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 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
365+ 121.67% |
$64.4K - $79.8K
|
665
$153K
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.94KNew |
$519K - $643K
|
2.94K
$677K
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.79% |
$8.82K - $10.9K
|
6.35K
$1.46M
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-24- 1.45% |
$4.23K - $5.25K
|
1.63K
$374K
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-489- 13.12% |
$86.2K - $107K
|
3.24K
$745K
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.14% |
$353 - $437
|
1.47K
$339K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.21K- 54.46% |
$919K - $1.14M
|
4.36K
$1M
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52+ 167.74% |
$9.17K - $11.4K
|
83
$19.1K
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-137K- 99.34% |
$24.2M - $30M
|
912
$210K
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.45KNew |
$433K - $536K
|
2.45K
$564K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.03K- 51.1% |
$534K - $661K
|
2.9K
$666K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-232- 8.11% |
$40.9K - $50.7K
|
2.63K
$604K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.23K- 68.95% |
$1.1M - $1.36M
|
2.81K
$645K
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
273+ 15.07% |
$48.1K - $59.7K
|
2.08K
$479K
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
60.2KNew |
$10.6M - $13.2M
|
60.2K
$13.8M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.68% |
$39.7K - $49.2K
|
13.2K
$3.03M
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
129+ 1.68% |
$22.7K - $28.2K
|
7.82K
$1.8M
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-63- 0.08% |
$11.1K - $13.8K
|
77.1K
$17.7M
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.4K- 8.18% |
$3.07M - $3.8M
|
195K
$45M
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
928New |
$164K - $203K
|
928
$213K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-522- 4.59% |
$92K - $114K
|
10.8K
$2.49M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.35KNew |
$238K - $296K
|
1.35K
$311K
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-574- 12.07% |
$101K - $125K
|
4.18K
$962K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
88+ 0.48% |
$15.5K - $19.2K
|
18.4K
$4.23M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-114- 7.77% |
$20.1K - $24.9K
|
1.35K
$311K
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-8.51K- 9.99% |
$1.5M - $1.86M
|
76.7K
$17.6M
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.17KNew |
$912K - $1.13M
|
5.17K
$1.19M
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-687- 2.36% |
$121K - $150K
|
28.4K
$6.54M
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$519K - $644K
|
2.95K
$678K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
628+ 24.69% |
$111K - $137K
|
3.17K
$730K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.08KNew |
$719K - $891K
|
4.08K
$938K
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-1.19K- 6.07% |
$210K - $261K
|
18.5K
$4.25M
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
44.2K+ 105.24% |
$7.79M - $9.66M
|
86.2K
$19.8M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.08% |
$1.41K - $1.75K
|
9.55K
$2.2M
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
295+ 2.94% |
$52K - $64.5K
|
10.3K
$2.38M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.6K- 31.46% |
$2.58M - $3.19M
|
31.8K
$7.32M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
36+ 0.1% |
$6.35K - $7.87K
|
37.4K
$8.61M
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.31% |
$176 - $219
|
321
$73.8K
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
20.7KNew |
$3.66M - $4.54M
|
20.7K
$4.77M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-104- 6.41% |
$18.3K - $22.7K
|
1.52K
$349K
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
934New |
$165K - $204K
|
934
$215K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
397+ 36.62% |
$70K - $86.8K
|
1.48K
$341K
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-128- 7.68% |
$22.6K - $28K
|
1.54K
$354K
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-12- 0.81% |
$2.12K - $2.62K
|
1.47K
$337K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 14.85% |
$269K - $333K
|
8.75K
$2.01M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
405+ 132.79% |
$71.4K - $88.5K
|
710
$163K
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
461+ 6.24% |
$81.3K - $101K
|
7.85K
$1.81M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
231+ 1.5% |
$40.7K - $50.5K
|
15.6K
$3.59M
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
843+ 7.7% |
$149K - $184K
|
11.8K
$2.71M
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
21+ 3.91% |
$3.7K - $4.59K
|
558
$128K
|