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 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-235- 6.11% |
$45.3K - $54.8K
|
3.61K
$791K
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.34K+ 11.33% |
$258K - $312K
|
13.2K
$2.88M
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-110- 5.14% |
$21.2K - $25.7K
|
2.03K
$445K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6K+ 368.28% |
$1.16M - $1.4M
|
7.63K
$1.67M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
443+ 6.74% |
$85.3K - $103K
|
7.01K
$1.54M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
389+ 4.09% |
$74.9K - $90.7K
|
9.91K
$2.17M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38+ 36.19% |
$7.32K - $8.86K
|
143
$31.3K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-151- 23.56% |
$29.1K - $35.2K
|
490
$107K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
255+ 23.63% |
$49.1K - $59.5K
|
1.33K
$292K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-522- 7.3% |
$101K - $122K
|
6.62K
$1.45M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13.1K+ 277.08% |
$2.52M - $3.05M
|
17.8K
$3.9M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 48.29% |
$220K - $267K
|
3.51K
$769K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-4.45K- 1.39% |
$858K - $1.04M
|
317K
$69.5M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$5.97K - $7.23K
|
31
$6.79K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-171- 4.03% |
$32.9K - $39.9K
|
4.08K
$893K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
4.17K
$914K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-11.9K- 65.84% |
$2.29M - $2.78M
|
6.18K
$1.35M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-418- 5.84% |
$80.5K - $97.5K
|
6.74K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 3.57% |
$9.24K - $11.2K
|
1.39K
$306K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.52% |
$578 - $700
|
570
$125K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599+ 0.81% |
$115K - $140K
|
75K
$16.4M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-248- 4.89% |
$47.8K - $57.8K
|
4.82K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
358+ 1.13% |
$69K - $83.5K
|
31.9K
$7M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-17.6K- 51.77% |
$3.4M - $4.11M
|
16.4K
$3.6M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-383- 2.86% |
$73.8K - $89.3K
|
13K
$2.86M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-47- 54.65% |
$9.05K - $11K
|
39
$8.55K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13+ 0.85% |
$2.5K - $3.03K
|
1.55K
$339K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-330- 4.98% |
$63.6K - $77K
|
6.3K
$1.38M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-94- 1.13% |
$18.1K - $21.9K
|
8.2K
$1.8M
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-33- 2.8% |
$6.36K - $7.7K
|
1.14K
$251K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.1% |
$963 - $1.17K
|
4.78K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.18KNew |
$228K - $276K
|
1.18K
$259K
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
511+ 18.18% |
$98.4K - $119K
|
3.32K
$728K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-205- 13.62% |
$39.5K - $47.8K
|
1.3K
$285K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 1.94% |
$28.1K - $34K
|
7.69K
$1.69M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.1K- 6.63% |
$212K - $257K
|
15.5K
$3.4M
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.15K- 38.03% |
$1.57M - $1.9M
|
13.3K
$2.91M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
19+ 82.61% |
$3.66K - $4.43K
|
42
$9.21K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.07K- 21.68% |
$976K - $1.18M
|
18.3K
$4.01M
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
200+ 4.76% |
$38.5K - $46.6K
|
4.4K
$964K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 7.69% |
$4.82K - $5.83K
|
300
$65.8K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-693- 1.26% |
$133K - $162K
|
54.4K
$11.9M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 41.54% |
$5.2K - $6.3K
|
38
$8.33K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.2% |
$4.43K - $5.36K
|
11.3K
$2.47M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.67KNew |
$321K - $389K
|
1.67K
$365K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 41.9% |
$232K - $281K
|
1.67K
$367K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$25.2K - $30.5K
|
131
$28.7K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-90- 0.32% |
$17.3K - $21K
|
28.1K
$6.16M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.3% |
$578 - $700
|
228
$50K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 11.14% |
$333K - $403K
|
17.2K
$3.78M
|