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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-231- 2.36% |
$44.5K - $53.9K
|
9.54K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-28- 39.44% |
$5.39K - $6.53K
|
43
$9.43K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
10.6KNew |
$2.05M - $2.48M
|
10.6K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$1.54K - $1.87K
|
1.48K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.54K+ 13.23% |
$488K - $591K
|
21.7K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-487- 10.55% |
$93.8K - $114K
|
4.13K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.27K- 3.87% |
$244K - $295K
|
31.4K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89+ 6.77% |
$17.1K - $20.8K
|
1.4K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-51- 2.99% |
$9.82K - $11.9K
|
1.66K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-442- 4.13% |
$85.1K - $103K
|
10.3K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.04KNew |
$394K - $477K
|
2.04K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-634- 20.74% |
$122K - $148K
|
2.42K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.73K+ 14.28% |
$333K - $403K
|
13.8K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.63K- 63.53% |
$1.47M - $1.78M
|
4.38K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 6.41% |
$27.3K - $33.1K
|
2.36K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
135+ 1.42% |
$26K - $31.5K
|
9.63K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
148+ 1.8% |
$28.5K - $34.5K
|
8.36K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.29KNew |
$441K - $534K
|
2.29K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-85- 4.84% |
$16.4K - $19.8K
|
1.67K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.4K- 3.85% |
$2.2M - $2.66M
|
285K
$62.5M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-689- 82.12% |
$133K - $161K
|
150
$32.9K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 3.44% |
$224K - $271K
|
35K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.29K- 14.55% |
$441K - $534K
|
13.5K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-265- 1.49% |
$51K - $61.8K
|
17.5K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132+ 11.11% |
$25.4K - $30.8K
|
1.32K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.9KNew |
$2.1M - $2.54M
|
10.9K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-876- 4.87% |
$169K - $204K
|
17.1K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-10.6K- 24.98% |
$2.04M - $2.47M
|
31.8K
$6.97M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-30.9K- 25.48% |
$5.95M - $7.21M
|
90.4K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.9K- 85.39% |
$366K - $443K
|
325
$71.2K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88K+ 17.7% |
$362K - $439K
|
12.5K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.27% |
$770 - $933
|
1.48K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$11.6K - $14K
|
60
$13.2K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-909- 51.15% |
$175K - $212K
|
868
$190K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
96K+ 224.17% |
$18.5M - $22.4M
|
139K
$30.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-112K- 6.22% |
$21.5M - $26M
|
1.68M
$369M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.27% |
$1.93K - $2.33K
|
3.72K
$816K
|
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
40KNew |
$7.7M - $9.33M
|
40K
$8.77M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-540- 28.35% |
$104K - $126K
|
1.37K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.15K+ 1.67% |
$222K - $269K
|
70.4K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.05KNew |
$202K - $245K
|
1.05K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
79+ 2.06% |
$15.2K - $18.4K
|
3.91K
$856K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.81M- 99.49% |
$349M - $422M
|
9.22K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 2.94% |
$11.6K - $14K
|
1.98K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
479+ 1.44% |
$92.3K - $112K
|
33.7K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-430- 43.09% |
$82.8K - $100K
|
568
$124K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30.7K- 27.54% |
$5.91M - $7.16M
|
80.8K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
256+ 16.92% |
$49.3K - $59.7K
|
1.77K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-19.4K- 99.94% |
$3.73M - $4.51M
|
12
$2.63K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155New |
$29.9K - $36.1K
|
155
$34K
|