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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.27% |
$4.08K - $4.82K
|
1.87K
$438K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-736- 8.2% |
$125K - $148K
|
8.24K
$1.93M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 5.75% |
$4.25K - $5.02K
|
410
$96.1K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.11K- 27.41% |
$1.21M - $1.43M
|
18.8K
$4.41M
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
749+ 6.13% |
$127K - $150K
|
13K
$3.04M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-196- 6.51% |
$33.3K - $39.4K
|
2.82K
$661K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.73K+ 3.73% |
$293K - $346K
|
48K
$11.2M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-74- 0.68% |
$12.6K - $14.9K
|
10.8K
$2.53M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$311K - $368K
|
1.83K
$429K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-132- 0.4% |
$22.4K - $26.5K
|
32.9K
$7.71M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
228+ 1.15% |
$38.8K - $45.8K
|
20K
$4.69M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-34- 0.61% |
$5.78K - $6.83K
|
5.57K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
130+ 1.38% |
$22.1K - $26.1K
|
9.58K
$2.25M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.22% |
$1.02K - $1.21K
|
2.73K
$640K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
337+ 28.85% |
$57.3K - $67.7K
|
1.51K
$353K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-27- 0.41% |
$4.59K - $5.42K
|
6.63K
$1.55M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 1.59% |
$5.1K - $6.03K
|
1.86K
$436K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.26K- 32.16% |
$554K - $654K
|
6.87K
$1.61M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
481New |
$81.8K - $96.6K
|
481
$113K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 0.13% |
$7.99K - $9.44K
|
36.5K
$8.57M
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.61K- 23.35% |
$954K - $1.13M
|
18.4K
$4.32M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.68% |
$170 - $201
|
147
$34.5K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-315- 30.23% |
$53.6K - $63.3K
|
727
$170K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
81+ 6.22% |
$13.8K - $16.3K
|
1.38K
$324K
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-29.1K- 63.07% |
$4.96M - $5.85M
|
17.1K
$4M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-531- 28.11% |
$90.3K - $107K
|
1.36K
$318K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-1.44K- 36.01% |
$245K - $290K
|
2.56K
$601K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-116- 1.8% |
$19.7K - $23.3K
|
6.34K
$1.49M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-133- 5.59% |
$22.6K - $26.7K
|
2.25K
$527K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.5K+ 3.27% |
$7.57M - $8.95M
|
1.41M
$329M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
210+ 5.76% |
$35.7K - $42.2K
|
3.86K
$904K
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-86.3K- 90.49% |
$14.7M - $17.3M
|
9.06K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-621- 34.18% |
$106K - $125K
|
1.2K
$280K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-132- 4.59% |
$22.4K - $26.5K
|
2.74K
$643K
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-129- 0.23% |
$21.9K - $25.9K
|
56.5K
$13.2M
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.7K- 4.18% |
$289K - $341K
|
38.9K
$9.12M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
233K+ 89.56% |
$39.7M - $46.9M
|
494K
$116M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 23.53% |
$3.15M - $3.72M
|
97.3K
$22.8M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
393+ 2.26% |
$66.8K - $78.9K
|
17.8K
$4.18M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.89K- 2.97% |
$1.51M - $1.79M
|
291K
$68.2M
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
128+ 1.24% |
$21.8K - $25.7K
|
10.4K
$2.45M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-222- 7.3% |
$37.8K - $44.6K
|
2.82K
$661K
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-655- 24.74% |
$111K - $132K
|
1.99K
$467K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$246K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.83K- 26.22% |
$651K - $769K
|
10.8K
$2.53M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$170 - $201
|
6.02K
$1.41M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.62K+ 12.11% |
$275K - $325K
|
15K
$3.51M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.92K+ 7.74% |
$327K - $386K
|
26.8K
$6.28M
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1- 0.07% |
$170 - $201
|
1.52K
$357K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-49- 4.15% |
$8.33K - $9.84K
|
1.13K
$265K
|