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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-430- 26.99% |
$82.8K - $100K
|
1.16K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-382- 17.42% |
$73.6K - $89.1K
|
1.81K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1K+ 292.4% |
$193K - $233K
|
1.34K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.04K+ 7.22% |
$201K - $243K
|
15.5K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-263- 9.39% |
$50.7K - $61.3K
|
2.54K
$537K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-290- 1.89% |
$55.9K - $67.6K
|
15K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-19- 1.61% |
$3.66K - $4.43K
|
1.16K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-601- 3.93% |
$116K - $140K
|
14.7K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-56- 4.79% |
$10.8K - $13.1K
|
1.11K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.8K+ 33.21% |
$539K - $652K
|
11.2K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.62K- 9.54% |
$312K - $378K
|
15.4K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$193 - $233
|
1
$212
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-314- 13.63% |
$60.5K - $73.2K
|
1.99K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12- 0.88% |
$2.31K - $2.8K
|
1.36K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-199- 2.52% |
$38.3K - $46.4K
|
7.69K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3- 0.12% |
$578 - $700
|
2.45K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-454- 10.35% |
$87.4K - $106K
|
3.93K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.46KNew |
$860K - $1.04M
|
4.46K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-96.9K- 99.78% |
$18.7M - $22.6M
|
212
$44.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12+ 0.62% |
$2.31K - $2.8K
|
1.94K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
30New |
$5.78K - $7K
|
30
$6.35K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-400- 4.42% |
$77K - $93.3K
|
8.64K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5.25K- 13.2% |
$1.01M - $1.22M
|
34.5K
$7.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.29K- 16.91% |
$633K - $767K
|
16.2K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.94K+ 35.69% |
$566K - $685K
|
11.2K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
445+ 32.94% |
$85.7K - $104K
|
1.8K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
138K+ 336419.5% |
$26.6M - $32.2M
|
138K
$29.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 16.55% |
$18.5K - $22.4K
|
676
$143K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-184- 45.1% |
$35.4K - $42.9K
|
224
$47.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-19.8K- 16.1% |
$3.82M - $4.62M
|
103K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.03K+ 119.79% |
$775K - $939K
|
7.39K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-532K- 34.57% |
$102M - $124M
|
1.01M
$213M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
213+ 1.92% |
$41K - $49.7K
|
11.3K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-24.1K- 99.33% |
$4.65M - $5.63M
|
162
$34.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.93K+ 106.45% |
$950K - $1.15M
|
9.57K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-2.39K- 41.49% |
$459K - $556K
|
3.36K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19New |
$3.66K - $4.43K
|
19
$4.02K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-962- 10.18% |
$185K - $224K
|
8.49K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-45- 3.83% |
$8.67K - $10.5K
|
1.13K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 0.43% |
$1.54K - $1.87K
|
1.87K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.91KNew |
$561K - $680K
|
2.91K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.49KNew |
$287K - $347K
|
1.49K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
235+ 3.05% |
$45.3K - $54.8K
|
7.93K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-150- 11.42% |
$28.9K - $35K
|
1.16K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.58K+ 271.14% |
$1.07M - $1.3M
|
7.64K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.05K+ 7.01% |
$973K - $1.18M
|
77.2K
$16.3M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-59- 0.18% |
$11.4K - $13.8K
|
32.2K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.4% |
$4.43K - $5.36K
|
5.7K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-63- 44.37% |
$12.1K - $14.7K
|
79
$16.7K
|