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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-99- 6.66% |
$17.5K - $21.6K
|
1.39K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
12+ 1.18% |
$2.12K - $2.62K
|
1.03K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.06K- 34.96% |
$364K - $451K
|
3.84K
$882K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-268- 0.25% |
$47.3K - $58.6K
|
108K
$24.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
157+ 2.37% |
$27.7K - $34.3K
|
6.78K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217K- 8.79% |
$38.4M - $47.5M
|
2.26M
$519M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-37- 1.58% |
$6.52K - $8.09K
|
2.31K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 8.0% |
$2.17M - $2.68M
|
141K
$32.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 0.61% |
$9.35K - $11.6K
|
8.69K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3K+ 128.26% |
$529K - $656K
|
5.34K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
408+ 9.16% |
$71.9K - $89.2K
|
4.86K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
189KNew |
$33.4M - $41.4M
|
189K
$43.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 72.09% |
$5.47K - $6.78K
|
74
$17K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
255New |
$45K - $55.7K
|
255
$58.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.01% |
$176 - $219
|
9.91K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.64K+ 103.79% |
$642K - $796K
|
7.15K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-654- 6.14% |
$115K - $143K
|
10K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.9% |
$3.53K - $4.37K
|
2.21K
$507K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
89+ 1.94% |
$15.7K - $19.5K
|
4.69K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-56- 1.64% |
$9.88K - $12.2K
|
3.35K
$771K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.49K- 5.83% |
$262K - $325K
|
24K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
51K+ 3764.8% |
$9M - $11.2M
|
52.4K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.17K- 19.35% |
$383K - $475K
|
9.05K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
10.4KNew |
$1.83M - $2.27M
|
10.4K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-56- 4.42% |
$9.88K - $12.2K
|
1.21K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
20K+ 196.07% |
$3.54M - $4.38M
|
30.3K
$6.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.12% |
$705 - $874
|
3.47K
$799K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
156New |
$27.5K - $34.1K
|
156
$35.9K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
180+ 8.14% |
$31.7K - $39.3K
|
2.39K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.74K+ 153.08% |
$307K - $380K
|
2.88K
$661K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
31.7KNew |
$5.59M - $6.93M
|
31.7K
$7.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-61.2K- 97.48% |
$10.8M - $13.4M
|
1.58K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3- 0.1% |
$529 - $656
|
3.09K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
312+ 10.73% |
$55K - $68.2K
|
3.22K
$741K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
811+ 3.33% |
$143K - $177K
|
25.2K
$5.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-645- 2.35% |
$114K - $141K
|
26.8K
$6.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.1KNew |
$193K - $239K
|
1.1K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$203K - $252K
|
1.15K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.75% |
$302K - $374K
|
37.7K
$8.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.12K- 9.42% |
$198K - $245K
|
10.8K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
948New |
$167K - $207K
|
948
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.25K+ 93.46% |
$925K - $1.15M
|
10.9K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$176 - $219
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-315- 12.41% |
$55.5K - $68.9K
|
2.22K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
50+ 1.75% |
$8.82K - $10.9K
|
2.9K
$667K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2+ 0.18% |
$353 - $437
|
1.12K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-888- 20.57% |
$157K - $194K
|
3.43K
$789K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9K+ 108.99% |
$2.1M - $2.61M
|
22.9K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29+ 1.51% |
$5.11K - $6.34K
|
1.95K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.11KNew |
$196K - $242K
|
1.11K
$255K
|