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 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.99K+ 7.35% |
$846K - $920K
|
72.9K
$14.5M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
345+ 22.1% |
$58.6K - $63.6K
|
1.91K
$380K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.09% |
$170 - $184
|
1.11K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
386New |
$65.5K - $71.2K
|
386
$77.1K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-148- 1.03% |
$25.1K - $27.3K
|
14.3K
$2.85M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-29- 2.38% |
$4.92K - $5.35K
|
1.19K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.6K- 73.92% |
$2.13M - $2.32M
|
4.43K
$884K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-86- 1.85% |
$14.6K - $15.9K
|
4.56K
$910K
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-98- 2.8% |
$16.6K - $18.1K
|
3.4K
$678K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.03KNew |
$514K - $559K
|
3.03K
$605K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-90- 4.44% |
$15.3K - $16.6K
|
1.94K
$387K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.11K- 42.73% |
$529K - $574K
|
4.17K
$833K
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-715- 33.32% |
$121K - $132K
|
1.43K
$286K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.52KNew |
$598K - $650K
|
3.52K
$703K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
93.1K+ 1149.38% |
$15.8M - $17.2M
|
101K
$20.2M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.2K+ 40.26% |
$1.05M - $1.14M
|
21.6K
$4.31M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-180- 7.56% |
$30.6K - $33.2K
|
2.2K
$439K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 4.07% |
$6.62K - $7.19K
|
998
$199K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
40+ 0.51% |
$6.79K - $7.38K
|
7.96K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.27K+ 32.91% |
$215K - $234K
|
5.11K
$1.02M
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
133+ 2.62% |
$22.6K - $24.5K
|
5.2K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-171- 39.86% |
$29K - $31.5K
|
258
$51.5K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-90- 0.78% |
$15.3K - $16.6K
|
11.4K
$2.27M
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
350+ 25.72% |
$59.4K - $64.6K
|
1.71K
$342K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-280- 2.44% |
$47.5K - $51.6K
|
11.2K
$2.24M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.51K- 11.02% |
$1.1M - $1.2M
|
52.5K
$10.5M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-21.5K- 65.21% |
$3.65M - $3.96M
|
11.5K
$2.29M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-139- 8.4% |
$23.6K - $25.6K
|
1.52K
$303K
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-99- 6.06% |
$16.8K - $18.3K
|
1.53K
$306K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-97- 3.19% |
$16.5K - $17.9K
|
2.94K
$587K
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.03K- 2.9% |
$175K - $190K
|
34.5K
$6.88M
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.28KNew |
$387K - $421K
|
2.28K
$456K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-328- 15.32% |
$55.7K - $60.5K
|
1.81K
$362K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
166+ 9.1% |
$28.2K - $30.6K
|
1.99K
$397K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
45+ 3.58% |
$7.64K - $8.3K
|
1.3K
$260K
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
106+ 0.95% |
$18K - $19.6K
|
11.3K
$2.26M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$1.83M - $1.99M
|
10.8K
$2.16M
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
2.2K+ 15.38% |
$373K - $406K
|
16.5K
$3.29M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 1.15% |
$12.9K - $14K
|
6.67K
$1.33M
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.58KNew |
$437K - $475K
|
2.58K
$514K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.2K+ 26.12% |
$374K - $406K
|
10.6K
$2.12M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 6.15% |
$2.72K - $2.95K
|
276
$55.1K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-51- 96.23% |
$8.66K - $9.41K
|
2
$399
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-164- 11.82% |
$27.8K - $30.2K
|
1.22K
$244K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-38.8K- 99.47% |
$6.58M - $7.15M
|
205
$40.9K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.45K- 8.25% |
$415K - $451K
|
27.2K
$5.43M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-210- 14.28% |
$35.6K - $38.7K
|
1.26K
$252K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
468+ 15.93% |
$79.4K - $86.3K
|
3.41K
$680K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 4.32% |
$17.5M - $19M
|
2.49M
$497M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
22.3K+ 23.06% |
$3.79M - $4.12M
|
119K
$23.8M
|