3K
|
3.63K
$836K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-86- 1.25% |
$15.2K - $18.8K
|
6.79K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.81K- 62.78% |
$849K - $1.05M
|
2.85K
$656K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-137- 3.93% |
$24.2K - $29.9K
|
3.35K
$771K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.53KNew |
$270K - $335K
|
1.53K
$352K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-490- 11.84% |
$86.4K - $107K
|
3.65K
$839K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-125- 5.27% |
$22K - $27.3K
|
2.25K
$517K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
628New |
$111K - $137K
|
628
$144K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 13.71% |
$2.53M - $3.13M
|
90.2K
$20.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
621+ 3881.25% |
$110K - $136K
|
637
$147K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-147- 4.43% |
$25.9K - $32.1K
|
3.18K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.13KNew |
$200K - $248K
|
1.13K
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
47+ 2.58% |
$8.29K - $10.3K
|
1.87K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
69+ 0.52% |
$12.2K - $15.1K
|
13.3K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
800+ 14.16% |
$141K - $175K
|
6.45K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
19+ 1900.0% |
$3.35K - $4.15K
|
20
$4.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
149+ 6.82% |
$26.3K - $32.6K
|
2.33K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-456- 28.54% |
$80.4K - $99.7K
|
1.14K
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
287+ 0.85% |
$50.6K - $62.7K
|
34.3K
$7.88M
|