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 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.18KNew |
$369K - $401K
|
2.18K
$434K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.31% |
$8.49K - $9.22K
|
3.78K
$755K
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-855- 17.48% |
$145K - $158K
|
4.04K
$806K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-162- 12.38% |
$27.5K - $29.9K
|
1.15K
$229K
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
40.3KNew |
$6.85M - $7.44M
|
40.3K
$8.05M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14K+ 4.62% |
$2.37M - $2.58M
|
316K
$63.2M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.53KNew |
$430K - $467K
|
2.53K
$506K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-131- 22.2% |
$22.2K - $24.2K
|
459
$91.6K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-769- 91.11% |
$131K - $142K
|
75
$15K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70+ 10.51% |
$11.9K - $12.9K
|
736
$147K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-26.7K- 89.73% |
$4.53M - $4.92M
|
3.06K
$610K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
17New |
$2.89K - $3.14K
|
17
$3.39K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
348+ 2.16% |
$59.1K - $64.2K
|
16.5K
$3.29M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-317- 1.57% |
$53.8K - $58.5K
|
19.8K
$3.96M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.28% |
$1.53K - $1.66K
|
3.27K
$653K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 24.89% |
$251K - $273K
|
7.43K
$1.48M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6K- 42.13% |
$1.81M - $1.96M
|
14.6K
$2.92M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.32K- 58.92% |
$393K - $427K
|
1.61K
$322K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.05K+ 4.59% |
$179K - $194K
|
24K
$4.79M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.09% |
$170 - $184
|
1.1K
$219K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-649- 15.22% |
$110K - $120K
|
3.62K
$722K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
103+ 2.13% |
$17.5K - $19K
|
4.94K
$986K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.13K+ 34.2% |
$192K - $208K
|
4.43K
$885K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.23K- 9.82% |
$208K - $226K
|
11.3K
$2.25M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-9- 1.3% |
$1.53K - $1.66K
|
685
$137K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.64K- 10.92% |
$279K - $303K
|
13.4K
$2.67M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-356- 7.72% |
$60.4K - $65.7K
|
4.26K
$849K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
328+ 16.97% |
$55.7K - $60.5K
|
2.26K
$451K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-3- 0.08% |
$509 - $553
|
3.59K
$716K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 23.82% |
$300K - $326K
|
5.66K
$1.13M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-118- 4.24% |
$20K - $21.8K
|
2.67K
$532K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.19KNew |
$1.22M - $1.33M
|
7.19K
$1.44M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-812- 3.53% |
$138K - $150K
|
22.2K
$4.43M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.1K- 29.0% |
$187K - $203K
|
2.7K
$538K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-14K- 64.5% |
$2.38M - $2.58M
|
7.7K
$1.54M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-115- 1.7% |
$19.5K - $21.2K
|
6.66K
$1.33M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-841- 3.37% |
$143K - $155K
|
24.1K
$4.82M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
320+ 3.03% |
$54.3K - $59K
|
10.9K
$2.17M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.1KNew |
$1.89M - $2.05M
|
11.1K
$2.22M
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.15% |
$340 - $369
|
1.31K
$261K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 15.71% |
$7.47K - $8.12K
|
324
$64.7K
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
33.3K+ 78.13% |
$5.65M - $6.14M
|
75.9K
$15.2M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.46KNew |
$247K - $269K
|
1.46K
$291K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-518- 4.78% |
$87.9K - $95.5K
|
10.3K
$2.06M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
355+ 20.08% |
$60.3K - $65.5K
|
2.12K
$424K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
621+ 940.91% |
$105K - $115K
|
687
$137K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
49+ 0.29% |
$8.32K - $9.04K
|
16.9K
$3.38M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-285- 1.62% |
$48.4K - $52.6K
|
17.3K
$3.45M
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-110- 6.16% |
$18.7K - $20.3K
|
1.68K
$335K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.13% |
$1.02K - $1.11K
|
4.78K
$954K
|